Insights
Discover industry insights, macro trends, and valuable strategies designed to guide your financial journey. Subscribe to get the latest insights delivered straight to your inbox.
Recent posts
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 AdvisorPractice ManagementClient RelationsAdvisor Resources
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
All Posts
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
Adem Tumerkan • Jun 25, 2026
Donor Advised Funds: Tax-Smart Giving and Client Growth
Learn how donor advised funds can help financial advisors support tax-smart charitable giving, deepen client relationships, retain assets, and build legacy planning conversations.
Planning Strategies
Adem Tumerkan • Jun 23, 2026
Trust Services for Financial Advisors: How to Partner With an Advisor‑Friendly Trust Company
Add trust services without becoming trustee. Learn how advisors partner with advisor‑friendly trust companies and keep investment control.
Financial AdvisorDunham Trust
Salvatore M. Capizzi • Jun 23, 2026
The Augusta Rule Could Be the Tax Strategy Your Clients Are Missing
Learn how the Augusta Rule lets business owners rent their home to their company for up to 14 days a year and pay zero federal income tax on that income.
Tax Strategies
Adem Tumerkan • Jun 21, 2026
Inflation Corners the Fed, 6.2M Workers Go Dark, and China's Consumer Breaks
Inflation and unemployment are 0.1 points apart, 6.2 million workers have disappeared from the jobs data, and China's consumer just posted its first spending drop since 2022
ChinaInflationDeep Dive
Admin • Jun 21, 2026
What Are TAMPs and How They Free Up a Financial Advisor’s Time
TAMPs help financial advisors outsource investment management and operations. Learn what TAMPs are, how they work, what they cost, and how they free up your time.
Financial Advisor
Lucas Keefer • Jun 16, 2026
Reading the Cycle: How Economic Indicators Help Explain Markets
Learn how the business cycle works, what economic indicators signal, and how advisors use this framework to guide clients through market uncertainty.
MacroMarketsMental Toolbox