Callan Capital's Katie J. Attebery, MBA was selected as a nominee for the Connected Women of Influence Woman to Watch Award. This award recognizes a woman under 40 years of age who has significant accomplishments and/or success in their chosen industry or profession. To learn more about Connected Women of Influence, please visit http://connectedwomenofinfluence.com/. Congratulations [...]
Our new monthly market updates are designed to keep clients and members of the community abreast of market movements, macroeconomic and geopolitical issues and Callan Capital portfolio positioning. We encourage and welcome your feedback. 2015 is off to a robust start; the S&P 500 Total Return Index gained 2.6% year-to-date through February, rebounding 5.75% for [...]
Callan Capital is pleased to announce and welcome Annelyse M. Barker as a Client Service Associate. Annelyse acts as a liaison between clients and Callan Capital's custodian Charles Schwab on account maintenance matters. She manages, documents, and ensures compliance to workflows. Before joining the team, Annelyse oversaw the finance department for Women Investing in Women [...]
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 a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary role of the financial plan is [...]
Callan Capital is pleased to announce that Trevor M. Callan CIMA®, CPWA® was featured in the San Diego Daily Transcript's Trusted Advisor column for his article entitled 10b5-1 Planning for Corporate Executives. Click here to read the story.
Callan Capital is pleased to announce that Tim S. Callan, CFP®, was featured in the San Diego Daily Transcript's Trusted Advisor column for his article entitled Benefits of Tax Bracket Arbitrage. Click here to read the story.
Click here to read estate tax tips from Financial Planning magazine.
Callan Capital is pleased to announce that Katie J. Attebery, MBA was featured in the San Diego Daily Transcript's Trusted Advisor column for her article entitled Asset Location Basics. Click here to read the San Diego Daily Transcript article.
2014 was a year of highly variable investment returns across many asset classes important to a diversified portfolio. These returns reflected the divergence between the U.S. and other world economies. The U.S. economy posted positive gains while other countries tussled with flat economic activity, lowered interest rates, heightened geopolitical tension and a selloff in oil [...]
Callan Capital celebrates our 8 year anniversary this week! Thank you to everyone who has been a part of our successful growth. Trevor, Tim and Ryan Callan