Blog | Dunham

Knowledgeability 1/2/2024

How The ‘See And Be Seen' Restaurant Helps You Get Business

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...

Macro 12/29/2023

My Top Three Q4 'Morning Pours' With Must-See Updates

A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ...

Strategies 12/29/2023

Why Isn’t Mr. Market on the Series 7 Exam?

Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an...

IRS 12/26/2023

Naughty or Nice: What the IRS Put in Our Stockings This Year

Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and...

Strategies 12/19/2023

Forget One of These Year-End Strategies, And Your Client May Never Forgive You - And Neither Will I

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,...

Macro 12/15/2023

From Stability to Instability: What We Can Learn From Minsky And Soros About Markets

Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of...

Financial Advisors 12/12/2023

Building Confidence in Bear Markets: Strategies Every Advisor Should Know

Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil...

Macro 12/8/2023

Triffin’s Dilemma: Why the U.S. Dollar’s Global Role Is a Double-Edged Sword

Global anxiety brews over the potential for a declining U.S. dollar. Triffin's Dilemma unveils a paradox: a reserve currency requires deficits, bu...

Macro 12/5/2023

Beyond the Discounts: Black Friday Sales, BNPL, And The Shadow of Debt

Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c...

Macro 12/1/2023

The Perpetual Game: Saudi Arabia, OPEC, And Oil Markets Are Stuck In A Prisoner’s Dilemma

Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in...

Financial Advisors 11/28/2023

Why Content Marketing is Essential for Financial Advisors

Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen...