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Callan Family Office

Categories: Defined Contribution

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.
September 16, 2022
Target Date Funds and the Ever-Evolving Glidepath
Dario Buechi analyzes how target date fund glidepaths have changed over the last decade in response to low expected returns and high inflation.
August 26, 2022
Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
August 11, 2022
Private Real Estate Strong; REITs Lag Equities
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
August 5, 2022
Recession—Are We There Yet?
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
July 22, 2022
Bubbles Bursting Everywhere
Janet Becker-Wold explains how recent bubbles inflated and what their popping means for institutional investors.
July 14, 2022
Few Bright Spots as Markets Continue to Drop
Kristin Bradbury recaps how the global markets performed in 2Q22.
July 11, 2022
Global Challenges Mount
Kristin Bradbury analyzes the global economy in 2Q22.
July 9, 2022
Do Active Core Plus Fixed Income Managers Add Value With Sector Rotation?
Kevin Machiz examines the added value of active core plus fixed income managers vs. a DIY portfolio.
June 1, 2022
SEC Proposes Rule to Enhance ESG Disclosures for Investments for Funds and Advisers
The proposal is designed to help investors assess the degree to which ESG considerations are a part of a strategy.
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