Our investment team recently listed our third-quarter investment letter, laying out our views of the market dynamics so far this...
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Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Our Chief Investment Officer Doug Evans recently joined Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to...
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RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the how sectors like technology and the broader...
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Navigating Leadership Transitions in Family-Owned Businesses
Transition planning within family-owned businesses, particularly in large enterprises, is a delicate balance between tradition and innovation, legacy and innovation....
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How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.
What does a falling interest rate environment mean for portfolios? Our Investment Partner Tom Raymond was asked this by Barron's...
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How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report
How can the election affect portfolios? Investment Partner Tom Raymond was asked for his thoughts in a recent interview with...
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Callan LLC 2024 Private Equity Fees and Terms Study
Callan LLC 2024 Private Equity Fees and Terms Study Download Now Callan Family Office (“CFO”) is providing the information from...
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Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends
Our Investment Partner Tom Raymond recently joined Bloomberg Radio to discuss tech earnings, market performance, and the economic outlook.
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Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology
Our Investment Partner Dan Burke recently joined Nasdaq TradeTalks to discuss how asset managers are investing in emerging technologies, the...
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What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
What are the biggest challenges facing the wealth management industry and why are they so important? Our Investment Partner Dan...
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What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, joined Money FM to share his insights on the significance of...
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Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
We are pleased to announce that Callan Family Office has been included on Citywire's Growers Across America List of Top...
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Hedge Funds Gain, Capitalizing on Volatility
Hedge Funds Gain, Capitalizing on Volatility Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC ("Callan")...
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Private Real Estate Income Is Positive, but Appreciation Falls
Private Real Estate Income Is Positive, but Appreciation Falls Download Now Callan Family Office (“CFO”) is providing the information from...
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Gifting, Income Levels Biggest Tax Concerns For Wealthy
Tax planning for wealthy clients looking to prepare for the potential expiration of certain Tax Cuts and Jobs Act provisions...
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Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract
Private Credit Gains Outpace Leveraged Loans Over Time; Spreads Contract Download Now Callan Family Office (“CFO”) is providing the information...
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What to Know About Private Equity, Venture Capital Growth in 2Q24
What to Know About Private Equity, Venture Capital Growth in 2Q24 Download Now Callan Family Office (“CFO”) is providing the...
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Callan Family Office August 5, 2024, Market Analysis
On August 5, 2024, the broader stock indices had their worst session in more than two years. Our investment team...
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The 1H 2024 Callan Institute Periodic Table of Investment Returns
The Callan Institute Period Table of Investment Returns, issued by Callan LLC, tracks returns for the past several years ending...
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Callan Family Office Named to Financial Advisor Magazine’s List of Top 50 Fastest-Growing RIAs
We are pleased to announce that Callan Family Office has been included on Financial Advisor Magazine’s list of the Top...
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