CNBC’s “Power Lunch” team discusses whether investors should buy the dip in the market with CNBC Contributor Ron Insana and Richard Weiss of American Century Investments.
WATCH THE FULL SEGMENT ON CNBCRead More
Butcher Joseph Launches Wealth Advisory Division. Firm to be broad-based but with a focus on women seeking investment advice.
Charlotte, NC — December 4, 2018 — Nancy Tengler, a wealth advisor to high net worth clients, has joined ButcherJoseph Asset Management to form a new wealth management division of its financial advisory firm. Tengler will serve as Chief Investment Strategist of the forthcoming venture which will be called Tengler Wealth Management. Well known Wall Street market commentators Ken Polcari and Ron Insana have also joined the new division.Read More
These ratings were awarded by Morningstar as of March 31, 2023, based on information for the time period indicated through March 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