Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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What is bottom-up investing?

What is bottom-up investing?

by Independent Financial Services | Jan 17, 2023 | Markets & Investing

There is no one correct way to develop an investment portfolio. Various types of strategies are available for you to choose from to guide your investment decisions. Each type of strategy will focus on certain factors more than others. One common investment strategy...
What is a market correction?

What is a market correction?

by Independent Financial Services | Jan 12, 2023 | Markets & Investing

When investing in the market you may experience fluctuations up and down continuously over time. Of course, as an investor you generally hope the market will continue to go up since the value of the assets you hold in your portfolio will also go up, adding to your...
Reciprocal Wills: What Are They and How Do They Work?

Reciprocal Wills: What Are They and How Do They Work?

by Independent Financial Services | Dec 27, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

When you marry somebody it is usually because you have an emotional and spiritual bond with the other person. This is why you want to make sure your spouse is taken care of in the case of you passing away while your spouse will want the same for you. Therefore, it...
How Does Unemployment Hurt the Economy?

How Does Unemployment Hurt the Economy?

by Independent Financial Services | Dec 20, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

Economists say there will always be a certain amount of unemployment in any economy, and this cannot be avoided. However, too much unemployment can be highly detrimental to an economy. Unemployment’s harmful effects are felt by individuals, society as a whole and by...
What is the Wage-Price Spiral?

What is the Wage-Price Spiral?

by Independent Financial Services | Dec 8, 2022 | Economy & Policy, Family & Lifestyle, Markets & Investing

The economy has been a worry for many people lately. Much of this has to do with rising inflation and the negative effects it is having on everyday people. This has made many people curious about the economic theories which attempt to explain what causes inflation....
What is a Reverse Mortgage?

What is a Reverse Mortgage?

by Independent Financial Services | Dec 6, 2022 | Family & Lifestyle, Markets & Investing, Retirement Planning

Many retirees end up not saving enough to maintain an acceptable quality of life during their golden years. Of course, this can be quite problematic for those finding themselves in this situation. However, there is a creative solution you may want to consider if you...
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The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

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