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Who We Serve
Business Owners
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High Net Worth Families
How We Serve
The Cornerstone Process™
Our Team
Blog
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Work with us
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Featured
The Change-up 9.18.2023: Buying a New Car
Sep 18, 2023
Austin Coley
The Change-up 9.18.2023: Buying a New Car
Sep 18, 2023
Austin Coley

This week’s edition of The Change-up includes a quote by Stephen Covey, how the UAW strike could affect the economy, and tips on buying a new car. Enjoy!

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Sep 18, 2023
Austin Coley
The Bullet Points 7/7/2023
Jul 7, 2023
Austin Coley
The Bullet Points 7/7/2023
Jul 7, 2023
Austin Coley

In this week’s edition of The Bullet Points, we share a quote by Albert Einstein, June’s job report, ISM Index, and Meta’s new offering. Enjoy and have a great weekend!

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Jul 7, 2023
Austin Coley
Time to consider a CD ladder?
Mar 16, 2023
Austin Coley
Time to consider a CD ladder?
Mar 16, 2023
Austin Coley

Time to Consider a CD Ladder?

 For the first time in my wealth management career, we are getting calls seemingly every day about CD rates.

 As the fed continues to raise rates, savers can finally be rewarded for cash. CD's, Treasuries, and Bonds are becoming more attractive with opportunities north of 5 percent!

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Mar 16, 2023
Austin Coley
The Bullet Points 2/3/2023
Feb 3, 2023
Austin Coley
The Bullet Points 2/3/2023
Feb 3, 2023
Austin Coley

In this week’s edition of The Bullet Points, we share a quote by Henry David Thoreau, the Raymond James tax reporting schedule, the Federal Reserve’s rate hike, the unemployment rate’s decline, and Facebook’s strong week.

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Feb 3, 2023
Austin Coley
Blue White Illustrated Walk Desktop Wallpaper.png
Jan 18, 2023
Austin Coley
McCall & Associates Named to Forbes Best-In-State Wealth Management Teams for 2023
Jan 18, 2023
Austin Coley

McCall & Associates is proud to announce that our team has been named to Forbes Best-In-State Wealth Management Teams for 2023.

Read More →
Jan 18, 2023
Austin Coley
The Bullet Points 8/12/2022
Aug 12, 2022
Austin Coley
The Bullet Points 8/12/2022
Aug 12, 2022
Austin Coley

Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a famous quote from Marianne Williamson, a video about how to navigate an inflationary environment, and some of our latest market thoughts. Enjoy!

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Aug 12, 2022
Austin Coley
The Bullet Points 6/10/2022
Jun 10, 2022
Austin Coley
The Bullet Points 6/10/2022
Jun 10, 2022
Austin Coley

Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from Steven Covey, author of The 7 Habits of Highly Effective People, , a 60-second M&A Minute video on the best time to take Social Security, a graphic that highlights market performance during inflationary environments, and why bees are now considered fish. Enjoy!

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Jun 10, 2022
Austin Coley
The Bullet Points 6/3/2022
Jun 3, 2022
Austin Coley
The Bullet Points 6/3/2022
Jun 3, 2022
Austin Coley

Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from James Clear, author of Atomic Habits, a McCall & Associates blog about what’s on the horizon for the U.S. economy, a 60-second M&A Minute video on the standard deduction, a graphic that shows the importance of staying invested in the market, and a list of the cities with the best work/life balance. Enjoy!

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Jun 3, 2022
Austin Coley
What's on the Horizon?
May 31, 2022
Austin Coley
What's on the Horizon?
May 31, 2022
Austin Coley

In 2022, the stock and bond markets have experienced historical turbulence. Wednesday, 5/26, marked the 100th trading day of 2022, with the Dow Jones Industrial Average and S&P 500 on track for their worst start since 1970. Leading into this week, the S&P 500 has been down for seven consecutive weeks, a streak only matched 3 other times in history. The bond market has also struggled with its worst start since 1842.

