Market Update
Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, which combined with solid economic activity and declining inflation to push stocks sharply higher and send the S&P 500 to two-plus-year highs,...
Financial Planning
A will is a legal document that outlines a person’s wishes regarding the distribution of their assets, the care of their dependents (such as minor children), and the management of their affairs after death. Having a will is important for several reasons, as it...
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...
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...
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...
