Callan Family Office Webinar Series: Outlook for U.S. Economy and Markets with Rick Rieder of BlackRock
Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, sat down for a conversation with Investment Management Partner Justin McKnight in our latest Callan Family Office webinar. One of the most respected voices in fixed income, Mr. Rieder shared his thoughts on navigating interest rates, fixed income opportunities, and what we should anticipate […]
RaeAnn Mitrione Discusses Rising Bond Yields and Current Market Conditions with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed rising bond yields and their impact on inflation concerns. Please watch RaeAnn’s complete CNBC interview here
What Should Clients Consider in Year-End Charitable Giving?
Betty Pettine, managing director of philanthropic consulting, was recently asked to share her tips for year-end charitable giving. Among our advice: When making a sizable contribution to a charitable initiative, building a relationship with the beneficiary is crucial and often involves in-person site visits, as well as gathering testimonials or endorsements from credible sources familiar […]
RaeAnn Mitrione Tells Bloomberg News Why We Suggest Being Fully Invested
https://vimeo.com/1035289892 “Stay fully invested” is the key takeaway from RaeAnn Mitrione’s recent Bloomberg Radio appearance. Watch her interview to learn more about how the market is performing, what we are looking at as we head into 2025, and how we are positioning client portfolios.
Callan Family Office Webinar Series: Post-Election Tax Planning
With election day behind us, now is the time to focus on the impact it may have on your tax strategy. One question looms large for individuals and families alike: What will the future hold for tax laws, and how will these changes affect your financial decisions? In our latest Callan Family Office webinar, Managing […]
Callan Family Office 2024 Year-End Planning Guide
Much of 2024 was marked by the economic and market uncertainty that comes whenever both the White House and Congress are in play. Though the elections have concluded, many important tax laws are set to expire at the end of 2025 that have significant impact on taxpayers if no new tax proposals are signed into […]
Are Equities Closing Out 2024 Strongly? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, recently shared his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a look ahead on the next earnings season. […]
Higher Beta Hedge Fund Strategies Have a Strong Quarter
Higher Beta Hedge Fund Strategies Have a Strong Quarter Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]
Private Credit Managers Outperform Leveraged Loans
Private Credit Managers Outperform Leveraged Loans Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or completeness. Callan […]
Fewer Funds Raised in Private Equity, but More Dollars Flow into Them
Fewer Funds Raised in Private Equity, but More Dollars Flow into Them Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as […]