Insights
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
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
Salvatore M. Capizzi • Apr 13, 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 • Apr 10, 2026
America's $1.2 Trillion Interest Bill, Japan's Backfiring Inflation, and Widening Trade Imbalances
US interest payments crossed $1.2 trillion — widening wealth inequality. Japan's inflation bet is backfiring. Global trade imbalances are accelerating
MacroInflationDeep Dive
Adem Tumerkan • Apr 7, 2026
Current Buffett Indicator September 2026: 236.4% and What It Means
The current Buffett Indicator in September 2026 is over 236%. See what the latest market cap-to-GDP reading means, why it matters, and what you should watch for next
DunhamDCMarketsMental Toolbox
Adem Tumerkan • Apr 3, 2026
South Korean Export Boom, ISM's Hidden Cost Shock, and Tightening Financial Conditions
South Korea's exports hit a 40-year high. ISM prices are running hot. Financial conditions are tightening fast. Here's what it means.
MacroInflationDeep Dive
Salvatore M. Capizzi • Mar 31, 2026
Wyoming Dynasty Trusts: How to Build a 1,000‑Year Family Bank
Learn how a Wyoming dynasty trust can act as a 1,000‑year family bank, avoid repeated estate taxes, and use AFR loans to keep heirs accountable and capital compounding.
Tax StrategiesDunham Trust
Adem Tumerkan • Mar 27, 2026
What Is the Dollar Smile — and Why It Matters
The dollar smile theory explains why the dollar surges in crises and booms, but weakens in between. See how it played out during the 2026 Iran war.
MacroMorning PourCurrencies
Helmut Boisch • Mar 24, 2026
Securities Based Lending: How to Pay a Tax Bill Without Selling Your Portfolio
Why sell and trigger capital gains when you can borrow instead? Securities based lending lets investors cover tax bills without touching their portfolio
BankingTax Strategies
Adem Tumerkan • Mar 20, 2026
Will Surging Oil Prices Cause a Recession in 2026? The Good, The Bad, and The Ugly
Oil is surging. The consumer is drowning. The Fed is paralyzed. Here's a full breakdown of whether a 2026 recession is coming and what could make it worse
MacroCommoditiesInflation
Adem Tumerkan • Mar 18, 2026
Practice Management Tools for Financial Advisors | Growth Resources for RIAs
Explore practice management tools for financial advisors, including prospecting guides, lead generation resources, market insights, client solutions, and growth tools.
Financial Advisor
Adem Tumerkan • Mar 17, 2026
How Financial Advisors Can Build a Lead Generation System
Learn 7 practical lead generation strategies for financial advisors to attract better prospects, build trust faster, and create a more predictable client pipeline beyond referrals.
Financial Advisor
Stay Ahead with Dunham Insights
Subscribe to get the latest insights delivered straight to your inbox.
We care about your data in our privacy policy