April, 2023 - Callan Family Office

1Q23 Quarterly Letter

After a grim 2022, stock and bond markets provided a reasonable start to the year despite the unforeseen swoon in the banking sector that muddies the picture going forward as it relates to both the impact of tighter lending conditions for businesses and consumers and the Fed’s next moves. Perhaps not surprisingly, equity...

Callan Family Office Webinar Series: Doug Evans with Jason Trennert of Strategas Research

Join our Chief Investment Officer Doug Evans as he discusses economic and market trends with Jason Trennert, Chief Executive Officer of Strategas Research Partners. Callan Family Office (“CFO”) is providing the blog post from Callan LLC ("Callan") for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe...

Washington Watch: Fiscal 2024 Budget

Earlier this year, the Biden Administration released its 2024 proposed budget, which outlines its priorities for the next fiscal year. Consider this a ‘wish list’ of the administration’s top priorities, but also remember it is unlikely that many of these proposals will be enacted into law given the realities of a divided Congress....

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