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 […]
Market Strategist RaeAnn Mitrione on CNBC: Consumer Spending Supports an Optimistic View of the Economy
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange where she discussed how resilient consumer spending is a good sign for the economy. She also touched on recent oil price moves and our continued constructive view of the technology sector. Please watch RaeAnn’s complete CNBC interview here
The Secret Ingredient That Transforms Your Holiday Table? Family History
The best thing passed at the holiday table isn’t just the food that we share, but the stories that we tell. When we gather around the table with friends and family, we often share stories about our lives and our memories from the past. As these stories are retold year after year and passed to […]
Todd Rabold Speaks with Money FM on Fed Policy and the Outlook for 2026
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing his outlook on economic growth, and the sectors poised to benefit in 2026. Plus, Todd talks about the ongoing tariff debates, tech exports, and which areas of the market could outperform as the new year unfolds. Please listen to Todd’s complete interview here
Market Strategist RaeAnn Mitrione Discusses the Impact of the Current Markets on Ultra-High-Net-Worth Families with Bloomberg
Market Strategist RaeAnn Mitrione joined Bloomberg Radio’s Tom Keane to discuss why Callan Family Office feels optimistic about the current market environment and why we remain constructive on technology.
Market Strategist RaeAnn Mitrione Breaks Down the Latest Market Drivers on Bloomberg TV
Market Strategist RaeAnn Mitrione joined Bloomberg TV in studio to break down the latest market drivers and what they mean for investors. She noted that September’s nonfarm payroll report may reduce the odds of a December rate cut, even as both labor market data and recent Fed messaging have been mixed. RaeAnn also discussed the […]
Dan Burke Talks About the Mindset of a CTO in the WealthStack Podcast
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement. In a […]
CEO Jack Ginter Tells AssetTV Why Ultra-High-Net-Worth Investors Are Flocking to RIAs
Callan Family Office CEO Jack Ginter discussed how ultra-high-net-worth clients’ needs are evolving, the rise of independent RIAs, and what’s driving industry growth in technology, breakaways, and M&A. Please watch Jack’s complete AssetTV interview here
Todd Rabold Discusses the Labor Market and Equities with Money FM
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing the market’s pullback and ongoing concerns about high valuations in the AI space; what a 22-year high for layoffs in October could mean for Fed policy; the Supreme Court’s hearing on the legality of trade tariffs; and his overall outlook through year-end. Please listen […]
Jeff Erickson Tells InvestmentNews the Fed Isn’t Hindered by Lack of Government Economic Data…Yet
The Federal Reserve may have less information during the government shutdown, but “it’s not flying blind,” Jeff Erickson, Managing Director, Investments, told InvestmentNews recently. He points out that there are alternative sources of information on things like consumer auto and home sales, retail activity and credit card spending. Furthermore, the Federal Reserve continues to gather […]