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TABR News

Navigating the Loss of the Stretch IRA Under the SECURE Act

Last month, I attended an intensive Friday-Saturday IRA workshop that focused on the many changes to IRA regulations in recent years. Ed Slott hosted the workshop. He’s a CPA and IRA expert, and you may recognize his name from the Retirement Freedom specials on PBS. I initially met Ed in 2005, the first time I […]

By Steve Medland | Monthly Updates

Talk Purdy To Me

Eventually, I’ll get into our recap of 2023 and how current market conditions look, but that’s all taking a back seat in my head through this Sunday night, when at about 8 pm Pacific time, either the 49ers or the Chiefs will be Super Bowl champions.  Since by some in the media this has become […]

By Bob Kargenian | Monthly Updates

Bob’s Retirement Plan. And New All-Time Highs Likely

There are a multitude of things we do at TABR. Managing money. College funding and planning. Social Security and pension decisions. Life insurance coverage. One of the biggest areas and commonalities is retirement planning. We’re usually the ones asking the questions, but TABR will celebrate its 20th anniversary in February of 2024. Steve Medland and […]

By Bob Kargenian | Monthly Updates

Wasted Time Redux. Everything Is Cyclical

In the summer of 2020, I started to use song titles for monthly headlines, to write about different topics. That month, it was Wasted Time, by the Eagles. We delved into the topic of how long it typically takes for markets to recover from losses. That’s relevant now, and the answer to what has been […]

By Bob Kargenian | Monthly Updates

Interim Update—Can Seasonality Save The Stock Market?

There’s been considerable damage to the stock market in the past several weeks (and the bond market as well). I didn’t want to wait until our full monthly update to communicate, as stocks broke support this past week and could be at a major tipping point. I’m not known for being brief, but this will […]

By Bob Kargenian | Monthly Updates

How Proposition 19 Can Reduce Your Property Taxes

In this month’s newsletter, I’ll recount a true story about my neighbor who got a terrible surprise on his property tax bill, although I’ve changed some of the details to protect privacy. Two months ago, he got a notice from the Orange County Assessor’s Office saying that his property tax bill had increased by $14,000 […]

By Steve Medland | Monthly Updates

Total Return vs Yield/Cash Flow

I just want to live off my dividends. I’ve heard that comment, or something similar, from a number of clients over the years. Or, from real estate investors—it’s all about cash flow. There are flaws in both of these dictums, and we’ll tackle this topic this month in depth. This was prompted from an email […]

By Bob Kargenian | Monthly Updates

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2023


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.

By Steve Medland | TABR in the News

Seasonal Weakness Dead Ahead. Sentiment Is Giddy. Be Aware Of History

If investors have not yet learned to ignore Wall Street’s forecasts, the first 7 months of 2023 are a good lesson to heed. Almost universally bearish and expecting a recession that currently is nowhere in sight, the S&P 500 has gained over 18% year-to-date, while the tech-heavy Nasdaq 100, also known as the QQQ, has […]

By Bob Kargenian | Monthly Updates

Party Like It’s 1999? Let’s Hope Not

Back in 1982, the late Prince released a song titled 1999, that purportedly was using the phrase in reference to a nuclear apocalypse predicted to occur in the year 2000. That didn’t happen, but the stock market did mark an epic peak in March 2000, with the Nasdaq Composite plunging over -80% during the ensuing […]

By Bob Kargenian | Monthly Updates
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