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
Todd Rabold Discusses AI and Tech Valuations on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, examines growing investor anxiety around massive artificial intelligence spending and mega cap valuations. He explores how a hawkish Federal Reserve and energy market volatility impact broader economic growth. Plus, he highlights where investors can find shelter in value stocks and small caps during this market rotation. […]
Arne Boudewyn Discusses with InvestmentNews How Elder Care is a Governance Priority
Arne Boudewyn, family governance and education advisor at Callan Family Office, recently spoke with InvestmentNews about how the most effective protection against elder financial exploitation begins before there are any concerns about diminished capacity. Practical safeguards — trusted contacts, clearly defined decision-making authorities, periodic reviews of estate documents, coordinated oversight among advisors — are […]
Market Strategist RaeAnn Mitrione on CNBC: Fundamentals Will Drive the Market Over the Long Term
Callan Family Office Market Strategist RaeAnn Mitrione joined Morning Call on CNBC where she discussed how strong earnings and AI demand are supporting valuations, and the outlook for small caps, emerging markets and overlooked value opportunities. Please watch RaeAnn’s complete CNBC interview here
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Television About Current Market Dynamics
https://vimeo.com/1208474172?share=copy&fl=sv&fe=ci Callan Family Office Market Strategist RaeAnn Mitrione joined Bloomberg Television to discuss the current investment landscape, highlighting why corporate earnings continue to serve as the foundation for long-term market performance despite ongoing geopolitical developments and economic uncertainty.
Todd Rabold Talks Mega Caps and the Fed on Money 89.3’s Business Report
Todd Rabold, Investment Management Partner at Callan Family Office, discusses the Dow’s latest push above the 52,000 level for a new record high. He analyzes whether mega cap tech giants can sustain their momentum amid massive artificial intelligence spending. We also look at how a hawkish Federal Reserve might impact the projection for accelerating economic […]
Callan Family Office Announces Strategic Partnership with Vanilla to Advance Estate Planning for Ultra-High-Net-Worth Families
Callan Family Office today announced a strategic partnership with Vanilla, combining Callan Family Office’s decades of experience serving ultra-high-net-worth families with Vanilla’s leading estate planning technology platform. As family wealth becomes increasingly complex, estate planning technology must evolve alongside it. Many of today’s tools were built for traditional wealth planning, while ultra-high-net-worth families often […]
George Burnette Speaks with InvestmentNews How to Guide Newly Widowed Clients
When a client loses a spouse, the emotional weight of grief and the pressure of immediate financial decisions can collide in ways that make planning sound nearly impossible. For financial advisors and wealth managers, the first weeks after a client’s loss are less about portfolio strategy and more about providing steady, empathetic guidance. Among […]