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Callan Family Office

Categories: Defined Contribution

January 2, 2024
Risky Business Update: Our 2024 CMAs Change the Equation
Julia Moriarty provides an update to our famous "Risky Business" pie charts using our latest Capital Markets Assumptions.
November 28, 2023
Exclusive 2023 Study Analyzes Investment Management Fees for Institutional Investors
Butch Cliff summarizes his comprehensive look at investment management fees paid by institutional investors in 2022.
November 11, 2023
Stunning Growth in U.S. Economy as Clouds Loom
This blog post analyzes the economy in 3Q23.
November 8, 2023
Private Real Estate Falls While REITs Lag Equities
Munir Iman and Aaron Quach assess 3Q23 real estate performance.
November 7, 2023
Callan Study Examines ESG Practices by Investment Managers
Kristin Bradbury summarizes our 2023 Asset Manager ESG Study.
November 6, 2023
IRS Announces Updated Retirement Plan Limits for 2024
Jamie McAllister details the 2024 DC plan limits.
November 3, 2023
Key Issues to Know for the Proposed Fiduciary Rule
Jana Steele explains what the new proposed fiduciary rule means for DC plan sponsors.
October 4, 2023
Tough Quarter for Stocks, with Bonds Facing Third Straight Annual Fall
Kristin Bradbury assesses the global markets in 3Q23.
October 3, 2023
The Fed’s Delicate Walk on a Tightrope
Kristin Bradbury discusses the current macroeconomic situation and the outlook as the Fed "walks a tightrope."
August 28, 2023
IRS Delays SECURE 2.0 Roth Catch-ups
Jana Steele explains why the IRS delayed rules for Roth catch-up contributions.
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