2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.
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How We Incorporate Financial Literacy Into Our Lives
Happy Financial Literacy Month; April is the time to reflect on personal finances, strategies to improve our financial literacy, and celebrate past successes. Our advisors reflect on how they incorporate financial literacy in their lives.
Think Like A Financial Advisor: Callan Periodic Table of Investment Returns
Did you know financial planners have their own periodic table? It shows the importance of diversification across various asset classes. Jason Farris discusses what the periodic table of investment returns is and why it would be beneficial to review it every year.
Champions For Learning: Q&A With Charlie Kerwood
Charlie Kerwood was recently honored at The 5th Annual Night of Champions event for being a community leader in making life-changing learning experiences for students. Our Brand Manager interviewed Charlie after the event and asked him a few questions about the organization and his passion behind volunteering.
Economic Impact of the Government Shutdown
As we pass the 30-day mark of the government shutdown. Our CIO, Jason Eliason, discusses how the overall economy may be impacted.