Insights
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Recent posts
Adem Tumerkan • Oct 2, 2026
Treasury Yields Hit a 24-Year High, Oil Reserves Keep Draining, and Housing Affordability Craters
10-year Treasury yields hit a 24-year high, the SPR fell to a 40yr low, and housing affordability hit its worst levels since mid 2023 before rates even soared
CommoditiesDeep DiveDebt & CreditMarketsHousing
Salvatore M. Capizzi • Oct 1, 2026
Remembering Henry “Hank” Goldstein
Remembering Henry R. “Hank” Goldstein, former Dunham Funds Trustee, whose integrity, judgment, and care for advisors and shareholders left a lasting mark.
Announcements
Adem Tumerkan • Sep 29, 2026
3 Mental Models That Help Financial Advisors Make Better Decisions
Put Charlie Munger’s approach to work in client meetings. See how 3 mental models apply to trust conversations, practice growth, and plan reviews.
Mental Toolbox
All Posts
Adem Tumerkan • Sep 25, 2026
The Uranium Super Deficit: Is a Shortage Actually Coming?
Mines take 15+ years to build. Producers are holding back. Utilities are 14 years behind on contracts. Here's the uranium super deficit taking shape.
CommoditiesMarketsCycles
Salvatore M. Capizzi • Sep 19, 2026
Multigenerational Retirement Planning: A New Reality
Longer lifespans mean retirees may now support parents and grandparents too. See what multigenerational retirement means for portfolios and planning.
RetirementFinancial Advisor
Adem Tumerkan • Sep 18, 2026
Diesel Shortage: Why Two Wars Have Sent Prices to Record Highs
Diesel just hit $6.31 a gallon, a U.S. record. See how the Russia-Ukraine and Iran wars triggered the diesel shortage, and what it means for prices next.
CommoditiesInflationMarkets
Salvatore M. Capizzi • Sep 15, 2026
How Financial Advisors Use DAF Bunching to Offset the Charitable Giving Floor
Learn how bunching multi-year charitable contributions into a donor-advised fund eliminates annual AGI haircut losses and bypasses capital gains taxes.
Tax Strategies
Adem Tumerkan • Sep 11, 2026
Sticky U.S. Inflation Defies the Fed, Japan's Wage Spiral Grows, and China's Sudden Lithium Glut
Inflation stays stuck near 65-month highs as the Fed weighs a hike, Japan's wages hit their fastest pace since 1997, and a data revision doubles China's lithium stockpile overnight
MacroMorning PourCommodities
Adem Tumerkan • Sep 8, 2026
The Great Wealth Transfer: How Advisors Retain Client Heirs
Adult heirs fire the advisor who served their parents. See how to build heir relationships before the $124 trillion Great Wealth Transfer hits your book.
Financial Advisor
Adem Tumerkan • Sep 4, 2026
Bank Lending Defies High Rates, China’s EV Glut Goes Global, and U.S. Job Growth Gets Revised Away
Explore why bank lending remains loose despite high rates, how China’s EV glut is spreading globally, and why U.S. job growth keeps getting revised lower.
ChinaDeep DiveBankingAutos
Admin • Sep 1, 2026
Dunham Earns Four ThinkAdvisor Luminaries 2026 Finalist Nods
Dunham earned four finalist nominations in ThinkAdvisor’s 2026 Luminaries Awards, including honors for thought leadership, education, marketing leadership and wholesaling.
Announcements
Adem Tumerkan • Aug 28, 2026
The Fifth Wave: Why the Global Rearmament Cycle Is Just Getting Started
Global defense spending is rising as nations rebuild stockpiles, expand drone capacity, and prepare for a rearmament cycle that could last years.
MacroCyclesEuropeGeopolitics
Salvatore M. Capizzi • Aug 27, 2026
The Feminization of Wealth: What Financial Advisors Need to Know
Women are set to control $34 trillion in U.S. assets by 2030. Learn how financial advisors can build trust, retain assets, and better serve women.
Financial Advisor