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May 31, 2022
Austin Coley
The Financial Planning Guide for Optometrists
Mar 7, 2022
Austin Coley
The Financial Planning Guide for Optometrists
Mar 7, 2022
Austin Coley

It’s a lot of hard, grueling work to build a career as an optometrist, whether you distribute the W-2s or receive one yourself. There are peaks and valleys, and a long, winding road in between. Your goal is to help your patients see the world healthier, clearer and crisper, and my role is to do the same through the lens of your financial plan.

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Mar 7, 2022
Austin Coley
Retirement Game Plan
Feb 8, 2022
Austin Coley
Retirement Game Plan
Feb 8, 2022
Austin Coley

Retirement, like any other challenge, is a journey that needs preparation. Taking care of a few things on the front end can potentially reduce your stress and increase your savings and quality of life on the back end.

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Feb 8, 2022
Austin Coley
Ultimate Guide to Financial Planning for Musicians
Dec 20, 2021
Austin Coley
Ultimate Guide to Financial Planning for Musicians
Dec 20, 2021
Austin Coley
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Dec 20, 2021
Austin Coley
End of Year Financial Checklist
Nov 11, 2021
Austin Coley
End of Year Financial Checklist
Nov 11, 2021
Austin Coley
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Nov 11, 2021
Austin Coley
60/40 vs 80/20 portfolio: What is the Right Stock to Bond Ratio for My Investment Portfolio?
Nov 2, 2021
Austin Coley
60/40 vs 80/20 portfolio: What is the Right Stock to Bond Ratio for My Investment Portfolio?
Nov 2, 2021
Austin Coley
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Nov 2, 2021
Austin Coley
What Should I Do With My Old 401(k)?
Sep 27, 2021
Austin Coley
What Should I Do With My Old 401(k)?
Sep 27, 2021
Austin Coley

Americans lost track of more than $7.7 billion in retirement savings in 2015 by “accidentally and unknowingly” abandoning their 401(k)s. That begs the question, what should you do with your old retirement plan? What are your options?

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Sep 27, 2021
Austin Coley
The Bullet Points 9.24.2021
Sep 24, 2021
Austin Coley
The Bullet Points 9.24.2021
Sep 24, 2021
Austin Coley

In this week’s edition of The Bullet Points, we take a look at the four things you need to know about inflation, the net worth of Americans, Evergrande’s struggles, and the rise in natural gas prices. Enjoy and have a great weekend!

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Sep 24, 2021
Austin Coley
The Bullet Points 9.17.2021
Sep 20, 2021
Austin Coley
The Bullet Points 9.17.2021
Sep 20, 2021
Austin Coley

In this week’s edition of The Bullet Points, we take a look at the four things you need to know about inflation, traffic increases at Yellowstone National Park, Intuit’s purchase of Mailchimp, and the latest Retail Sales report. Happy reading!

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Sep 20, 2021
Austin Coley
4 Things You Need To Know About Inflation
Sep 15, 2021
Austin Coley
4 Things You Need To Know About Inflation
Sep 15, 2021
Austin Coley

What is inflation and how do we combat it? Over the last 12 months, we have experienced a rollercoaster of events including the introduction of a new virus, a market pullback, government imposed shutdown, mask mandates, and a dramatic economic recovery. What role will all of this have on inflation going forward?

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Sep 15, 2021
Austin Coley
Retirement Planning for Musicians and Entertainers
Jun 4, 2021
Austin Coley
Retirement Planning for Musicians and Entertainers
Jun 4, 2021
Austin Coley

A musician or entertainer’s income is volatile and sporadic throughout the year. Most are considered self-employed and contribute to their long-term savings through a SEP (Simplified Employee Pension) IRA, as they don’t have access to traditional 401(k)s and 403(b)s.

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Jun 4, 2021
Austin Coley
When Is The Best Time To Sell?
Jun 4, 2021
Austin Coley
When Is The Best Time To Sell?
Jun 4, 2021
Austin Coley

So when is the best time to sell an investment? Well… it depends, and sometimes… it's best to know a guy.

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Jun 4, 2021
Austin Coley
Control The Controllables
Jun 4, 2021
Austin Coley
Control The Controllables
Jun 4, 2021
Austin Coley

Control the controllables, plan your finances before each time you receive money. If you don’t have a plan for your income, it will eventually make a plan for you.

