How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions?
How Will the Growing Federal Debt Affect Callan LLC’s Capital Markets Assumptions? 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 […]
Avoiding the Phantom Tax Trap in Complex Private Investments
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families, particularly those with exposure to private equity, hedge funds, private credit, and carried interest structures. If unaddressed, phantom income can disrupt liquidity, trigger unplanned asset sales, and […]
New Tax on Endowments Will Likely Lead to Portfolio Management Changes
New Tax on Endowments Will Likely Lead to Portfolio Management Changes 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 […]
RaeAnn Mitrione Tells CNBC Why the Fed Needs More Data Before Moving on Rates
RaeAnn Mitrione, Investment Management Partner at Callan Family Office, joined CNBC to discuss to discuss Fed signals, tech stock risks, tariffs, and private market opportunities. Please watch RaeAnn’s complete CNBC interview here
What to Make of Nvidia? Our Tom Raymond Weighs in to Investment News
Nvidia is back and not just in China. Shares of the AI chipmaker/market bellwether have officially doubled since bottoming out after President Donald Trump’s “Liberation Day” tariff announcement in April. So what are wealth managers supposed to do with the stock now? Investment Partner Tom Raymond shared his thoughts with Investment News recently. Please read […]
What are the Top Considerations in Tax-Loss Harvesting? Dan Burke Talks to Financial Advisor Magazine
Earlier this year, the markets gave investors a high-stakes window of volatility to manage. Tariff headlines triggered a double-digit drop in the S&P 500 before quickly snapping back. For many advisors, the speed and scale of the drawdown made effective tax-loss harvesting nearly impossible. For those equipped with real-time execution and household-level coordination, however, it […]
The 2Q 2025 Callan Periodic Table of Investment Returns
Please find attached The Callan Periodic Table of Investment Returns for the past five years ending December 2024 and through June 2025. This table visually represents the returns from most public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. The returns are ranked annually from best (top […]
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 […]