Blog

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

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...

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Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

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Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...

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10/29/2024

Tax Changes for 2025: What You Need to Know for Estate Planning, Retirement, and Business Taxes

Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re...

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Dunham Deep Dive 10/25/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li...

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Retirement 10/22/2024

How Many Retirements Can One Generation Support?

With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...

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Macro 10/18/2024

The Rise of Fiscal Dominance: A Tug-of-War Between the Fed and Treasury

As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...

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Financial Advisor 10/15/2024

How Financial Advisors Can Simplify Complex Investment Concepts and Build Client Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...

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Dunham Deep Dive 10/11/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Dive into three critical economic insights this October, from the U.S. federal deficit hitting $1.8 trillion to South Korea's export trends and the...

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Quarterly Snapshot 10/8/2024

Key Insights from Dunham’s Q3 2024 Snapshot: Fed Moves, Market Trends, and More

Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ...

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Macro 10/4/2024

China’s Bazooka Stimulus: Can the New Economic Measures Boost Growth and Revive Its Property Market?

China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...

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