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.
Q4 Market Update
Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields weighed on markets in...
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...
The Jacobs & Cushman San Diego Food Bank
A huge THANK YOU to our La Jolla office who opened their hearts and rallied together to help families in need in San Diego this holiday season. A total of 80 pounds of food was donated, helping to provide 67 meals for those in need!
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...
Callan Capital & Susan G. Komen
Callan Capital was honored to participate in this past weekend’s Susan G. Komen’s, More Than Pink Walk. We walk for survivors, for those who cannot, and for those we have lost. We walk to see a cure for breast cancer in our lifetime. #susangkomen...
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....
Pumpkin Carvings with Callan Capital
Halloween is approaching and it's time to start getting in the spooky spirit! Our La Jolla office enjoyed a fun afternoon of pumpkin carving.
Q3 Market Update
Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling future rate increases will be larger than...
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...
Lets Get to Know Each Other
Our Callan Capital team is made up of some pretty amazing people. Our Getting To Know You Series is aimed to get know our team, on a more personal level.Alyana Richardson Director, Financial Planning1. What is your most used emoji?🙄 2. Cats or dogs?Cats, they are our...
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...
Q2 Market Update
The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a...