Callan Family Office

We are proud to share that, for the second year in a row, Callan Family Office has been named on the 2024 Forbes/SHOOK Research list of America's Top RIA Firms! This achievement is the result of our unblinking focus on delivering objective advice and tailored solutions to ultra-high-net-worth families. This recognition is an excellent cap to 2024, the year in which we surpassed $6 billion in assets under administration and introduced both our Business & Transaction Advisory unit and the innovative Endure family governance program. 

The Callan LLC Periodic Table of Investment Returns for Q3 2024 is now available! Large cap stocks continue to dominate, posting an impressive 22.1% return for the first three quarters of 2024. What’s more interesting? Market participation has broadened, with large value outperforming large growth by 6% in Q3. For a deeper dive, reach out to your Callan Family Office team for personalized insights. 

Last week, RaeAnn Mitrione, CFA appeared on Schwab Network to share insights on the market rotation from mega-cap tech to small-cap stocks and the expectation for earnings growth to broaden across the market. Recent economic data has been encouraging and while the Fed might not drop rates as fast, or as far, as the market believes, both stocks and bonds remain good opportunities. Are you considering adjusting your portfolio based on these trends? Tell us your thoughts below ⬇️

Douglas Evans, our Chief Investment Officer, noted in a recent Barron's article that while valuations for some of the #Magnificent7 are getting difficult to justify, we still remain constructive on what can happen longer term with some of these companies given their continued innovation potential and fortress balance sheets. We are always balancing opportunity with prudent risk management. Read the full article to learn more: 

Natural disasters like wildfires and hurricanes don’t just destroy property—they also create tax challenges that can be difficult to navigate. As Cindy Chase shared with Financial Advisor Magazine, casualty losses tied to federally declared disasters can be deductible, but only if strict criteria are met. The timing and structure of claims can greatly impact potential deductions. At Callan Family Office, we help clients strategize their approach to disaster-related losses and ensure proper coverage before the unexpected happens.

With an election looming, you may be wondering what a victory from either side would mean for your taxes in the coming years. Our team at Callan Family Office has put together a comprehensive report on what each presidential candidate's tax plan entails, and what actions you should take to prepare for a potential shift in your financial lifestyle. You can read our full insights here: 

RaeAnn Mitrione, CFA Investment Management Partner, recently joined Bloomberg Surveillance with Paul Sweeney and Alix Steel to discuss the current market environment and the unique aspects of managing wealth for ultra-high-net-worth clients with a multi-generational focus. At Callan Family Office, we construct portfolios using a long-term lens and an emphasis on after-tax, after-fee results while taking advantage of opportunities in private capital. Watch the discussion to learn more:

Exciting news! We just released our #Q3 Investor Letter which dives into key trends and market insights over the past quarter. This quarter was a reminder that volatility is part of investing and presents opportunity. As markets corrected, our focus remained on disciplined risk management and seizing tactical opportunities. We are in a rare bull environment, which we explore in our Q3 Investor Letter. Take a look and join the conversation below! 

Our Chief Investment Officer, Douglas Evans, recently joined a panel on Nasdaq #TradeTalks, discussing the implications of the Fed’s latest rate cut on monetary policy and the investment landscape for Q4. Doug highlighted the broad and often uneven impact lower rates will have on consumers, businesses, and investors. To learn more, watch the entire discussion: https://lnkd.in/dz6PDFAM

Investment Management Partner RaeAnn Mitrione, CFA shared her insights on CNBC this morning following the Fed's recent rate cut last week. It’s no surprise the market reacted favorably to lower rates, but RaeAnn explains how these rate cuts could produce broad benefits to the market in the months ahead. Watch her full analysis to learn more: https://lnkd.in/epUMgJgp