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Callan Family Office

Categories: Defined Contribution

November 28, 2022
Callan Survey Sees First Decline in ESG Incorporation Since 2019
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
November 9, 2022
Mayhem Continues in the Capital Markets
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
November 8, 2022
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
October 25, 2022
IRS Announces Updated DC Plan Limits for 2023
Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.
October 25, 2022
What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 2
Jana Steele reviews key themes to emerge from our analysis of DC plan litigation from 2019-2022.
October 19, 2022
What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 1
In the first of two blog posts, Jana Steele provides an overview of DC plan litigation from 2019-2022.
October 12, 2022
There Was Really No Place to Hide in World Markets
Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.
October 7, 2022
Global Challenges Wreak Havoc on Economies
Kristin Bradbury examines the issues facing the global economy in 3Q22 and what they mean for investors.
September 30, 2022
Financial Wellness: Is It the Right Prescription for Your DC Plan?
Jana Steele provides a summary of her recent white paper on financial wellness options for DC plans.
September 22, 2022
PCE and CPI: What’s the Difference?
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
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