Insights
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Recent posts
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
All Posts
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
Adem Tumerkan • Jun 12, 2026
$675B in New Equity Is Flooding the Market, Real Wages Just Went Negative, and Margin Debt Surges
A $675 billion equity wave is hitting markets, real wages just turned negative for the first time since 2023, and margin debt hit an all-time record.
InflationDeep DiveMarkets
Adem Tumerkan • Jun 12, 2026
Financial Advisor Marketing Strategies 2026: What Works Now (and What Doesn't)
Old-school advisor marketing is losing ground. Learn the content, SEO, and social strategies helping financial advisors attract and convert clients in 2026.
Financial Advisor
Salvatore M. Capizzi • Jun 11, 2026
The Retirement Investment Paradox™: Growth vs. Safety in Modern Retirement Planning
The Retirement Investment Paradox™ explains why retirees need both growth and protection — and why getting the balance wrong can mean running out of money in a 40-year retirement.
DunhamDCRetirement
Admin • Jun 9, 2026
Dunham Named 2026 Wealthies Finalist in Three Categories: CMO, Thought Leader & Estate Planning
Dunham earned three 2026 Wealthies finalist nominations — CMO of the Year, Thought Leader of the Year, and Estate Planning. Here's what it means for advisors.
Announcements
Adem Tumerkan • Jun 5, 2026
China's Rare Earth Monopoly: The Processing Chokehold Driving the Trade War
China refines nearly 90% of all rare earths — including 99% of the heavy rare earths in EV motors, fighter jets, and wind turbines. Here's why the West can't break free anytime soon.
MacroCommoditiesChinaTrade War
Adem Tumerkan • Jun 2, 2026
AI Prompts for Financial Advisors: Practical Examples for Client Emails, Meeting Prep, and Marketing
Learn how financial advisors can use AI prompts to save time on client emails, meeting prep, prospect follow-up, and marketing content. Download the full FA’s AI Prompt Playbook.
AIFinancial Advisor
Adem Tumerkan • Jun 1, 2026
How Financial Advisors Can Attract and Retain High-Net-Worth Clients
Learn how financial advisors attract and retain high‑net‑worth clients with clearer positioning, reputation and trust, deeper tax and estate planning, and a modern, multi‑generational client experience.
Financial Advisor