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Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

News 9/17/2024

Dunham Named Finalist for the Prestigious 2024 ThinkAdvisor Luminaries Award in Innovation

Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive...

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Macro 9/13/2024

Student Loan Crisis: A Growing Problem That Will Soon Hit Credit Scores

Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi...

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Retirement 9/10/2024

Protecting Seniors from Financial Scams: A Guide for Financial Advisors

As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...

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Macro 9/6/2024

The Yield Curve Just Un-Inverted - Here’s Why That’s a Red Flag

The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...

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Retirement 9/3/2024

Biggest Scams Targeting Baby Boomers: What You Need to Know

Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...

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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...

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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...

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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...

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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...

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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 ...

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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....

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