Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Behind The Scenes 10/1/2024
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...
READ MOREMacro 9/27/2024
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...
READ MOREFinancial Advisor 9/24/2024
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...
READ MOREDunham Deep Dive 9/20/2024
Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c...
READ MORENews 9/17/2024
Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive...
READ MOREMacro 9/13/2024
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...
READ MORERetirement 9/10/2024
As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...
READ MOREMacro 9/6/2024
The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...
READ MORERetirement 9/3/2024
Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...
READ MOREDunham Deep Dive 8/30/2024
Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo...
READ MORERetirement 8/27/2024
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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