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January 2019 Market Outlook

January 2019 Market Outlook At the Fed’s next policy meeting later this week, the Fed is likely to reiterate its current stance that it will be patient and wait to hike interest rates further. Stock markets have recovered most of the losses from December and credit spreads have narrowed again, suggesting that fears of an [...]

By |2019-01-29T23:21:39+00:00January 29th, 2019|Uncategorized|

Rob Mikulski Elected as 2019 JA YES Board Co-Chair

Callan Capital is proud to announce that Rob Mikulski has recently been elected as 2019 Co-Chair for the Junior Achievement of San Diego County Young Executive Society (JA YES). JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf [...]

By |2019-01-16T20:10:33+00:00January 16th, 2019|Life at Callan|

December 2018 Market Update

Our confidence in our long-held view that a shifting policy mix will cause economic growth to slow in 2019 has only strengthened in recent months. The turmoil in markets suggests that others are anticipating the slowdown as well. As the fiscal stimulus fades and monetary tightening intensifies, we expect GDP growth to slow coming into [...]

By |2018-12-17T22:59:26+00:00December 17th, 2018|Market Update|

November 2018 Market Update

This year has marked the 10th anniversary of the onset of the global financial crisis which precipitated a bear market in equities around the world and the biggest global recession since the Great Depression. While both financial markets and economies have fully recovered from this trauma, its memory continues to induce a more cautious attitude in the [...]

By |2018-11-14T19:11:44+00:00November 14th, 2018|Market Update|

Pre-Transaction Considerations

In any industry, preparing for a liquidity event requires a great deal of strategic vision and technical expertise. The earlier you start mapping out your vision for what you want to achieve financially and understanding your resources, the more flexibility and leverage you have in shaping the outcome. For those that are in the pre-transaction [...]

By |2018-11-14T18:57:46+00:00November 14th, 2018|Financial Planning|

PEERS Annual Gala Benefiting Rady Children’s Hospital

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the [...]

By |2018-11-14T18:52:01+00:00November 14th, 2018|Life at Callan|

October 2018 Market Update

As we approach the end of 2018, the economy is performing well and is in its 10th year of economic expansion. Unemployment is low, GDP growth is solid and operating earnings are exceptionally strong. Year to date through September 30th, the S&P Index increased 10.56% and the FTSE All World Ex-US Index decreased -3.20%. For [...]

By |2018-10-18T21:22:14+00:00October 11th, 2018|Market Update|

10b5-1 Planning for Corporate Executives

Along with running a successful company and answering to shareholders, corporate executives of public companies have something else to worry about — their significant equity positions in their own companies, and generally complex compensation packages. Used properly, a 10b5-1 plan is a tool that can help executives strategically plan and execute concentrated equity position sales. [...]

By |2018-10-11T15:58:28+00:00October 1st, 2018|Financial Planning|

September 2018 Market Update

Last month, trade and tariff discussions dominated the headlines. For the month of August, the S&P 500 increased 3.26%, as the FTSE All World Ex-U.S. Index was flat. Year to date through August 31st, the S&P 500 was up 9.94% and the FTSE All World Ex-U.S. Index declined -1.53%. Aside from market performance, investors focused [...]

By |2018-09-20T21:42:23+00:00September 13th, 2018|Market Update|

Year End Planning

As 2018 comes to a close, we are actively discussing the following year end planning items with our clients. Year-end tax planning must take into account each taxpayer's unique situation and goals. Please consult with your tax adviser to devise a tax-saving plan that most effectively meets your needs and takes into account the latest [...]

By |2018-09-14T18:10:41+00:00September 12th, 2018|Financial Planning|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.