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
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 […]
RaeAnn Mitrione on CNBC: Rotating Out of Mega-Caps and Rebalancing with Small-Caps
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the decline in chip stocks, as well as the broadening of the markets. Please watch RaeAnn’s complete CNBC interview here
RaeAnn Mitrione on CNBC: With Rate Cuts on the Table, Yields Should Tick Down
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the busy week of economic data and its impact on the markets. Please watch RaeAnn’s complete CNBC interview here
RaeAnn Mitrione Provides Economic and Market Outlook in Interview with CNBC
Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss the consumer, inflation, and the market’s record run. Please watch RaeAnn’s complete CNBC interview here
Do Growth Assets Still Have Room to Run? Doug Evans Discusses with Schwab Network
There’s still room for market growth this year, our Chief Investment Officer, Doug Evans, told Schwab Network. In his interview, Doug discusses the takeaways from economic data, the FOMC meeting and April jobs data. Then, Doug highlights our thinking around growth assets, including technology. Please watch Doug’s complete Schwab Network interview here
Jack Ginter Speaks with Asset TV About the Growth of Callan Family Office
What should ultra-high-net-worth clients expect from their family office partners? Our CEO Jack Ginter was interviewed by Asset TV about why we started Callan Family Office and what has driven our growth so far. Please watch Jack’s complete Asset TV interview here