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The Callan Periodic Table of Investment Returns graphically depicts annual returns for various asset classes, ranked from best to worst. Created by Jay Kloepfer in 1999, the table features well-known, industry-standard market indices as proxies for each asset class.

The Callan chart is for reference only and not intended as investment advice.  Always consult an advisor prior to making any investment decisions.

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Welcome to 2021 and with that a new tax year.  Please click on the link to the left to download the newest 2021 Tax Guide.  

The tax guide is for reference only and not intended as tax advice.  Always consult a tax advisor prior to making any tax decisions.