Back to Insights
Insights: Planning Strategies
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 • Sep 4, 2026
OBBBA Tax Changes for Individuals: 2026 Advisor Guide
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 • Sep 2, 2026
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 • Apr 28, 2026
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 • Sep 22, 2026
What Is DunhamDC? A Buy Fear, Sell Greed Investment Strategy
DunhamDC is a systematic investment overlay that adjusts equity exposure in response to market movement. Built for independent financial advisors, it uses the Dykmans Curve to seek to buy during periods of fear and reduce equity exposure during periods of greed.
DunhamDCMarkets
Adem Tumerkan • Jun 18, 2026
Intermediated Installment Sale: 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 • Feb 6, 2026
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 • Sep 23, 2026
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Planning Strategies
Adem Tumerkan • Sep 23, 2026
Childfree Wealth Planning: Estate, Retirement, and Legacy Strategies
Childfree financial planning requires intentional strategies for estate planning, long-term care, retirement, and legacy giving without children as heirs.
RetirementFinancial Advisor
Adem Tumerkan • Feb 1, 2026
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 • Sep 19, 2026
Multigenerational Retirement Planning: A New Reality
Longer lifespans mean retirees may now support parents and grandparents too. See what multigenerational retirement means for portfolios and planning.
RetirementFinancial Advisor
Adem Tumerkan • Jul 27, 2026
Why Clients Leave Financial Advisors and How to Improve Client Retention
The real reasons clients switch advisors — and the proactive steps that prevent it. Practical retention strategies for independent advisors managing relationships at scale.
Financial Advisor
Adem Tumerkan • Sep 3, 2026
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
Adem Tumerkan • Jun 25, 2026
Maximizing IRC 1202 Tax Benefits: Stacking & Packing for QSBS Gains
Learn how IRC 1202 'stacking and packing' strategies maximize QSBS tax exclusions—helping business owners potentially unlock millions tax-free.
Tax Strategies