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William A. Callahan, RLP, CFA, CFP®

President, Chief Investment Officer

“An investment in knowledge pays the best interest.”

- Benjamin Franklin

Education

  • Chartered Financial Analyst Charterholder
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Registered Life Planner (RLP) – Kinder Institute of Life Planning
  • Creighton University – MS – Investment Management & Financial Analysis
  • Creighton University – MBA – Master of Business Administration
  • New York University – CFP® – Professional Program in Financial Planning
  • University of Nebraska – Omaha – BSBA – Business Finance, Banking & Financial Markets, Investment Science & Portfolio Management

Professional Background

  • Member – CFA Institute, CFA Societies of San Francisco and Nebraska
  • Member – Financial Planning Association & FPA San Francisco Chapter
  • Member – Kinder Institute of Life Planning
  • Member – Financial Therapy Association
  • Director, Treasurer (Volunteer Community Leadership Role) – Mutual First Federal Credit Union
  • Past President and Director – Financial Planning Association of Nebraska
  • Founder and Past Chairman – Nebraska Wealth Management Conference

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)

Blog Posts

Should I Adjust My Portfolio For Bad Governments?

History books are filled with examples of what can happen to investors under the direction of poor national governance. The real challenge is, once we are aware of poor governance, how do I respond as an investor? Recent events have highlighted the potential for trouble in an...

Will an Aging America Cause Lower Stock Returns?

The relationship between supply and demand is widely understood in economics. But does an aging America mean future stock returns will be lower as older Americans sell stocks for day-to-day needs in retirement? Most economists I've spoken with on the matter in recent years have...

Same-Sex Couples May Now File Joint Income Tax Returns

The U.S. Department of Treasury and Internal Revenue Service have just established that several key income tax benefits previously only available to opposite-sex marriages are now available to those in a same-sex marriages as well. Under the announcement (U.S. Treasury) and the rule...