Blog | Dunham

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 Massive Job Revisions Reveal 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...

Dunham Deep Dive 9/5/2025

America’s Auto Debt Trap, Britain’s Gilt Meltdown, and China’s Banking Squeeze

Seven-year auto loans hit a record 21.6% of U.S. financing, the U.K. faces a gilt yield surge not seen since 1998, and Chinese banks are bleeding m...

Financial Planning 9/2/2025

Childfree Financial Planning: Strategies for Couples and Individuals Without Kids

Childfree individuals and couples face unique financial challenges and opportunities. From estate planning and savings strategies to charitable giv...

Macro 8/29/2025

Debt Cycles 102: How Debt Fueled History’s Greatest Bubbles and Market Crashes

Debt Cycles 102 explores how debt fueled some of history’s biggest bubbles — from tulips to railroads. Different assets, same story: easy credit, s...

Financial Advisor 8/26/2025

Financial Advisor Marketing Strategies 2025: What Works Now (and What Doesn’t)

Financial advisor marketing has changed: clients want education, not sales pitches. Learn why content, SEO, and authentic social presence are now t...

Dunham Deep Dive 8/22/2025

Liquidity Is Evaporating, AI’s Building Boom, & China’s Job Market Crumbles

Liquidity buffers are vanishing as the Fed’s reverse repo facility drains, AI data centers surge past offices in construction, and China’s job mark...

Donor-Advised Fund 8/19/2025

Smarter Giving Starts Here: How Advisors Use Donor Advised Funds to Build Loyalty & Legacy

Discover how donor advised funds (DAFs) help financial advisors deepen client loyalty, maximize tax efficiency, and build multigenerational legacie...