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Financial Planning: Goal Planning

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 an estate, including investment management, debt management, tax-minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary purpose of a financial plan is to bring [...]

By | 2017-06-12T16:27:49+00:00 June 12th, 2017|Financial Planning|

Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Rob Mikulski, Operations and Client Service Manager at Callan Capital, participated in Junior Achievement’s Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition.  Using state-of-the-art technology in a simulated trading environment, each student team began with [...]

By | 2017-06-12T16:04:47+00:00 May 25th, 2017|Life at Callan|

May 2017 Market Update

The financial markets delivered positive returns in the first four months of the year, as investors watched Trump’s first 100 days. For the month of April, the S&P 500 Index returned 1.03% while the FTSE All Word Ex-Us Index increased 2.20%. Year-to-date through April 30th, the S&P 500 delivered 7.16% and the FTSE All World [...]

By | 2017-06-02T17:58:52+00:00 May 15th, 2017|Market Update|

Callan Capital Hosts San Diego Life Sciences Event

Last week, Callan Capital held Healthspan – Reversing the Effects of Aging at the Alexandria at Torrey Pines. Over 75 Life Science executives in the San Diego Life Science community attended the event with Osman Kibar, Ph.D., CEO and founder of Samumed. Samumed aims to reverse the aging process, including regenerating cartilage, growing new hair [...]

By | 2017-04-27T21:46:56+00:00 April 27th, 2017|Life at Callan|

April 2017 Market Update

The first three months of 2017 were characterized by high consumer confidence, a stream of good economic news, low volatility and strong market returns as investors followed the Trump administration’s rise to power. For the first quarter of 2017, the S&P 500 returned 6.07% and the FTSE All World Ex-US Index increased 7.92%. Though consumer [...]

By | 2017-06-02T17:58:52+00:00 April 18th, 2017|Market Update|

Callan Capital Opens New Office in Austin, TX

Callan Capital, the La Jolla, CA headquartered independent wealth management firm, recently opened a new office in Austin, TX to accommodate growth and service an expanding Austin, TX client base. “The decision to expand our presence in the flourishing Austin, TX area was a logical step in our business growth strategy,” said managing partner Trevor M. [...]

By | 2017-06-02T17:58:52+00:00 April 5th, 2017|Life at Callan|

Last Minute Tax Tips

We are in the heart of tax season, and many individuals are meeting with or have met with tax professionals. Below are tips to consider to make tax time as efficient as possible, though tax strategies consistent with goals and objectives should be a proactive year-round activity. Tax planning must take into account each taxpayer's [...]

By | 2017-06-02T17:58:52+00:00 March 16th, 2017|Financial Planning|

March 2017 Market Update

The financial markets delivered positive returns in the first few months of the year, as investors watched Trump’s first 100 days and the Dow crossed 21,000 for the first time. For the month of February, the S&P 500 Index returned 3.97% while the FTSE All World Ex-Us Index increased 1.74%. Year-to-date through February 28th, the [...]

By | 2017-06-02T17:58:52+00:00 March 7th, 2017|Market Update|

February 2017 Market Update

In the first month of the year, political headlines dominated as Trump began signing executive orders, and the Dow crossed the 20,000 mark for the first time. For the month of January, the S&P 500 Index returned 1.9% while the FTSE All Word Ex-Us Index returned 3.4%. Since his inauguration, President Trump signed executive orders [...]

By | 2017-06-02T17:58:52+00:00 February 9th, 2017|Market Update|