Insights
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Recent posts
Adem Tumerkan • Apr 17, 2026
Why the Copper Shortage Could Last Until 2040
Copper prices are up 100% since COVID — but not because the economy is booming. A structural supply deficit and 25-year mine lag explain why the shortage could last until 2040
CommoditiesMarketsCycles
Adem Tumerkan • Apr 14, 2026
Be Greedy When Others Are Fearful: 5 Tools to Understand Market Fear and Greed
Discover 5 tools that help investors interpret market fear and greed, from the VIX to the Buffett Indicator. A practical framework for volatile markets.
DunhamDCMarketsMental Toolbox
Salvatore M. Capizzi • Apr 13, 2026
Childfree Financial Planning: Strategies for Couples Without Kids
No kids doesn't mean no plan. Discover estate planning, savings strategies, and legacy options designed for childfree individuals and couples.
RetirementFinancial Advisor
All Posts
Adem Tumerkan • Apr 10, 2026
America's $1.2 Trillion Interest Bill, Japan's Backfiring Inflation, and Widening Trade Imbalances
US interest payments crossed $1.2 trillion — widening wealth inequality. Japan's inflation bet is backfiring. Global trade imbalances are accelerating
MacroInflationDeep Dive
Adem Tumerkan • Apr 7, 2026
Buffett Indicator 2026: It Just Hit 210%. Here's What That Actually Means
The Buffett Indicator sits at 210% of GDP — near an all-time high. Here's what the market cap-to-GDP ratio means, what it doesn't, and how it affects you.
DunhamDCMarketsMental Toolbox
Adem Tumerkan • Apr 3, 2026
South Korean Export Boom, ISM's Hidden Cost Shock, and Tightening Financial Conditions
South Korea's exports hit a 40-year high. ISM prices are running hot. Financial conditions are tightening fast. Here's what it means.
MacroInflationDeep Dive
Salvatore M. Capizzi • Mar 31, 2026
How a Wyoming Dynasty Trust Creates a Family Bank That Builds Generational Wealth
For financial advisors: a Wyoming dynasty trust acts as a family bank — lending at AFR, compounding tax-free, and preserving generational wealth across 40 generations.
Tax StrategiesDunham Trust
Adem Tumerkan • Mar 27, 2026
The Dollar Smile Theory: Why the Dollar Wins in Boom and Bust
The media spent a year writing the dollar's obituary. Then Iran hit. The dollar smile theory explains why the USD wins every crisis, and who pays the price
MacroMorning PourCurrencies
Helmut Boisch • Mar 24, 2026
Securities Based Lending: How to Pay a Tax Bill Without Selling Your Portfolio
Why sell and trigger capital gains when you can borrow instead? Securities based lending lets investors cover tax bills without touching their portfolio
BankingTax Strategies
Adem Tumerkan • Mar 24, 2026
Financial Advisor Marketing Strategies 2026: What Works Now and What Does Not
Financial advisor marketing has changed. Discover what works in 2026 — from SEO and content marketing to AI tools, LinkedIn, and building a digital brand that converts.
Financial AdvisorMarketing
Adem Tumerkan • Mar 20, 2026
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Oil is surging. The consumer is drowning. The Fed is paralyzed. Here's a full breakdown of whether a 2026 recession is coming and what could make it worse
MacroCommoditiesInflation
Adem Tumerkan • Mar 18, 2026
Practice Management Tools for Financial Advisors
Free guides, market intelligence, and client solutions built for independent financial advisors. Everything you need to grow your practice in one place.
Financial Advisor
Adem Tumerkan • Mar 17, 2026
Lead Gen for Financial Advisors: Building a Pipeline Beyond Referrals
20 downloads a month. 240 contacts a year. Here's the lead generation framework independent financial advisors are using to grow beyond referrals.
Financial Advisor