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
What Does a Patient Fed Mean for the Markets? RaeAnn Mitrione Discusses with Schwab Network

The Fed is very data dependent, our Investment Partner RaeAnn Mitrione recently told Schwab Network. In her interview, RaeAnn talks about how the Fed is likely to remain patient. She highlights that the market is telling us that a June rate cut is off the table. She then goes over how the market is seeing […]
RaeAnn Mitrione Shares Market Outlook with CNBC

Callan Family Office Investment Partner RaeAnn Mitrione joined CNBC recently to discuss our outlook for the markets, inflation data and the Fed’s decision-making process. From our vantage point, the market is likely to continue growing while the Fed awaits the data it needs to make its next rate move. Please watch RaeAnn’s complete CNBC interview […]
Is the Recent Pullback a Buying Opportunity? RaeAnn Mitrione Shares Her Thoughts with Yahoo Finance

Based on how February’s inflation prints played out, investors are on the fence about which direction the Federal Reserve will lean in its next monetary policy decision. For some on Wall Street, it’s believed that the Fed choosing to delay interest rate cuts to the second half of 2024 is the most likely scenario, if […]
The Health of the American Consumer Is Stronger Than Expected

Over the past year, the U.S. has seen strong economic indicators across four key metrics – job growth, wealth levels, consumer confidence and housing – and all signs point to a positive long-term outlook for American consumers. Why? Our Chief Investment Officer Doug Evans and Investment Partner Patrick Thompson recently shared their economic insight with […]
Family Wealth Report Weighs In on Callan Family Office’s Expanded Services

The expansion of Callan Family Office’s Financial Administration unit was highlighted by Family Wealth Report recently: “Ultra-high net worth clients have complex finances that can make it difficult for them to get a clear picture of what they have, how their assets have performed, and how money was spent,” Jack Ginter, chief executive at Callan […]