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Essentials of Financial Planning, Part 1

A customized, well- designed financial plan should be discussed at the inception of most investment advisory relationships. A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary purpose of a financial plan is [...]

By | 2017-06-02T17:58:53+00:00 May 3rd, 2015|Financial Planning|

5 Steps to Finding and Retaining the Right Advisor

Have you been through a financial event like a divorce, IPO, sale of a business, or inheritance? Chances are, these emotionally-charged circumstances have left you feeling like you need a roadmap for your financial future, or the help of a financial advisor or advisory firm. When most investors think about how their money is managed, [...]

By | 2017-06-02T17:58:53+00:00 May 1st, 2015|Financial Planning|

Cybersecurity: What You Need to Know to Stay Safe

Cybersecurity has never been more important for individuals, families, businesses, organizations and governments. As information technology (IT) grows, threats to networks and the costs to defend these networks have increased. Cyber threats range from the work of spiteful single hackers to coordinated security and economic espionage from foreign nations. PricewaterhouseCoopers estimated that $60 billion was [...]

By | 2017-06-02T17:58:54+00:00 April 8th, 2015|Financial Planning|

Elements of Financial Planning: Part 1

A customized, well- designed financial plan is discussed at the inception of most relationships at Callan Capital.  A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence.  The primary role of the financial plan is [...]

By | 2017-06-02T17:58:54+00:00 February 27th, 2015|Financial Planning|

10b5-1 Planning for Corporate Executives

Along with running a successful company and answering to shareholders, corporate executives of public companies have something else to worry about – their significant equity positions in their own companies. Used properly, a 10b5-1 plan is a tool that can help executives strategically plan and execute concentrated equity position sales. Rule 10b5-1 was established by [...]

By | 2017-06-02T17:58:54+00:00 January 13th, 2015|Financial Planning|