Market Update
Markets begin 2025 with great expectations as anticipation of tax cuts and pro-business deregulation, a continued economic soft landing and ongoing Fed rate cuts helped propel stocks higher throughout 2024 and the S&P 500 completed the best two-year run since the...
Market Update
The S&P 500 reached an all-time high in Q4, extending its 2024 gains as election results fueled expectations for tax cuts and pro-growth policies in 2025. The index delivered a modestly positive Q4 return and over 20% annual growth for the second consecutive...
Financial Planning
How Callan Capital Helps Navigate High-Net-Worth & Ultra-High-Net-Worth Families Toward Strategies to Maximize Legacy Goals Many people are catapulted into philanthropy because of a wealth event. Often, their first question is what giving vehicle to use to deploy...
Financial Planning
As 2024 wraps up, it’s time to focus on proactive financial planning strategies. Use these end-of-year financial planning tips for 2024 to optimize your financial health and set yourself up for a prosperous 2025. Maximize allowable contributions to retirement...
Market Update
In the third quarter, markets were volatile due to political uncertainty and concerns about economic growth, but Fed rate cuts and strong earnings helped the S&P 500 reach new highs. After early gains, volatility increased as investors shifted from tech stocks to...
