Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
1/9/2024
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol...
READ MOREMacro 1/5/2024
The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav...
READ MOREKnowledgeability 1/2/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...
READ MOREMacro 12/29/2023
A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ...
READ MOREStrategies 12/29/2023
Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an...
READ MOREIRS 12/26/2023
Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and...
READ MOREStrategies 12/19/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,...
READ MOREMacro 12/15/2023
Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of...
READ MOREFinancial Advisors 12/12/2023
Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil...
READ MOREMacro 12/8/2023
Global anxiety brews over the potential for a declining U.S. dollar. Triffin's Dilemma unveils a paradox: a reserve currency requires deficits, bu...
READ MOREMacro 12/5/2023
Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c...
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