In today’s information age, we are overwhelmed with a constant stream of data, opinions, and noise, and, in our 4Q Investment Letter, we discuss how the concept of the Paradox of Choice was a factor for investors. Indeed, there was plenty to think about as we closed 2025 – and even more to overthink. The challenge for investors is identifying what truly matters when everything is portrayed as pivotal.
At Callan Family Office, we believe less is more when finding investment focal points, which was a mindset that proved its worth again this quarter. Two forces – the AI ecosystem buildout and financial stimulus – remain our portfolio anchor points and should continue to serve that role going forward.
As always, our priority is helping you navigate these forces with discipline and foresight, so we invite you to read our 4Q Investment Letter and to reach out to your Relationship Team if you would like to discuss how these themes are reflected in your individualized portfolio.
For our latest insights, please read our 4Q Investor Letter.