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 • Jun 5, 2026
China's Rare Earth Monopoly: The Trade War Weapon No One Talks About
China controls 90% of rare earth processing — the metals powering every EV, fighter jet, and wind turbine on the planet. Here's why this is the macro trade of the decade.
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 can attract and retain high-net-worth clients by offering personalized planning, trust and estate services, digital engagement, and stronger multi-generational relationships.
Financial Advisor
All Posts
Adem Tumerkan • May 29, 2026
High-Paying Jobs Are Getting Cut, Markets Are Chasing Hope, and Defense Orders Are Near Records
High-paying jobs are getting cut, markets are chasing hope, and U.S. defense orders are near records as AI layoffs and war spending reshape growth.
Deep DiveAIMarketsCycles
Adem Tumerkan • May 28, 2026
How Corporate Concentration Fuels Inequality: Mergers, Monopoly Power, and Lobbying
Corporate concentration can deepen inequality by weakening competition, raising prices, lowering wages, and giving big firms more lobbying power.
MacroMorning PourMarkets
Adem Tumerkan • May 26, 2026
Inside The 2026 Dunham Advisory Board
Inside the 2026 Dunham Advisory Board — two days of conversations on AI, cybersecurity, trust planning, and what it takes for advisory firms to stay relevant in a fast-moving industry.
Financial AdvisorAnnouncements
Adem Tumerkan • May 22, 2026
How Baumol’s Disease and Government Spending Fueled an Affordability Crisis
Here’s how Baumol’s Disease, government spending, and supply constraints fuel the affordability crisis in America today and why it keeps worsening.
MacroMorning PourInflation
Adem Tumerkan • May 19, 2026
FINRA Raises Gift Limit to $300: What Financial Advisors Need to Know
FINRA raised the Rule 3220 gift limit from $100 to $300 effective March 30, 2026. Here’s what financial advisors need to know about gifts, exceptions, and compliance.
Financial Advisor
Adem Tumerkan • May 15, 2026
AI Capex Shatters Records, Inflation Reignites, and China’s Rare Earth Chokehold Proves Hard to Break
AI capex shatters all records, oil revives inflation just like the 1970s, and China's rare earth chokehold looks harder to break than global markets expect
CommoditiesChinaInflationAI
Salvatore M. Capizzi • May 12, 2026
What Is the Best Retirement Account? It Depends — Here's How to Choose
No single retirement account is best for every client. Learn how advisors compare 401(k)s, Roth IRAs, HSAs, SEP IRAs, and solo 401(k)s
Tax StrategiesMental Toolbox
Adem Tumerkan • May 8, 2026
Sectoral Balances Explained: The Three Bucket Rule Behind U.S. Deficits
Sectoral balances show how the government, private sector, and foreign sector must always add up to zero. Here's how the Three Bucket Rule explains deficits, private savings, inflation, and debt risk.
MacroMorning PourInflation
Salvatore M. Capizzi • May 5, 2026
Dunham Earns Five Industry Recognitions in 2026 - Building on a Strong 2025
Dunham earned 6 industry recognitions across 2025 & 2026 — including USA Today's Best Financial Advisory Firms, LSEG Lipper Fund Awards, and 3 InvestmentNews finalist nominations
Announcements
Adem Tumerkan • May 1, 2026
Is OPEC Collapsing? The UAE's Exit Explains Why the Cartel Is Falling Apart
The UAE just left OPEC after 59 years — and it won't be the last. Here's why the cartel's prisoner's dilemma has no good ending, and what it means for oil prices.
MacroCommoditiesMarkets