RaeAnn Mitrione on CNBC: Rotating Out of Mega-Caps and Rebalancing with Small-Caps
News News & Insights

RaeAnn Mitrione on CNBC: Rotating Out of Mega-Caps and Rebalancing with Small-Caps

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the decline in chip stocks, as well as the...
Read More
Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds
Investment Insight

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds

Gains for Stocks Mask Wide Disparities; Little to No Change for Bonds Download Now Callan Family Office (“CFO”) is providing...
Read More
The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers
Investment Insight

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers

The Supermicro Conundrum: When Successful Small Cap Stocks Hurt Managers Download Now Callan Family Office (“CFO”) is providing the information...
Read More
Callan Family Office 2024 Mid-Year Outlook
Investment Insight

Callan Family Office 2024 Mid-Year Outlook

One of the long-standing investment themes at Callan Family Office has been investing in innovation. This is not uniquely a...
Read More
FA Mag: Elections Will Have Profound Impact On Taxes
News News & Insights

FA Mag: Elections Will Have Profound Impact On Taxes

Almost all federal elections cause anxiety over taxes. But this year's contest offers an unprecedented divergence of policy and wrong...
Read More
FA Mag: Clients Can’t Dawdle On Expiring Tax Reform Provisions
News News & Insights

FA Mag: Clients Can’t Dawdle On Expiring Tax Reform Provisions

Every year brings tax complications. This year, given the potential expiring of some provisions of the Tax Cuts and Jobs...
Read More
Callan Family Office Webinar Series: What Does This Extraordinary Election Year Mean for Investors?
Investment Insight News & Insights

Callan Family Office Webinar Series: What Does This Extraordinary Election Year Mean for Investors?

In the latest Callan Family Office webinar, Partner Todd Neal is joined by Michael Townsend, Managing Director, Legislative and Regulatory...
Read More
Callan Family Office Webinar Series: How Difficult Is it for Emerging Managers to Succeed in the Current Venture Market?
Investment Insight News & Insights

Callan Family Office Webinar Series: How Difficult Is it for Emerging Managers to Succeed in the Current Venture Market?

In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks...
Read More
Callan Family Office Webinar Series: Are Drops in Venture Capital Valuations Good News for Investors?
Investment Insight News & Insights

Callan Family Office Webinar Series: Are Drops in Venture Capital Valuations Good News for Investors?

In our latest webinar on the state of the venture capital industry, Callan Family Office Investment Partner Tom Raymond speaks...
Read More
5 Top Planning Considerations for Shared Family Properties
News News & Insights

5 Top Planning Considerations for Shared Family Properties

Wealthy families usually find themselves managing a myriad of assets. Among these, shared family properties hold a special place. Those...
Read More
RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down
News News & Insights

RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the busy week of economic data and its...
Read More
Callan Family Office Named a Finalist in Two Categories in the 2024 WealthManagement.com Industry Awards
News News & Insights

Callan Family Office Named a Finalist in Two Categories in the 2024 WealthManagement.com Industry Awards

  We are pleased to share that Callan Family Office has been named a Finalist in the WealthManagement.com 2024 Industry...
Read More
Commercial Real Estate Capital Markets: Insights for Institutional Investors
Investment Insight

Commercial Real Estate Capital Markets: Insights for Institutional Investors

Commercial Real Estate Capital Markets: Insights for Institutional Investors Download Now Callan Family Office (“CFO”) is providing the information from...
Read More
A Deeper Look into Callan LLC’s Capital Markets Assumptions
Investment Insight

A Deeper Look into Callan LLC’s Capital Markets Assumptions

A Deeper Look into Callan LLC's Capital Markets Assumptions Download Now Callan Family Office (“CFO”) is providing the information from...
Read More
Significant Drops in Private Equity Activity from Peak Years of 2021-22
Investment Insight

Significant Drops in Private Equity Activity from Peak Years of 2021-22

Significant Drops in Private Equity Activity from Peak Years of 2021-22 Download Now Callan Family Office (“CFO”) is providing the...
Read More
Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle
News News & Insights

Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle

  We are pleased to share that Callan Family Office has launched a new offering focused on supporting business owners...
Read More
Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.
News News & Insights

Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.

  Home equity is traditionally used for such familiar costs as home repair, education and debt consolidation, but wealthy clients...
Read More
Private, Public Real Estate Indices Fall on Rate Concerns
Investment Insight

Private, Public Real Estate Indices Fall on Rate Concerns

Private, Public Real Estate Indices Fall on Rate Concerns Download Now Callan Family Office (“CFO”) is providing the information from...
Read More
Strong Start to the Year for Most Hedge Fund Strategies
Investment Insight

Strong Start to the Year for Most Hedge Fund Strategies

Strong Start to the Year for Most Hedge Fund Strategies Download Now Callan Family Office (“CFO”) is providing the information...
Read More
RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC
News News & Insights

RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the consumer, inflation, and the market’s record run....
Read More
1 2 3 8