More Articles

  • 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.

    Read more >>

  • Set Your Financial Priorities Right Now

    (Tuesday, Sept. 15, 2020; 10:30 PM EST) As a professional advisory firm, perhaps the most job important service we provide is as a "choice decider," someone you can rely on to prioritize your best choices for building your wealth and planning your future.

    Read more >>

  • Poor Bond Outlook May Herald A New Stock Valuation Regime

    (Wednesday, Sept. 9, 2020; 3:30 PM EST) With a 10-Year Treasury bond currently yielding a paltry 0.6%, and Federal Reserve chief Jerome Powell saying the central bank is "not even thinking about thinking about raising rates," investors could be at the dawn of a new era of expanded stock multiples.

    Read more >>

  • Family Wealth Transfer Opportunities Spawned By Covid

    (Wednesday, Sept. 2, 2020; 11:00 AM EST) Whether you're a grantor or beneficiary of a taxable estate, current conditions require attention.  Stock market volatility and drops in real estate values in cities, two financial side-effects of the Covid pandemic, create considerable opportunities to transfer family holdings to the next generation.

    Read more >>

  • A Five-Point Covid Diagnostic For Family Wealth Management

    (Tuesday, August 25, 2020; 10:00 PM EST) A terrible truth of the Covid pandemic is that families are at greater risk of losing a matriarch or patriarch. Whether you’re a beneficiary or grantor, here’s a five-point diagnostic for managing family wealth; issues to consider that might require urgent action due to the unusual times we are living through:

    Read more >>

  • Private Wealth’s Perfect Storm

    (Wednesday, August 18, 2020; 7:30 PM EST) Amid the Covid pandemic, changes in tax, financial, and economic arenas have created a deluge of added complexity for advisors managing private wealth. Here’s an overview of the abrupt change in conditions now battering private wealth, which, when taken together, amounts to a “perfect storm:”

    Read more >>

  • Confronting Mortality's Details

    (Wednesday, August 12, 2020, 7:30 p.m.) The Covid pandemic is causing families unimaginable suffering, worry, and grief. It is forcing many individuals to confront mortality, to consider, in very real terms, perhaps for the first time, what will happen when their life comes to an end. Here, in less than 300 words, are key facts about documents that govern what happens to you at the end of your life.

    Read more >>

  • Anomalous Financial Economic Conditions Of The Covid Crisis

    (Tuesday, August 4, 2020, 9:00 p.m. EST) The anomalous financial economic conditions of the Covid crisis are chronicled in this 10-minute video update from economist Fritz Meyer.

    Read more >>

  • Three Easy Ways To Increase Your Chance Of Financial Success

    (Wednesday, July 29, 2020, 10:20 p.m. EST) Changing your financial behavior can be an important step in determining your long-term financial success. Here are three simple activities that can help.

    Read more >>

  • Act Before The Tax Pendulum Swings Back

    (Tuesday, July 21, 2020, 9:00 p.m.) For business owners, professionals, and wealthy retirees, tax rules are about as favorable as they've been in decades, but the tax pendulum is likely to swing back the other way. You don't need to be a political pollster to know higher taxes are likely in the years ahead, with U.S. Government debt soaring and the U.S. Senate possibly changing parties. Now is the time to consider how a reset in tax policy is likely to affect you and your family.

    Read more >>

  • Read More
Watch the video!

Enewsletter Sign Up

Not subscribed to email campaign system.

Contact Details

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