Women: Now is the Time to Take Charge of Your Finances
Whether married, single, divorced or widowed, women need to engage in and take charge of their finances. Here’s why (and how!)
Read MoreWhether married, single, divorced or widowed, women need to engage in and take charge of their finances. Here’s why (and how!)
Read MoreMost 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 MoreMillennial 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 MoreThese 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.
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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