Todd Rabold Speaks with Money FM on the AI Trade, Tariffs and the Next Leg for U.S. Markets
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing how investors are reassessing AI valuations and hyperscalers’ capex race. He also discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. Please listen to Todd’s complete interview here
After Supreme Court Ruling, Doug Evans Discusses New Landscape for Tariff Risk
Chief Investment Officer Doug Evans was recently interviewed by The Daily Upside on Callan Family Office’s views of the recent Supreme Court decision on tariffs. The SCOTUS ruling could also ease pressure on the Federal Reserve to keep rates elevated, Doug said. The lower tariff risk may allow for a less aggressive stance this year. […]
Market Strategist RaeAnn Mitrione Breaks Speaks with Bloomberg Surveillance on Market Trends
Market Strategist RaeAnn Mitrione joined Bloomberg Surveillance to share our perspective on the current market environment and what it means for investors. She discussed the recent rotation away from tech leadership, the importance of maintaining global diversification, how fixed income and alternative investments are being positioned, and why strong fundamentals continue to support a constructive […]
Callan Family Office Webinar Series: Protecting Your Wealth in a Digital World. What Every Investor Needs to Know
https://vimeo.com/1161605599?share=copy&fl=sv&fe=ci In today’s digital world, it is increasingly challenging to keep track of what is real, fake, or spam. While new technology – and the rapid growth of AI – has made life more convenient, it has also created more risks. Cybersecurity threats are growing more sophisticated, and protecting your personal and financial information has […]
Market Strategist RaeAnn Mitrione Breaks Down What is Driving the Market on Bloomberg TV
https://vimeo.com/1161536923 Market Strategist RaeAnn Mitrione joined Bloomberg TV to discuss the impact of stronger corporate earnings on stocks, as well as other trends driving the markets.
Callan Family Office Crosses $10 Billion in Assets Under Management
Callan Family Office today announced that it has surpassed $10 billion in assets under management. As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management, across 73 clients. The growth has been entirely organic and comes less than four years after the firm was established. “The partners […]
What is the Importance of Tax-Efficient Investing? Dan Burke Discusses with Barron’s
Chief Technology Officer and Investment Partner Dan Burke was recently interviewed by Barron’s about Callan Family Office’s approach to tax-efficient investing. “We actually start with portfolio design, making sure we’re allocating to asset classes from the perspective of after-tax returns,” Dan said. “Everybody is familiar with the annual capital market exercise that every large firm […]
How Wealthy Families Should Approach Stewardship
In an era where family wealth can span continents and generations, one of the most understated — and often overlooked — challenges is stewardship. While financial performance will always be essential, stewardship is the mindset that transforms capital into a shared legacy of purpose, responsibility and connection. At its core, it’s about preparing people, not […]
Todd Rabold Speaks with Money FM on Earnings and Rates
Todd Rabold, Investment Management Partner, joined Money FM recently, unpacking the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers. Please listen to […]
What are Some of the Considerations in Advising Divorced Couples? Austin Warner Shares Some Thoughts with Barron’s
Austin Warner, our senior wealth planner, recently spoke with Barron’s on considerations for advisors working with couples going through a divorce. “It’s understandable that clients see their financial advisor as a comforting constant in their lives at a time of upheaval,” Warner said. “Having that trusted resource, where you’ve had that longstanding relationship, is someone […]