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Callan Capital Holds Financial Literacy Workshop in La Jolla

Callan Capital hosted a financial literacy workshop to teach high school students from the Big Futures Program of Big Brothers Big Sisters of San Diego County important financial concepts that will help them today and in the future. Students learned important aspects of debt management, budgeting, savings, and an introduction to investing. The Big Futures [...]

By | 2017-08-15T18:16:43+00:00 August 15th, 2017|Life at Callan|

August 2017 Market Update – Summer Months Show Low Volatility and High Returns

Low volatility and strong market returns continued in the month of July. Investors largely ignored the political headlines as they wait to see if any meaningful change will happen with tax reform and healthcare. The S&P 500 Index returned 10.34% while the FTSE All Word Ex-US Index increased 14.06% for the year ending July 31st. [...]

By | 2017-08-15T20:13:47+00:00 August 11th, 2017|Market Update|

Callan Capital Sponsors Play for SAY Event

Callan Capital was proud to sponsor the Play 4 SAY event hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of popular lawn [...]

By | 2017-08-10T17:41:03+00:00 July 31st, 2017|Life at Callan|

Elements of Financial Planning Part 2: Investment and Tax Planning

Investment and tax planning – more specifically asset allocation and tax-efficient investing – are important parts of a well-designed, customized financial plan and integral to growing and maintaining wealth. In the first article of our financial planning series, we talked about data gathering, goal planning, and gathering relevant documentation as part of a financial plan. [...]

By | 2017-07-18T17:21:44+00:00 July 18th, 2017|Financial Planning|

July 2017 Market Update

The first six months of the year were characterized by strong market returns, low volatility and moderate economic growth, as investors followed the Trump administration’s first six months in office. For the second quarter of 2017, the S&P 500 returned 9.34% and the FTSE All World Ex-US Index increased 14.16%.  For the month of June, [...]

By | 2017-07-13T17:42:07+00:00 July 13th, 2017|Market Update|

Callan Capital Participates in Ronald McDonald House Charities Red Shoe Day

On June 22nd, Callan Capital participated in Red Shoe Day benefiting the Ronald McDonald House Charities. Back for the eighth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by [...]

By | 2017-06-27T16:12:16+00:00 June 27th, 2017|Life at Callan|

Elements of Financial Planning Part 1: Goal Planning

A customized, well- designed financial plan is discussed at the inception of most relationships at Callan Capital.  A financial plan encompasses all areas important to an estate, including investment management, debt management, tax-minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary purpose of a financial plan is to bring [...]

By | 2017-07-18T15:45:58+00:00 June 12th, 2017|Financial Planning|

Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Rob Mikulski, Operations and Client Service Manager at Callan Capital, participated in Junior Achievement’s Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition.  Using state-of-the-art technology in a simulated trading environment, each student team began with [...]

By | 2017-06-12T16:04:47+00:00 May 25th, 2017|Life at Callan|

May 2017 Market Update

The financial markets delivered positive returns in the first four months of the year, as investors watched Trump’s first 100 days. For the month of April, the S&P 500 Index returned 1.03% while the FTSE All Word Ex-Us Index increased 2.20%. Year-to-date through April 30th, the S&P 500 delivered 7.16% and the FTSE All World [...]

By | 2017-06-02T17:58:52+00:00 May 15th, 2017|Market Update|