Posted: January 2nd, 2018 | Author: Callahan Financial Planning | Filed under: Callahan Financial Planning | Tags: CFA, CFA Institute, Chartered Financial Analyst, Charterholder, Fee-Only, Financial Advisor, Financial Planner, Investment Advisor, Nebraska, Omaha |
Callahan Financial Planning Company is proud to announce that the company has adopted the CFA Institute’s Asset Manager Code of Professional Conduct.
Callahan Financial Planning joins approximately 1,400 firms worldwide that have adopted this professional conduct code.
The Asset Manager Code of Professional Conduct outlines the ethical and professional responsibilities of companies that manage assets for clients. This code serves as a point of reference for investors, establishing clear policies on what investors can expect by working with a firm that has claimed compliance with the code. Read the rest of this entry »
Posted: April 26th, 2013 | Author: William A. Callahan, CFA, CFP® | Filed under: Callahan Financial Planning, Investment Planning, Retirement Planning | Tags: CFA, CFP, Financial Advisor, Investment Advisor, IRR, Lincoln, Omaha, Performance, Rate of Return, TWR |
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 below, they are usually more appropriate to use.
Holding Period Return (HPR)
Also referred to as your cumulative return, this value does not take into account the impact of time (did it take 1 year or 9 to earn the return?), and does not adjust for the impact of what dollars were invested, and when. It is generally reported as a single return percentage.
Internal Rate of Return (IRR) Read the rest of this entry »