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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+00:00 May 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+00:00 April 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+00:00 April 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+00:00 April 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+00:00 March 20th, 2018|Life at Callan|

March 2018 Market Update – Volatility Continues

The financial markets continued to decline in the month of February after two years of relatively low volatility. For the month of February, the S&P 500 declined -3.89% and the FTSE All World Ex-U.S. Index decreased -4.61%. For the year ending February 28th, the S&P 500 increased 1.50% and the FTSE All World Ex-U.S. was [...]

By | 2018-03-12T20:54:25+00:00 March 9th, 2018|Market Update|

Managing Wealth from a Liquidity Event

Entrepreneurs and corporate executives put an immeasurable amount of time and energy into building their businesses. They also take on a significant amount of financial risk because a majority of their net worth is represented by company equity, which often is illiquid and highly concentrated. Selling a company, taking a company public, executing a dividend [...]

By | 2018-03-09T20:25:43+00:00 March 1st, 2018|Financial Planning|

Callan Capital Participates in Washington-Lincoln Laurels for Leaders Luncheon

Callan Capital sponsored and participated in the 61st annual Washington-Lincoln Laurels for Leaders luncheon. The program, established in 1957, serves to promote and honor leadership in San Diego County high schools. At the annual February luncheon, each student body president is seated with other student body presidents and sponsors from the community, in order to [...]

By | 2018-02-27T18:30:16+00:00 February 27th, 2018|Life at Callan|

February 2018 Market Update

After almost two years of low volatility, investors have been reminded that stock prices do fluctuate in value.  U.S. stocks last week suffered their largest weekly drop in roughly two years and the sell-off continued Monday with the largest drop since 2011.  Globally, the trends were the same with the Stoxx Europe 600 posting its [...]

By | 2018-02-20T19:37:54+00:00 February 6th, 2018|Market Update|