Investment Planning Knowledge Circle: Navigating Volatile Markets with Value as Our Guide

5 (2 votes)

As Portfolio Manager for ICON Advisers, Craig Callahan will share his thoughts on the events and economic trends that are shaping the market and impacting investors in 2022.

Additional Topics of Interest:

Finding Value in a Rising Rate Environment
Investor Sentiment as Market Indicator
Identifying a Market Bottom

Competency Level: Advanced

FPA Competency: Critical Thinking, Client Communication and Care

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Craig Callahan, DBA

Chief Executive Officer and Portfolio Manager

ICON Advisers, Inc.

CRAIG CALLAHAN is CEO and Founder of ICON Advisers, Inc. He is also the Portfolio Manager of the ICON Equity, Consumer Select, Health and Information Technology, Natural Resources and Infrastructure, and Utilities and Income Funds.

Prior to founding ICON, he was a finance professor at the University of Denver. Dr. Callahan received a bachelor’s degree in psychology from The Ohio State University and a doctoral degree in business administration with emphasis in finance and statistics from Kent State University. He holds FINRA Series 7, 24, 63, and 66 registrations.

Dr. Callahan has been a television guest on numerous financial networks and has been featured in a number of business and investment publications. He frequently addresses broker/dealer, and investor conferences.

He is also author of a book, “Unloved Bull Markets: Getting Rich the Easy Way by Riding Bull Markets,” published by Wiley.