Topic: featured


What Does a Patient Fed Mean for the Markets? RaeAnn Mitrione Discusses with Schwab Network

The Fed is very data dependent, our Investment Partner RaeAnn Mitrione recently told Schwab Network. In her interview, RaeAnn talks about how the Fed is likely to remain patient. She highlights that the market is telling us that a June rate cut is off the table. She then goes over how the market is seeing...

RaeAnn Mitrione Shares Market Outlook with CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss our outlook for the markets, inflation data and the Fed’s decision-making process. From our vantage point, the market is likely to continue growing while the Fed awaits the data it needs to make its next rate move. Please watch RaeAnn's complete CNBC interview...

Is the Recent Pullback a Buying Opportunity? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance

Based on how February's inflation prints played out, investors are on the fence about which direction the Federal Reserve will lean in its next monetary policy decision. For some on Wall Street, it's believed that the Fed choosing to delay interest rate cuts to the second half of 2024 is the most likely scenario, if...

The Health of the American Consumer Is Stronger Than Expected

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels, consumer confidence and housing – and all signs point to a positive long-term outlook for American consumers. Why? Our Chief Investment Officer Doug Evans and Investment Partner Patrick Thompson recently shared their economic insight with...

Family Wealth Report Weighs In on Callan Family Office’s Expanded Services

The expansion of Callan Family Office's Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients have complex finances that can make it difficult for them to get a clear picture of what they have, how their assets have performed, and how money was spent,” Jack Ginter, chief executive at Callan...

Investment News on Callan Family Office’s Expansion of Financial Administration

Callan Family Office's launch of financial administration was highlighted recently by Investment News: "Unlike the typical approach to day-to-day administrative finances like bill payment, which is commonly manual and takes information from across different systems and providers, the firm says it reduces the risk of errors by handling those directly with its own custom technology...

Jack Ginter Speaks with Institutional Investor on Callan Family Office’s Expanded Services

Callan Family Office's expansion of family office services to both its own clients and single family offices was highlighted recently by Institutional Investor. In an interview, CEO Jack Ginter explained the firm's rationale for offering financial administration: "What we see really clearly is that, whether it’s a large family or a single-family office, they often...

Todd Neal Discusses What to Consider When Selling Your Business with Barron’s

There are more than 30 million small businesses in the U.S., and on any given day, the entrepreneurs behind some of them are handing over the keys to new owners. While the fantasy for those sellers is cashing the check and living happily ever after, the truth is that many will harbor regrets about how...

What Are the Planning Issues for Blended Families? Amy Jucoski, Head of Legacy and Wealth Planning, Shares Her Thoughts with Barron’s

Financial and estate planning can be complicated under normal circumstances. Having a so-called blended family, or one that includes children from previous marriages, ups the ante. That’s where advisors have an important role to play. Amy Jucoski, Partner and Head of Legacy & Wealth Planning, shared her thoughts on considerations of planning in blended families...

Fortune Magazine Interview with Callan Family Office CIO Doug Evans

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

Barron’s Interview with Callan Family Office CEO Jack Ginter

It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron's to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up...