Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisor 12/3/2024
Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ... READ MORE
Dunham Deep Dive 11/29/2024
Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci... READ MORE
Financial Advisor 11/26/2024
Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi... READ MORE
Dunham Deep Dive 11/22/2024
From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th... READ MORE
Client Acquisition 11/19/2024
As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful... READ MORE
Dunham Deep Dive 11/15/2024
Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat... READ MORE
Estate Planning 11/12/2024
Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni... READ MORE
Macro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot... READ MORE
Financial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a... READ MORE
Macro 11/1/2024
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... READ MORE
10/29/2024
Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re... READ MORE
Dunham Deep Dive 10/25/2024
Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li... READ MORE
Retirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re... READ MORE
Macro 10/18/2024
As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ... READ MORE
Financial Advisor 10/15/2024
Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break... READ MORE
Dunham Deep Dive 10/11/2024
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... READ MORE
Quarterly Snapshot 10/8/2024
Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ... READ MORE
Macro 10/4/2024
China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ... READ MORE
Behind The Scenes 10/1/2024
An Inside Look at Dunham’s Q4 2024 Portfolio Strategy: See how Dunham’s Investment Committee maneuvered around the Fed's first rate cut in four yea... READ MORE
Macro 9/27/2024
Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s... READ MORE