Blog

Home/Blog/

Economy Gets Green Light Halfway Through 2018

Halfway through 2018, the economy is performing well – economic indicators are strong, consumer spending is solid, corporate earnings are exceptional and the Fed continues to take steps to tighten policy. Year to date through June 30th, the S&P Index increased 2.6% and the FTSE All World Ex-US Index decreased -3.7%. For the quarter, the [...]

By | 2018-07-17T21:26:34+00:00 July 17th, 2018|Market Update|

Callan Capital Welcomes Olivia Zaiya, MBA, J.D., CFP®

San Diego based wealth management firm Callan Capital is pleased to announce that Olivia Zaiya, MBA, J.D., CFP®, has joined the firm as Managing Director of Financial Planning. Zaiya is primarily responsible for overseeing the firm’s financial planning process and managing client relationships. “We are excited to welcome Olivia to Callan Capital”, said Tim S. [...]

By | 2018-07-16T21:17:29+00:00 July 13th, 2018|Life at Callan|

Why You (Still) Need an Estate Plan

Estate Planning Changes In 2018, the current administration signed a new tax legislation into law, which includes a higher estate, gift and generation-skipping transfer tax exemption of $11.18 million per individual. These new lifetime exclusion amounts might make some married couples, who have a taxable estate lower than $22.36 million, question whether they still need [...]

By | 2018-07-09T22:38:49+00:00 July 9th, 2018|Financial Planning|

Callan Capital Participates in Red Shoe Day

Callan Capital participated in Red Shoe Day benefitting the Ronald McDonald House Charities. Back for the ninth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by at key intersections [...]

By | 2018-06-21T17:02:28+00:00 June 21st, 2018|Life at Callan|

Planning for Education Expenses

Expenses, tuition hikes and the rising cost of an education are commonly heard phrases when planning for education expenses. Planning and saving can be daunting, since education related expenses are rising faster than inflation and other non-education related expenses. The 10-year historical inflation rate for education related costs is approximately 5%1, while the 10-year average [...]

By | 2018-06-20T15:37:38+00:00 June 20th, 2018|Financial Planning|

Callan Capital Hosts Secrets of Successful Liquidity Events Panel

Callan Capital hosted the panel event Secrets of Successful Liquidity Events at the Kodosky Lounge at the Long Center in Austin. The purpose of Callan’s Austin-based tech event series is to foster networking opportunities for entrepreneurs within the technology ecosystem and provide a forum for veteran entrepreneurs to give back to the next generation of [...]

By | 2018-06-20T17:42:53+00:00 June 15th, 2018|Life at Callan|

Callan Capital Recognized as a Key Service Provider in the San Diego Business Journal’s Life Sciences Book

Callan Capital was listed in the San Diego Business Journal’s inaugural Life Sciences Book as a key service provider to the Life Sciences industry. The article mentions how Callan Capital deals with the Life Sciences industry’s frequent liquidity events, such as selling a company or taking a company public. In addition, the firm has experience [...]

By | 2018-06-12T15:51:02+00:00 June 4th, 2018|Life at Callan|

Callan Capital Participates in the Celebration of Champions

Callan Capital supported and participated in Rady Children’s Hospital Celebration of Champions®. The “Celebration” is a special day away from the hospital for children from the San Diego region whose lives have been touched by cancer. At the event, participants carry and run with “The Torch of Life” accompanied by their sponsors, family and celebrities. [...]

By | 2018-06-12T15:40:56+00:00 May 14th, 2018|Life at Callan|

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|