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.
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