/Callan Capital

About Callan Capital

This author has not yet filled in any details.
So far Callan Capital has created 52 blog entries.

Katie J. Attebery Nominated for Connected Women of Influence Award

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 [...]

By |2015-04-27T10:11:08+00:00March 27th, 2015|Life at Callan|

MONTHLY MARKET UPDATE – Notes from the Callan Capital Investment Committee

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 [...]

By |2017-06-02T17:58:54+00:00March 11th, 2015|Market Update|

Annelyse M. Barker Joins Callan Capital

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 [...]

By |2017-06-02T17:58:54+00:00March 2nd, 2015|Life at Callan|

Elements of Financial Planning: Part 1

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 [...]

By |2017-06-02T17:58:54+00:00February 27th, 2015|Financial Planning|

Investment Outlook for the Year Ahead

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 [...]

By |2017-06-02T17:58:54+00:00January 28th, 2015|Market Update|

3 Critical Considerations to Ask in a Liquidity Event

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