Blog

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

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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Macro 1/12/2024

“Carmageddon”: Is The Auto Market Looking Fragile? I Believe So

The auto market is showing signs of stress. As delinquencies rise, negative equity surges, and loan demand drops, consumers face increasing fragili...

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1/9/2024

Dunham Quarterly Snapshot For Q4 2023 + Dunham Behind-The-Scenes For Q1 2024

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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Macro 1/5/2024

‘Corporate Cannibalism’: How Monopoly Powers And Corporate Concentration Are Helping Widen Inequality

The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav...

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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...

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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 ...

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