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Mar-8_HerStory

Women: Now is the Time to Take Charge of Your Finances

  • March 8, 2021/
  • Posted By : dree/
  • 0 comments /
  • Under : News, Women & Wealth

Whether married, single, divorced or widowed, women need to engage in and take charge of their finances. Here’s why (and how!) 

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USA Today-Oct 13-Nancy

Nancy Tengler Special to USA Today: Many women didn’t pick their financial advisers. But they can fire them when this happens.

  • October 13, 2019/
  • Posted By : dree/
  • 0 comments /
  • Under : News, Women & Wealth

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. 

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Sept 10-USA Today

Nancy Tengler Special to USA Today: Millennial women, take better control of your financial futures

  • September 10, 2019/
  • Posted By : dree/
  • 0 comments /
  • Under : News, Women & Wealth

Millennial women are not grabbing the financial bull by the horns, a study by UBS reveals. 

UBS measured what it calls deferment of financial decisions. The shocking statistic is not that 54% of baby boomer women defer financial decisions to their husbands but that 56% of millennial women defer.

The trend is moving in the wrong direction. 

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Morningstar Ratings

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.

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