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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

Steve Medland Appears on Exit Coach Radio


Steve Medland was a guest expert on Exit Coach Radio and discussed the challenges and opportunities that the Millionaire Next Door faces. ExitCoachRadio.com was founded by Bill Black, a Certified Exit Planner who has been helping business owners plan for their Succession and Business Exit for over 30 years. To listen to Steve Medland’s interview, […]

By Steve Medland | TABR in the News

Steve Medland Appears on SiriusXM Business Radio


Steve Medland appeared as a guest expert for 35 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 public policy expert Kent Smetters gets to the bottom […]

By Steve Medland | TABR in the News

How Valuable are Market Predictions?


Bob Kargenian was quoted by Barry Ritholtz in his Bloomberg article, No Room for Feelings in the Market. The article discusses the tendency of market commentators to make predictions based on market sentiment. According to Bob Kargenian, “If you’re bullish and wrong, you usually have plenty of company. But if you’re bearish and wrong, it’s almost unforgivable.” […]

By Bob Kargenian | TABR in the News