(800) 220-8219 Contact Us CLIENT LOGIN

TABR in the News

Steve Medland Appeared as a Guest Financial Planning Expert on Sirius XM Radio’s “Your Money” show


Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland about a range of financial planning topics for his show, “Your Money.” Steve also took live caller questions about everything from how to invest their 401(k) accounts to whether or not they should […]

By Steve Medland | TABR in the News

Bob Kargenian Featured in the Wall Street Journal


Bob Kargenian appeared in Veronica Dagher’s Wall Street Journal article, “How Financial Advisers Give Thanks.” According to the article, “Mr. Kargenian sends every client a book that he thinks will add value to their life or to the lives of their friends and family. This year’s selection: ‘Make Your Kid a Money Genius,’ by Beth […]

By Steve Medland | TABR in the News

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2017


TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2017. TABR is number 548 out of the 638 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $126 million for over 200 clients nationwide. Read more.

By Steve Medland | TABR in the News

Steve Medland Interviewed Live on SiriusXM Radio on May 12


As part of the Wharton MBA Reunion Weekend, Steve Medland was interviewed live in Philadelphia on SiriusXM Radio. Host Dan Loney conducted the interview on May 12th and covered a wide range of financial planning topics. The program was originally aired on Sirius XM Channel 111, Business Radio Powered by The Wharton School. @BizRadio111  

By Steve Medland | TABR in the News

Seven RIAs tell what big project they spent money for in 2016 — and why

Steve Medland was quoted in Graham Thomas’ article, Seven RIAs tell what big project they spent money for in 2016 — and why. Steve said, “We’ve committed to ActiFi Inc.’s 13-month SAGA (strategy, accountability and goal achievement) program, and we’re three months into it. The program is based on their observation that the skill set […]

By Steve Medland | TABR in the News

Steve Medland to Appear on SiriusXM Business Radio


On Tuesday, October 11 at 3:20 pm Pacific, Steve Medland will appear as a guest expert for 40 minutes to answer callers’ questions on the Your Money radio show. “You read a lot about the U.S. budget and policy, but have you ever wondered how these stories directly affect you? Each week, Wharton economist and […]

By Steve Medland | TABR in the News

Retirees Need $130,000 Just to Cover Health Care


Steve Medland was quoted by Ben Steverman in his story, Retirees Need $130,000 Just to Cover Health Care, Study Finds. Steverman interviewed Medland about how to deal with high healthcare costs in retirement. According to the article, “By waiting until they’re 70 to take Social Security benefits, retirees reap bigger benefits—76 percent higher than if […]

By Steve Medland | TABR in the News

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2016


TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2016. TABR is number 513 out of the 584 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $126 million for over 200 clients nationwide. Read more.

By Steve Medland | TABR in the News

Future 10-Year Returns


Bob Kargenian was quoted in Barron’s last week in a letter to the editor: “I was rereading the Sept. 14 interview with Joe Rosenberg (‘The Wisdom of a Nonconformist’), and I was struck by the contradiction in one of his comments. He said, ‘Equities over the past 15 years have generated meager returns. To those […]

By Steve Medland | TABR in the News

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2015


TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2015. TABR is number 504 out of the 562 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $130 million for over 200 clients nationwide. Read more.

By Steve Medland | TABR in the News