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TABR in the News

Bob Kargenian’s Article Published in InvestmentNews


Bob Kargenian was published in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In the article, Bob begins, “In 1940, Fred Schwed wrote a book called ‘Where Are the Customers’ Yachts?’ He was a second-generation stockbroker turned author, and his book would become Wall Street lore. It’s a […]

By Steve Medland | TABR in the News

Bob Kargenian’s Article Published in Barron’s


Bob Kargenian was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In the article, Bob says, “Market timing. Good or bad? A sober interpretation of long-term market macro data says neither. Timing is, in fact, imperative right now. “I am convinced we are in a bear market. Since […]

By Steve Medland | TABR in the News

Bob Kargenian Featured in Orange County Register Article


Bob Kargenian was featured in an Orange County Register Article entitled, “Alum helps prepare ballplayers to manage their money: Bob Kargenian advises students, started a scholarship and the Titan Baseball Leadership Committee”. From the article, “Bob Kargenian has a great love of Cal State Fullerton, baseball and finance. And for the last half a dozen […]

By Steve Medland | TABR in the News

Bob Kargenian’s Letter Published in InvestmentNews


Bob Kargenian was quoted in a Letter to the Editor in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In his letter, entitled “Be wary of alternatives,” Bob Kargenian said, “There is good reason as to why advisers should be skeptical in adding alternatives to client portfolios to […]

By Steve Medland | TABR in the News

Bob Kargenian Quoted in Financial Advisor Magazine Article


Bob Kargenian was quoted in an article entitled Failure to Launch in Financial Advisor Magazine, a monthly publication that covers market information along with sophisticated planning and investment strategies. According to the article, “’In the last several years, we are encountering more and more situations where clients are needing to help their adult children,’ says […]

By Steve Medland | TABR in the News

Steve Medland Featured as Guest Financial Planning Expert on Sirius XM Radio’s “Your Money” Program


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 allocate stock investments to how to best save for college. The program […]

By Steve Medland | TABR in the News

Bob Kargenian Quoted in Barron’s Article


Bob Kargenian was quoted in an article in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. “We have no interest in Bitcoin in any form, ETF or otherwise,” wrote Bob Kargenian, president of TABR Capital Management in Orange County, Calif. “It’s a waste of time, and pure speculation. With a […]

By Steve Medland | TABR in the News

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2019

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2019. TABR is number 622 out of the 683 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $140 million for over 200 clients nationwide. Read more.

By Steve Medland | TABR in the News

Bob Kargenian Quoted in Barron’s


Bob Kargenian was quoted in a Letter to the Editor in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. Bob Kargenian said, “I would be wary about drawing black-and-white conclusions from Nicholas Colas’ comment that mean reversion should start to kick in merely because the past 20 years for stocks […]

By Steve Medland | TABR in the News

Bob Kargenian Quoted in InvestmentNews


Bob Kargenian was quoted in a Letter to the Editor in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In his editorial, entitled “Complicated products mar profession,” Bob Kargenian said, “I read with interest the guest blog by Mark Fitzgerald on fixed-index annuities [in the Nov. 12 issue]. […]

By Steve Medland | TABR in the News
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