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Callan Capital Hosts Secrets of Successful Liquidity Events Panel

Callan Capital hosted the panel event Secrets of Successful Liquidity Events at the Kodosky Lounge at the Long Center in Austin. The purpose of Callan’s Austin-based tech event series is to foster networking opportunities for entrepreneurs within the technology ecosystem and provide a forum for veteran entrepreneurs to give back to the next generation of [...]

By |2018-06-20T17:42:53+00:00June 15th, 2018|Life at Callan|

Callan Capital Recognized as a Key Service Provider in the San Diego Business Journal’s Life Sciences Book

Callan Capital was listed in the San Diego Business Journal’s inaugural Life Sciences Book as a key service provider to the Life Sciences industry. The article mentions how Callan Capital deals with the Life Sciences industry’s frequent liquidity events, such as selling a company or taking a company public. In addition, the firm has experience [...]

By |2018-06-12T15:51:02+00:00June 4th, 2018|Life at Callan|

Callan Capital Participates in the Celebration of Champions

Callan Capital supported and participated in Rady Children’s Hospital Celebration of Champions®. The “Celebration” is a special day away from the hospital for children from the San Diego region whose lives have been touched by cancer. At the event, participants carry and run with “The Torch of Life” accompanied by their sponsors, family and celebrities. [...]

By |2018-06-12T15:40:56+00:00May 14th, 2018|Life at Callan|

Qualified Small Business Stock Exemption

As an entrepreneur and business owner, you’ve put a lot of time as well as your heart and soul into building your company. You also likely have much of your net worth tied up in the business. In fact, for many business owners their equity in the business represents the bulk of their net worth. [...]

By |2018-05-10T21:32:21+00:00May 9th, 2018|Financial Planning|

Callan Capital Hosts USD Students

Callan Capital invited USD finance students to the La Jolla office for a tour, job role simulation and to learn about the wealth management industry. Callan Capital was first introduced to the students during Junior Achievement’s Stock Market Challenge, where they sponsored a student team. During the half day visit, students were treated to lunch, [...]

By |2018-05-07T16:08:37+00:00April 30th, 2018|Life at Callan|

Tenets of Long Term Investing

Successful long-term investing begins with an advisor creating an investment plan based on market principles, informed by financial science, and tailored to a client’s specific needs and goals. Along the way, an advisor can help clients focus on actions that add investment value, such as managing expenses and portfolio turnover while maintaining broad diversification. Equally [...]

By |2018-04-24T22:53:04+00:00April 18th, 2018|Financial Planning|

April 2018 Market Update

In the first quarter of 2018, volatility returned to the markets after two years of relative calm. Though the economy is on strong footing, indexes for the quarter returned mixed results. For the quarter, the S&P 500 decreased -.8% and the FTSE All World Ex-Us Index declined -1.31%. Investors watched as technology company troubles, tariffs, [...]

By |2018-04-20T21:50:21+00:00April 9th, 2018|Market Update|

Callan Capital Serves Lunch at Ronald McDonald House Charities

The Callan Capital team volunteered to serve lunch at the Ronald McDonald House Charities of San Diego. The organization provides a “home away from home” for families with children being treated for serious, often life-threatening conditions at local hospitals. The Ronald McDonald House relies on community support and is the only service of its kind [...]

By |2018-04-18T17:09:29+00:00March 20th, 2018|Life at Callan|

3 Critical Considerations to Ask in a Liquidity Event

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