Blog

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

Macro 11/17/2023

Part Two: How A BRICS Currency Could Work, Why It Isn’t Likely, And What It Means For The Dollar

This deep dive into global trade dynamics underscores how crucial understanding capital flows are. The US-BRICS balance profoundly impacts global g...

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Financial Advisors 11/14/2023

Client Retention For Financial Advisors: What Clients Seem To Really Want

Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re...

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Macro 11/13/2023

Part One: Is a BRICS Currency a Flawed Idea? I Think So – And Here’s Why

The article explores 'de-dollarization' and the potential formation of a BRICS currency. It addresses the reasons why this may not be as straightfo...

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Selling a Business 11/9/2023

Advanced Strategies: Increasing Your Business Value When Selling Your Business

Discover key strategies to unlock the maximum value in your business sale. From understanding value drivers to transparent financial documentation ...

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Reading List 11/7/2023

The Dunham Bookshelf: Top Books For Financial Advisors

In the ever-evolving world of finance, continuous growth and reading are essential for financial advisors to excel. here's a curated list of our re...

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Macro 11/2/2023

The Natural Rate of Interest: The Hidden Force Shaping Economics

The Fed's monetary policy and natural interest rates matter to investors. For years, natural rates of interest have been declining, influencing inv...

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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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