Callan Family Office August 5, 2024, Market Analysis
On August 5, 2024, the broader stock indices had their worst session in more than two years. Our investment team issued a client alert with our perspective. Bottom line: Market corrections are normal and common, and the data we are looking at does not suggest a recession is in our imminent future. Please let us […]
The 1H 2024 Callan Institute Periodic Table of Investment Returns
The Callan Institute Period Table of Investment Returns, issued by Callan LLC, tracks returns for the past several years ending December 2023 and monthly through June 2024. This table pictorially represents the returns from most public asset classes available to investors and many are represented in Callan Family Office client portfolios. The returns are ranked […]
Callan Family Office Named to Financial Advisor Magazine’s List of Top 50 Fastest-Growing RIAs
We are pleased to announce that Callan Family Office has been included on Financial Advisor Magazine’s list of the Top 50 Fastest-Growing RIAs. Each team member at Callan Family Office plays a vital role in driving our success and growth and our clients’ trust fuels our passion to constantly improve our services and capabilities. You […]
Callan Family Office 2024 State of Business Report
Earlier this year, BCA Research published a piece titled “Chilling with the Maytag Repairman.” This report contained a summary table (see below) that showed the annualized rate of real GDP growth and its domestic components across all postwar recessions. The table compared the compound-annual growth rates of consumer spending, private (corporate) investment, and government spending. […]
RaeAnn Mitrione on CNBC: Rotating Out of Mega-Caps and Rebalancing with Small-Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the decline in chip stocks, as well as the broadening of the markets. Please watch RaeAnn’s complete CNBC interview here
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds 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 […]
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers 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 […]
Callan Family Office 2024 Mid-Year Outlook
One of the long-standing investment themes at Callan Family Office has been investing in innovation. This is not uniquely a story around artificial intelligence, or an any particular asset class. Rather, we look for innovative concepts throughout the public and private markets, across industries, and ones that are executable by institutional-caliber asset managers. We recognize […]
FA Mag: Elections Will Have Profound Impact On Taxes
Almost all federal elections cause anxiety over taxes. But this year’s contest offers an unprecedented divergence of policy and wrong planning choices could wind up being painful. Partner Todd Neal was interviewed recently by Financial Advisor Magazine on how the upcoming elections could affect families. Please read the full article from Financial Advisor here
FA Mag: Clients Can’t Dawdle On Expiring Tax Reform Provisions
Every year brings tax complications. This year, given the potential expiring of some provisions of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, may be more confusing than others. Partner Todd Neal recently shared his thoughts on some of the mistakes families can make when it comes to estate planning in […]