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Jun 4, 2021
Austin Coley
The Bullet Points 6.4.2021
Jun 4, 2021
Austin Coley
The Bullet Points 6.4.2021
Jun 4, 2021
Austin Coley

The Bullet Points: 6.4.2021. In this week’s financial planning newsletter, we dissect the Child Tax Credit Monthly Payments, discuss hiding money from your spouse, take a look at United Airlines new acquisition, examine the unemployment rate, and share our quote of the week.

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Jun 4, 2021
Austin Coley
Don't Hide Money From Your Spouse
Jun 3, 2021
Austin Coley
Don't Hide Money From Your Spouse
Jun 3, 2021
Austin Coley

Steve recently received a call from a client who got some bad advice. They were feeling guilty about making purchases for themselves without the full support from their spouse. A close friend that they were talking to suggested that they should start hiding money. Don't do this. In this video, Steve walks through how this could affect your marriage, and the precedent it sets in other areas of your life. Last, he gives some suggestions on how to still enjoy spending money on yourself, without experiencing the conflict from your spouse.

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Jun 3, 2021
Austin Coley
How To Build A Budget
Jun 3, 2021
Austin Coley
How To Build A Budget
Jun 3, 2021
Austin Coley

If we’re not careful, we can end up in a hole of debt that feels impossible to climb out of. So how do we stop the overspending and turn our financial outlook around? It all begins with budgeting. Establishing a monthly budget to track your spending is key to laying a strong financial foundation.

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Jun 3, 2021
Austin Coley
5 Steps For People With Side Hustles
Jun 2, 2021
Austin Coley
5 Steps For People With Side Hustles
Jun 2, 2021
Austin Coley

You have a few side projects that are starting to produce some revenue. Once that side hustle or project starts making a little bit of money, you might consider the following before growing the business.

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Jun 2, 2021
Austin Coley
Child Tax Credit: Monthly Payments
Jun 1, 2021
Austin Coley
Child Tax Credit: Monthly Payments
Jun 1, 2021
Austin Coley

The Child Tax Credit monthly payments will impact individuals and families in a multitude of ways. Find out how it applies to your specific situation.

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Jun 1, 2021
Austin Coley
The Bullet Points 5.21.2021
May 21, 2021
Austin Coley
The Bullet Points 5.21.2021
May 21, 2021
Austin Coley

The Bullet Points: 5.21.2021. In this week’s financial planning newsletter, we talk about the home buying process from a mortgage lender’s perspective, examine housing starts in April, take a look at the new all-electric Ford F-150, and share our quote of the week.

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May 21, 2021
Austin Coley
The Bullet Points 4.1.2021
Apr 1, 2021
Austin Coley
The Bullet Points 4.1.2021
Apr 1, 2021
Austin Coley

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 announce that Barry has been named to Forbes Magazine’s Best-In-State Wealth Advisors list for the second consecutive year, discuss how you can contribute to a Roth even if you make too much, dive in to document delivery, and update our Easter weekend hours.

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Apr 1, 2021
Austin Coley
Barry McCall, CFP® Named to the Forbes Best-In-State Wealth Advisors List for the Second Consecutive Year
Mar 30, 2021
Austin Coley
Barry McCall, CFP® Named to the Forbes Best-In-State Wealth Advisors List for the Second Consecutive Year
Mar 30, 2021
Austin Coley

McCall & Associates is proud to announce that Barry McCall, CFP® has been named to Forbes Magazine’s 2021 list of Best-In-State Wealth Advisors for the second consecutive year.

Read More →
Mar 30, 2021
Austin Coley
The Bullet Points 3.26.2021
Mar 30, 2021
Austin Coley
The Bullet Points 3.26.2021
Mar 30, 2021
Austin Coley

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 take on digital currencies, unpack the blockage in the Suez Canal, discuss the drop in existing home sales, and look at one key unintended consequence of the Coronavirus.

Read More →
Mar 30, 2021
Austin Coley
 

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

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(615) 370-4040

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(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.

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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.

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