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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 • Jun 30, 2026
Four Succession Options for Solo RIAs — What Each One Pays, Costs, and Does to Your Clients
Solo RIA with no successor? Compare valuation, timeline, and client impact across all four succession paths before you decide.
Financial Advisor
Adem Tumerkan • Jun 26, 2026
The AI Productivity Paradox: A Historic Capex Boom With No Clear Economy-Wide Payoff (Yet)
AI capex has already topped $1 trillion in six years. Jevons Paradox and Solow's 1987 warning explain why productivity gains are still missing.
MacroMorning PourAICycles
Adem Tumerkan • Jun 25, 2026
Donor Advised Funds: Tax-Smart Giving and Client Growth
Learn how donor advised funds can help financial advisors support tax-smart charitable giving, deepen client relationships, retain assets, and build legacy planning conversations.
Planning Strategies
Adem Tumerkan • Jun 23, 2026
Trust Services for Financial Advisors: How to Partner With an Advisor‑Friendly Trust Company
Add trust services without becoming trustee. Learn how advisors partner with advisor‑friendly trust companies and keep investment control.
Financial AdvisorDunham Trust
Salvatore M. Capizzi • Jun 23, 2026
The Augusta Rule: How Business Owners Turn Home Meetings Into Tax-Free Rent
Renting a home to an S corp for meetings creates a business deduction and tax-free income. Explore the rules, IRS audit risks, and documentation needed.
Tax Strategies
Adem Tumerkan • Jun 21, 2026
Inflation Corners the Fed, 6.2M Workers Go Dark, and China's Consumer Breaks
Inflation and unemployment are 0.1 points apart, 6.2 million workers have disappeared from the jobs data, and China's consumer just posted its first spending drop since 2022
ChinaInflationDeep Dive
Adem Tumerkan • Jun 21, 2026
TAMP for Financial Advisors: What It Is and How It Supports Your Practice
TAMPs help financial advisors outsource investment management and operations. Learn what TAMPs are, how they work, what they cost, and how they free up your time.
Financial Advisor
Lucas Keefer • Jun 16, 2026
Reading the Cycle: How Economic Indicators Help Explain Markets
Learn how the business cycle works, what economic indicators signal, and how advisors use this framework to guide clients through market uncertainty.
MacroMarketsMental Toolbox
Adem Tumerkan • Jun 12, 2026
$675B in New Equity Is Flooding the Market, Real Wages Just Went Negative, and Margin Debt Surges
A $675 billion equity wave is hitting markets, real wages just turned negative for the first time since 2023, and margin debt hit an all-time record.
InflationDeep DiveMarkets
Adem Tumerkan • Jun 12, 2026
Financial Advisor Marketing Strategies 2026: What Works Now (and What Doesn't)
Old-school advisor marketing is losing ground. Learn the content, SEO, and social strategies helping financial advisors attract and convert clients in 2026.
Financial AdvisorMarketing
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