TABR in the News

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2023. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages over $190 million for more than 200 clients nationwide. Read the entire article.

The Orange County Register’s annual Best of Orange County readers’ choice poll celebrates the area’s most popular attractions, restaurants, and other businesses. TABR Capital Management was one of three wealth advisers listed in the Register’s Best of Orange County 2022 feature – Wealth Adviser Category. To view the entire article, please click on this link.

In this episode of the Retirement Revealed Podcast, Jeremy Keil interviews Steve Medland to discuss his book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The episode focuses on guiding you to financial serenity in retirement with Steve’s 7 principles. Steve discusses: Making work optional His work in investment management […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2022. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages approximately $170 million for over 200 clients nationwide. Read the entire article.

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland on his show, Your Money. They discussed a range of financial planning topics and Steve’s book Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The program was originally aired […]

Steve Medland was published in California Business Journal, which writes and publishes insightful, in-depth, and captivating business articles on entrepreneurs, startups, and small businesses. In the article, Steve says: In October 2005, Lara and Roger Griffith bought a lottery ticket and won the equivalent of $3.6 million in today’s dollars. Roger worked as an information technology manager, […]

Thank you to my friends, family, clients, and colleagues for supporting Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement during launch week. My publisher notified me that Spiraling Up reached #1 on the Amazon Best Seller list in two categories, Wealth Management and Investing Portfolio Management.  I am very grateful for […]

              I was honored to be featured on the Author Hour Podcast this week to launch my new book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. You can listen to the entire interview on the Author Hour website or on iTunes.  

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “IRA Withdrawal & RMD… What Can be Converted to My Roth IRA?” In the article, a Retirement Daily reader asks “I retired in 2021 at age 71 and for 2022, my taxable income includes Social Security and distributions that I take out of […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper covering financial information, relevant statistics, and market developments. In his letter, Bob says, “Nicholas Jasinski correctly points out the edge the S&P 600 enjoys over the Russell 2000 in various areas. It’s estimated that over 40% of Russell 2000 companies are losing money. Though S&P […]