April 7th, 2022
Aldwin Callen a financial advisory company announced today the firm has exceeded its long goal of donating at least 10 million dollars...
April 4th, 2022 | Tom Grey
The following are headlines of stock picks from Tom Grey discussed at Aldwin Callen’s Monday morning briefing...
March 15th, 2022
Aldwin Callen's Co-founder, Mr. Thomas George Callen, and Managing Partner and Board Member, Mr. Kovner, have announced today...
March 7th, 2022
Even though it wasn't at the blazing rate of 2021, the US economy continued to grow in the first months of 2022...
February 28th, 2022 | James Gerald Harper
The following are headlines of stock picks from James Gerald Harper discussed at Aldwin Callen’s Monday morning briefing...
February 24th, 2022
Dow futures fell nearly 800 points late Wednesday as investors feared a protracted conflict would drive up energy prices...
February 19th, 2022
Aldwin Callen held a press conference on Tuesday to announce that they have designed a CPI product to shield new clients from...
February 3rd, 2022
In Q4 2021, the US economy expanded at a 6.9 percent annualized rate, ending the strongest year since 1984. Around 70% of the increase...
January 31st, 2022 | Tom Grey
The following are the headlines discussed at Aldwin Callen's Monday morning briefing...
January 14th, 2022
US GDP growth was revised upward to 2.3 percent in Q3 2021 on the strength of somewhat higher-than-expected consumer...
January 10th, 2022 | James Gerald Harper
December 6th, 2021 | Edward Robert Wade
October 18th, 2021 | Luke Wright
September 21st, 2021 | Tom Grey
August 10th, 2021
Infrastructure is once again a buzzword, as the US Senate is on the verge of authorizing $1 trillion in new infrastructure expenditure...
July 26th, 2021 | Edward Robert Wade
July 1st, 2021
In June, the economy continued to improve as state and municipal governments relaxed Covid-19 restrictions and consumer...
June 24th, 2021
Money is frequently the unseen elephant in the room. There are numerous reasons to avoid discussing it, ranging from children's...
May 24th, 2021 | James Gerald Harper
May 5th, 2021
In the first quarter of 2021, the US economy gained 6.4 percent on an annualized basis, on to strong consumer spending buoyed by...
April 12th, 2021 | George Silva
March 29th, 2021 | Luke Wright
March 2nd, 2021
Retail sales (+5.3 percent) and durable goods orders (+3.4 percent) have recently met or exceeded estimates. Notably...
Februari 18th, 2021
After a year of rising stock prices, your portfolio may be overly reliant on equities. How do you rebalance...
February 16th, 2021 | Tom Grey
February 8th, 2021 | Edward Robert Wade
January 27th, 2021
You are not alone if you want to retire sooner rather than later. According to the Pew Research Center, more individuals...
January 25th, 2021 | John Van Wyk
January 6th, 2021
Economic data has gradually improved: home prices in the United States are up 8% year on year, and manufacturing expectations...
December 28th, 2020 | Edward Robert Wade
December 3rd, 2020
Consumer confidence has slowed, and lapsed government COVID benefits have taken a toll on personal income (-0.7 percent in October)...
September 14th, 2020 | David Shaw
August 3rd, 2020
The US GDP plunged 9.5 percent in the second quarter of 2020, the greatest decrease in history, highlighting the severity...
July 13th, 2020 | Tom Grey
June 3rd, 2020
Due to government assistance, personal income in the United States increased by an astonishing 10.5 percent in April...
May 11th, 2020 | Jack Benjamin Cross
April 20th, 2020 | George Silva
April 2nd, 2020
We are only now beginning to see data indicating a recession in the United States. New unemployment claims have risen to...
March 23rd, 2020 | Tom Grey
March 4th, 2020
The index of leading economic indicators (+0.8% monthly increase) and construction activity (+1.8% monthly increase)...
February 24th, 2020 | James Gerald Harper
February 5th, 2020
After nearly four years, three prime ministers, and numerous national referendums, the United Kingdom (UK) eventually...
January 27th, 2020 | David Shaw
January 3rd, 2020
Even if US corporate earnings grangeth picks up in 2020, a major question is how much of that increase has already been...
December 16th, 2019 | Edward Robert Wade
November 1st, 2019
We remain marginally biased toward risk reduction and recommend topping up...
