TABR in the News

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Does my spouse qualify for Social Security spousal benefits if he’s already receiving his benefits?” According to the article, “Since the husband is 72 and already drawing Social Security, once she reaches age 66 (assuming this is her full retirement age (FRA)), her […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2021. TABR is number 556 out of the 607 nationwide financial advisory firms on the list, based on assets under management. TABR manages over $160 million for over 200 clients nationwide. Read more.

Bob Kargenian was quoted in the May 2021 issue of Financial Planning Magazine, in an article entitled, “With 212 possible designations, what exactly is a financial planner?” According to the article, “The vision, embedded in the board’s December 2019 blueprint for the future of the profession and in lobbying efforts by the Coalition, makes sense […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Bitcoin is simply a speculative commodity whose users hope to sell it to someone else, presumably at a higher price than one paid. I don’t need it to achieve my retirement […]

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Can I Get Benefits Under My Deceased Former Spouse’s Social Security?” According to the article, “This one is tricky, says Bob Kargenian, president of TABR Capital Management, LLC. ‘But, because she was married longer than 10 years, survivor benefits are available to her […]

Bob Kargenian was quoted in the September 2020 issue of the AARP Bulletin in an article entitled, “How to Choose Between a Pension and Lump Sum Payout.” According to the article, “‘Truth is, annuities are often the better deal,’ says Bob Kargenian, an Orange, California-based financial adviser, noting that companies offering these buyouts are doing […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2020. TABR is number 633 out of the 715 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $149 million for over 200 clients nationwide. View the entire survey here.

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “In perusing the article on robo-advisors, I had a “Where’s Waldo?” moment. No matter where or how hard I looked, nowhere could I find the ranking of Charles Schwab’s robo. Then […]

Steve Medland was quoted in an article entitled Help for Small-Business Owners: The Money Questions in The Wall Street Journal. In the article, a reader asked, “My small business is my retirement plan. What can I do now?, and journalist Anne Tergesen quoted Steve in her response: “You’re not alone. ‘Business owners often plow all […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Karen Hube spent considerable attention on the hot products of registered indexed-linked annuities and fixed-indexed annuities and their downside protection. “There was virtually no mention, however, of the complexity of these […]