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|

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|