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  • Test Your Knowledge Of Urgent Wealth Management Issues

    Did you follow our coverage of personal financial planning news this week? Take our quiz to find out.

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  • Neither Red Nor Blue, Tax Planning Is All About The Green

    (November 17, 2020, 10:00 p.m. EDT) Here's a chance for us all to come together. No matter whether you voted Red or Blue, tax planning is about green!

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  • Urgent Year-End Tax Planning Moves

    (November 11, 2020, 11:00 p.m. EDT) With the election of Joseph R. Biden Jr. as the 46th U.S. President, higher federal taxes are almost certain to be enacted in 2021.

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  • Investors Beware: SEC Is Struggling Amid Covid

    (November 3, 2020, 9:00 p.m. EDT) The Enforcement Division of the U.S. Securities and Exchange Commission released its annual report yesterday. Since it's probably not on your reading list, here are highlights investors need to know.

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  • Food For Thought

    (Tuesday, Oct. 27, 2020; 9:00 PM EST) Rearranging placement of foods increases or decreases their consumption by as much as 25%.

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  • Starting A Business? Plan To Succeed

    (Tuesday, Oct. 20, 2020; 10:30 PM EST) In America's capitalist system, an economic cycle entails destruction of businesses and their replacement with better businesses. It's survival-of-the-fittest, a process in which the ranks of businesses are periodically thinned by recessions.

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  • Stock Market Rally Broadened In Past Three Months

    (Tuesday, Oct. 13, 2020; 10:30 PM EST) The six tech giants that have dominated stock performance in 2020 were less dominant over the last three months. The stock market rally broadened. 

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  • 3Q 2020 Wealth Management Report

    (Tuesday, Oct. 6, 2020; 10:00 PM EST) Stocks posted a +8.9% gain in the third quarter of 2020, following a +20.5% gain in the second quarter of 2020, which followed a -19.6% Covid-related loss in the first quarter of 2020.

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  • Income, Estate And Gift Tax Hikes Ride On Election Results

    (Wednesday, Sept. 30, 2020; 9:30 PM EST) Should the Democrats win the White House and Senate on November 3, high-income individuals, along with those having estates valued at more than $1.1 million, will have to assess and implement tax reduction strategies before the end of the year. Complicating matters, the election results may be contested and delayed, making it even more important to be prepared to act swiftly.

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  • 2020 Year End Tax Planning For Retirees, Business Owners, And Families

    (Tuesday, Sept. 22, 2020; 10:30 PM EST) Covid has suddenly imposed tax and financial obstacles that can make year-end tax planning more challenging in certain situations. Business owners, families with more than $1.1 million in assets in stocks, bonds and real estate, and retirees who take required minimum distributions (RMDs) from an IRA, 401(k), or other qualified retirement account are at risk of missing these major opportunities to reduce their taxes by acting before the end of the year.

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Callahan Capital Management

1169 Hilltop Parkway, 106A
Steamboat Springs, CO 80487

Phone: 970-870-8750
Fax: 970-870-8748
Email: david@callahancapital.com

9110 East Nichols Avenue, #122
Centennial, CO 80112

Phone: 303-722-5500
Email: peter@callahancapital.com