Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 1/25/2024
China's economy faces challenges: anemic consumer demand, soaring debt, deflation, eroding private business investment, and high youth unemployment...
READ MOREFinancial Advisor 1/23/2024
The Fujiwhara effect, a meteorological rarity, mirrors a financial convergence: Baby Boomers' mass retirement and escalating market volatility. Wit...
READ MOREMacro 1/19/2024
Skepticism persists about the banking system. Challenges include misconceptions about banking and the impact of interest rates on lending. With len...
READ MORERetirement 1/16/2024
This piece illustrates how sequence risk can lead to financial success or hardship, emphasizing the need for strategic planning to ensure a secure ...
READ MOREMacro 1/12/2024
The auto market is showing signs of stress. As delinquencies rise, negative equity surges, and loan demand drops, consumers face increasing fragili...
READ MORE1/9/2024
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...
READ MOREMacro 1/5/2024
The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav...
READ MOREKnowledgeability 1/2/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...
READ MOREMacro 12/29/2023
A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ...
READ MOREStrategies 12/29/2023
Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an...
READ MOREIRS 12/26/2023
Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and...
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