Blog | Dunham

DunhamDC 2/11/2025

Buy Fear, Sell Greed: The Investment Strategy Billionaires Use - And How You Can Too

Billionaires master one rule: buy fear, sell greed. Learn how DunhamDC’s rules-based strategy removes emotion and helps investors stay disciplined.

Dunham Deep Dive 2/7/2025

Buffet Indicator Flashing, China’s Trade Dilemma, and Easing Liquidity

The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag...

Tax Strategies 2/4/2025

Maximizing IRC 1202 Tax Benefits "Stacking & Packing" for QSBS Gains

IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance...

Dunham Deep Dive 1/31/2025

AI Shake-Up, "Eggflation", and the Market’s Hidden Leverage Bet

AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia...

Financial Advisor 1/28/2025

QSBS & IRC 1202 Explained: How Business Owners Can Eliminate Capital Gains Tax

Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h...

Macro 1/24/2025

Trump Tariffs Explained: Winners, Losers, and the Global Economic Impact

Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel...

Financial Advisor 1/21/2025

The Financial Advisor Talent Shortage: Who Will Guide the $90 Trillion Wealth Transfer?

The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit...

Dunham Deep Dive 1/17/2025

Slower Inflation Hopes, A Shipping Slump, and A Population Surge - Key Trends to Watch

December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne...

1/13/2025

Portfolio Reviews and Doctor Appointments: More Similar Than Different

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

Dunham Deep Dive 1/10/2025

Trillion-Dollar Climate Liabilities, Corporate Bankruptcies, and China's Economic Slump

Climate risks push home insurance costs up 55% since 2019, with $1T in state liabilities. Corporate bankruptcies hit a 14-year high, yet tight bond...

Retirement 1/7/2025

Gen X and Retirement: Why They’re Unprepared — and How Advisors Can Help

Generation X faces a retirement crisis, with typical savings at just $40,000 and fears of Social Security cuts looming. Debt burdens, low confidenc...