Callan Capital & Michael Townsend discuss the upcoming election, provide insights into the current political landscape, and examine historical market performance before and after elections. Disclaimer: The information presented is as of 3-20-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject ..read more

Tim Callan, Managing Partner at Callan Capital, discusses the Q4 Market Update. Disclaimer: All quoted performance is as of 12-31-23. The information presented is as of 1-5-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economi ..read more

Tim Callan, Managing Partner at Callan Capital, discusses the Q3 Market Update. Disclaimer: The quoted bond performance is represented by the Bloomberg US Aggregate. Quoted Small Cap performance is represented by the Russell 2000 index and MSCI EAFE. Quoted REIT performance is represented by the NAREIT Equity REIT Index. All quoted performance is as of 9-30-23. The information presented is as of October 9, 2023. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities ..read more

Tim Callan and Josh Hirt, economist at Vanguard Investment Strategy Group discuss the economic and market outlook for 2023. Disclaimer: The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come ..read more

As the real estate market faces a reduction in liquidity, Doug Schwartz will discuss the challenges and opportunities we are seeing in markets and the importance of resilient operating fundamentals. He will also talk through the top-of-mind topics including rising interest rates, real returns in specific sectors, dispersion in vacancy rates, and the outlook for office. Disclaimer: The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of p ..read more

Tim Callan, Managing Partner at Callan Capital, discusses the Q2 Market Update. Disclaimer: The information presented is as of July 19, 2023. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessaril ..read more