Blog

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

Dunham Deep Dive 2/20/2024

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

This week's Dunham Deep Dive covers the staggering $929 billion in commercial property loans set to mature, the alarming plunge in US retail sales ...

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Retirement 2/13/2024

The Truth About Retirement: Exploring Four Common Myths

Explore the truth behind four retirement myths and learn to navigate around these with clarity and greater confidence.

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Macro 2/9/2024

Contagion Effect: Banks Choking on Their Commercial Real Estate Exposure

The commercial real estate market's fragility threatens smaller banks, as shown by NYCB's drastic stock plunge due to Q4-2023 losses. Banks shift ...

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Behavioral Finance 2/6/2024

Four Emotional Biases and Cognitive Flaws That Impact Your Decision-Making

Delve into the intricate workings of markets, where human emotions shape financial decisions. Explore how emotional biases and cognitive flaws dri...

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Macro 2/5/2024

“On Borrowed Time?”: Taking A Closer Look at The U.S. Consumer

The U.S. consumer, a key economic driver, displays resilience amid volatility. However, growing concerns arise as recency bias may mask underlying ...

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Financial Advisors 1/30/2024

Timeless Wisdom: Understanding Mr. Market's Role in Your Portfolio

Here is timeless investor wisdom we can learn from Mr. Market. What is Mr. Market? Find out as we explore Benjamin Graham and Warren Buffett's prin...

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Macro 1/26/2024

The Commercial Real Estate Crunch: Are Small Banks Sitting on a Ticking Time Bomb?

U.S. banks face a ticking time bomb in commercial real estate, with smaller banks sitting on a pile of souring loans. This market stress is driven ...

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Macro 1/25/2024

The Great Wall of Worry: Is China on the Brink of a Balance Sheet Recession?

China's economy faces challenges: anemic consumer demand, soaring debt, deflation, eroding private business investment, and high youth unemployment...

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Financial Advisor 1/23/2024

The Perfect Storm: Why This May Be The Most Important Time For A Financial Advisor

The Fujiwhara effect, a meteorological rarity, mirrors a financial convergence: Baby Boomers' mass retirement and escalating market volatility. Wit...

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Macro 1/19/2024

Banking Fragility Unveiled? Separating Fact from Fiction in Financial Systems

Skepticism persists about the banking system. Challenges include misconceptions about banking and the impact of interest rates on lending. With len...

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Retirement 1/16/2024

Sequence Risk, What it Is, And Why It Matters In A Bear Market For Retirees

This piece illustrates how sequence risk can lead to financial success or hardship, emphasizing the need for strategic planning to ensure a secure ...

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