Blog

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

Financial Advisor 10/15/2024

How Financial Advisors Can Simplify Complex Investment Concepts and Build Client Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...

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Dunham Deep Dive 10/11/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Dive into three critical economic insights this October, from the U.S. federal deficit hitting $1.8 trillion to South Korea's export trends and the...

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Quarterly Snapshot 10/8/2024

Key Insights from Dunham’s Q3 2024 Snapshot: Fed Moves, Market Trends, and More

Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ...

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Macro 10/4/2024

China’s Bazooka Stimulus: Can the New Economic Measures Boost Growth and Revive Its Property Market?

China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...

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Behind The Scenes 10/1/2024

Dunham Behind the Scenes: Q4 Portfolio Insights

An Inside Look at Dunham’s Q4 2024 Portfolio Strategy: See how Dunham’s Investment Committee maneuvered around the Fed's first rate cut in four yea...

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Macro 9/27/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s...

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Financial Advisor 9/24/2024

Women Are Leading the Next Wave of Growth in Wealth Management

Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina...

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Dunham Deep Dive 9/20/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c...

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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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