Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Retirement 3/25/2025
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...
READ MOREDunham Deep Dive 3/21/2025
Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un...
READ MOREDunhamDC 3/18/2025
As markets tumbled and fear took hold, DunhamDC took a different approach—buying while others sold. Sticking to a disciplined strategy, we focused ...
READ MOREMacro 3/14/2025
The U.S. housing market is at a crossroads. Prices remain high, but affordability is collapsing. Rising interest rates, climate risks, and supply s...
READ MOREFinancial Advisors 3/11/2025
Many financial advisors are closer than they think to unlocking sustainable, predictable growth. Like R.U. Darby, who stopped just three feet from ...
READ MOREDunham Deep Dive 3/7/2025
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...
READ MORERetirement 3/4/2025
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, ...
READ MOREDunham Deep Dive 2/28/2025
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...
READ MOREcharitable remainder trust 2/25/2025
Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create...
READ MOREDunham Deep Dive 2/21/2025
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...
READ MOREWhite Paper 2/18/2025
Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...
READ MORE