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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

Not All Indexes Are Created Equal, And Other Stuff!

In this edition of TABR’s quarterly newsletter, we’re presenting research on indexes in the various categories (large stocks, mid-caps, small and international), and some of our findings are interesting. In some areas, you’ll find it really pays to be discerning. In addition, we’ll touch on the three-year anniversary of TABR’s Dividend Stock strategy, the 2018 […]

By Bob Kargenian | Quarterly Newsletter

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 Year in the Life

Today we’re introducing a document that we call the TABR Year in the Life. We originally created this page because we came to the realization that many of our valued clients still don’t know about many of the services we offer. In order to create our Year in the Life document, Bob, Mary, Sylvia and […]

By Steve Medland | Current News

Enjoy The Bull Market, A Tribute To Jim Murray, And More On Equifax

This past week, a large number of stock market indexes continued to march to new price highs. We’ll show you that in many ways, the market remains in a healthy uptrend. We should enjoy it while it lasts. I’ve also included a column from long time Los Angeles Times sportswriter Jim Murray. When you read […]

By Bob Kargenian | Monthly Updates

The Greatest Hack Of All Time, And What To Do NOW

Given my passion for professional and college baseball, you might think I am about to tell you about the feats of Aaron Judge of the New York Yankees, or Giancarlo Stanton of the Miami Marlins, the current leading home run hitters in the American and National Leagues. Or perhaps Dave Kingman, aka King Kong, I […]

By Bob Kargenian | Current News

The Ins & Outs of 529 College Plans, And Beware Of Ratios

In this edition of our quarterly newsletter, we’re going to tackle the majority of the key points when considering investing in a 529 College Plan account. In addition, we have what we hope is an enlightening piece on the use of ratios when examining financial markets. 529 College Savings Plans—What You Should Know Back in […]

By Bob Kargenian | Quarterly Newsletter

The Bullet Proof Fabulous Five, And Where’s The “High” In High Yield

I’m sure somewhere there must be an emoji to convey sarcasm. If you know of one, make sure to put it at the end of the first part of this month’s headline, because the intent of the message is absolutely to ridicule such a thought. What thought am I referring to?  The notion that 5 […]

By Bob Kargenian | Monthly Updates

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

It’s All About Supply And Demand, Not Necessarily Mean Reversion

At any given time, there can be considerable debate among financial strategists, money managers and commentators about whether stocks are cheap or expensive. Most of this is predicated on fundamental analysis, where one is looking at earnings, sales, dividends, cash flow and other fundamental metrics. As you will see below, relative to the past, going […]

By Bob Kargenian | Monthly Updates