RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the how sectors like technology and the broader markets will benefit from the Federal Reserve’s recent rate cut. Please watch RaeAnn’s complete CNBC interview here
Navigating Leadership Transitions in Family-Owned Businesses
Transition planning within family-owned businesses, particularly in large enterprises, is a delicate balance between tradition and innovation, legacy and innovation. These businesses face unique challenges and opportunities as they transition leadership from one generation to the next. Our Head of Family Office Services & Advisory, Amy Jucoski, and Arne Boudewyn, family governance and education advisor […]
How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.
What does a falling interest rate environment mean for portfolios? Our Investment Partner Tom Raymond was asked this by Barron’s and discussed where we feel the markets have the most interest-rate sensitivity. Please read Tom’s complete Barron’s interview here
How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report
How can the election affect portfolios? Investment Partner Tom Raymond was asked for his thoughts in a recent interview with U.S. News & World Report. His verdict: Historical precedent suggests market hyperbole, not volatility, will be in high supply. “Going back to 1928, there have been only four times when the markets declined during an […]
Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends
Our Investment Partner Tom Raymond recently joined Bloomberg Radio to discuss tech earnings, market performance, and the economic outlook.
Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology
Our Investment Partner Dan Burke recently joined Nasdaq TradeTalks to discuss how asset managers are investing in emerging technologies, the role of M&A in building out tech, and talent dynamics. Please watch Dan’s complete interview here
What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
What are the biggest challenges facing the wealth management industry and why are they so important? Our Investment Partner Dan Burke was asked this by Barron’s and discussed the industry’s issues managing the complexity and volume of all clients’ personal data. “An ultrahigh-net-worth family or family office often has data everywhere—siloed at multiple providers and […]
What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
Todd Rabold, Investment Management Partner at Callan Family Office, joined Money FM to share his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug/ 10, the biggest point of disagreement between the bulls […]
Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
We are pleased to announce that Callan Family Office has been included on Citywire’s Growers Across America List of Top RIAs. We are thankful to our team and our clients for this recognition. You can view the complete Citywire list here.
Gifting, Income Levels Biggest Tax Concerns For Wealthy
Tax planning for wealthy clients looking to prepare for the potential expiration of certain Tax Cuts and Jobs Act provisions often involves several considerations. Our Planning Partner Todd Neal was recently interviewed by Financial Advisor Magazine about his thinking and strategy. Clients should bunch charitable gifts, typically gifted over years, and potentially take advantage of […]