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TABR News

With Investing, How LONG Is Long Term?

Back in September 2015, our monthly email update was titled “More Selling Pressure is Likely,” as the stock market was in the midst of a multi-month decline of nearly 14% which culminated in February 2016. In response to that email, one of our clients sent me a concise note, simply saying, “Bob, declines are temporary, […]

By Bob Kargenian | Monthly Updates

Nothing Goes Up Forever, But Then Again, Maybe The Horse Will Talk

Much of what we fear is never realized. This is true in life, as well as in markets. We think we know what tomorrow will bring. The reality is, we don’t know, either for better or worse. Tomorrow is but a fog. The story is told of a man who was caught stealing in a […]

By Bob Kargenian | Monthly Updates

Interest Rates May Change. The Reasons You Invest In Bonds Don’t.

I’ve been searching for an appropriate title for this quarterly edition of TABR’s newsletter for weeks. “Why Our Bond Strategies Are Different,” didn’t quite ring the bell, although it is a significant part of the message we’re trying to convey. Then, last week I came across a full-page ad in the Wall Street Journal from […]

By Bob Kargenian | Quarterly Newsletter

Supply And Demand Is More Important Than Sentiment Or Valuation, But. . .

In last month’s update just prior to Christmas, we put forth the evidence that market breadth was confirming the new highs in stock prices and that based on history, this portended higher prices in coming months.  Nothing has taken place to change that view, as it continues to be reinforced. Since December 22, the S&P […]

By Bob Kargenian | Monthly Updates

Seven RIAs tell what big project they spent money for in 2016 — and why

Steve Medland was quoted in Graham Thomas’ article, Seven RIAs tell what big project they spent money for in 2016 — and why. Steve said, “We’ve committed to ActiFi Inc.’s 13-month SAGA (strategy, accountability and goal achievement) program, and we’re three months into it. The program is based on their observation that the skill set […]

By Steve Medland | TABR in the News

What We Learn From History Is That People Don’t Learn From History

I was not the one who said that, but was astute enough to find it from all of the reading I do, and it was a quote from none other than Warren Buffett.  This is a good time to be reminded, because there is a lot of euphoria built into stock prices since the Trump […]

By Bob Kargenian | Monthly Updates

Why We Trust Our Discipline, And Not Our Emotions

I’ve purposely waited to send any communication out on what we’re thinking post-election. I don’t know about your email in-box, but with all the investment management firms we receive feedback from, we’ve been inundated with special webinar invitations and whitepapers on “what the election results mean for your investments.”  Quite candidly, I’ve ignored almost all […]

By Bob Kargenian | Monthly Updates

No, Thank You, I Don’t Think So, I Think I’m Smellin’ a Rat

Those words are part of the chorus of Don Henley’s song “No, Thank You” from his Cass County album which debuted last October.  I think they succinctly sum up this Presidential Election, with Hillary and Donald recording the highest disapproval ratings in history.  Here are two snippets of Henley’s song: These are hard times we’re […]

By Bob Kargenian | Monthly Updates

What the Heck is an RTQ (Risk Tolerance Questionnaire) ?

In this edition of TABR’s quarterly newsletter, we thought we’d touch on an area that has been getting some attention in the financial press recently—the use of risk tolerance questionnaires, or risk profiling, to help categorize clients and to appropriately allocate their investment funds. In addition, we have sections on Living to 100, which ties […]

By Bob Kargenian | Quarterly Newsletter

Steve Medland to Appear on SiriusXM Business Radio


On Tuesday, October 11 at 3:20 pm Pacific, Steve Medland will appear as a guest expert for 40 minutes to answer callers’ questions on the Your Money radio show. “You read a lot about the U.S. budget and policy, but have you ever wondered how these stories directly affect you? Each week, Wharton economist and […]

By Steve Medland | TABR in the News