As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all...
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Callan Family Office Investment Management Partner RaeAnn Mitrione Discusses the Cuurent Market Environment with Schwab Network
Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market's recent pullback and what opportunities exist in public...
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Callan Family Office Perspective: Key Rates Rise, and the Effect on Housing Is Clear
Our Chief Investment Officer Doug Evans breaks down this year's moves in key rates and how those have affected housing...
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What Investors Need to Know About the SEC’s 2023 Private Funds Rules
What Investors Need to Know About the SEC's 2023 Private Funds Rules Download Now Callan Family Office (“CFO”)...
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Crain Currency Interviews Thomas Raymond Jr. on Investment Opportunities in AI
The dot-com era's investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for...
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Private Credit IRRs Stay Steady in 2Q
Private Credit IRRs Stay Steady and Range from 8%-10% Download Now Callan Family Office (“CFO”) is providing the...
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Hedge Funds Gain in 2Q but Lag Equity Indices
Hedge Funds Gain but Lag Equity Indices Download Now Callan Family Office (“CFO”) is providing the blog post...
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Is Recession Risk Really Off the Table?
Is Recession Risk Really Off the Table? Download Now Callan Family Office (“CFO”) is providing the blog post...
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Independent Advice, Investment Management, and Philanthropy with Callan Family Office
Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust...
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Private Real Estate Falls Again; REITs Gain but Trail Stocks
Private Real Estate Falls Again; REITs Gain but Trail Stocks Download Now Callan Family Office (“CFO”) is providing...
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Private Equity Headwinds Slow Liquidity
Private Equity Headwinds Slow Liquidity Download Now Callan Family Office (“CFO”) is providing the blog post from Callan...
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Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine
Many families start businesses with the hope that the business will stay within the family for generations. But that is...
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Callan Family Office Webinar Series: What Happened to the Recession?
Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how predictions of a deep recession...
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Callan Family Office Webinar Series: The Outlook for the Labor Market
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the labor market...
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Callan Family Office Webinar Series: Will the Fed Have a “Napolean” Moment?
Has the Fed gone too far, too quickly? Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic...
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Callan Family Office Webinar Series: How Tech is Affecting the Equity Markets
Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how AI and technology companies are...
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Callan Family Office Webinar Series: The Outlook for the Housing Market
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the housing market...
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Callan Family Office Investment Management Partner RaeAnn Mitrione Shares Market Insights with TD Ameritrade Network
Our Investment Management Partner RaeAnn A, Mitrione recently weighed in on the jobs market, where the consumer is headed, and...
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An Investor’s Guide to the Nasdaq 100’s Special Rebalance
An Investors's Guide to the Nasdaq 100's Special Rebalance Download Now Callan Family Office (“CFO”) is providing the...
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Global Markets in 2Q23: What Happened and What to Know
Global Markets in 2Q23: What Happened and What to Know Download Now Callan Family Office (“CFO”) is providing...
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