While we have been more optimistic than the market about the macro-outlook and probability of a “soft landing,” there are a number of risks that we remain focused on.
Navigate the 2024 tax year with confidence using our comprehensive Tax Reference Guide. Discover the latest income, estate and investment tax guidelines to make informed decisions throughout the year.
Many business owners and entrepreneurs are seeking ways to maximize their retirement plan savings. A cash balance pension plan could be the solution.
Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Our comprehensive approach to financial planning begins with understanding what is important to you. You’ll partner with our team of advisors to develop, implement, and manage a customized plan designed to grow and protect your wealth.
With our trusted partners*, we advise on all aspects of structuring and administrating trusts, professional trusteeship, as well as offer a suite of lending solutions tailored to meet our clients’ needs.
2024 promises to be a pivotal one for US and global economies. Learn more about themes we think will drive the markets over the next year in our 2024 Outlook.
Make sure you are well-positioned by evaluating your financial plan before year end.
John P. Calamos, Sr., founded Calamos Investments in 1977 to help investors create and build long-term wealth through innovative, risk-managed strategies. He pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk. Whether through Calamos Wealth Management or Calamos Investments, the firm has remained steadfast in its commitment to put investors first, actively manage risk, and deliver innovation and excellence.