Our Latest Publications & Press
The 2023 rally continued in the first quarter of 2024 as a positive combination of stable economic growth, falling ...
April 1, 2024 - Thank you to the Austin Business Journal for including us in the Investment Management Firms list ...
Over the past few years, 529 plans are one of the premier methods of saving for college because of their high ...
Company trading policies limit the number of days that insiders can trade their stock. As a result of these ...
Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth ...
Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal ...
A will is a legal document that outlines a person's wishes regarding the distribution of their assets, the care of ...
Exchange funds provide individuals a way to diversify their concentrated low tax basis interest in a stock without ...
Our Hannah Simpson was recognized for her financial planning achievements with a Leadership Award in Financial ...
Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA®
College tuition, room and board, fees, books and supplies, ...
The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is ...
April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal's ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is ...
Goal Planning
A customized, well-designed financial plan is discussed at the inception of relationships at ...
Quarterly Insights – July 2023
The S&P 500 ended the second quarter and first half of 2023 at a 14-month high ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is ...
This weekend, Callan Capital volunteered at the 2023 La Jolla Kiwanis Junior Olympics. Our team worked the relay ...
Ryan Callan and the Kiwanis Club of San Diego joined International Relief Team and Project Mercy volunteers to ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is ...
The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the ...
Thank you for giving on Amplify Austin Day!
A Historic Day for Central Texas!
$9.9 Million raised in 24-hours, ...
Donations to the I Live Here I Give Here Amplify Fund support all participating Amplify Austin Day nonprofits. To ...
Jessica Cafferata, JD, CFP®, CDFA®
At Callan Capital, we are committed to cybersecurity awareness, education, and ...
Noma Nkala-Hendon, CFP®On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was ...
Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in ...
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, ...
A huge THANK YOU to our La Jolla office who opened their hearts and rallied together to help families in need in ...
Passwords and Usernames
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity ...
Callan Capital was honored to participate in this past weekend’s Susan G. Komen’s, More Than Pink Walk. We walk ...
Origin of Opportunity Zones
Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the ...
1031 Exchanges
A 1031 Exchange is a real estate investing tool that allows investors to swap out an investment ...
As 2022 comes to a close, now is a good time to work with your CPA to review your taxes and implement any tax ...
Halloween is approaching and it's time to start getting in the spooky spirit! Our La Jolla office enjoyed a fun ...
Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical ...
Online Scams and Identity Theft
Jessica Cafferata, JD, CFP®, CDFA®
At Callan Capital, we are committed to ...
One of our core values is to invest in our community. When you build a culture of giving back, you set the stage ...
Our Callan Capital team is made up of some pretty amazing people. Our Getting To Know You Series is aimed to get ...
Financial abuse is a common occurrence among elderly people. One in 10 Americans aged 60-plus has experienced ...
The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as ...