Blog

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

IRS 11/1/2023

IRS Changes Are Here: You Cannot Plan for 2024 Without Knowing This

The IRS has just announced key adjustments for 2024, impacting retirement and tax planning - here's what you need to know.

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Inflation 10/31/2023

Demystifying Inflation: The Three Key Types and Their Impact

From demand-pull to cost-push and monetary inflation, explore the forces behind price hikes since the pandemic. Understand the intricacies of infla...

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Macro 10/24/2023

Unveiling the Silent Warning Signs: The Bank Lending Decline and Steepening Yield Curve - Why They Matter

Amid greater market uncertainty, declining bank lending is indicating some potential issues. Meanwhile, a rapidly steepening yield curve may pose f...

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Volatility 10/16/2023

Defend and Conquer: Approaching the Ominous "Volatility Tax"

The "volatility tax" reveals the deceptive cost of steep portfolio losses, emphasizing the significance of understanding how money grows or shrinks...

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Behavioral Finance 10/10/2023

Why Humans Hate Losing: The Impact of Prospect Theory in Finance

Understanding cognitive biases in finance is crucial. It's important to try and make rational decisions despite our complex human nature. Prospect ...

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10/4/2023

Dunham Quarterly Snapshot Q3 2023

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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Soft Landing 10/3/2023

“Don't Be The Turkey”: Questioning The Soft-Landing Narrative

The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e...

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Inverse Yield Curve 9/26/2023

Navigating an Inverse Yield Environment: Financial Advisor Investment Strategies for Preserving Capital

When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma...

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dunham donor advised fund 9/19/2023

The Dunham Donor Advised Fund: A Strategic Approach to Addressing Client Taxes and Enhancing Client Relationships

Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr...

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Dunham Onboarding Experience 9/12/2023

The Dunham Onboarding Experience

As a financial advisor and entrepreneur, you understand that a smooth onboarding process is not just a checklist—it is an impactful experience. Tha...

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Roth Conversion 9/5/2023

That Magic Moment - Can a Roth Conversion be "tax-free"?

If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o...

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