In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely
In 4Q Global Markets, All Asset Classes Saw Gains, but Results Varied Widely 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 […]
The 2025 Callan Periodic Table of Investment Returns
Please find attached the Callan Periodic Table of Investment Returns for the 20 years ending December 2025. This table visually ranks the annual returns of the major public asset classes available to investors, many of which are represented in Callan Family Office client portfolios. Each year’s returns are displayed from best-performing (top) to worst-performing […]
Economy Shows Resilience Through Cloudy Signals
Economy Shows Resilience Through Cloudy Signals 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 completeness. Callan […]
Callan Family Office’s Bitcoin Special Report
Bitcoin’s evolution from curiosity to cornerstone reflects both the promise and the paradox of modern finance. Whether it belongs in a portfolio is a different matter – one that depends less on markets than on mindset. Many publicly traded companies already have Bitcoin exposure, including those in popular equity indices. Whether such exposure is […]
2026 on the Horizon: Integrating Tax Planning with Investment Decisions
https://vimeo.com/1148041444?share=copy&fl=sv&fe=ci What’s the outlook for the economy and markets in 2026, and how should you best incorporate that into your planning? In our latest Callan Family Office webinar, Executive Managing Director Britt Whitfield leads a discussion with Chief Tax Strategist Jeffrey Getty and Market Strategist RaeAnn Mitrione on the trends likely to shape investing in […]
The Paradox of Choice: Callan Family Office’s 4Q 2025 Investor Letter
In today’s information age, we are overwhelmed with a constant stream of data, opinions, and noise, and, in our 4Q Investment Letter, we discuss how the concept of the Paradox of Choice was a factor for investors. Indeed, there was plenty to think about as we closed 2025 – and even more to overthink. The […]
Real Estate Markets Find Their Footing as Infrastructure Fundraising Accelerates
Real Estate Markets Find Their Footing as Infrastructure Fundraising Accelerates 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 […]
The Sound of Silence: Missing Economic Data Clouds Picture on Economy
The Sound of Silence: Missing Economic Data Clouds Picture on Economy 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 […]
Private Credit Growth Persists Despite Economic Headwinds
Private Credit Growth Persists Despite Economic Headwinds 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 completeness. […]
Another Strong Quarter of Gains for Hedge Funds Across the Board
Another Strong Quarter of Gains for Hedge Funds Across the Board 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 […]