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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|

Trevor Callan Named as 2017 Influential Business Leader by the San Diego Business Journal

Congratulations to Trevor Callan, managing partner of San Diego-based wealth management firm Callan Capital for being named as one of the top 500 influential business leaders by the San Diego Business Journal. According to Nels Jensen, Editor in Chief of the San Diego Business Journal, “the SD 500 is based on these parameters: people who [...]

By | 2017-12-18T19:11:54+00:00 December 18th, 2017|Life at Callan|

Callan Capital Helps Build Home in Tijuana, Mexico

Callan Capital, together with the San Diego Kiwanis Club Foundation and International Relief Teams, helped build a home for a family in Tijuana, Mexico. The team, who drove from San Diego to Mexico, worked for the day to build a home for a disadvantaged family with three children. The San Diego Kiwanis Club Foundation works [...]

By | 2017-12-14T17:12:31+00:00 December 14th, 2017|Life at Callan|

Markets Continue to Climb – December 2017 Market Update

In the month of November, the Dow Jones and S&P 500 Indexes hit all-time highs, and economic indicators were strong. For the month of November, the S&P 500 Index returned 3.07% and the FTSE All World Ex-US Index was flat. Year-to-date ending November 30th, the S&P 500 Index climbed 20.94% and the FTSE All World [...]

By | 2017-12-13T16:56:59+00:00 December 8th, 2017|Market Update|

Callan Capital Welcomes Alyana C. Stokes

We are excited to announce that Alyana Stokes joined Callan Capital as the firm's Client Service Associate. Alyana handles general client service tasks such as account paperwork and account disbursements, and works as a liaison with our Custodian, Charles Schwab. Prior to joining Callan Capital, Alyana worked as an Associate Financial Services Representative with Charles [...]

By | 2017-11-30T19:01:04+00:00 November 30th, 2017|Life at Callan|