Edward Jones - Financial Advisor: Brian T. Allman, CFA, CFP

Edward Jones

New technologies and payment platforms are changing the way we invest and manage our wealth. Last week we sponsored the Dow Jones Future of Finance event to discuss industry trends, and how we can satisfy our clients' shifting preferences by pairing the high-touch way we do business with high-tech. https://bit.ly/2XKg6jv


Edward Jones Ranks Highest in Investor Satisfaction With Full Service Brokerage Firms, According to J.D. Power

"What a great honor it is to be recognized for what matters most, which is making a difference in the lives of our clients," Managing Partner Penny Pennington said.

voices.cf.socialware.com The J.D. Power 2019 U.S. Full Service Investor Satisfaction StudySM measures overall investor satisfaction with 18 full service investment firms based on 8 factors including financial advisor, account information and investment performance.

[08/23/18]   It’s been reported that Aretha Franklin died without a trust or will! - Don’t let this be you! Let’s talk, and make a plan!


How Much Should I Save for Emergencies?

Stop, drop and read this article: how preparing for the unexpected can help protect your financial strategy.

voices.cf.socialware.com Your cash needs are as individual as you are. Let's talk about your personal situation.


5 Actions to Help Improve Your Financial Habits

These could make a big difference in your financial fitness.

voices.cf.socialware.com Automate, investigate, calibrate, allocate and participate.


Are You Prepared for More Volatile Markets?

After two years of calm, are you wondering whether bigger daily stock market moves are signaling changes ahead?

voices.cf.socialware.com In this video, Investment Strategist Kate Warne takes a look at the state of the market today and offers tips you can use right now.


Tax Diversification and Retirement Strategies

A closer look at one option that can allow you more flexibility during retirement.

voices.cf.socialware.com How does this strategy fit with your overall goals? Let's talk.


How Long Will This Economic Expansion Last?

5 reasons we believe there will be continued growth

voices.cf.socialware.com Is your portfolio prepared?


2018 Tax Reform: What You Need to Know

Congress has passed the tax reform bill.

voices.cf.socialware.com Investment Strategist Craig Fehr discusses what the impact could be for you, the markets and the economy.


3 Ways to Make Tax Time Easier

Got a minute? Here's how to help make tax season go smoothly.

voices.cf.socialware.com Make the most of your deductions, be forward thinking and invest in your future.


Weekly Market Update

For a review of last week's market and guidance for the week ahead, take a look at this report.

voices.cf.socialware.com Check out our update.


5 Tips to Help You Weather Tax Season

From getting organized to filing electronically, these tips can make the season less taxing.

voices.cf.socialware.com Have you filed your return yet?

Had a blast at the Kimmie Candy Factory learning about how candy is made and Joe Dutra’s journey to success! It’s all come first circle since I met Joe in 2005.

Back then I was a young entrepreneur with a vending machine business and Joe was kind enough to help me get started! Joe, thank you for your hospitality tonight and your support all those years ago!

MILE HIGH BNI Visitor’s Day! If you’re looking to grow your business, this is the group for you!!

[08/18/17]   Thank you to everyone that recently liked my page!! - What's the main thing you hope to see from a 'business page' like this one!? Help me make your Like worth it! ;-)

Edward Jones

Interested in learning more about last week's market and what this week could hold? Take a look at this update. http://bit.ly/2tNjZVI


Brian Allman's CFA® Charterholder Badge

Check out these new "badges"! http://basno.com/dwlzhno8

basno.com Brian Allman has earned the Chartered Financial Analyst® designation (CFA® charter).

The bottom and the top of the trail! Thank you to everyone who came along for the adventure!!!

T-Minus 20 minutes till hike time!!!

[06/02/17]   I am super excited about hosting our first client-appreciation hike tomorrow! If you're interested and haven't signed up, give us a call! 829-0151 We're going to have breakfast snacks and coffee before we go and lunch waiting after!
Saturday June 3rd
Callahan Park/Galena Creek Trail
9:30 Meet-up
3.5 Miles, About 90mins

Everything is smaller and lighter for backpacking! That blue travel pillow fits in the palm of my hand! Getting excited for the Tahoe Rim Trail with my Dad! In the meantime, we gotta keep training TJ Allman!!

