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Adem Tumerkan • Mar 27, 2026
The Dollar Smile Theory: Why the Dollar Wins in Boom and Bust
The media spent a year writing the dollar's obituary. Then Iran hit. The dollar smile theory explains why the USD wins every crisis, and who pays the price
MacroMorning PourCurrenciesMarkets
Helmut Boisch • Mar 24, 2026
Securities Based Lending: How to Pay a Tax Bill Without Selling Your Portfolio
Why sell and trigger capital gains when you can borrow instead? Securities based lending lets investors cover tax bills without touching their portfolio
BankingTax Strategies
Adem Tumerkan • Mar 24, 2026
Financial Advisor Marketing Strategies 2026: What Works Now and What Does Not
Financial advisor marketing has changed. Discover what works in 2026 — from SEO and content marketing to AI tools, LinkedIn, and building a digital brand that converts.
Financial AdvisorMarketing
All Posts
Adem Tumerkan • 5 Aug 2025
Job Market Illusions, Hong Kong's Dollar Issue, & the Stagflation Threat Ahead
The labor force participation rate – the share of adults working or actively looking – has been falling for decades, and more noticeably since April 2025.
Behind The ScenesCrypto
Salvatore M. Capizzi • 6 Aug 2025
The Retirement Real Return Rule
This is the eighth entry in our ongoing series, "Is Our Industry Prepared for Retirees' Longer..."
Dunham DCEstate Planning
Salvatore M. Capizzi • 7 Aug 2025
Understanding Phaseouts for the One Big Beautiful Bill Act
I called myself a Phaseoutologist, someone who can recite the phaseouts for just about every tax...
Inflationinvesting
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