Blog | Dunham

Crypto 7/8/2025

The Advisor’s Crypto Cheat Sheet: What Clients Are Asking About

Clients are driving more crypto conversations than advisors, but many advisors still feel underprepared. This guide offers a plain-English crypto c...

Dunham Deep Dive 7/3/2025

OPEC's Big Oil Flood, BNPL Hitting FICO, and Copper’s Big Squeeze

OPEC’s oil flood accelerates as Saudi Arabia shifts strategy, BNPL debt enters FICO scores exposing hidden consumer risk, and a historic copper squ...

DunhamDC 7/1/2025

The DunhamDC Sell Greed Triggers on Friday June 27, As the Market Hits a New High

On June 27, 2025, as the S&P 500 hit record highs, the DunhamDC algorithm triggered a "Sell Greed" signal, reducing equity exposure to minimums. Th...

Macro 6/27/2025

From Servers to Superpower: Why Data Centers Are Fueling the Fourth Industrial Revolution + Uranium Boom

The AI and data center boom is fueling a trillion-dollar digital infrastructure buildout—but it’s also straining the U.S. power grid. As utilities ...

Retirement 6/24/2025

The Longevity-Inflation Trap: Why Conservative Retirement Portfolios May Fail

In this seventh installment, we unveil the Longevity-Inflation Impact and Target Sustainability Rate™—two concepts revealing why "safe" retirement ...

Macro 6/20/2025

China’s Auto Price War Is a Warning to the World – Here’s Why

China's EV price war - led by BYD - has triggered collapsing margins, delayed supplier payments, and inflated sales tactics. As China’s auto giants...

Retirement 6/17/2025

Multi-Generation Retirement™: Why One Nest Egg May Need to Support Three Generations

Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ...

Dunham Deep Dive 6/13/2025

Student Loans Tank Credit, Canada’s Steel Problem, And Japan’s Auto Crunch

Student loan delinquencies are surging, dragging down credit scores and spending. Canada ramps up tariffs to shield steel jobs from China’s export ...

Inflation 6/10/2025

The Overlooked Threat to Retirement: Understanding the Sequence of Inflation Risk

Retirees are living longer, and inflation's timing—not just its average—can make or break a portfolio. This article explores the overlooked threat ...

Dunham Deep Dive 6/6/2025

U.S. Trade Surges, Housing Inequality Deepens, and China’s Data Disappears - Here's What You Need To Know

The U.S. trade deficit just posted a record narrowing, first-time homeownership has collapsed to historic lows, and China’s vanishing data raises r...

Retirement 6/3/2025

The Retirement Investment Paradox™ Explained: The Hidden Risk in Modern Portfolios

Retirees today face a new dilemma: the Retirement Investment Paradox™. Advisors must balance growth to outpace inflation and longevity with portfol...