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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3 CRITICAL QUESTIONS TO ASK DURING A LIQUIDITY EVENT
We’ve prepared a liquidity event guide that covers the process before, during, and after the transaction. This will help us build a financial plan with a goal of providing you with confidence in every step of the transition.
RAISING FINANCIALLY RESPONSIBLE CHILDREN
Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts.
2024 Q2 Market Update
The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal Reserve, solid economic growth and continued strong financial performance from AI-related tech companies ultimately pushed...
Navigating Family Governance: Why Family Meetings Matter
The Impact of Effective Meetings on Communication, Trust, and Wealth Management A Practical Guide for Philanthropic Families Effective family meetings play a crucial role in the family governance process. These gatherings serve as a platform for open discussions,...
Callan Capital Recognized on San Diego Business Journal’s 2023 Investment Management Firms List
May 7, 2024 – We're excited to share that Callan Capital has been included on the San Diego Business Journal's 2023 Wealth Management Firms list. Thank you to The San Diego Business Journal, and congratulations to all the outstanding Wealth Management Firms featured...
From Generation to Generation: How the Power of Philanthropy Strengthens Family Legacies
How Callan Capital Helps Articulate the Mission, Vision, and Values of Founding Members As a true boutique firm, with vast experience catering to the wealth management needs of our clients in our multi-family office, Callan Capital plays a crucial role in assisting...
2024 Q1 Market Update
The 2023 rally continued in the first quarter of 2024 as a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelled stocks higher, as the S&P 500 rose...
Callan Capital Recognized on Austin Business Journal’s 2023 Investment Management Firms List
April 1, 2024 - Thank you to the Austin Business Journal for including us in the Investment Management Firms list for 2023. We express immense gratitude to our clients whose support has fueled our growth, making us an integral part of the Austin community. CRITERIA:...
529 Plans
Over the past few years, 529 plans are one of the premier methods of saving for college because of their high contribution limits, potential state income tax deductions on contributions, federal tax-free withdrawals for qualifying education expenses, and tax-deferred...
10b5-1 Plan
Company trading policies limit the number of days that insiders can trade their stock. As a result of these restrictions, company executives may have difficulty managing their personal holdings, which can represent a source of concentration risk within their wider...
Callan Capital Welcomes Joan Koss, MBA, CFP®, ChFC®, FSCP®
Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients...
The Importance of Having a Will
A will is a legal document that outlines a person's wishes regarding the distribution of their assets, the care of their dependents (such as minor children), and the management of their affairs after death. Having a will is important for several reasons, as it serves...
Exchange Funds
Exchange funds provide individuals a way to diversify their concentrated low tax basis interest in a stock without incurring immediate capital gains. Exchange funds are a collective investment structure in which multiple investors contribute various equities to the...
Hannah Simpson receives a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference
Our Hannah Simpson was recognized for her financial planning achievements with a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference. Hannah joined Callan Capital in June 2023 as a Financial Planning...
Saving for Education
Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA® College tuition, room and board, fees, books and supplies, meals, transportation, and medical expenses are examples of financial considerations for college and graduate school. Public and private four-year college...
Cyber Safety: What To Do If You Are Breached
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Callan Capital in the San Diego Business Journal
April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal's prestigious Top 40 Wealth Management Firms for 2022. We are pleased and honored to be considered among San Diego’s Top Wealth Management Firms. To view the full...
Cyber Safety – Smart Speakers & Smart Cars
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
The Importance of a Financial Plan
Goal Planning A customized, well-designed financial plan is discussed at the inception of relationships at Callan Capital and is critical to helping clients achieve their unique goals and objectives. A financial plan provides holistic advice that helps bring clients...
Cyber Safety – Phone Scams
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Cyber Safety: Cell Phones and Watches
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Cyber Safety: Destroying Hard Drives and Data Overwrite
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Cyber Safety: Encryption
At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Cyber Safety: Multimodal Biometric Authentication and Multi-Factor Authentication
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and...
SECURE Act 2.0 of 2022 – New Retirement Legislation
Noma Nkala-Hendon, CFP®On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was signed into law following the SECURE Act of 2019. Below are some provisions that may impact you. RMDs The SECURE Act 2.0 increased the age at which Required...
Cyber Safety: Device Protection
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and...
Cyber Safety: Knowledge is Crucial
Passwords and Usernames Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime...
Real Estate Tax Strategies: Qualified Opportunity Zones
Origin of Opportunity Zones Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, a music streaming site known for its dubious file sharing practices in the early 2000s, and as Facebook’s first president. Parker sought to minimize his...
Cyber Safety: Knowledge is Crucial
At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Real Estate Tax Strategies: 1031s, DSTs, and 721s
1031 Exchanges A 1031 Exchange is a real estate investing tool that allows investors to swap out an investment property for another and defer capital gains or losses or capital gains tax that you otherwise would have to pay at the time of sale. A further benefit is...
Year End Planning
As 2022 comes to a close, now is a good time to work with your CPA to review your taxes and implement any tax planning strategies before year-end. Here are some common activities to help get you started: Maximize allowable contributions to retirement accounts....
Cyber Safety: Knowledge is Crucial
Online Scams and Identity Theft Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for...
Callan Capital Gives Back | Austin Humane Society
One of our core values is to invest in our community. When you build a culture of giving back, you set the stage for a purpose-filled environment that has the potential to ignite passions of employees, clients, and those in your community. Our employees who have...
Diminished Capacity and Elderly Financial Abuse
Financial abuse is a common occurrence among elderly people. One in 10 Americans aged 60-plus has experienced elder abuse—and one of the most frequent forms of elder abuse is financial1. It is estimated that at least $36.5 billion is lost annually as a result of...