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
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 […]