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Callan Capital Supports Junior Achievement

Callan Capital participated in Junior Achievement San Diego’s 29th Annual Business Hall of Fame Gala at the Fairmont Grand Del Mar. The elegant evening celebrated the best individuals in business and philanthropy, and the 2017 Lifetime Laureates. Junior Achievement empowers young people to own their economic success and teaches kids how to get a job, [...]

By | 2017-11-07T22:19:59+00:00 November 7th, 2017|Life at Callan|

Strong Data and Returns Continue into the Holiday Season

November 2017 Market Update - The month of October showed strong market performance and economic data. For the month of October, the S&P 500 Index returned 2.33% and the FTSE All World Ex-US Index was up 1.91%. Year to date ending October 31st, the S&P 500 Index climbed 16.91% and the FTSE All World Ex-US [...]

By | 2017-11-07T23:15:37+00:00 November 7th, 2017|Market Update|

Year End Planning and Tax Tips

As 2017 comes to a close, we are actively discussing the following year-end planning and tax tips with our clients. Year-end tax planning must take into account each taxpayer's unique situation and goals. Please consult with your tax adviser to devise a tax-saving plan that most effectively meets your needs and takes into account the [...]

By | 2017-11-07T17:09:12+00:00 November 1st, 2017|Financial Planning|

Record Gains Continue – October 2017 Market Update

The first nine months of the year were characterized by strong market returns, low volatility and moderate economic growth. For the third quarter of 2017, the S&P 500 returned 4.48% and the FTSE All World Ex-US Index increased 6.02%. For the year ending September 30, the S&P 500 added 14.24% and the FTSE All World [...]

By | 2017-10-19T17:49:46+00:00 October 17th, 2017|Market Update|

Financial Literacy for Kids

Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts. Most schools do not include financial education as part of their curriculum. In fact, a recent [...]

By | 2017-10-02T18:16:37+00:00 October 2nd, 2017|Financial Planning|

Caring for Elderly Parents

It’s difficult for anyone to admit physical or mental signs of aging. For those of us caring for elderly parents, it can be equally as difficult to discuss their aging process, especially when you suspect there may be possible diminished mental capacity. The decline of a parent’s mental or physical health requires family members to become [...]

By | 2017-09-14T16:00:37+00:00 September 14th, 2017|Financial Planning|

The Economy Picks Up Steam – September 2017 Market Update

In August, market volatility remained low in the traditionally quiet summer months as North Korean missile activity, terrorist attacks in Spain, violence in Charlottesville and Hurricane Harvey dominated the headlines. For the month of August ending August 31st, the S&P 500 Index returned .31% and the FTSE All World Ex-US Index was flat. Year to [...]

By | 2017-09-14T17:23:27+00:00 September 12th, 2017|Market Update|

Online Security Tips and Ways to Protect Your Personal Data

In light of the recent data security breach with Equifax, here are a few ways that you can protect yourself and steps to take if you believe your information was exposed. 1. Check your bank statements, accounts and credit reports for unusual activity. 2. Set up 2 factor authentication for online logins when available. For [...]

By | 2017-09-11T19:29:28+00:00 September 11th, 2017|Life at Callan|

Callan Capital’s Daniella Boni Wins Volunteer of the Year Award for Big Brothers Big Sisters

Daniella Boni, Callan Capital’s Marketing Director, won the 2017 Female Volunteer of the Year Award for Big Brothers Big Sisters of San Diego County. Daniella was selected for her role on the Young Professionals Committee where she leads the marketing committee as well as serves as a co-chair for the annual Chocolate & Vino event. [...]

By | 2017-08-23T19:05:12+00:00 August 23rd, 2017|Life at Callan|

Elements of Financial Planning, Part 3: Insurance and Estate Planning

Risk management and estate planning are important parts of every financial plan. There are many types of risk addressed in a well-drafted financial plan – risk caused by stock market declines, economic instability, death, disability and loss of income. These unforeseen events can have devastating financial implications to finances and alter the anticipated outcome of [...]

By | 2017-08-21T18:04:45+00:00 August 21st, 2017|Financial Planning|