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March 2018 Market Update – Volatility Continues

The financial markets continued to decline in the month of February after two years of relatively low volatility. For the month of February, the S&P 500 declined -3.89% and the FTSE All World Ex-U.S. Index decreased -4.61%. For the year ending February 28th, the S&P 500 increased 1.50% and the FTSE All World Ex-U.S. was [...]

By | 2018-03-12T20:54:25+00:00 March 9th, 2018|Market Update|

Managing Wealth from a Liquidity Event

Entrepreneurs and corporate executives put an immeasurable amount of time and energy into building their businesses. They also take on a significant amount of financial risk because a majority of their net worth is represented by company equity, which often is illiquid and highly concentrated. Selling a company, taking a company public, executing a dividend [...]

By | 2018-03-09T20:25:43+00:00 March 1st, 2018|Financial Planning|

Callan Capital Participates in Washington-Lincoln Laurels for Leaders Luncheon

Callan Capital sponsored and participated in the 61st annual Washington-Lincoln Laurels for Leaders luncheon. The program, established in 1957, serves to promote and honor leadership in San Diego County high schools. At the annual February luncheon, each student body president is seated with other student body presidents and sponsors from the community, in order to [...]

By | 2018-02-27T18:30:16+00:00 February 27th, 2018|Life at Callan|

February 2018 Market Update

After almost two years of low volatility, investors have been reminded that stock prices do fluctuate in value.  U.S. stocks last week suffered their largest weekly drop in roughly two years and the sell-off continued Monday with the largest drop since 2011.  Globally, the trends were the same with the Stoxx Europe 600 posting its [...]

By | 2018-02-20T19:37:54+00:00 February 6th, 2018|Market Update|

Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Callan Capital was pleased to sponsor and participate 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. Callan Capital also participated in the corporate, adult event at night, taking the second place spot [...]

By | 2018-02-02T22:12:24+00:00 February 2nd, 2018|Life at Callan|

Best Practices for Secure Data Transmission

Digital technology is constantly evolving, and so are hacking and fraud attempts. With increasing change and complexity, individuals need to be aware of best practices for electronically sending personal information. Unfortunately, email is not a secure method of transfer for confidential or personally identifiable information. In the event of an email breach or hack, everything [...]

By | 2018-01-29T22:40:03+00:00 January 29th, 2018|Life at Callan|

January 2018 Market Update

In 2017, investors relished in solid economic growth, combined with abnormally high market returns, low unemployment and low market volatility. For the year, the S&P 500 increased 21.8% and the FTSE All World Ex-Us Index was up 24.40%. Investors watched as the Trump administration completed its first year in office, hurricanes ravaged parts of the [...]

By | 2018-01-17T21:15:47+00:00 January 12th, 2018|Market Update, Quarterly Newsletter|

What Should Investors Make of the Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved, no central bank issues the currency, and [...]

By | 2018-01-09T22:22:07+00:00 January 9th, 2018|Financial Planning|

Callan Capital Celebrates the Holidays and New Year at the La Jolla Playhouse

Callan Capital celebrated the holiday season with staff, clients and members of the community at the La Jolla Playhouse. In 2017, Callan Capital was proud to support the La Jolla Playhouse in its quest to launch new musicals and plays, and serve the community with education and outreach programs. Event attendees enjoyed music, tasty bites, [...]

By | 2018-01-02T19:02:24+00:00 January 2nd, 2018|Life at Callan|

Tax Cuts and Jobs Act of 2017 – Article 1: What Are the Changes?

President Trump approved the Tax Cuts and Jobs Act of 2017 right before Christmas, and it has now been signed into law.  As a result of multiple versions of the Act being circulated and debated in headline news stories, many investors wonder exactly what the final 1,000-page bill entails, how it affects them personally and [...]

By | 2018-01-02T18:46:28+00:00 December 28th, 2017|Financial Planning|