News & Insights

We take pride in providing thoughtful content resources for the unique planning needs of our clients. Below is a sampling of news and insights available to our valued clients.

  The death of a spouse can quickly change a survivor’s ability to itemize tax deductions (especially medical and charitable), capital gains

  In a world where compassion and social responsibility are paramount, engaging children in philanthropy is a cornerstone for shaping a brighter

  Recent economic data has the market rethinking the outlook for interest rates, according to Callan Family Office Chief Investment Officer Doug

Based on how February’s inflation prints played out, investors are on the fence about which direction the Federal Reserve will lean in

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels, consumer confidence

A Strong Finish in 2023 Bodes Well for Hedge Funds in 2024 Download Now Callan Family Office (“CFO”) is providing the information

The Magnificent Seven and Large Cap Portfolios: What Institutional Investors Need to Know Download Now Callan Family Office (“CFO”) is providing the

Private Equity Sees a Big Slowdown After the Frenzy of 2021 Download Now Callan Family Office (“CFO”) is providing the information from

Private Real Estate Falls But REITs Outpace Stocks in 4Q Download Now Callan Family Office (“CFO”) is providing the information from Callan

Private Credit Performance Tops Leveraged Loan Index Over Longer Time Periods Download Now Callan Family Office (“CFO”) is providing the information from

Hedge Funds Gains in 4Q23 Spurred by Rising Stocks and Bonds Download Now Callan Family Office (“CFO”) is providing the information from

The expansion of Callan Family Office’s Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients have complex