How Is AI Being Used to Manage Wealth? Dan Burke Discusses Callan Family Office’s View with Barron’s.
How is artificial intelligence being put to work in the wealth management field? Our Chief Technology Officer and Investment Partner Dan Burke was asked for his thoughts by Barron’s and discussed our views on how AI can be deployed for ultra-high-net-worth families. Please read Dan’s complete Barron’s interview here (Subscription Required)
What’s Driving the Markets? Todd Rabold Speaks with Money FM
Todd Rabold, Investment Management Partner at the Callan Family Office, shares his insights on the latest market drivers on the back of Trump’s tariffs, Nvidia’s earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks. Please listen to Todd’s complete interview here
Callan Family Office Partners with Foundation Source to Expand Access to Sophisticated Philanthropic Solutions
Callan Family Office has announced a partnership with Foundation Source, the nation’s largest provider of cloud-based charitable giving solutions, to enhance its philanthropic offerings. Through this partnership, Foundation Source will provide a ‘private label’ philanthropic platform that enables Callan Family Office advisors to streamline and improve overall management of clients’ charitable activities in lockstep with […]
RaeAnn Mitrione Talks Tariffs, Trade Wars, and the Consumer with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed recent developments with tariffs. technology pressure, and the health of the U.S. consumer. Please watch RaeAnn’s complete CNBC interview here
RaeAnn Mitrione Discusses Rising Bond Yields and Current Market Conditions with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently, where she addressed rising bond yields and their impact on inflation concerns. Please watch RaeAnn’s complete CNBC interview here
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.