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Callan Family Office

Categories: Defined Contribution

January 6, 2022
Do Fiscal Policies Influence Investment Returns?
Paul Erlendson examines whether fiscal policy and tax rates affect investment returns.
November 22, 2021
How Investors Should Respond to Evergrande and China’s Regulatory Crackdown
Fanglue Zhou analyzes how China's recent challenges impact institutional investors' emerging market allocations.
November 10, 2021
Is 2% Growth Good or Bad?
Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.
November 8, 2021
IRS Announces Updated Retirement Plan Limits for 2022
Jamie McAllister details the new retirement plan limits for 2022.
November 5, 2021
Callan Survey Finds Nearly 50% of Respondents Incorporate ESG, Highest Level Ever
Tom Shingler provides key takeaways from the Callan 2021 ESG Survey.
October 25, 2021
New DOL Proposed Rule on ESG and Proxy Voting
Tom Shingler explains the impact of a new proposed rule from the Biden administration on ESG and proxy voting.
October 18, 2021
DOL Updates the Fiduciary Rule (Again)
Jana Steele explains what the latest update to the fiduciary rule means for DC plan sponsors.
October 13, 2021
Small Gains in U.S. Equities and Fixed Income, but Losses Globally
Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.
October 11, 2021
Will Headwinds or Tailwinds Prevail?
Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.
September 30, 2021
Watch What You Say: Employee Benefit Claims
Jana Steele explains how a new EBSA letter on informational calls with plan participants affects sponsors.
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