October 7th, 2019 | Luke Wright
September 4th, 2019
Even though the US economic situation is less appealing today than it was a year or even six months ago, the US appears to be...
August 5th, 2019 | John Van Wyk
July 3rd, 2019
How much of a difference a year can make. On July 4, it was expected that US interest rates would continue to rise...
June 10th, 2019 | Tom Grey
May 16th, 2019
Aldwin Callen has always thought that investing based on Environmental, Social, and Governance (ESG)...
April 1st, 2019 | George Silva
March 15th, 2019
JP Morgan Chase received a lot of press attention last week. The reason is because it...
February 4th, 2019 | Edward Robert Wade
January 8th, 2019 | John Van Wyk
January 3rd, 2019
Repricing across all major asset classes has begun with a vengeance since December, as is to be expected during...
December 31st, 2018 | Noah Henry Patton
November 19th, 2018 | David Shaw
October 15th, 2018 | James Gerald Harper
September 17th, 2018 | John Van Wyk
August 16th, 2018
China, Turkey, Russia, Brazil, and Argentina are among the countries involved. Stock and bond values in these and other...
July 30th, 2018 | Jack Benjamin Cross
July 11th, 2018
People in the financial field frequently discuss the long term: "Long term, we believe such and such." Alternatively...
July 2nd, 2018 | Tom Grey
June 5th, 2018
A tight job market increases the likelihood that inflation will begin to climb faster than 2%...
May 21st, 2018 | Edward Robert Wade
May 8th, 2018
If retirement is calling, you must address a difficult question: how much can you...
March 26th, 2018 | David Shaw
Following are the headlines discussed at Aldwin Callen's Monday morning briefing...
March 5th, 2018
The market's volatility has lately increased. Here are the five major issues we are keeping an eye on as long-term investors...
March 5th, 2018 | George Silva
February 8th, 2018
The goal of good health is embedded in our culture, and billions of dollars are invested each year in marketing, research...
December 18th, 2017 | Luke Wright
December 11th, 2017 | Tom Grey
December 11th, 2017
November 23rd, 2017 | Edward Robert Wade
November 9th, 2017
Aldwin Callen Wealth Advisors differs from other wealth management organizations in several ways. Our company approach is...
November 5th, 2017
The majority of investors are aware of the possible tax advantages of charitable donating. Indeed, many of us frequently write checks...
October 23rd, 2017 | Noah Henry Patton
October 16th, 2017
September 25th, 2017 | James Gerald Harper
September 12th, 2017
According to the National Bureau of Economic Research (NBER), which has been tracking U.S. economic cycles since 1854...
September 11th, 2017 | George Silva
August 10th, 2017
Women are frequently tugged in a variety of directions. Juggling the demands of a work, family, and household sometimes...
August 7th, 2017 | John Van Wyk
July 20th, 2017
It generally starts slowly, such as when a family member can't locate the vehicle keys or reads a story about a major news event...
June 14th, 2017
With the fall semester quickly approaching, many parents are frantically attempting to assist their...
April 10th, 2017 | Jack Benjamin Cross
April 6th, 2017
I am a business owner who is considering selling my company. What are some of the most typical blunders people make when selling a business?
March 27th, 2017 | Luke Wright
March 6th, 2017 | Noah Henry Patton
February 10th, 2017 | Edward Robert Wade
As I worked on our monthly Flash Report for clients last week, I couldn't help but notice the following: In January, expected stock market volatility plummeted...
January 26th, 2017
The Dow Jones Industrial Average, which consists of just 30 firms, has seen its leading stocks fluctuate since the start of 2017. The following is a list of the top five...
January 9th, 2017
We start with a game plan. We sit down with our clients, we learn and understand and clarify their goals, their dreams. Together we help them create a game plan...
December 5th, 2016
The right to purchase a share of P&G stock at a future date at the stock price on the day of the grant is represented by a stock option (grant price)...
November 28th, 2016
One of the most courteous things we can do for people we will unavoidably leave behind is to keep our critical personal and financial records organized...
September 2nd, 2016
When you die, your IRA and other retirement plan assets are distributed according to your beneficiary selections. If you name someone in your will...
August 15th, 2016
For certain people, the word "mixed family" can have a variety of connotations. A new spouse and children, as well as family members from a prior marriage...
