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Salvatore M. Capizzi • Oct 13, 2026
Exit Ramp Strategy for Highly Appreciated Stock Using a Charitable Remainder Trust
Help clients diversify appreciated stock with Dunham’s CRT Exit Ramp Strategy. Explore tax deferral, income payments, and additional CRUT contributions.
Tax StrategiesPlanning StrategiesAdvisor ResourcesTax-Efficient Philanthropy
Adem Tumerkan • Oct 9, 2026
Your Dollar Buys 23% Less Than Before COVID - and Three Forces Could Make It Worse
Your dollar buys 23% less than before COVID. See how energy costs, AI spending, and federal deficits could keep prices rising—and squeeze your budget.
MacroMorning PourInflation
Adem Tumerkan • Oct 2, 2026
Treasury Yields Hit a 24-Year High, Oil Reserves Keep Draining, and Housing Affordability Craters
10-year Treasury yields hit a 24-year high, the SPR fell to a 40yr low, and housing affordability hit its worst levels since mid 2023 before rates even soared
CommoditiesDeep DiveMarkets
All Posts
Adem Tumerkan • Aug 28, 2026
The Fifth Wave: Why the Global Rearmament Cycle Is Just Getting Started
Global defense spending is rising as nations rebuild stockpiles, expand drone capacity, and prepare for a rearmament cycle that could last years.
MacroCyclesEuropeGeopolitics
Salvatore M. Capizzi • Aug 27, 2026
The Feminization of Wealth: What Financial Advisors Need to Know
Women are set to control $34 trillion in U.S. assets by 2030. Learn how financial advisors can build trust, retain assets, and better serve women.
Financial Advisor
Adem Tumerkan • Aug 25, 2026
Two Ideas Reshaping Financial Advice: AI Judgment and 50-Year Retirements
Sal Capizzi on why AI raises advisor value instead of erasing it, and why most retirement plans fail long before a 50-year retirement ends.
RetirementFinancial Advisor
Adem Tumerkan • Aug 21, 2026
Treasury Buybacks Target Long Rates, U.S. Profit Margins Hit Records, and AI Credit Risk Rises
Treasury doubles long-term bond buybacks, U.S. corporate profit margins hit records, and AI credit risk rises as hyperscaler CDS spreads widen sharply.
Deep DiveDebt & CreditAI
Adem Tumerkan • Aug 18, 2026
Your Next Referral Will Ask AI About You – Here Are 6 Fixes That Will Help You Stand Out
Referred clients now vet financial advisors on ChatGPT before calling. Here are 6 practical website fixes to help your practice get found and cited by AI.
AIPractice ManagementMarketing
Adem Tumerkan • Aug 17, 2026
Outsourcing for Financial Advisors: How to Scale Your Practice Without Losing Control
Learn what financial advisors should outsource, what to keep in-house, and how to scale without losing control of the client experience.
Financial Advisor
Adem Tumerkan • Aug 14, 2026
Europe vs. China: Why a Trade War Is Becoming Harder to Avoid
China's trade surplus with the EU hit $113B in early 2026 as the China EU trade war escalates. Why fighting the U.S. and Europe at once may be a fight Beijing can't win.
MacroChinaTrade WarEurope
Salvatore M. Capizzi • Aug 11, 2026
Robo-Advisors Promised To Replace You, But They Did Not: Here is Why AI Will Not Either
Schwab, Fidelity, and JPMorgan all tried replacing advisors with algorithms. All six firms added humans back. Here's what that means for AI.
AIFinancial Advisor
Adem Tumerkan • Aug 7, 2026
Here's the Real Reason Why the U.S. Is Propping Up the Yen (It Has to Do With U.S. Debt)
If Japan sells U.S. debt to save the yen, American interest rates jump. That single threat explains why the Treasury joined Tokyo’s rare currency rescue.
MacroMorning PourCurrencies
Salvatore M. Capizzi • Aug 4, 2026
Agentic AI for Financial Advisors: What AI Agents Mean for Wealth Management
Agentic AI could help financial advisors automate meeting prep, client monitoring and workflows. Explore the opportunities, risks and guardrails for wealth management.
AIFinancial Advisor