Blog | Dunham

Taxes 10/15/2025

2026 IRS Inflation Adjustments: Key Tax Bracket, Deduction, and Credit Changes Advisors Should Know

The IRS has released its 2026 inflation adjustments under Revenue Procedure 2025-32, revising over 60 tax provisions. See how new tax brackets, ded...

Dunham Deep Dive 10/10/2025

Fake Loan Collateral, Tightening Liquidity, and Gold’s Comeback

From fake collateral scandals to tightening bank liquidity and gold’s resurgence in global reserves, the financial system is shifting beneath the s...

ThinkAdvisor Luminaries 10/7/2025

Dunham Earns Double Recognition in the ThinkAdvisor 2025 Luminaries Awards

Dunham has been named a finalist in two categories at the ThinkAdvisor 2025 Luminaries Awards, honoring firms driving innovation and lasting impact...

Macro 10/3/2025

Bank Reserves Are Shrinking — Is a Liquidity Crunch Next?

U.S. bank reserves are shrinking at their fastest pace in years — slipping below $3 trillion and draining liquidity from the system. History shows ...

Charitable Giving 9/30/2025

High Earners Beware: The OBBBA Haircut and Shave Could Slash Your Charitable Deductions

High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi...

Dunham Deep Dive 9/26/2025

AI’s Risky Loop, Student Debt Crunch, & America’s Unbalanced Consumer

The AI boom’s financing loops echo the dot-com bubble, with suppliers bankrolling buyers to fuel demand. At the same time, one-third of student bor...

Financial Advisor 9/23/2025

6 Prospecting Hacks Every Advisor Needs to Attract More Clients

Many advisors ask us: “How can I market better?” The answer isn’t more hustle — it’s smarter systems. Discover 6 prospecting hacks to multiply your...

Dunham Deep Dive 9/19/2025

Treasury’s Cash Drain, France’s Debt Spiral, & China’s Price Wars

The Treasury’s cash rebuild could drain liquidity, France’s debt spiral is flashing eurozone warning signs, and China’s price wars risk fueling a d...

Taxes 9/16/2025

The Phaseologist: Vanishing Deductions and Hidden Tax Brackets

Hidden tax phaseouts can quietly erase deductions as income rises — creating “invisible” tax brackets. Learn where SALT, senior, and other benefits...

9/12/2025

The U.S. Labor Market Is Slowing - and Job Revisions Show It’s Been Happening for Years

The U.S. labor market slowdown isn’t new. Revisions show nearly a million jobs overstated, with ADP and BLS data diverging and government hiring ma...

Financial Advisor 9/9/2025

Everyone Should Have The Opportunity To Say No

Many advisors hesitate to ask friends for business, fearing rejection or awkwardness. But avoiding the conversation means making the decision for t...