Planning For Our Children

College expenses, tuition hikes and the rising cost of an education are all things you hear about when it comes to sending your children off for their undergraduate degrees, and in some cases, graduate degrees. The 10-year historical inflation rate for education related costs is approximately 5%1, while the 10-year average rate of inflation for [...]

By | 2017-06-02T17:58:52+00:00 November 4th, 2016|Financial Planning|

Callan Capital Serves Lunch at Ronald McDonald House Charities of San Diego

The Callan Capital team volunteered to serve lunch at the Ronald McDonald House Charities of San Diego last week. The organization provides a “home away from home” for families with children being treated for serious, often life-threatening conditions at local hospitals. The Ronald McDonald House relies on community support and is the only service of [...]

By | 2016-11-02T16:40:20+00:00 November 2nd, 2016|Life at Callan|

Callan Capital Hosts Life Science Event

Last week, Callan Capital held Key Elements of Financing and Building Successful Life Science Companies at the Alexandria at Torrey Pines. Over 60 leaders in the San Diego life science community attended the event with moderator Kleanthis G. Xanthopoulos, Ph.D. of Cerus Advisors and panelists Fredrik Wiklund of Bioniz, Ken Song, M.D. of Metacrine, Clare [...]

By | 2016-10-25T17:20:56+00:00 October 25th, 2016|Life at Callan, Uncategorized|

October 2016 Market Update

Markets recovered well from the initial shock of the June Brexit vote, as lower bond yields, expectations of additional monetary accommodation, and stable global economic data eased investor concerns. For the third quarter, the S&P 500 was up 3.85% and the FTSE All World Ex-US Index was up 6.94%; year-to-date, the S&P 500 Index increased [...]

By | 2017-06-02T17:58:52+00:00 October 13th, 2016|Market Update|

Why Consider Socially Responsible Investing?

Sustainable, responsible and impact (SRI) investing is an investment discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive social impact. SRI may not seem fully mainstream, but it is quickly gaining momentum among investors, advisors, and fund managers. In 2015, the Morgan Stanley Institute of Sustainable Investing [...]

By | 2017-06-02T17:58:52+00:00 September 26th, 2016|Uncategorized|

Cybersecurity: What To Do If Your Email is Hacked

Learning that your personal email has been hacked can be scary and nerve-wracking. Taking preventative measures as well as educating yourself on the most current cyber security information can help prevent and ease the repercussions of an email hack. Here are a few items to consider if your personal email has been hacked: Change your [...]

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

August 2016 Market Update

The month of August was characterized by low trading volume, low volatility and neutral returns from the S&P500 Index, though volume will likely pickup as traders, investors and policymakers return to work. For the month of August, the S&P 500 Index returned .14% while the FTSE All Word Ex-Us Index returned .56%. In contrast, markets [...]

By | 2017-06-02T17:58:52+00:00 September 13th, 2016|Market Update|

The Callan Capital Team Sets Sail in San Diego

The Callan Capital team enjoyed a team building outing last week. With Captain Tim Callan at the helm, the team set sail on a 40 ft. Beneteau sailboat around San Diego harbor and Point Loma. Employees enjoyed a successful afternoon of sun, sailing and deepening relationships with co-workers! To get to know our team better, [...]

By | 2016-09-06T15:15:00+00:00 September 6th, 2016|Life at Callan|

Callan Capital Team Participates in America’s Finest Corporate Dash at Qualcomm Stadium

The Callan Capital team participated in America’s Finest Corporate Dash, benefiting the PEERS Network. Employees of hundreds of San Diego companies competed in the event, which took place at Qualcomm Stadium in San Diego.  Participants were treated to a pre and post-race party, with a craft beer garden and live music. For more information on [...]

By | 2016-08-31T15:38:07+00:00 August 31st, 2016|Life at Callan|

Callan Capital Sponsors Event With La Jolla Music Society

On August 3, 2016, Callan Capital sponsored Picnic Under the Stars, part of La Jolla Music Society's SummerFest. In its 30th year, La Jolla Music Society’s SummerFest is a nationally-recognized chamber music festival featuring world-class artists and ensembles performing concerts from August 3 – August 26, 2016. The Picnic Under the Stars and the following [...]

By | 2016-08-04T17:31:54+00:00 August 4th, 2016|Life at Callan|