The Coffeehouse Revolution: Callan Family Office’s 2Q 2026 Tax Letter
For ultra-high-net-worth families and their advisors, our latest tax letter has a straightforward lesson: Do not overlook the tools that sit quietly in the corner of the tax code. Choosing QSBS can be more than a matter of tax savings. It can spell the difference between ordinary returns and extraordinary ones, between incremental planning and […]
Todd Rabold Tells InvestmentNews What Markets are Expecting from the Iran Ceasefire
The two-week Iran war ceasefire, which was dealt a blow with the closure of the Strait of Hormuz Wednesday, is nonetheless sending stocks, gold and Bitcoin higher. On the flip side, the peace deal, however temporary, is pushing oil, volatility (VIX) and the 10-year Treasury yield lower. So what happens tomorrow, the day […]
WealthTech Today Podcast: Jack Ginter Talks About Building the Digital Desktop for Ultra-High-Net-Worth Families
Our CEO Jack Ginter recently sat down with Ezra Group’s Craig Iskowitz to discuss the considerations our team followed in building the technology behind Callan Family Office. Click here to download the complete podcast. Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office
Market Strategist RaeAnn Mitrione Joins Bloomberg Television to Discuss Geopolitical Impact on the Markets
Market Strategist RaeAnn Mitrione joined Bloomberg Television to share perspective on rising geopolitical tensions, oil price volatility, and their potential ripple effects across the global economy. While acknowledging increasing risks, RaeAnn offers a measured, long-term vie highlighting the U.S.’s relative resilience as a net energy exporter and emphasizing the importance of staying disciplined amid market […]
Clarity Family Offices Joins Callan Family Office
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that the team from Clarity Family Offices, a family wealth consulting firm known for its sophisticated, bespoke advisory services for affluent families and single family offices, has joined the firm. The move strengthens Callan […]
Callan Family Office’s 1Q 2026 Investment Letter
When markets move, it’s human nature for investors to focus on the outcomes rather than the reasoning behind them. It’s a trap into which investors fall constantly, and one we work hard to avoid. In our latest Quarterly Investment Letter, we explore the concept of “resulting,” the tendency to judge decisions based solely on outcomes […]
Callan LLC’s Capital Markets Assumptions and What Actually Happened
Callan LLC’s Capital Markets Assumptions and What Actually Happened 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 […]
Todd Rabold Speaks with Money FM on the AI Trade, Tariffs and the Next Leg for U.S. Markets
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing how investors are reassessing AI valuations and hyperscalers’ capex race. He also discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. Please listen to Todd’s complete interview here
After Supreme Court Ruling, Doug Evans Discusses New Landscape for Tariff Risk
Chief Investment Officer Doug Evans was recently interviewed by The Daily Upside on Callan Family Office’s views of the recent Supreme Court decision on tariffs. The SCOTUS ruling could also ease pressure on the Federal Reserve to keep rates elevated, Doug said. The lower tariff risk may allow for a less aggressive stance this year. […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Surveillance on Market Trends
Market Strategist RaeAnn Mitrione joined Bloomberg Surveillance to share our perspective on the current market environment and what it means for investors. She discussed the recent rotation away from tech leadership, the importance of maintaining global diversification, how fixed income and alternative investments are being positioned, and why strong fundamentals continue to support a constructive […]