Quarterly Newsletter

/Quarterly Newsletter

Callan Capital Q1 2012 Newsletter

By:  Tim and Trevor Callan 2011 The year 2011 started with promise as the US economy was gaining momentum.  Gross Domestic Product (GDP) was growing at about a 3% rate, and the unemployment rate was dropping from its peak of 10% as we were adding about 150,000 jobs per month.  Stocks started the year relatively [...]

By |2017-06-02T17:58:55+00:00February 3rd, 2012|Quarterly Newsletter|

A World of Extremes

by Trevor Callan Close analysis of the national and global financial markets suggests that the U.S. economy will continue to experience tepid growth and manage to avoid a recession in 2012. This past month marked an auspicious milestone for the U.S. Stock Market, which, as measured by the S&P 500, lost 7% in September. The [...]

By |2017-06-02T17:58:55+00:00October 26th, 2011|Quarterly Newsletter|

Economic Uncertainty, Earthquake in Japan, Democracy in the Middle East: Where Do We Go from Here?

This article was published in San Diego Newsroom on April 21st, 2011 - Link By:  Tim Callan The first quarter of 2011 was filled with political and economic uncertainty.  We saw the beginning of a political shift toward democracy in several countries in the Middle East, a civil war in Libya and a devastating 9.8 [...]

By |2017-06-02T17:58:55+00:00April 25th, 2011|Quarterly Newsletter|

2011: The Year Ahead

This article was published in San Diego Newsroom on February 23rd, 2011 - Link By:  Trevor Callan In May of 2009, Bill Gross, founder and co-chief investment officer of PIMCO gave a sobering assessment of market prospects during his luncheon keynote address at the 2009 Morningstar Investment Conference.  He coined the phrase a ?New Normal? [...]

By |2017-06-02T17:58:55+00:00January 18th, 2011|Quarterly Newsletter|

Callan Capital Q4 2010 Newsletter

By:  Tim Callan Equity markets had a strong 3rd quarter with the S&P 500 up over 11%.  The quarter started with strong fears of a European debt crisis and a double dip recession.  Both of these fears subsided and the markets responded positively. The National Bureau of Economic Research announced on September 20th that the [...]

By |2010-11-09T17:51:13+00:00November 9th, 2010|Quarterly Newsletter|

Callan Capital Q3 2010 Newsletter

By:  Trevor Callan Just when investors were feeling good about the stabilizing economy and financial markets, the second quarter of 2010 reminded us that we live in a world full of risk.  The BP oil spill combined with worries about a possible double dip recession; the European debt crisis; and the uncertainty out of Washington [...]

By |2017-06-02T17:58:55+00:00July 26th, 2010|Quarterly Newsletter|

Callan Capital Q2 2010 Newsletter

By:  Tim Callan The first quarter of 2010 was marked by another strong gain in the stock market. The Dow Jones Industrial Average posted its best first quarter performance since 1999. Investors who were waiting on the sidelines for the market to pull back suffered. This helps illustrate the dangers of trying to ?time? the [...]

By |2017-06-02T17:58:55+00:00April 15th, 2010|Quarterly Newsletter|

Callan Capital Q4 2009 Newsletter

By:  Trevor Callan After enduring the worst year for the financial markets since the great depression, 2009 has so far turned out to be a year of recovery. The U.S. stock market, measured by the S&P 500 Index, is up 19.3% through September. The International and Emerging Markets are up 29.6 and 64.9% respectively. Why [...]

By |2009-10-19T15:46:32+00:00October 19th, 2009|Quarterly Newsletter|

Callan Capital Q3 2009 Newsletter

By: Tim Callan The S&P 500 gained 15.93% in the second quarter and closed the quarter 37% above the March lows.  This move eliminated over 27% of the losses equities investors experienced between the October 2007 peak and the March 2009 trough.  This rally was due to excessive bearishness, strong government stimulus and better than [...]

By |2009-07-10T20:10:13+00:00July 10th, 2009|Quarterly Newsletter|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.