News & Insights

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


Making Sense of the Private Real Estate Market Environment

Making Sense of the Private Real Estate Market Environment Download Now   Callan Family Office (“CFO”) is providing the blog post 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...

Considering Currency

Considering Currency Download Now   Information and predictions contained herein have been contributed by Callan, LLC. Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CFO and the...

4Q22 MAX Flash Review – Fixed Income

4Q22 MAX Flash Review – Fixed Income January 2023 Download Now   Information and predictions contained herein have been contributed by Callan, LLC. Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties...

Washington Watch: SECURE 2.0 Approved

    After months of negotiation between the House and Senate leaders, the SECURE 2.0 Act was signed into law by President Biden on December 29, 2022. The bill is intended as an upgrade to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. While SECURE 2.0 includes a great deal of...

2023 Annual Outlook

    Seasoned investors wisely learn from the challenges presented by markets over time and look to participate in the good fortune that accompanies participation in recovery. Clever labels such as Black Monday (1987), the dot-com crash (2000-2002), and the infamous Great Financial Crisis (2008-2009) bookmark these difficult moments in time for investors.   Years...

Planning for Year-end 2022 and Beyond

Planning for Year-end 2022 & Beyond DOWNLOAD NOW As the leaves begin to change colors, and there is a chill in the morning air, we turn our attention to year-end matters. This year has been tumultuous in the financial world with interest rates rising dramatically, heightened volatility in the equity markets, and inflation hitting levels...

2022 ESG Survey

2022 ESG Survey Download Now Callan Family Office (“CFO”) is providing the blog post 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 has licensed...

Inflation Analysis: Q3 2022

Inflation Analysis: Q3 2022 DOWNLOAD NOW Inflation worries are in the headlines, and the data are challenging the Fed’s dual mandate to manage inflation and unemployment. Inflation had consistently undershot the Fed’s 2% target, prompting the Fed to change its inflation framework. Fed’s aim is to achieve an average of 2% inflation over the medium...

Post-Midterm Election Thoughts

Post-Midterm Election Thoughts DOWNLOAD NOW While political experts would claim polls have skewed in favor of the Democrats over the last few election cycles, several recent polls seem to have overcorrected in favor of the Republicans this time around. The red tsunami, or even a red wave, failed to materialize on November 8th. Florida was...

3Q22 Capital Markets Review

Callan 3Q22 Capital Markets Review Download Now   Callan Family Office (“CFO”) is providing the blog post 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....

Managers See Declines but Outpace Benchmarks

Managers See Declines but Outpace Benchmarks READ THE ARTICLE Callan Family Office (“CFO”) is providing the blog post 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...

Mayhem Continues in the Capital Markets

Mayhem Continues in the Capital Markets READ THE ARTICLE Callan Family Office (“CFO”) is providing the blog post 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...

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