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Insights: Financial Advisor
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Recent posts
Adem Tumerkan • Recent
The OBBBA A Complete Guide to What Changed & What It Means for Your Clients
Explore the significant tax changes introduced by the One Big Beautiful Bill Act and understand how they impact individuals and businesses.
Tax StrategiesFinancial AdvisorPlanning Strategies
Adem Tumerkan • Recent
What Is the Retirement Spending Smile? How It Impacts Retirement Planning
The retirement spending smile explains why retirees spend more early, less mid-retirement, and more later - reshaping withdrawal and planning strategies.
RetirementFinancial Advisor
Adem Tumerkan • Recent
Why Traditional Retirement Planning Falls Short on Longevity, Inflation, and Sequence Risk
Learn how longevity, inflation, and sequence risk are challenging traditional retirement planning - and why advisors may need a new portfolio model
RetirementInflation
All Posts
Adem Tumerkan • Recent
8 Powerful Analogies Financial Advisors Can Use to Connect with Clients
Discover 8 powerful financial advisor analogies that simplify complex concepts, improve client communication, and build trust through storytelling.
Financial Advisor
Adem Tumerkan • Recent
Crypto Explained for Financial Advisors: A Jargon-Free Cheat Sheet
A jargon-free crypto cheat sheet for financial advisors - covering Bitcoin, Ethereum, DeFi, taxes, risks, and how to answer common client questions
CryptoFinancial Advisor
Adem Tumerkan • Recent
8 Powerful Analogies to Help Clients Understand the Stock Market
Explaining the stock market to clients can be challenging. Use these 8 simple analogies to help make these complex concepts more clear
MarketsFinancial Advisor
Adem Tumerkan • Recent
Intermediated Installment Sales: Capital Gains Deferral for Up to 20 Years
See how financial advisors may use Intermediated Installment Sales to help clients defer capital gains, preserve capital, and manage sale proceeds.
Tax Strategies
Adem Tumerkan • Recent
Why Crypto Has Value: Understanding BTC, ETH, and SOL as Financial Infrastructure
Why does cryptocurrency have value? Learn how Bitcoin, Ethereum, and Solana can function as global financial infrastructure - not just speculative coins.
CryptoMarketsFinancial Advisor
Adem Tumerkan • Recent
Protecting Seniors from Financial Scams: A Guide for Financial Advisors
Read this guide to learn how financial advisors can protect elderly clients from scams using legal tools, clear communication, and ethical guidance
RetirementFinancial Advisor
Adem Tumerkan • Recent
OBBBA and Charitable Giving: How the New Tax Rules Reduce Deductions
Beginning in 2026, OBBBA changes how charitable deductions work for high earners. Learn how the new rules affect giving—and planning strategies to consider
Tax Strategies
Adem Tumerkan • Recent
The Perfect Storm: Why This May Be The Most Important Time For A Financial Advisor
A historic 'baby boom' retirement wave & rising sequence-of-returns risk are creating a perfect storm—here’s why financial advisors matter more than ever
RetirementFinancial Advisor
Adem Tumerkan • Recent
How Financial Advisors Can Improve Client Retention and Reduce Turnover
Learn how financial advisors can improve client retention, reduce early turnover, and build loyalty through communication, planning, and trust services.
Financial Advisor
Adem Tumerkan • Recent
Successor Trustee Responsibilities: What It Means When You’re Your Parent’s Trustee
Learn what it means to be named successor trustee, including fiduciary duties, legal responsibilities, and common risks when managing a parent’s trust.
Financial Advisor