Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Macro 3/22/2024

Trade Wars Redux? China's Manufacturing Glut and Its Global Implications

Amid China's economic struggles, it's resorting to aggressive measures. Increasing manufacturing investment to offset property market woes may exac...

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Financial Advisor 3/19/2024

Empowering Women's Financial Futures: Insights from MaryGrace Musuneggi

Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re...

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Dunham Deep Dive 3/15/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At Today

National FICO credit score dips for the first time in 10 years. Rising missed payments and debt levels drive concerns. China's property market slum...

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Macro 3/12/2024

Beyond The Politics: Presidential Elections and Economic Realities

Dive into 2024's economic terrain beyond Fed talks: the presidential election looms. As advisors, let's focus on facts, not politics, to guide clie...

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Macro 3/8/2024

Banks on Shaky Ground as Liquidity Dries Up - Here's What I'm Looking At

Rising loan losses, dwindling liquidity, and the Fed's tightening plague banks. With the emergency lending program ending and Fed tightening suckin...

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News 3/7/2024

Catch Our CIO Discussing Market Insights on The Schwab Network

Our Chief Investment Officer – Ryan J. Dykmans - was invited to appear on the live Schwab Network program, "The Watch List," to share his insights ...

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Macro 3/5/2024

Credit Hangover? Why Rising Delinquencies May Challenge the "Soft Landing" Narrative

Rising consumer debt and delinquencies paint a concerning picture, despite a strong labor market. This article explores the potential economic vuln...

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Dunham Deep Dive 3/1/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At Today

Dunham Deep Dive breaks down 3 key stories: 1) Opaque valuations threaten $1.7 trillion private credit market. 2) Rising rates squeeze consumers mo...

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Macro 2/28/2024

A Dive into the Overnight Reverse Repo Market and The Cracks Within

Dive into the crucial yet overlooked realm of the Overnight Reverse Repo market and its potential implications throughout 2024.

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Retirement 2/27/2024

What Is The ‘Retirement Spending Smile’ and Why Is It Important

In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp...

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News 2/22/2024

Dunham Surpassed $5 Billion in Combined AUM and AUA

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol...

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