Blog | Dunham

Trust 11/18/2025

How First and Third-Party Special Needs Trusts Protect Benefits and Families

Discover how first- and third-party special needs trusts safeguard government benefits while improving quality of life. Learn the key differences, ...

Macro 11/14/2025

The Treasury’s Liquidity Flood, CEO Euphoria, and a $142 Trillion Inflation Surge

The Treasury’s cash pile near $950 billion is about to gush back into markets, flooding the system with liquidity. As CEOs sound their most optimis...

Financial Advisor 11/11/2025

Succession Planning: Passing Your Advisory Practice to the Next Generation

Succession planning isn’t just about retirement — it’s about legacy. With trillions in assets set to change hands, advisors must plan early, choose...

Macro 11/7/2025

Bank Stress Builds, Housing Locks Out a Generation, and Jobs Freeze Up

The Fed quietly injected $125B into banks as liquidity strains deepen, housing locks out a generation of buyers, and layoffs surge to 20-year highs...

CRT 11/4/2025

The Last Full Year to Maximize Charitable Deductions — Why Advisors Should Act Before the 2026 OBBBA Changes

2025 is the last full year to maximize charitable deductions before new OBBBA rules take effect. Learn how a CRT–DAF strategy can help clients elim...

Macro 10/31/2025

Is the AI Bubble Primed To Burst? These Three Things Show Trouble Ahead

AI’s rise has sparked record spending, soaring valuations, and global shortages—but history shows every boom plants the seeds of its own decline. F...

Behavioral Finance 10/28/2025

10 Behavioral Biases Every Financial Advisor Should Know

Clients don't often fail because of bad planning — they fail because of emotion. From loss aversion to recency bias, these 10 behavioral pitfalls s...

10/24/2025

Unprofitable Stocks Surge, a Split Economy Emerges, and Money Velocity Slows

Unprofitable stocks are soaring as investors bet on Fed rate cuts, liquidity lifts riskier names, and half of America quietly slips toward recessio...

Commentary 10/21/2025

Ken Griffin, Ray Dalio & Jamie Dimon on Markets, Inflation, and AI

Ken Griffin, Ray Dalio, and Jamie Dimon share candid insights on markets, inflation, and the rise of AI. From persistent inflation and fiscal strai...

Macro 10/17/2025

China vs. the E.U.: The Trade War Nobody Is Talking About (Yet)

China’s export surge to Europe is fueling new tariffs, trade probes, and rising tensions. With the E.U.’s deficit topping €300 billion, Brussels is...

Quarterly Pulse 10/16/2025

The Q3 2025 Dunham Quarterly Pulse: Trends, Risks & Strategies

The Q3 2025 Dunham Quarterly Pulse explores how declining policy uncertainty, global rate cuts, and record household wealth are shaping markets. Di...