Blog

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

Macro 8/2/2024

Auto Sector Crisis Deepens: Will It Get Worse?

Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...

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Knowledgeability 7/30/2024

Does It Pay To Be Pushy?

“Pushy” is a word with negative connotations. No one wants to shop in a store with an aggressive salesperson hanging over your shoulder. Suppose w...

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Mid-Year Outlook 7/29/2024

Dunham 2024 Mid-Year Market Outlook: Key Insights, Economic Analysis, and Portfolio Strategies

Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre...

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IRS 7/23/2024

Cracking the July 2024 RMD Code - Your Guide to Navigating the IRS's Latest Retirement Rulebook

The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in...

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Macro 7/19/2024

Ticking Timebomb? Trillions in 'Hidden' Dollar Debts Overseas

John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob...

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Retirement 7/16/2024

The Slinky Effect on Retirement - A Unique Approach to Help Tackle the Retirement Investment Paradox

Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr...

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Dunham Deep Dive 7/12/2024

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

Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ...

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Quarterly Snapshot 7/9/2024

Key Insights in Our Q2 2024 Quarterly Snapshot

Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv...

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Macro 7/5/2024

The Labor Market Is Looking Fragile – Here’s What The Mainstream Doesn’t Talk About

Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn...

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Behind The Scenes 7/3/2024

Behind The Scenes Q3 2024 + Dunham CIO Back on Schwab Network

Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju...

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Macro 7/1/2024

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

China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ...

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