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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|

Trevor Callan Named as an Influential Business Leader by the San Diego Business Journal

Congratulations to Trevor Callan, managing partner of San Diego-based wealth management firm Callan Capital for being named as a top influential business leader by the San Diego Business Journal. According to Nels Jensen, Editor in Chief of the San Diego Business Journal, “we started with people who have built and are leading successful companies, creating [...]

By | 2017-06-02T17:58:52+00:00 December 8th, 2016|Life at Callan|

December 2016 Market Update

The month of November was characterized by a post-election rally as investors made sense of the election implications. For the month of November, the S&P 500 Index returned 3.7% while the FTSE All Word Ex-Us Index returned -2.32%. Markets were strong year-to-date through November 30th; the S&P 500 Index was up 9.79% and the FTSE [...]

By | 2017-06-02T17:58:52+00:00 December 6th, 2016|Market Update|

San Diego Business Journal Executive Interview with Trevor Callan

In an executive interview with business reporter Sarah De Crescenzo, Trevor Callan discusses the opportunities and challenges within the wealth management and financial planning industry today. Trevor speaks to the importance of working with an independent advisor, not associated with a large bank or broker dealer, who can serve objectively as the steward of a [...]

By | 2017-06-02T17:58:52+00:00 November 29th, 2016|Life at Callan|

Thanksgiving Run for the Hungry

On Thanksgiving morning, Team Callan participated in San Diego's Run for the Hungry. The event supports the Jacobs & Cushman San Diego Food Bank and the Jewish Family Service of San Diego. Participants enjoyed being able to run or walk through beautiful downtown San Diego and the historic Gaslamp Quarter. 1 in 6 San Diegans [...]

By | 2016-11-28T22:03:40+00:00 November 28th, 2016|Life at Callan|

Election Market Update

President Elect Trump's surprise victory in the U.S. Presidential election caused volatility across the world markets. Stocks and the dollar fell on news of Trump’s victory by more than 5% in the futures market, though his consolatory acceptance speech seemed to erase these losses by the open of the New York Stock Exchange Wednesday morning. In [...]

By | 2017-06-02T17:58:52+00:00 November 11th, 2016|Market Update|