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 […]
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 […]