featured - Callan Family Office

Are Equities Closing Out 2024 Strongly? Todd Rabold Shares His Insight with Money FM

Todd Rabold, Investment Management Partner at Callan Family Office, recently shared his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a look ahead on the next earnings season....

RaeAnn Mitrione Talks Current Market Conditions Investors Should Watch on CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she highlighted rising bond yields, underperforming small caps, and the potential of dividend stocks as rates drop. Please watch RaeAnn's complete CNBC interview here

RaeAnn Mitrione on Schwab Network Discusses the Rotation from Big Tech to Small Caps

Callan Family Office Investment Partner RaeAnn Mitrione joined Schwab Network to discuss how, in the current market environment, we are leaning into the rotation from big tech to small caps. Please watch RaeAnn's complete Schwab Network interview here

How Should Investors View the Magnificent 7? Doug Evans Shares Our Thinking with Barron’s.

How long will the success story of the Magnificent Seven stocks last? Our Chief Investment Officer Doug Evans was asked for this thoughts by Barron's and discussed our outlook for technology as a sector. Please read Doug's complete Barron's interview here (Subscription Required)

Doug Evans Joins Nasdaq TradeTalks to Discuss The Fed’s Recent Rate Cuts and the Markets

Our Chief Investment Officer Doug Evans recently joined Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to cut rates implies for near- and long-term monetary policy and how investors should be positioned through Q4. Please view Doug's complete interview on Nasdaq Trade Talks here.

RaeAnn Mitrione on CNBC: Tech Will Benefit from Recent Fed Rate Cut

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the how sectors like technology and the broader markets will benefit from the Federal Reserve's recent rate cut. Please watch RaeAnn's complete CNBC interview here

How Should One Invest in a Falling Rate Environment? Tom Raymond Talks to Barron’s About Where We See Opportunities.

What does a falling interest rate environment mean for portfolios? Our Investment Partner Tom Raymond was asked this by Barron's and discussed where we feel the markets have the most interest-rate sensitivity. Please read Tom's complete Barron's interview here

How Might the Elections Affect Portfolios? Tom Raymond Weighs in to U.S. News & World Report

How can the election affect portfolios? Investment Partner Tom Raymond was asked for his thoughts in a recent interview with U.S. News & World Report. His verdict: Historical precedent suggests market hyperbole, not volatility, will be in high supply. “Going back to 1928, there have been only four times when the markets declined during an...

Tom Raymond Joins Bloomberg Radio to Discuss Recent Market Trends

[video width="960" height="540" mp4="https://callanfamilyoffice.com/wp-content/uploads/ocvideo.747258890.138765.mp4"][/video] Our Investment Partner Tom Raymond recently joined Bloomberg Radio to discuss tech earnings, market performance, and the economic outlook.

Dan Burke Speaks with Nasdaq TradeTalks on Investing in Emerging Technology

Our Investment Partner Dan Burke recently joined Nasdaq TradeTalks to discuss how asset managers are investing in emerging technologies, the role of M&A in building out tech, and talent dynamics. Please watch Dan's complete interview here

What are the Key Challenges Facing Wealth Management? Dan Burke Talks to Barron’s About Solving the Data Gap.

What are the biggest challenges facing the wealth management industry and why are they so important? Our Investment Partner Dan Burke was asked this by Barron's and discussed the industry's issues managing the complexity and volume of all clients’ personal data. "An ultrahigh-net-worth family or family office often has data everywhere—siloed at multiple providers and...

What’s the Biggest Point of Disagreement Between the Bulls & Bears? Todd Rabold Shares His Insight with Money FM

Todd Rabold, Investment Management Partner at Callan Family Office, joined Money FM to share his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug/ 10, the biggest point of disagreement between the bulls...

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