10b5-1 Plan
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®
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...
The Importance of Having a Will
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...
Exchange Funds
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...