Insights
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Recent posts
Adem Tumerkan • Nov 13, 2026
Double Shot #02: Tax Receipts Show Problems, Fear Eases on Wall Street, and China’s Inflation Spike
The U.S. deficit hits $404 billion, Wall Street’s extreme fear eases, and China’s rising factory prices raise questions about global inflation.
ChinaInflationVolatilityDouble Shot Newsletter
Adem Tumerkan • Nov 10, 2026
Google’s Search Updates and AI Answers - What Financial Advisors Should Know
What Google’s recent updates mean for financial advisors, how to improve AI search visibility, and what Dunham’s growth in impressions and citations reveals
AIPractice ManagementMarketing
Salvatore M. Capizzi • Nov 10, 2026
8 Tax-Smart Strategies for Clients Before Selling a Business or Real Estate
Compare eight tax-planning approaches for business and real estate sales, including CRTs, DAFs, installment sales, and 1031 exchanges.
Tax Strategies
All Posts
Adem Tumerkan • Nov 6, 2026
Has the AI Boom Hit Its Culminating Point? What Debt, Power, and the Midterms Say
Could debt, power shortages, and political opposition slow the AI buildout? Here are the risks to data center financing, bond yields, and investment returns
Morning PourDebt & CreditAI
Adem Tumerkan • Nov 3, 2026
2026 RIA Edge in Dana Point: What I Learned About Growth, AI, and Marketing
My takeaways from 2026 RIA Edge in Dana Point: what independent advisors should know about organic growth, hidden costs, AI, and marketing that stands out.
Practice Management
Adem Tumerkan • Oct 31, 2026
How Financial Advisors Can Explain Investments Simply and Build Trust
Help clients understand investments with plain-English explanations, practical examples, simple visuals and follow-ups that keep the conversation clear.
Financial Advisor
Adem Tumerkan • Oct 30, 2026
Double Shot #01: Colorado’s Tax Fight, Brazil’s Selloff, and Candy-flation
Colorado’s tax fight, Brazil’s market selloff, Halloween candy inflation, and AI’s growing debt bill. Read the first edition of Dunham’s Double Shot.
MacroMarkets
Adem Tumerkan • Oct 27, 2026
Dunham Wins Marketing Innovation at the 2026 Asset Management STAR Awards
Dunham wins a 2026 STAR Award for Marketing Innovation. See the financial advisor resources and content behind the recognition.
Announcements
Adem Tumerkan • Oct 23, 2026
The U.S. Labor Market Is Still Tight, France’s Debt Risks Mount, and Health Insurance Costs Outpace Wages
U.S. labor demand gets closer to supply, France's debt risks mount and employer health insurance costs rise faster than wages, squeezing workers.
Deep DiveDebt & CreditEurope
Adem Tumerkan • Oct 20, 2026
What Is a Sub-Advisor? How Sub-Advised Mutual Funds Work
Learn how mutual fund sub-advisors work, how they’re selected and paid, and what financial advisors should review before recommending a fund.
Financial Advisor
Adem Tumerkan • Oct 16, 2026
China’s Debt Crisis Is Growing Faster Than the U.S.’s — And Almost No One’s Watching
China’s debt crisis is growing faster than America’s — debt-to-GDP doubled since 2010 while the U.S.’s fell. The hidden numbers, explained.
MacroChinaDebt & Credit
Salvatore M. Capizzi • Oct 13, 2026
Exit Ramp Strategy for Highly Appreciated Stock Using a Charitable Remainder Trust
Help clients diversify appreciated stock with Dunham’s CRT Exit Ramp Strategy. Explore tax deferral, income payments, and additional CRUT contributions.
Tax Strategies
Adem Tumerkan • Oct 9, 2026
Your Dollar Buys 23% Less Than Before COVID - and Three Forces Could Make It Worse
Your dollar buys 23% less than before COVID. See how energy costs, AI spending, and federal deficits could keep prices rising—and squeeze your budget.
MacroMorning PourInflation