RaeAnn Mitrione on Bloomberg Radio: AI, Diversification and Portfolio Positioning
RaeAnn Mitrione discusses Callan Family Office’s approach to managing AI exposure, rebalancing portfolios and evaluating fixed income and alternatives in light of each client’s goals and risk tolerance.
Callan Family Office Webinar Series: Building the Human Infrastructure of Wealth: Family Governance & Next-Generation Readiness
https://vimeo.com/1245196429?fl=pl&fe=sh As families become increasingly successful across generations, many discover that preserving wealth is only part of the challenge. Equally important is preparing family members to steward that wealth responsibly, make decisions together effectively, and remain aligned around shared values and long-term goals. In our latest Callan Family Office webinar, Chief Investment Officer Doug Evans […]
Market Strategist RaeAnn Mitrione on CNBC: The AI Trade Will be Choppy, But Now Is the Time to Rebalance
Callan Family Office Market Strategist RaeAnn Mitrione joined Morning Call on CNBC where she discussed how the recent pullback in AI and other stocks creates some opportunities in the markets. Please watch RaeAnn’s complete CNBC interview here
Callan Family Office’s Tax Letter Alert: What the Midterm Election Could Mean for Your Taxes
The midterm elections have changed the political landscape in Washington, but they have not changed federal tax law. For families, business owners and investors, however, the results provide a timely reason to take a fresh look at existing tax and estate planning strategies. In our latest Tax Alert, we examine what we know today, what […]
Todd Rabold Breaks Down the Recent Tech Selloff and Flight to Safety on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, breaks down the massive tech selloff and the sudden investor flight to safety. He explores growing fears over artificial intelligence financing and whether the infrastructure boom is hitting a wall. He also addresses the fragile energy market and how looming geopolitical threats could trigger a sustained […]
Market Strategist RaeAnn Mitrione Discusses AI Investing, Earnings, and Portfolio Rebalancing on Bloomberg Television
https://vimeo.com/1238128413?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Radio to discuss earnings growth beyond big tech, the outlook for AI investing, and the impact of higher interest rates. She shared how our team is rebalancing client portfolios after strong gains in AI-related stocks and considering opportunities in public and private fixed income.
The Global Economy in 3Q26: What Happened and What to Know
The Global Economy in 3Q26: What Happened and What to Know 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 […]
Callan Family Office’s 4Q 2026 Tax Letter: The Tax Strategy Is Not New. Starting With the Exit Is.
Tax-aware long-short investing may represent a meaningful advancement in investment technology. Modern portfolio construction, large-scale computing, and continuous tax management can produce investment and tax results that would have been much more difficult to achieve even a decade ago. Technology, however, does not repeal the rules governing tax losses, and sophistication does not transform deferral […]
Callan Family Office Appoints Chuck Moore as Director of Data Solutions & Reporting
Callan Family Office today announced that Chuck Moore has joined the firm as Director of Data Solutions & Reporting. In this role, Moore leads the firm’s financial data ecosystem and reporting platform strategy across the Family Office Services & Advisory platform. He is responsible for ensuring the integrity, accuracy, and accessibility of client […]
Market Strategist RaeAnn Mitrione Discusses Markets and AI on Bloomberg Television
https://vimeo.com/1228959137 RaeAnn Mitrione, Market Strategist at Callan Family Office, joined Bloomberg Television to discuss the forces shaping today’s equity markets, including oil prices, inflation, interest rates and the evolving role of artificial intelligence. RaeAnn shared her perspective on how AI adoption could broaden beyond the technology sector and create opportunities for companies across industries to […]