The Economy Picks Up Steam – September 2017 Market Update

In August, market volatility remained low in the traditionally quiet summer months as North Korean missile activity, terrorist attacks in Spain, violence in Charlottesville and Hurricane Harvey dominated the headlines. For the month of August ending August 31st, the S&P 500 Index returned .31% and the FTSE All World Ex-US Index was flat. Year to [...]

By | 2017-09-14T17:23:27+00:00 September 12th, 2017|Market Update|

Online Security Tips and Ways to Protect Your Personal Data

In light of the recent data security breach with Equifax, here are a few ways that you can protect yourself and steps to take if you believe your information was exposed. 1. Check your bank statements, accounts and credit reports for unusual activity. 2. Set up 2 factor authentication for online logins when available. For [...]

By | 2017-09-11T19:29:28+00:00 September 11th, 2017|Life at Callan|

Callan Capital’s Daniella Boni Wins Volunteer of the Year Award for Big Brothers Big Sisters

Daniella Boni, Callan Capital’s Marketing Director, won the 2017 Female Volunteer of the Year Award for Big Brothers Big Sisters of San Diego County. Daniella was selected for her role on the Young Professionals Committee where she leads the marketing committee as well as serves as a co-chair for the annual Chocolate & Vino event. [...]

By | 2017-08-23T19:05:12+00:00 August 23rd, 2017|Life at Callan|

Elements of Financial Planning, Part 3: Insurance and Estate Planning

Risk management and estate planning are important parts of every financial plan. There are many types of risk addressed in a well-drafted financial plan – risk caused by stock market declines, economic instability, death, disability and loss of income. These unforeseen events can have devastating financial implications to finances and alter the anticipated outcome of [...]

By | 2017-08-21T18:04:45+00:00 August 21st, 2017|Financial Planning|

Callan Capital Holds Financial Literacy Workshop in La Jolla

Callan Capital hosted a financial literacy workshop to teach high school students from the Big Futures Program of Big Brothers Big Sisters of San Diego County important financial concepts that will help them today and in the future. Students learned important aspects of debt management, budgeting, savings, and an introduction to investing. The Big Futures [...]

By | 2017-08-15T18:16:43+00:00 August 15th, 2017|Life at Callan|

August 2017 Market Update – Summer Months Show Low Volatility and High Returns

Low volatility and strong market returns continued in the month of July. Investors largely ignored the political headlines as they wait to see if any meaningful change will happen with tax reform and healthcare. The S&P 500 Index returned 10.34% while the FTSE All Word Ex-US Index increased 14.06% for the year ending July 31st. [...]

By | 2017-08-21T18:37:48+00:00 August 11th, 2017|Market Update|

Callan Capital Sponsors Play for SAY Event

Callan Capital was proud to sponsor the Play 4 SAY event hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of popular lawn [...]

By | 2017-08-10T17:41:03+00:00 July 31st, 2017|Life at Callan|

Elements of Financial Planning Part 2: Investment and Tax Planning

Investment and tax planning – more specifically asset allocation and tax-efficient investing – are important parts of a well-designed, customized financial plan and integral to growing and maintaining wealth. In the first article of our financial planning series, we talked about data gathering, goal planning, and gathering relevant documentation as part of a financial plan. [...]

By | 2017-07-18T17:21:44+00:00 July 18th, 2017|Financial Planning|

July 2017 Market Update

The first six months of the year were characterized by strong market returns, low volatility and moderate economic growth, as investors followed the Trump administration’s first six months in office. For the second quarter of 2017, the S&P 500 returned 9.34% and the FTSE All World Ex-US Index increased 14.16%.  For the month of June, [...]

By | 2017-07-13T17:42:07+00:00 July 13th, 2017|Market Update|

Callan Capital Participates in Ronald McDonald House Charities Red Shoe Day

On June 22nd, Callan Capital participated in Red Shoe Day benefiting the Ronald McDonald House Charities. Back for the eighth 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 [...]

By | 2017-06-27T16:12:16+00:00 June 27th, 2017|Life at Callan|