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
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.Read More
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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