2024 Q1 Market Update

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

Life at Callan

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....

529 Plans

Financial Planning

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

Financial Planning

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®

Financial Planning, Life at Callan

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...