Blog

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

Retirement 3/25/2025

Inflation, Food, and 50-Year Retirements: What Planners Should Know

Even at the Fed’s 2% inflation target, retirees living 30–50 years post-retirement may see their purchasing power erode dramatically. Our latest re...

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Dunham Deep Dive 3/21/2025

Government Jobs Have Surged, Consumer Credit is Deteriorating, and Global Uncertainty Explodes

Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un...

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DunhamDC 3/18/2025

Stock Market Sell-Off? Why DunhamDC Buys When Others Panic

As markets tumbled and fear took hold, DunhamDC took a different approach—buying while others sold. Sticking to a disciplined strategy, we focused ...

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Macro 3/14/2025

The Housing Market Tug of War: A Looming Correction or a New Normal?

The U.S. housing market is at a crossroads. Prices remain high, but affordability is collapsing. Rising interest rates, climate risks, and supply s...

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Financial Advisors 3/11/2025

Three Feet From Gold? How Some Financial Advisors Can Transform Their Practice

Many financial advisors are closer than they think to unlocking sustainable, predictable growth. Like R.U. Darby, who stopped just three feet from ...

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Dunham Deep Dive 3/7/2025

GDPNow Tumbles Fast, Credit Scores at Risk, and Germany Brings Stimulus

The Atlanta Fed’s GDPNow forecast nosedived from +4.0% to -2.4%, student loan delinquencies threaten a 129-point credit score drop, and Germany piv...

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Retirement 3/4/2025

How Science Is Extending Healthspan and Lifespan: What It Means for Retirees

The FDA’s approval of Loyal’s longevity drug for dogs marks a breakthrough in aging science. As we extend both lifespan and healthspan in animals, ...

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Dunham Deep Dive 2/28/2025

Narrowing Job Growth, Consumer Spending Risks, and OPEC’s Dilemma

U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln...

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charitable remainder trust 2/25/2025

What Is a Charitable Remainder Trust (CRT)? A Guide for Financial Advisors

Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create...

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Dunham Deep Dive 2/21/2025

China's Luxury Slump, Housing Affordability Crisis, and Germany’s Political Shift

China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su...

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White Paper 2/18/2025

Is a New Retirement Crisis Ahead? Dunham’s White Paper Explores Longevity, Inflation, and Future Planning

Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...

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