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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|

The Economy Continues to Heat Up

During the last month, investors watched as the economy continued “heating up.” For the month of July, the S&P 500 Index was up 3.72% and the FTSE All World Ex-U.S. Index increased 2.24%. Year to date through July 31st, the S&P 500 gained 6.47% and the FTSE All World Ex-U.S. declined -1.53%. Despite many geo-political [...]

By | 2018-08-13T22:12:52+00:00 August 9th, 2018|Market Update|

Callan Capital Sponsors Play4SAY Event

Callan Capital was proud to sponsor and participate in Play4SAY, hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of lawn games like [...]

By | 2018-08-06T21:21:08+00:00 August 6th, 2018|Life at Callan|

Rob Mikulski Named Top Fundraiser for Junior Achievement’s Young Executive Society

Rob Mikulski was named the top 2017-2018 fundraiser for the Young Executives Society within Junior Achievement of San Diego. JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf of Junior Achievement, offering support through fundraising, “friend-raising”, special projects & [...]

By | 2018-07-25T21:37:32+00:00 July 25th, 2018|Life at Callan|

3 Critical Considerations to Ask in a Liquidity Event

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