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Business Owners
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Multi-Generational Families
High Net Worth Families
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McCall & Associates

Who We Serve
Business Owners
Sports & Entertainment Professionals
Multi-Generational Families
High Net Worth Families
How We Serve
The Cornerstone Process™
Our Team
Blog
Client Login
Work with us
March 25, 2020
Austin Coley
How to Enroll In Client Access

Use the following steps to set up Client Access and Electronic Document Delivery.

How to Enroll In Client Access
Austin Coley
December 17, 2020
Bullet Points

The Bullet Points 12.18.2020

Austin Coley
December 17, 2020
Bullet Points
The Bullet Points 12.18.2020

Each week, we aim to keep you up to date on what’s going on at McCall & Associates, as well as in the world, through The Bullet Points. In this week’s edition, we share about the newest member of the McCall & Associates family, potential changes to the tax law, the Federal Reserve’s meeting and shortage of PlayStation 5s.

Enjoy and have a great weekend!

Austin Coley
December 17, 2020
Videos

Handling Potential Changes To The Tax Law

Austin Coley
December 17, 2020
Videos
Handling Potential Changes To The Tax Law

Now that we are past the election, we have received some questions around the potential changes to the tax law under a new administration. Proposed legislation has mentioned capital gains, corporate tax, and income tax.

Check out the video below where Barry McCall, CFP® and Austin Coley dive into the topic and share what we have been recommending to our clients.

Austin Coley
December 17, 2020
Videos

Is Now A Good Time To Move To Cash?

Austin Coley
December 17, 2020
Videos
Is Now A Good Time To Move To Cash?

What a year 2020 has been. After the stock market pulled back in the spring, we have rebounded to hit an all-time high in the S&P 500 and DJIA in December.

With a new administration about to take office, is now a good time to harvest gains and move some money to cash?

Austin Coley
December 4, 2020
Videos

End Of Year Gifting Strategies

Austin Coley
December 4, 2020
Videos
End Of Year Gifting Strategies

As we move into December, we want to share some gifting strategies for our clients who enjoy gifting to individuals or non-profit organizations.

In the video below, Austin and Steve discuss two common options, but there are many others available as well.

Austin Coley
December 4, 2020
Bullet Points

The Bullet Points 12.4.2020

Austin Coley
December 4, 2020
Bullet Points
The Bullet Points 12.4.2020

Each week, we aim to keep you up to date on what’s going on at McCall & Associates, as well as in the world, through The Bullet Points. In this week’s edition, we share our thoughts on giving, Salesforce’s acquisition of Slack, Pfizer’s vaccine, Black Friday statistics, and Under Armor’s launch of Curry Brand.

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McCall & Associates, 5217 Maryland Way, Suite 401, Brentwood, TN, 37027, United States(615) 370-4040

WHO WE SERVE

High Net Worth Families

Business Owners

Entertainment Professionals

Multi-Generational Families

Our Team

BLOG

CLIENT LOGIN

Brentwood Office

5217 Maryland Way, Suite 401

Brentwood, TN 37027

(615) 370-4040

Pulaski Office

First National Bank,

206 South 1st Street

Pulaski, TN 38478

(931) 424-2146

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

First National Bank and McCall & Associates are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Any opinions are those of Barry McCall, Steve Alverson, and Austin Coley and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information contained within does not purport to be a complete description of the securities, markets, or developments referred to in this material. 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. Past performance may not be indicative of future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal.

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