Exchange Funds

Financial Planning

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

Life at Callan

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

Financial Planning

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...

2023 Q3 Market Update and Outlook

Market Update

The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation and concerns about a future economic slowdown weighed on the major indices in August and September and the S&P 500...

Callan Capital in the San Diego Business Journal

Financial Planning, Life at Callan

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...