There is a Better Way
Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.
After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.
A ROADMAP FOR LIQUIDITY EVENTS
Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. At Callan Capital, we work to provide a financial planning roadmap to navigate these types life and business events, while aiming to provide peace of mind and direction.
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Empowering the Next Generation
Callan Capital Rising Gen Academy
In our commitment to fostering financial literacy among the next generation of the families we serve, we are excited to introduce a comprehensive two-day virtual learning experience. Our Academy offers sessions that cover a wide array of topics, including:
- Basic Financial Concepts: Understanding money, budgeting, and the importance of saving.
- Risk Management: Identifying financial risks, insurance, diversification, and strategies to mitigate risks in personal finance and investments.
- Banking and Saving: How banks work, different types of accounts, and setting savings goals.
- Smart Spending and Budgeting: Creating a budget, tracking spending, and making wise purchasing decisions.
- Basic Estate Planning: The importance of wills, trusts, beneficiary designations, and planning for the distribution of assets after death.
- Introduction to Investing: Basic principles of investing, the stock market, and the power of compound interest.
- Financial Responsibility: Understanding credit, debt, and maintaining good financial habits.
- Career Planning and Wealth Building: Exploring career paths in finance and strategies for wealth accumulation.
Potential Changes to Grad PLUS Loans Could Reshape Graduate Education
If you or your clients, or their children, are considering graduate or professional school, it’s important to be aware of proposed changes to the federal Grad PLUS Loan program. These changes could significantly impact the affordability and accessibility of advanced...
2025 Q1 Market Update
Q1 2025 Market Recap Markets faced renewed volatility in the first quarter of 2025, with major indices posting modest declines. Investor optimism early in the year, driven by expectations for pro-growth policies and interest rate cuts, was ultimately overshadowed by...
AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
The strategic partnership expands multi-generational family office capabilities across different client segments La Jolla, CA – March 25, 2025 – AlphaCore Wealth Advisory (“AlphaCore”), an independent registered investment advisory firm, announced today its merger...
Secure Your Future: Key Retirement Moves
Diversifying Investment Portfolios A well-balanced investment portfolio is crucial for long-term financial stability. As retirement nears, adjusting asset allocations to align with risk tolerance and time horizon is key. Transitioning to conservative investments while...
Tax Season 2025 is Here: What You Need to Know
The 2025 tax filing season has officially begun, marking the time when millions of Americans must file their 2024 income tax returns with the Internal Revenue Service (IRS). As of January 27, 2025, the IRS is now accepting and processing tax returns, kicking off what...
Q1 and 2025 Market Outlook
Markets begin 2025 with great expectations as anticipation of tax cuts and pro-business deregulation, a continued economic soft landing and ongoing Fed rate cuts helped propel stocks higher throughout 2024 and the S&P 500 completed the best two-year run since the...
