Todd Rabold Tells Money FM How Deregulation Could be the Next Catalyst for the Markets
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Please listen to Todd’s complete interview here
Tom Raymond on Schwab Network: Why GOOGL, NVDA are Still Undervalued
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to discuss why AI is so important for the tech sector. He breaks down how Alphabet (GOOGL) is implementing AI across diverse business segments, including Waymo’s self-driving cars and YouTube’s algorithm, as well as increased Google Cloud revenue. Thomas argues GOOGL is still underappreciated: “This […]
Avoiding the Phantom Tax Trap in Complex Private Investments
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families, particularly those with exposure to private equity, hedge funds, private credit, and carried interest structures. If unaddressed, phantom income can disrupt liquidity, trigger unplanned asset sales, and […]
RaeAnn Mitrione Tells CNBC Why the Fed Needs More Data Before Moving on Rates
RaeAnn Mitrione, Investment Management Partner at Callan Family Office, joined CNBC to discuss to discuss Fed signals, tech stock risks, tariffs, and private market opportunities. Please watch RaeAnn’s complete CNBC interview here
What to Make of Nvidia? Our Tom Raymond Weighs in to Investment News
Nvidia is back and not just in China. Shares of the AI chipmaker/market bellwether have officially doubled since bottoming out after President Donald Trump’s “Liberation Day” tariff announcement in April. So what are wealth managers supposed to do with the stock now? Investment Partner Tom Raymond shared his thoughts with Investment News recently. Please read […]
Todd Rabold Discusses How Investors Should be Positioned in the Current Market with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at Callan Family Office, discusses the passing of President Donald Trump’s Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell’s comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate […]
Todd Rabold Discusses the U.S. Economy’s Strong May Showing with Money FM
In an interview with Money FM, Todd Rabold, Investment Management Partner at the Callan Family Office, discusses the main highlights from the economy’s stellar performance in May, whether the OECD’s slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated. Please listen to […]
Tom Raymond on Schwab Network: Don’t Count Out the American Ethos
Callan Family Office Investment Partner Tom Raymond joined Schwab Network to map out reasons behind our bullish stance on the U.S. market, despite recent volatility. Tom cited the “American ethos” and competitive spirit driving innovation, pointing to Amazon as a prime example with its entry into the low-orbit satellite space. Please watch Tom’s complete Schwab […]
Are UHNW Families Cutting Discretionary Spending? Our Jeff Erickson Weighs in to Investment News
Investment News recently looked at weak earnings from luxury brands, and asked financial advisors whether clients are cutting back. Managing Director Jeff Erickson weighed in, saying our point of view is that our clients have not meaningfully cut back yet. Please read Jeff’s Investment News interview here
Callan Family Office Wins Best Client Initiative at Family Wealth Report Awards 2025
We are pleased to announce that Callan Family Office has been selected as a winner in the Multi-Family Office (Client Initiative) category at the Twelfth Annual Family Wealth Report Awards 2025 program. “This honor is a testament to the work of our entire team,” said Callan Family Office Chief Executive Officer Jack Ginter. “In just […]