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Adem Tumerkan • Aug 25, 2026
Two Ideas Reshaping Financial Advice: AI Judgment and 50-Year Retirements
Sal Capizzi on why AI raises advisor value instead of erasing it, and why most retirement plans fail long before a 50-year retirement ends.
RetirementFinancial AdvisorPlanning StrategiesPractice Management
Adem Tumerkan • Aug 21, 2026
Treasury Buybacks Target Long Rates, U.S. Profit Margins Hit Records, and AI Credit Risk Rises
Treasury doubles long-term bond buybacks, U.S. corporate profit margins hit records, and AI credit risk rises as hyperscaler CDS spreads widen sharply.
Deep DiveDebt & CreditAI
Adem Tumerkan • Aug 18, 2026
Your Next Referral Will Ask AI About You – Here Are 6 Fixes That Will Help You Stand Out
Referrals now get checked on Google and AI search before the first call. Here are 6 practical fixes to help financial advisors show up when it matters.
AIPractice ManagementMarketing
All Posts
Adem Tumerkan • Aug 17, 2026
Outsourcing for Financial Advisors: How to Scale Your Practice Without Losing Control
Learn what financial advisors should outsource, what to keep in-house, and how to scale without losing control of the client experience.
Financial Advisor
Adem Tumerkan • Aug 14, 2026
Europe vs. China: Why a Trade War Is Becoming Harder to Avoid
China's trade surplus with the EU hit $113B in early 2026 as the China EU trade war escalates. Why fighting the U.S. and Europe at once may be a fight Beijing can't win.
MacroChinaTrade WarEurope
Salvatore M. Capizzi • Aug 11, 2026
Robo-Advisors Promised To Replace You, But They Did Not: Here is Why AI Will Not Either
Schwab, Fidelity, and JPMorgan all tried replacing advisors with algorithms. All six firms added humans back. Here's what that means for AI.
AIFinancial Advisor
Adem Tumerkan • Aug 7, 2026
Here's the Real Reason Why the U.S. Is Propping Up the Yen
The U.S. and Japan just staged their first joint yen intervention since 1998. Here's what it reveals about debt, currency politics, and the dollar regime.
MacroMorning PourCurrencies
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 Advisor
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
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
China’s Liquidity Trap: Why Cheap Money Isn’t Restarting Growth
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
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