Most women, sooner rather than later, will end up alone.
Sorry, but this is just a sad fact of life. Many of us, consequently, will find ourselves in the position of working with a financial adviser we may not have selected or even like. Since trust is the essential ingredient of a successful adviser-client relationship, this is unpleasant.Read More
Nancy Tengler, Butcher Joseph Asset Management, and Wayne Reisner, Carret Asset Management, join ‘The Exchange’ to discuss their thoughts on the U.S.-China trade talks and how they are advising their clients during this turbulent time.Read More
Nancy Tengler, Tengler Wealth Management chief investment strategist, and Greg Boutle, BNP Paribas, join ‘Squawk on the Street’ to discuss the disappointing ISM nonmanufacturing numbers and their expectations for the Fed.Read More
These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information for the time period indicated through Dec. 31, 2023. The overall rating is a weighted average of the three-, five- and ten-year ratings. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or their affiliates.
PSN Top Gun
Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods and have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments does not compensate Zephyr to be provided a rating, however, we do pay Zephyr for use of the logo.LEARN MORE