The content contained herein is purely for informational purposes and is neither an offer to sell nor a solicitation of an offer to purchase any securities. Such an offer will only be made to pre-qualified investors by means of a confidential private placement memorandum and related subscription documents.

2016 IRS Inflation-Adjusted Tax Figures

Every year, the IRS releases inflation-adjustments that impact Hirtle Callaghan’s Family clients.  The IRS recently released their inflation-adjustments for 2016.  As a result of the current low inflation environment, it is not surprising that these figures will not increase much, if at all, from 2015 to 2016. 

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Hirtle Callaghan Hosts Career Restart Event

Hirtle Callaghan welcomed over 15 guests to its second Career Restart Luncheon on October 14th.  The event is designed to find talented individuals across the Philadelphia region who have taken time off from work to care for family.  Hirtle Callaghan is committed to pursuing innovative ways of finding talent and incorporating them into the firm.

Career Restart Event Press Release

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September 2015 Pension Plan Funding Update

September was another difficult month for Pension plans as liabilities (BofA Mature 12 year duration index) outperformed assets (60% ACWI/40% Barcap Agg) by 3.2%. For the last 3 months, assets have given up over 7% to liabilities.

After the volatile September, liabilities are now positive 1.3% while assets are down -3.8% for the year. The continued struggle to improve funded status remains an issue for many pension plan CFOs, Treasurers and Boards who are trying to manage and control their funded status volatility.  Once again, a pension plan with a de-risking glide-path would have been able to benefit from this volatility if they added long duration bond investments to their portfolio following the short lived asset outperformance. 

Read more on the current status of pension plan funding here.

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Jonathan Hirtle, Hirtle Callaghan CEO, on Fox Business News

Jonathan Hirtle, CEO of Hirtle Callaghan, joined Maria Bartiromo on Fox Business News for Mornings with Maria on October 7, 2015.  Jon discusses market dislocation opportunities and Hirtle Callaghan's long-term investing strategy on the segment.

View Jonathan Hirtle on Fox Business News


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