Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Dunham Deep Dive 11/22/2024
From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...
READ MOREClient Acquisition 11/19/2024
As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...
READ MOREDunham Deep Dive 11/15/2024
Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...
READ MOREEstate Planning 11/12/2024
Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni...
READ MOREMacro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...
READ MOREFinancial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...
READ MOREMacro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...
READ MORE10/29/2024
Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re...
READ MOREDunham Deep Dive 10/25/2024
Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li...
READ MORERetirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...
READ MOREMacro 10/18/2024
As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...
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