Trevor Callan Wins Leadership Award For Involvement With the Equinox Center

Trevor Callan is the November recipient of the 10News Leadership Award for his work with the Equinox Center. The 10News Leadership Award recipient is someone who provides leadership by making San Diego a better place to live, stands up for those who need help, initiates or creates solutions for others, is a role model, and [...]

By |2017-06-02T17:58:54+00:00December 5th, 2014|Life at Callan, Uncategorized|

Climbing a Wall of Worry

After significant gains that took place over the first five months of the year, investors are struggling to come to terms with the end of the Federal Reserve quantitative easing program driving bond yields higher and equity prices lower. Bernanke, speaking after a two-day meeting by the Federal Open Market Committee, said the Fed may [...]

By |2017-06-02T17:58:54+00:00June 21st, 2013|Uncategorized|

Thoughts and Strategy Around the Fiscal Cliff

On December 31st, 2012, a significant amount of the federal income tax code is scheduled to expire, an event that has come to be known as the fiscal cliff.  The 2001 and 2003 tax cuts enacted under President George Bush, a compromise on the estate tax, a patch in the Alternative Minimum Tax, the temporary [...]

By |2017-06-02T17:58:54+00:00December 19th, 2012|Uncategorized|

Diversification – A Prescription for Volatility

Diversification - A Prescription for Volatility August 5, 2011 By: Trevor Callan Turmoil in the stock market has the ability to create fear and cause investors to question their investment strategies.  Unfortunately, market corrections never happen when the financial news is positive.  With the Dow Jones Industrial Average down by more than 10% from its recent high, [...]

By |2017-06-02T17:58:55+00:00August 9th, 2011|Uncategorized|

Playing With Fire – US Debt Ceiling

Playing With Fire By: Trevor Callan July 28th, 2011 As recently as two weeks ago, it seemed highly unlikely that Congress would be unable to pass legislation to avoid a default on our government?s obligations. The current dispute in Congress is focused on the timing of the next debt ceiling negotiations, which is more politically [...]

By |2011-07-29T17:45:24+00:00July 29th, 2011|Uncategorized|

Service Is the Source of Success For Wealth Management Firms

This article was published in the San Diego Business Journal on June 13th, 2011 - Link FINANCE: Trust, Communication Are Vital Components By Julie Gallant Whether it?s in the form of new hires, expanded offices or increases in assets managed, large and small companies on the San Diego Business Journal?s Wealth Management Firms list are [...]

By |2017-06-02T17:58:55+00:00June 14th, 2011|Uncategorized|

Rebalancing your investment portfolio for today?s market

By TREVOR CALLAN, Callan Capital Thursday, September 2, 2010 Just as 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 double dip recession, the European debt crisis and [...]

By |2017-06-02T17:58:55+00:00September 3rd, 2010|Uncategorized|

2009 – The Year of the Distressed Debt Investor

This article was published in the June 11th, 2009 issue of the San Diego Daily Transcript Over the last 200 years, there have been a several periods in which investors have made significant returns by purchasing distressed debt while the economy is facing challenges.  Investors in distressed debt look to profit from investing in restructurings, [...]

By |2017-06-02T17:58:55+00:00June 17th, 2009|Uncategorized|

3 Critical Considerations to Ask in a Liquidity Event

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