• Barry McCall, CFP® Named To The Forbes Best-In-State Wealth Advisors List For The Second Consecutive Year
  
  

On Tuesday, McCall & Associates announced that Barry has been named to Forbes Magazine's Best-In-State Wealth Advisors list for 2021. In response to the award, Barry said, "This recognition by Forbes is a testament to the hard work and dedication of our entire team, and I am fortunate to work alongside each of them. Most importantly, I’m thankful our clients have graciously allowed us to be stewards of their financial journey.” To read more about the article, please click here. Join us in congratulating Barry on this achievement!

• Contributing To A Roth

  
  
  

  When Roth IRAs were introduced in 1997, they became a useful tool to stock tax-free cash away for retirement. Unfortunately, due to the income phaseout restrictions, some people are unable to make Roth IRA contributions, but there are a couple of ways to still take advantage of Roth features. Join Steve and Austin as they walk through 4 ways to contribute to a Roth, even if you are over the income limit.

• Electronic Document Delivery

For clients who have signed up to receive some, or all, of their Raymond James documents electronically, please keep in mind that you will need to sign in to Client Access at least every six months to continue this delivery preference. If six months pass between logins, Raymond James will revert your document delivery back to paper. Unfortunately, this a Raymond James back office compliance measure, and we can not make any exceptions at this time. If you have any questions, please give us a call at 615-370-4040.

• Happy Easter!

  
  As a reminder, our offices will be closed on Good Friday, April 2nd. If you need assistance before then, please give us a call at 615.370.4040 or reply to this email. Both offices will reopen on at their normal time on Monday, April 5th.

Any opinions are those of Barry McCall, Steve Alverson, and Austin Coley and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. This is not a recommendation to purchase or sell the stocks of the companies pictured/mentioned.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.