Which Air do you want your family breathing!? That's why it's important to change your filters monthly! Right John? Allegiance Heating Cooling & Plumbing


Introducing Our Investment Policy Committee

When you and I work together to develop a financial strategy, you also have the expertise of this group of individuals working for you.

scl.bz The IPC members provide guidance on many things, including how to balance multiple savings goals and how to prepare for risk.


7 Ways Grocery Shopping Will Change in 2017

No lines? Healthier checkouts? See what's in store for your grocery experience.

scl.bz What would you like to change at your grocery store?


10 Books That Famous CEOs Love Reading

Take a page from these CEOs who have managed to find time in their busy schedules to read.

scl.bz Which books most inspire you?


Stocks, Bonds and Mutual Funds

Explore the benefits of these types of investments and how they might fit into your strategy.

scl.bz Looking to add one of these to your investment portfolio?


Get a Stock Quote

Simply enter a stock or mutual fund symbol to get a timely quote.

scl.bz Bookmark this page for easy access to stock and mutual fund quotes.

Looking for dentists in need of a comprehensive, documented, retirement plan at the NNDS CE course! #morethaninvestments

[04/21/17]   Changing jobs? - Join us in 30 minutes @5:30pm for a webinar all about your old 401k plan options! Email me to register: [email protected]


Do You Have a Healthy Work-Life Balance?

What did you determine the last time you assessed your work/life balance? It may be time for a check-in.

scl.bz We’ve developed a quick quiz to help you find out where you stand.


3 Reasons Social Security Is Important For Women

In this Making Sense Monday article, we discuss the reasons why Social Security is important to women.

scl.bz We understand the circumstances that are unique to women in general – and to you in particular.

April 18th is around the corner! - Here's your 2016 receipt from the US Government!

Calculate Your Life Insurance Coverage Need

Change your tax filing status this year? Let's talk about how this may affect your life insurance coverage.

scl.bz Marriage, divorce, new baby, job change…all can impact the amount of coverage you need. Use our calculator to check your coverage needs.


Edward Jones steers clear of robo advisor herd.

Edward Jones steers clear of robo advisor herd. Read more.

scl.bz Edward Jones, which has nearly 15,000 advisers and $963 billion in client assets, has no plans to add a robo adviser to its offerings, says Jim Weddle, head of the firm.


How Much Will College Cost?

Creating a realistic savings goal often begins with the answer to this question.

scl.bz I'm here to help. Give me a call today to discuss your education savings plan.


Do Municipal Bonds Make Sense for Your Portfolio?

In this Making Sense Monday article, we discuss how education = power. Increase your knowledge of municipal bonds.

scl.bz Looking to earn federally tax-free income? You might want to consider adding municipal bonds to your investments.

Equities Outlook – What's In Store for Stocks?

President Trump's policies may affect a variety of market equity sectors – find out what sectors may be positively or negatively impacted.

scl.bz In our latest Edward Jones Perspective Video, we discuss what potential policies may cause the biggest market impacts, and how the different equity sectors may be affected.


Edward Jones' Proactive Approach


Investor: Hello. Edward Jones financial advisor: Hi it's Anne from Edward Jones. I'm glad I caught you. Investor: Well I'm just leaving the office, so for on...


How Can I Balance Saving for Education and Retirement?

In this Making Sense Monday article, we discuss how saving for these goals doesn't have to be an either/or proposition.

scl.bz We take a closer look at why time is the most valuable asset you have.


How Edward Jones Approaches Your Needs

I start by asking what's important to you – and then I listen.

scl.bz Before we can develop an investment strategy, let's get to know one another.


52 Places to Visit in 2017

Consider traveling to these destinations this year

scl.bz What trip is on your bucket list?

Want your business to be the top-listed Finance Company in Reno?

Click here to claim your Sponsored Listing.




3005 Skyline Blvd, Ste 120
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