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Callan Family Office

Categories: Defined Contribution

June 8, 2023
Money Market and Stable Value Fund Returns During the Current Rising Rate Environment
Greg Ungerman, Kyle Fekete, and Kevin Machiz assess stable value funds.
June 1, 2023
What to Know About Digital Assets and Their Underlying Technology
Alvaro Vega explains the implications for institutional investors of the underlying technology behind bitcoin.
May 17, 2023
How to Improve DC Plans with DEI
Jana Steele discusses diversity, equity, and inclusion (DEI) and how DC plans can incorporate it.
May 16, 2023
Higher Interest Rates Work! That’s Good, Right?!
Jay Kloepfer analyzes the U.S. and global economy in 1Q23 and the outlook for rates, GDP, and inflation.
May 12, 2023
Private Real Estate Indices Fall; REITs Gain but Lag Equities
Update on real estate and real assets performance in 1Q23.
May 3, 2023
Higher Interest Rates Meet Lower Valuations: Implications for the CRE Industry
Christine Mays provides an overview of the commercial real estate industry in 2023.
April 24, 2023
Gains for Stocks and Bonds but the Ride Was Bumpy
Kristin Bradbury writes about the rebound in 1Q23 for global stocks and bonds.
April 14, 2023
A Hiccup……or a Belch?
Kristin Bradbury assesses the global economy in 1Q23 and what it might hold for the rest of the year.
March 27, 2023
Callan Survey: Legislation, Regulation, and Litigation Driving Change in DC Plans
The 16th annual DC Survey now covers SECURE 2.0 (pre-passage) and diversity topics, along with the key tenets of DC plan management, governance, and financial wellness
March 23, 2023
President Biden Vetoes Congressional Bill to Overturn ESG and Proxy Voting Rule
On March 20, 2023, President Biden vetoed legislation that would have blocked the enactment of the U.S. Department of Labor (DOL) final rule released on Nov. 22, 2022.
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