Insights
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Recent posts
Salvatore M. Capizzi • Apr 13, 2026
Childfree Financial Planning: Strategies for Couples Without Kids
No kids doesn't mean no plan. Discover estate planning, savings strategies, and legacy options designed for childfree individuals and couples.
RetirementFinancial AdvisorPlanning Strategies
Adem Tumerkan • Apr 10, 2026
America's $1.2 Trillion Interest Bill, Japan's Backfiring Inflation, and Widening Trade Imbalances
US interest payments crossed $1.2 trillion — widening wealth inequality. Japan's inflation bet is backfiring. Global trade imbalances are accelerating
MacroInflationDeep Dive
Adem Tumerkan • Apr 7, 2026
Buffett Indicator 2026: It Just Hit 210%. Here's What That Actually Means
The Buffett Indicator sits at 210% of GDP — near an all-time high. Here's what the market cap-to-GDP ratio means, what it doesn't, and how it affects you.
DunhamDCMarketsMental Toolbox
All Posts
Adem Tumerkan • Apr 3, 2026
South Korean Export Boom, ISM's Hidden Cost Shock, and Tightening Financial Conditions
South Korea's exports hit a 40-year high. ISM prices are running hot. Financial conditions are tightening fast. Here's what it means.
MacroInflationDeep Dive
Salvatore M. Capizzi • Mar 31, 2026
How a Wyoming Dynasty Trust Creates a Family Bank That Builds Generational Wealth
For financial advisors: a Wyoming dynasty trust acts as a family bank — lending at AFR, compounding tax-free, and preserving generational wealth across 40 generations.
Tax StrategiesDunham Trust
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 PourCurrencies
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
Adem Tumerkan • Mar 20, 2026
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Oil is surging. The consumer is drowning. The Fed is paralyzed. Here's a full breakdown of whether a 2026 recession is coming and what could make it worse
MacroCommoditiesInflation
Adem Tumerkan • Mar 18, 2026
Practice Management Tools for Financial Advisors
Free guides, market intelligence, and client solutions built for independent financial advisors. Everything you need to grow your practice in one place.
Financial Advisor
Adem Tumerkan • Mar 17, 2026
Lead Gen for Financial Advisors: Building a Pipeline Beyond Referrals
20 downloads a month. 240 contacts a year. Here's the lead generation framework independent financial advisors are using to grow beyond referrals.
Financial Advisor
Adem Tumerkan • Mar 13, 2026
The Strait of Hormuz Crisis: The Petrodollar Recycling Risk Nobody Is Talking About
Oil prices are surging — but that's the wrong thing to watch. Here's how the Strait of Hormuz could hurt petrodollar recycling into U.S. markets
MacroMorning PourCommodities
Adem Tumerkan • Mar 10, 2026
Gen X Retirement Risk: Are Your Clients Buying at the Top?
Gen X is finally saving, but into stretched markets at the worst possible time. Here's what advisors need to know about sequence risk & how to help clients
DunhamDCRetirement