Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Dunham Deep Dive 8/30/2024

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

Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo... READ MORE

Retirement 8/27/2024

Why Baby Boomers Are Prime Targets for Cyber Scams and Financial Fraud

As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202... READ MORE

Macro 8/23/2024

Are We Already in a Recession? Labor Market Signals an Economic Downturn

The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa... READ MORE

High Net Worth 8/20/2024

How Financial Advisors Can Attract and Retain High-Net-Worth Clients

High-net-worth individuals face unique challenges with wealth, from legacy fears to complex financial planning. Advisors must go beyond managing as... READ MORE

Macro 8/19/2024

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

U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ... READ MORE

DunhamDC 8/13/2024

Combatting the Retirement Investment Paradox with DunhamDC

DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth.... READ MORE

Macro 8/9/2024

The Rise and Fall of the Vola-Saurus Rex: Wall Street’s Short Volatility Beast

Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve... READ MORE

Financial Advisor 8/6/2024

How to Preserve Generational Wealth During the $84 Trillion Wealth Transfer

Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter... READ MORE

Macro 8/2/2024

Auto Sector Crisis Deepens: Will It Get Worse?

Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au... READ MORE

Knowledgeability 7/30/2024

Does It Pay To Be Pushy?

“Pushy” is a word with negative connotations. No one wants to shop in a store with an aggressive salesperson hanging over your shoulder. Suppose w... READ MORE

Mid-Year Outlook 7/29/2024

Dunham 2024 Mid-Year Market Outlook: Key Insights, Economic Analysis, and Portfolio Strategies

Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre... READ MORE

IRS 7/23/2024

Cracking the July 2024 RMD Code - Your Guide to Navigating the IRS's Latest Retirement Rulebook

The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in... READ MORE

Macro 7/19/2024

Ticking Timebomb? Trillions in 'Hidden' Dollar Debts Overseas

John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob... READ MORE

Retirement 7/16/2024

The Slinky Effect on Retirement - A Unique Approach to Help Tackle the Retirement Investment Paradox

Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr... READ MORE

Dunham Deep Dive 7/12/2024

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

Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ... READ MORE

Quarterly Snapshot 7/9/2024

Key Insights in Our Q2 2024 Quarterly Snapshot

Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv... READ MORE

Macro 7/5/2024

The Labor Market Is Looking Fragile – Here’s What The Mainstream Doesn’t Talk About

Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn... READ MORE

Behind The Scenes 7/3/2024

Behind The Scenes Q3 2024 + Dunham CIO Back on Schwab Network

Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju... READ MORE

Macro 7/1/2024

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

China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ... READ MORE

Knowledgeability 6/25/2024

Does Your Nonprofit Have “Zombie” Board Members?

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE