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|

Callan Capital Holds Financial Literacy Workshop in La Jolla

Callan Capital hosted a financial literacy workshop to teach high school students from the Big Futures Program of Big Brothers Big Sisters of San Diego County important financial concepts that will help them today and in the future. Students learned important aspects of debt management, budgeting, savings, and an introduction to investing. The Big Futures [...]

By | 2017-08-15T18:16:43+00:00 August 15th, 2017|Life at Callan|

August 2017 Market Update – Summer Months Show Low Volatility and High Returns

Low volatility and strong market returns continued in the month of July. Investors largely ignored the political headlines as they wait to see if any meaningful change will happen with tax reform and healthcare. The S&P 500 Index returned 10.34% while the FTSE All Word Ex-US Index increased 14.06% for the year ending July 31st. [...]

By | 2017-08-21T18:37:48+00:00 August 11th, 2017|Market Update|

Callan Capital Sponsors Play for SAY Event

Callan Capital was proud to sponsor the Play 4 SAY event 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 popular lawn [...]

By | 2017-08-10T17:41:03+00:00 July 31st, 2017|Life at Callan|