Callan Family Office Webinar Series: What the Upcoming Midterms Could Mean for Your Wealth
https://vimeo.com/1227424054 The 2026 midterm elections are shaping up to be one of the most consequential political events of the coming year, with significant implications for tax policy, regulation, government spending, and the broader economic outlook. As investors seek to understand how shifting political dynamics could influence markets and portfolios, separating signal from noise has rarely […]
The Evolution of ETFs and What It Means for Active Managers
The Evolution of ETFs and What It Means for Active Managers 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 3Q 2026 Investment Letter
The debate around artificial intelligence has become one of the most important questions facing investors today. Is AI an overhyped technology absorbing too much capital, or is it laying the foundation for the next great wave of economic productivity? In our third-quarter investor letter, The Erdős Problem, we explore how markets have wrestled with that […]
Venture Capital: How It Works and How to Assess It
Venture Capital: How It Works and How to Assess It 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 […]
Market Strategist RaeAnn Mitrione Talks About Broadening Equity Market Participation in Interview with Bloomberg Television
https://vimeo.com/1218938746?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the broadening of equity market participation, opportunities beyond mega-cap technology stocks and the evolving AI investment landscape. RaeAnn also shared her perspective on small caps, portfolio diversification and how long-term investors can position portfolios amid changing market and economic conditions.
Venture Capital Continues to Lead Private Equity
Venture Capital Continues to Lead Private Equity 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 Family Office Named to Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs Lists
We are pleased to announce that Callan Family Office was recognized on Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs lists for 2026. Callan Family Office is ranked #23 among the fastest-growing RIAs in the United States and #64 among the largest RIAs overall. FA’s RIA Ranking is an independent listing produced […]
Doug Evans Discusses the Nuanced Approach Needed for Emerging Markets with Chief Investment Officer Magazine
As more family offices become cautious with emerging markets, they need a more nuanced approach. In an interview with Chief Investment Officer, Douglas Evans, CIO at Callan Family Office, said he recommends investors underwrite governance, cost of capital and shareholder rights at the security level, rather than buying the beta. “Practically, that means […]
How the Charity Parity Act Could Be a Gamechanger
When wealthy families think about charitable planning, the conversation typically centers on appreciated securities, donor-advised funds, private foundations, or charitable trusts. Rarely does it begin with a 401(k). As George Burnette, JD, CFP®, ATFA, TEP, our Director of Philanthropic Consulting & Wealth explained in a recent piece he wrote for Rethinking65, that may soon […]
Investment Partner Tom Raymond Explains How Productivity is Transforming the Markets in Schwab Network Interview
Callan Family Office Investment Partner Tom Raymond joined Schwab Network recently, discussing how AI-driven productivity gains and innovation could help keep inflation in check. He examined the implications for Fed policy and why technological advances may be a powerful disinflationary force. Please watch Tom’s complete Schwab Network interview here