McGee Wealth Management is honored to have Barron’s recognize Judith A. McGee, L.H.D., CFP®, ChFC®, CLU® as a Top 1,200 Financial Advisor in 2018. Judith has been ranked by Barron’s Top 1,200 Financial Advisors every year since 2009, and has been number one in Oregon since 2014.

 

Featured by Barron’s in this article, writer Steve Garmhausen highlights Judith’s current investment strategy given today’s markets, as well as her commitment to holistic service, like guiding her clients through the recent tax changes.

 

“Her range of expertise helps to explain McGee’s professional success… A 43-year industry veteran, McGee beat the odds to become a successful female advisor in the 1970s.  She’d be tested once more in the late 1980s by daunting personal challenges, only to land on her feet again.”

 

Read more about Judith’s background and her investment philosophy in the article, here.

 


 

*Source: Barron’s “Top 1,200 Financial Advisors,” DATE, 2018. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Any opinions are those of Judith McGee and not necessarily those of RJFS or Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. There is no assurance any of the trends mentioned will continue or forecasts will occur. The S&P 500 is an unmanaged index of 500 widely held stocks. Commodities’ investing is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising. Alternative investment strategies involve greater risks and are only appropriate for the most sophisticated, knowledgeable and wealthiest of investors.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. The prospectus contains this and other information about the fund.. The prospectus is available from your investment professional and should be read carefully before investing.