Callan Family Office

News & Insights

Are Equity Returns More Volatile in an Election Year? It Depends.
Are Equity Returns More Volatile in an Election Year? It Depends.
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October 15, 2024
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
Tax Implications of Disaster-Related Insurance Claims for Wealthy Families
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October 15, 2024
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.
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October 15, 2024
Planning Alert: Post Convention Insights
Planning Alert: Post Convention Insights
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October 10, 2024
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
RaeAnn Mitrione Joins Bloomberg Surveillance to Discuss Our Approach to Ultra-High-Net-Worth Families
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October 7, 2024
Callan Family Office 3Q Investment Letter
Callan Family Office 3Q Investment Letter
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September 25, 2024
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets
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September 25, 2024
RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut
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September 23, 2024
Navigating Leadership Transitions in Family-Owned Businesses
Navigating Leadership Transitions in Family-Owned Businesses
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September 19, 2024
How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.
How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.
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September 17, 2024
How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report
How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report
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September 9, 2024
Callan LLC 2024 Private Equity Fees and Terms Study
Callan LLC 2024 Private Equity Fees and Terms Study
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September 9, 2024
Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends
Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends
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September 5, 2024
Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology
Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology
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August 21, 2024
What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.
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August 21, 2024
What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM
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August 20, 2024
Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
Callan Family Office Named to Citywire’s 50 Growers Across America List of Top RIAs
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August 20, 2024
Hedge Funds Gain, Capitalizing on Volatility
Hedge Funds Gain, Capitalizing on Volatility
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August 19, 2024
Private Real Estate Income Is Positive, but Appreciation Falls
Private Real Estate Income Is Positive, but Appreciation Falls
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August 19, 2024
Gifting, Income Levels Biggest Tax Concerns For Wealthy
Gifting, Income Levels Biggest Tax Concerns For Wealthy
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August 13, 2024

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