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Bob Kargenian’s Letter to the Editor Published 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, “Authors Avi Salzman (in the cover story) and Simon Constable (in the sidebar, “How Investors Can Ride a Rally in Commodities”) recommended the United States Oil fund, an […]

By Steve Medland | TABR in the News

Barron’s Published Bob Kargenian’s Letter to the Editor


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. According to Kargenian, “For years now, economists have been baffled as to why the U.S. economy has failed to achieve even 3% gross-domestic-product growth. But now we know the answer. In […]

By Steve Medland | TABR in the News

Four More Months (At Least), And What I Did On My 60th Birthday

As I write this three days before Christmas, the uptrend in stock prices we’ve been touching on for most of this year continues its relentless ascent, with almost all major indexes making new all-time highs on December 18. We’ll detail below why the party is not likely over, despite rampant optimism and some speculation. In […]

By Bob Kargenian | Monthly Updates

Bob Kargenian’s Research Published in Advisor Perspectives


Bob Kargenian’s research paper, All Indexes Are Not Created Equal, was published in Advisor Perspectives, a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. According to Kargenian, “A little over two years ago, we decided the long term evidence of trying to select actively managed equity funds in comparison to […]

By Steve Medland | TABR in the News

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