Lets Get to Know Each Other

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 Planning 1. What is your most used emoji?🙄 2. Cats or dogs?Cats, they are...
Diminished Capacity and Elderly Financial Abuse

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...
Caring for Aging Loved Ones

Caring for Aging Loved Ones

By Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Transitioning to a senior living arrangement is a considerable undertaking. Determining when, how, and where to transition, ensuring your loved one’s care, ability to age in place, social and hobby...
Q2 Market Update

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...
La Jolla Mutt Strut

La Jolla Mutt Strut

Over the weekend, Callan Capital was a sponsor  and participant in the 2022 La Jolla Mutt Strut, an inaugural spring fundraiser presented by the Foundation of La Jolla High School. It started with a 1-mile dog walk from La Jolla High, proceeding on Draper, and ending...