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|

January 2017 Market Update

2016 brought its share of surprises, from the Brexit vote and Donald Trump’s win, to the recent stock market rally. The beginning and ending to 2016 were characterized by an almost identical drop and rally. As the year began, investors feared a recession and deflation, and were uneasy over the Fed’s December 2015 rate hike. [...]

By | 2017-06-02T17:58:52+00:00 January 19th, 2017|Market Update|

Callan Capital Marks 10 Year Anniversary

Callan Capital today announced its ten-year anniversary and record growth since the firm’s inception in 2007. A celebration of the ten-year anniversary was held at L’Auberge Del Mar in December. Over 110 clients and members of the community gathered to celebrate the milestone. Callan Capital partnered with Promises2Kids for their annual Give From Your Heart [...]

By | 2017-06-02T17:58:52+00:00 January 12th, 2017|Life at Callan|

Year-End Tax Tips

As 2016 comes to a close, we are actively discussing the following year-end tax tips 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 tax [...]

By | 2017-06-02T17:58:52+00:00 December 20th, 2016|Financial Planning|

Callan Capital Employees Celebrate the Holidays

The Callan Capital team participated in a puzzle room team outing at Escapism in San Diego. Escapism is a game where groups work together to escape a room. Missions involve 60 minutes of intense problem solving fun where teams work together to find clues, solve riddles and crack codes. Afterwards, the team gathered for an [...]

By | 2016-12-19T19:39:52+00:00 December 19th, 2016|Life at Callan|