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Recent posts
Salvatore M. Capizzi • Aug 4, 2026
Agentic AI for Financial Advisors: What AI Agents Mean for Wealth Management
Agentic AI could help financial advisors automate meeting prep, client monitoring and workflows. Explore the opportunities, risks and guardrails for wealth management.
AIFinancial AdvisorPractice ManagementAdvisor Resources
Adem Tumerkan • Jul 31, 2026
Korea’s Stock Market Is Unwinding - and Margin Calls Are Making It Worse
South Korea’s KOSPI has fallen sharply after an AI-led chip rally collided with record margin debt. Here is how forced selling could pressure indebted households and the wider economy.
MacroDebt & CreditMarkets
Salvatore M. Capizzi • Jul 28, 2026
Longevity Risk in Retirement Planning: Will the Arithmetic of Failure Derail Your Clients’ Golden Years?
Explore how longevity risk, inflation, sequence risk, and outdated retirement planning assumptions could threaten clients’ income over a 30- to 50-year retirement.
RetirementFinancial Advisor
All Posts
Adem Tumerkan • Jul 24, 2026
30-Year Yields Hit 19-Year High, Magnet Supply Stays Tight, CLO Losses Mount
30-year yields hit a 19-year high, China’s magnet supply stays tight, and CLO losses mount as debt, supply chains, and credit stress build.
CommoditiesChinaDeep Dive
Salvatore M. Capizzi • Jul 21, 2026
What 14 Bear Market Recoveries Since WWII Can Teach You About Market Risk
Discover what 14 bear market recoveries since WWII teach investors about market risk. Learn why taking equity risk at market bottoms can drive long-term returns
DunhamDCMarketsCycles
Adem Tumerkan • Jul 17, 2026
Is China Falling Into a Liquidity Trap? It Already Has
China is stuck in a liquidity trap. Despite record-low rates and $1.58T in new bank loans in H1 2026, home prices are falling and nobody is borrowing.
MacroChinaDebt & CreditBanking
Adem Tumerkan • Jul 14, 2026
CRM Workflow for Financial Advisors: Manage 100+ Clients With Tiers and Triggers
Use CRM tiers, triggers, and review workflows to manage 100+ financial advisory clients, reduce missed follow-ups, and support service consistency.
Financial Advisor
Adem Tumerkan • Jul 14, 2026
The U.S. Demographic Problem: Falling Birth Rates and an Aging Economy
U.S. birth rates remain below replacement as the population ages. Here’s how falling fertility could affect workers, growth, Social Security, Medicare, and immigration.
MacroCyclesDemographics
Adem Tumerkan • Jul 13, 2026
The Truth About Banking Fragility: Why Unrealized Losses Still Matter
Unrealized bank losses are down from 2023 peaks but still matter. Here’s how rate-sensitive securities, deposit pressure, lending standards, and confidence can affect banking fragility.
LiquidityBankingMarkets
Adem Tumerkan • Jul 10, 2026
Consumer Health Checkup: The American Shopper Looks Fine — Until You Read the Bloodwork
Record retail sales and a resilient job market look great on paper. But real spending, savings, and rent affordability paint a different picture for 2026.
MacroMorning PourInflation
Adem Tumerkan • Jul 3, 2026
Banks Fuel Inflation, Car Loans Stretch Longer, Supply Chain Stress Nears Pandemic Levels
Bank lending — not the Fed — pushed M2 to a record $23.1 trillion in May. Car loans stretch past 7 years, and global supply chains hit their worst strain since 2022.
InflationDeep DiveLiquidity
Adem Tumerkan • Jun 30, 2026
Four Succession Options for Solo RIAs — What Each One Pays, Costs, and Does to Your Clients
Solo RIA with no successor? Compare valuation, timeline, and client impact across all four succession paths before you decide.
Financial Advisor
Adem Tumerkan • Jun 26, 2026
The AI Productivity Paradox: A Historic Capex Boom With No Clear Economy-Wide Payoff (Yet)
AI capex has outpaced every megaproject in history. But broad productivity gains haven't arrived. Here's what Jevons and Solow tell us about what comes next
MacroMorning PourAICycles