Arne Boudewyn Discusses with InvestmentNews How Elder Care is a Governance Priority
Arne Boudewyn, family governance and education advisor at Callan Family Office, recently spoke with InvestmentNews about how the most effective protection against elder financial exploitation begins before there are any concerns about diminished capacity. Practical safeguards — trusted contacts, clearly defined decision-making authorities, periodic reviews of estate documents, coordinated oversight among advisors — are […]
The 2H26 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns, covering the six calendar years ending 2025, along with year-to-date returns through June 2026. The table provides a visual ranking of the major public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. Each year’s returns are […]
What the New Housing Law Means for Institutional Investors in Single-Family Rentals
What the New Housing Law Means for Institutional Investors in Single-Family Rentals 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 […]
Market Strategist RaeAnn Mitrione on CNBC: Fundamentals Will Drive the Market Over the Long Term
Callan Family Office Market Strategist RaeAnn Mitrione joined Morning Call on CNBC where she discussed how strong earnings and AI demand are supporting valuations, and the outlook for small caps, emerging markets and overlooked value opportunities. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office’s 3Q 2026 Tax Letter: What Jaws Teaches About Intentional Wealth Design
Intentional design can turn a limitation into a defining strength. Steven Spielberg did not get the shark he expected in Jaws, but he created a better movie by controlling what the audience could see, when they could see it, and how much access they were given. Families face a similar design challenge when an operating […]
Global Economy in 2Q26: What Happened and What to Know
Global Economy in 2Q26: What Happened and What to Know 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 […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Television About Current Market Dynamics
https://vimeo.com/1208474172?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the current investment landscape, highlighting why corporate earnings continue to serve as the foundation for long-term market performance despite ongoing geopolitical developments and economic uncertainty.
Todd Rabold Talks Mega Caps and the Fed on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, discusses the Dow’s latest push above the 52,000 level for a new record high. He analyzes whether mega cap tech giants can sustain their momentum amid massive artificial intelligence spending. We also look at how a hawkish Federal Reserve might impact the projection for accelerating economic […]
Big Changes After the 2026 Russell June Reconstitution
Big Changes After the 2026 Russell June Reconstitution 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 […]
Callan Family Office Announces Strategic Partnership with Vanilla to Advance Estate Planning for Ultra-High-Net-Worth Families
Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office’s decades of experience serving ultra-high-net-worth families with Vanilla’s leading estate planning technology platform. As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today’s tools were built for traditional wealth planning, while ultra-high-net-worth families often […]