Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 8/23/2024
The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa...
READ MOREHigh Net Worth 8/20/2024
High-net-worth individuals face unique challenges with wealth, from legacy fears to complex financial planning. Advisors must go beyond managing as...
READ MOREMacro 8/19/2024
U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...
READ MOREDunhamDC 8/13/2024
DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....
READ MOREMacro 8/9/2024
Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve...
READ MOREFinancial Advisor 8/6/2024
Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...
READ MOREMacro 8/2/2024
Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...
READ MOREKnowledgeability 7/30/2024
“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...
READ MOREMid-Year Outlook 7/29/2024
Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre...
READ MOREIRS 7/23/2024
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...
READ MOREMacro 7/19/2024
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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