Insights
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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 AdvisorPlanning StrategiesPractice ManagementAdvisor Resources
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
All Posts
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
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 DiveMarkets
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
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