3Q23 Quarterly Investment Letter
On September 3rd, 1997, Peter Lynch took to the podium to share his investment insights. The words of the luminary and former manager of the Fidelity Magellan Fund carry weight with eye-catching returns that doubled the S&P 500 during his tenure from 1977 to 1990. His key message was, “There is always something to […]
How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve […]
Callan Family Office Investment Management Partner RaeAnn Mitrione Discusses the Current Market Environment with Schwab Network
Our Investment Management Partner RaeAnn Mitrione recently weighed in on the market’s recent pullback and what opportunities exist in public and private markets in the current environment with Nicole Petallides of Schwab Network. Watch her appearance on Schwab Network: Please watch RaeAnn’s full interview with Schwab Network here
Callan Family Office Perspective: Key Rates Rise, and the Effect on Housing Is Clear
Our Chief Investment Officer Doug Evans breaks down this year’s moves in key rates and how those have affected housing and mortgages.
Crain Currency Interviews Thomas Raymond Jr. on Investment Opportunities in AI
The dot-com era’s investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants such as Amazon, Google and Salesforce. Drawing parallels, family office investors note similar trends within today’s AI bubble. Their consensus is that, beyond the hype, artificial intelligence holds tangible potential. Just as the […]
Independent Advice, Investment Management, and Philanthropy with Callan Family Office
Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what Callan Family Office brings to the industry and how far the organization has come since inception of February 2022. Please listen to our team’s full interview on the Bridgeford Trust podcast here
Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine
Many families start businesses with the hope that the business will stay within the family for generations. But that is not always possible. At some point, family owners, for any number of reasons, need to consider selling or transferring the business. We often think of these sales as a business transfer, but they are also […]
Callan Family Office Webinar Series: What Happened to the Recession?
Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how predictions of a deep recession in 2023 have not come to pass.
Callan Family Office Webinar Series: The Outlook for the Labor Market
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the labor market in our Callan Family Office webinar series.
Callan Family Office Webinar Series: Will the Fed Have a “Napolean” Moment?
Has the Fed gone too far, too quickly? Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss what options are left for the Federal Reserve.