Beth Jeter Hrubala and Becca Mathis have both recently had the privilege of being guests on NPR’s local station, the South Carolina Business Review. Please use the links below to listen
In this podcast, Beth discusses the increasing amount of wealth that women are controlling in the U.S. Despite this growth, women face barriers when it comes to investing that require them to plan for their future more carefully than their male counterparts.
In this podcast, Beth shares year-end strategies that you can employ to decrease your tax burden.
In this podcast, Beth discusses how markets tend to perform during presidential election years and if you should change your investing strategy during this time.
In this podcast, Becca shares about unique factors that women face when planning for Social Security.
In this podcast, Becca discusses some common biases that could be negatively affecting your financial behavior.
Beth Jeter Hrubala was the recipient of the 2024 Forbes Best-In-State Top Women Wealth Advisors award and the 2024 Forbes Best-In-State Wealth Advisors award.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
2025 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info.
The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3OzDmha. Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. 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 rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
