Callan LLC 2Q Market Analysis: Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains
Global Stocks Top U.S. Equities; Fixed Income Sees Modest Gains 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 LLC 2Q Global Analysis: Tariffs, Tax Cuts, and ‘TACO’: What a Quarter!
Tariffs, Tax Cuts, and ‘TACO’: What a 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 or […]
Planning Alert: What the One Big Beautiful Bill Act of 2025 Means for UHNW Clients
The One Big Beautiful Bill Act of 2025 enacts sweeping changes across a wide spectrum of tax, fiscal, and economic policy. The Act includes a combination of both permanent and temporary provisions—some, such as the qualified business income deduction and small business tax incentives, are made permanent, providing long-term planning certainty. Others, including the temporary […]
What are the Best Trusts in a Higher Rate Environment? Jeff Getty Talks to ThinkAdvisor
As interest rates rise and market volatility lingers, many estate planning strategies that once thrived in a low-rate environment are being prematurely discarded. But one tool should not be tossed aside: The grantor retained annuity trust remains a valuable and underused strategy — even with higher interest rates. Over the past two decades, some of […]
What Investors Need to Know About the 2025 Russell Reconstitution
What Investors Need to Know About the 2025 Russell 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 […]
Todd Rabold Discusses How Investors Should be Positioned in the Current Market with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses the passing of President Donald Trump’s Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell’s comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate […]
How Callan LLC Models its Expected Future Returns for Stocks
How Callan LLC Models its Expected Future Returns for Stocks 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 […]
How Callan Family Office Created a New Approach to Tax-Aware Investment Decisions
At Callan Family Office, we’ve advised ultra-high-net-worth families for decades and have seen how much value can be gained through tax-aware decision-making. These families often face a level of complexity that off-the-shelf solutions weren’t built to handle. Yet many wealth managers lack the tools or infrastructure to manage taxes effectively. As a result, portfolio rebalancing […]
Callan Family Office 2Q 2025 Investor Letter
As we look back at the second quarter, the overall investing sentiment seemed to suggest the need to slam on the brakes. The safeguards out there, namely tariffs, were felt to make us less safe. In our latest Investment Letter, we discuss why our decisions in the second quarter were based more on the constants […]
Revisiting Office Conversions: A Follow-Up on Progress and Potential
Revisiting Office Conversions: A Follow-Up on Progress and Potential 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 […]