How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
How long will the success story of the Magnificent Seven stocks last? Our Chief Investment Officer Doug Evans was asked for this thoughts by Barron’s and discussed our outlook for technology as a sector. Please read Doug’s complete Barron’s interview here (Subscription Required)
Planning Alert: Post Convention Insights
At the end of 2025, the current tax policy is set to expire, meaning that whoever holds the presidency will oversee major tax overhaul. Callan Family Office has put together a detailed report including some of the highlights of each candidate’s tax plan, along with some advice on what you should do to ensure your […]
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
Callan Family Office 3Q Investment Letter
Our investment team recently listed our third-quarter investment letter, laying out our views of the market dynamics so far this year, and what to expect in the fourth quarter. Please let us know if you have any questions or would like to discuss further. For our latest insights, please read our 3Q Investor Letter.
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Our Chief Investment Officer Doug Evans recently joined Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to cut rates implies for near- and long-term monetary policy and how investors should be positioned through Q4. Please view Doug’s complete interview on Nasdaq Trade Talks here.
RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the how sectors like technology and the broader markets will benefit from the Federal Reserve’s recent rate cut. Please watch RaeAnn’s complete CNBC interview here
Navigating Leadership Transitions in Family-Owned Businesses
Transition planning within family-owned businesses, particularly in large enterprises, is a delicate balance between tradition and innovation, legacy and innovation. These businesses face unique challenges and opportunities as they transition leadership from one generation to the next. Our Head of Family Office Services & Advisory, Amy Jucoski, and Arne Boudewyn, family governance and education advisor […]
How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.
What does a falling interest rate environment mean for portfolios? Our Investment Partner Tom Raymond was asked this by Barron’s and discussed where we feel the markets have the most interest-rate sensitivity. Please read Tom’s complete Barron’s interview here
How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report
How can the election affect portfolios? Investment Partner Tom Raymond was asked for his thoughts in a recent interview with U.S. News & World Report. His verdict: Historical precedent suggests market hyperbole, not volatility, will be in high supply. “Going back to 1928, there have been only four times when the markets declined during an […]
Callan LLC 2024 Private Equity Fees and Terms Study
Callan LLC 2024 Private Equity Fees and Terms Study 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 […]