Insights
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Recent posts
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 • 5 Aug 2025
Job Market Illusions, Hong Kong's Dollar Issue, & the Stagflation Threat Ahead
The labor force participation rate – the share of adults working or actively looking – has been falling for decades, and more noticeably since April 2025.
Behind The ScenesCrypto
Salvatore M. Capizzi • 6 Aug 2025
The Retirement Real Return Rule
This is the eighth entry in our ongoing series, "Is Our Industry Prepared for Retirees' Longer..."
Dunham DCEstate Planning
Salvatore M. Capizzi • 7 Aug 2025
Understanding Phaseouts for the One Big Beautiful Bill Act
I called myself a Phaseoutologist, someone who can recite the phaseouts for just about every tax...
Inflationinvesting
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