RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined Schwab Network to discuss how, in the current market environment, we are leaning into the rotation from big tech to small caps. Please watch RaeAnn’s complete Schwab Network interview here
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
As wildfires, hurricanes and other natural disasters continue to grab headlines, families should be aware of tax relief and insurance breaks they might be entitled to if they lose property to a disaster. Our Managing Director of Financial Administration Cindy Chase was recently interviewed by Financial Advisor Magazine about considerations wealthy families need to have […]
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
How long will the success story of the Magnificent Seven stocks last? Our Chief Investment Officer Doug Evans was asked for this thoughts by Barron’s and discussed our outlook for technology as a sector. Please read Doug’s complete Barron’s interview here (Subscription Required)
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Our Chief Investment Officer Doug Evans recently joined Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to cut rates implies for near- and long-term monetary policy and how investors should be positioned through Q4. Please view Doug’s complete interview on Nasdaq Trade Talks here.
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