Edward Jones-Financial Advisor: Aaron McAllister

Edward Jones-Financial Advisor: Aaron McAllister Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrators, Cindy and Julie, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/aaron-mcallister for more information.
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What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications ...
10/03/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health ...
10/02/2024

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.

Make sure to prepare for costs

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll...
10/01/2024

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in re...
10/23/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, tradi...
10/19/2023

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?
10/09/2023

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

Take a look at the latest rates, and let me know if you have any questions!
08/07/2023

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

08/02/2023

Inflation, Fed policy and market conditions can affect finances. Get some fresh views on the 2023 outlook as well as moves to help keep your investments secure. Watch this webinar live on Aug. 23 at 3:00 CT or on demand after.

Wednesday, August 23, 2023 at 3:00 PM Central Daylight Time.

07/04/2023

Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.
06/29/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial....
06/06/2023

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

Address

713 West Union Street
Athens, OH
45701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17405893020

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