This is a common question we receive. Over the years, a frequent method I've observed investors use to answer this question is a simple rate of return, generally known as a holding period return. But there are two other methods available, and for various reasons I'll show...
This is a question we get a lot here at Callahan Financial Planning, and with all the recent news and new options, I thought it would be a good topic to revisit.
As a refresher, let's start with a quick note on what Mutual Funds are:
An Investment Company that invests shareholders...
Who are we?
Callahan Financial Planning is a new, independent financial planning company based in Omaha, NE with a better way to pay for and receive finance advice. Aware of the conflict traditional sales staff and commissions produced, we set out to build a financial planning model...
