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 dot-com era's investor sentiment in the late 1990s, marked by enthusiasm and subsequent crashes, set the stage for established giants such as Amazon, Google and Salesforce. Drawing parallels, family office investors note similar trends within today's AI bubble. Their consensus is that, beyond the hype, artificial intelligence holds tangible potential. Just as the...
Our CEO Jack Ginter, Investment Management Partner Doug Getty, and Director of Philanthropic Consulting Betty Pettine recently spoke with David Warren from Bridgeford Trust about what Callan Family Office brings to the industry and how far the organization has come since inception of February 2022. Please listen to our team's full interview on the Bridgeford Trust podcast here
Stock Sale or Asset Sale? Our Team Discusses Options for Business Owners with Family Business Magazine
Many families start businesses with the hope that the business will stay within the family for generations. But that is not always possible. At some point, family owners, for any number of reasons, need to consider selling or transferring the business. We often think of these sales as a business transfer, but they are also...
Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how predictions of a deep recession in 2023 have not come to pass.
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the labor market in our Callan Family Office webinar series.
Has the Fed gone too far, too quickly? Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss what options are left for the Federal Reserve.
Our Chief Investment Officer Doug Evans and John Silvia of Dynamic Economic Research discuss how AI and technology companies are driving the equity markets this year.
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the housing market in our Callan Family Office webinar series.
Callan Family Office Investment Management Partner RaeAnn Mitrione Shares Market Insights with TD Ameritrade Network
Our Investment Management Partner RaeAnn A, Mitrione recently weighed in on the jobs market, where the consumer is headed, and how AI and big tech continues to play into investment opportunities for the rest of the year. Watch her appearance on TD Ameritrade Network with anchor Nicole Petallides. Please watch RaeAnn's full interview with TD...
Our Chief Investment Officer Doug Evans discusses with John Silvia of Dynamic Economic Research the outlook for the markets and the economy for the remainder of the year.
ThinkAdvisor Profiles Callan Family Office’s Approach to Managing Ultra-High-Net-Worth Family Wealth
The wealthiest families in the United States are seeking more sophisticated advisory services that meet their complex and rapidly evolving needs, and, as Callan Family Office CEO Jack Ginter recently told ThinkAdvisor Magazine, there is a tremendous opportunity for specialist wealth managers to grow in this space. “There just aren’t a lot of registered investment...
The ultra-high-net-worth family has unique investment needs. In a quarterly investment guide from Fortune Magazine, Callan Family Office Chief Investment Officer Doug Evans shared areas of the market where the country's wealthiest families may find investment opportunities. Please read Doug's full interview with Fortune Magazine here