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TABR News

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

Flatlining

The stock market’s behavior in the last 45 days or so since mid-July reminds me of an electrocardiograph that we’ve all seen in the hospital (or on TV).  Not so much the steady rhythm of a regular heartbeat, but rather that ominous visual of a flatline when the patient expires. I’m not implying the stock […]

By Bob Kargenian | Monthly Updates

Retirees Need $130,000 Just to Cover Health Care


Steve Medland was quoted by Ben Steverman in his story, Retirees Need $130,000 Just to Cover Health Care, Study Finds. Steverman interviewed Medland about how to deal with high healthcare costs in retirement. According to the article, “By waiting until they’re 70 to take Social Security benefits, retirees reap bigger benefits—76 percent higher than if […]

By Steve Medland | TABR in the News

BULL-IEVE It or Not?

Our last monthly email was published on Monday, June 27, which in hindsight, turned out to be the conclusion of the two-day selloff in global stock markets associated with the United Kingdom Brexit vote. In those two days, the S&P 500 fell nearly 6%, but has since rebounded nearly 9%, to a new all-time high. […]

By Bob Kargenian | Monthly Updates

TABR Capital Management Named in Financial Advisor Magazine’s Top RIA Survey 2016


TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2016. TABR is number 513 out of the 584 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

Target Date Funds — Simple Solution, or Expensive Laziness?

In this edition of TABR’s quarterly newsletter, we’re going to present some analysis and thoughts on Target Date Funds, which have become quite commonplace in workplace retirement plans (401(k) and others). We’ll look at what they are, what they are designed to do, some of the differences among them, and how, in our opinion, they […]

By Bob Kargenian | Quarterly Newsletter

Be Wary of Predictions—Brexit, or Otherwise

Last weekend, I realized we were about due to publish our monthly update, but little had changed since mid-May. Since there was a lot of focus on the British elections this past Thursday to potentially leave the EU (European Union—thus the name Brexit), I figured why not wait. After Friday, I definitely have more to […]

By Bob Kargenian | Monthly Updates