Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
7/29/2025
Want help mastering the latest tax phaseouts? From Roth IRA income limits to new deductions under the One Big Beautiful Bill Act, this guide gives ...
READ MOREDunham Deep Dive 7/25/2025
A forgotten indicator flashes its strongest signal since 1997, meme stocks return with retail euphoria, and Europe’s trade rift with China deepens.
READ MOREEstate Taxes 7/22/2025
Explore the key estate and business tax updates in Part II of our OBBBA Guide. Learn how QSBS rules, bonus depreciation, and estate exemptions are ...
READ MOREDunham Deep Dive 7/18/2025
Despite tariff fears, U.S. inflation data came in softer than expected, with businesses absorbing costs to protect margins. Meanwhile, small-cap fi...
READ MORETax Code 7/15/2025
The One Big Beautiful Bill Act overhauls U.S. tax law with sweeping changes for individuals — from tax-free tips and Baby Savings Accounts to perma...
READ MOREMacro 7/11/2025
With record deficits dominating headlines, understanding the difference between fiscal and trade deficits is essential. This piece unpacks how each...
READ MOREQuarterly Pulse 7/10/2025
The Q2 2025 Dunham Quarterly Pulse breaks down weakening global growth, persistent inflation, and shifting rate expectations. Explore key insights,...
READ MORECrypto 7/8/2025
Clients are driving more crypto conversations than advisors, but many advisors still feel underprepared. This guide offers a plain-English crypto c...
READ MOREDunham Deep Dive 7/3/2025
OPEC’s oil flood accelerates as Saudi Arabia shifts strategy, BNPL debt enters FICO scores exposing hidden consumer risk, and a historic copper squ...
READ MOREDunhamDC 7/1/2025
On June 27, 2025, as the S&P 500 hit record highs, the DunhamDC algorithm triggered a "Sell Greed" signal, reducing equity exposure to minimums. Th...
READ MOREMacro 6/27/2025
The AI and data center boom is fueling a trillion-dollar digital infrastructure buildout—but it’s also straining the U.S. power grid. As utilities ...
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