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November 2018 Market Update

This year has marked the 10th anniversary of the onset of the global financial crisis which precipitated a bear market in equities around the world and the biggest global recession since the Great Depression. While both financial markets and economies have fully recovered from this trauma, its memory continues to induce a more cautious attitude in the [...]

By | 2018-11-14T19:11:44+00:00 November 14th, 2018|Market Update|

Pre-Transaction Considerations

In any industry, preparing for a liquidity event requires a great deal of strategic vision and technical expertise. The earlier you start mapping out your vision for what you want to achieve financially and understanding your resources, the more flexibility and leverage you have in shaping the outcome. For those that are in the pre-transaction [...]

By | 2018-11-14T18:57:46+00:00 November 14th, 2018|Financial Planning|

PEERS Annual Gala Benefiting Rady Children’s Hospital

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the [...]

By | 2018-11-14T18:52:01+00:00 November 14th, 2018|Life at Callan|

October 2018 Market Update

As we approach the end of 2018, the economy is performing well and is in its 10th year of economic expansion. Unemployment is low, GDP growth is solid and operating earnings are exceptionally strong. Year to date through September 30th, the S&P Index increased 10.56% and the FTSE All World Ex-US Index decreased -3.20%. For [...]

By | 2018-10-18T21:22:14+00:00 October 11th, 2018|Market Update|

10b5-1 Planning for Corporate Executives

Along with running a successful company and answering to shareholders, corporate executives of public companies have something else to worry about — their significant equity positions in their own companies, and generally complex compensation packages. Used properly, a 10b5-1 plan is a tool that can help executives strategically plan and execute concentrated equity position sales. [...]

By | 2018-10-11T15:58:28+00:00 October 1st, 2018|Financial Planning|

September 2018 Market Update

Last month, trade and tariff discussions dominated the headlines. For the month of August, the S&P 500 increased 3.26%, as the FTSE All World Ex-U.S. Index was flat. Year to date through August 31st, the S&P 500 was up 9.94% and the FTSE All World Ex-U.S. Index declined -1.53%. Aside from market performance, investors focused [...]

By | 2018-09-20T21:42:23+00:00 September 13th, 2018|Market Update|

Year End Planning

As 2018 comes to a close, we are actively discussing the following year end planning items 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 latest [...]

By | 2018-09-14T18:10:41+00:00 September 12th, 2018|Financial Planning|

Tools for Finding a Health Insurance Plan – For You and Your Family

If you have lost health insurance coverage due to early retirement, selling your business or because of a change in family circumstances, finding coverage on your own can be stressful. There are many considerations when looking for a health care plan—this guide will help you navigate through the health care marketplace and help you find [...]

By | 2018-09-14T16:43:51+00:00 September 4th, 2018|Financial Planning|

Callan Capital Hosts Big Brothers Big Sisters Financial Literacy Workshop

Callan Capital hosted a financial literacy workshop to teach high school aged “Littles” from Big Brothers Big Sisters of San Diego important financial concepts that will help them today and in the future. Students learned important aspects of budgeting, savings, taxes, credit and financial aid for college. Big Brothers Big Sisters of San Diego provides [...]

By | 2018-08-27T18:11:35+00:00 August 27th, 2018|Life at Callan|

Tuning out the Noise

For investors, it’s easy to feel overwhelmed by the unrelenting stream of news about markets. News headlines that are presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the “lost decade” (the stock market years of 1999-2009) can help illustrate several periods that may [...]

By | 2018-08-16T17:18:58+00:00 August 13th, 2018|Financial Planning|

3 Critical Considerations to Ask in a Liquidity Event

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