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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

The “F” Word, and What it Means for Investors

No, I’m not referring to the four-letter slang word that many a golfer utters after hitting their tee shot into the water hazard or the trees. Instead, this is about a term called a “fiduciary,” which may be getting as much attention these days in the investment industry as Donald Trump, Hillary Clinton or Bernie […]

By Bob Kargenian | Monthly Updates

Solar—Yes or No, and Musings on Universal Life Insurance

Though my intentions have been to get our quarterly newsletter onto a more regular early February, May, August and November publishing schedule, I am still behind on that objective. Nevertheless, here is the first of four that we will get done this year. As promised, we have an update on our personal experience with a […]

By Bob Kargenian | Quarterly Newsletter

Addicted to Janet, Plus What Could Go Right

Many years ago, renowned money manager and newsletter writer Marty Zweig coined the phrase, “Don’t Fight the Fed!”  Zweig’s research found that over history, stocks mostly behaved positively when monetary conditions were favorable (lower rates) but typically encountered trouble when policies were unfavorable (rising rates). Lower interest rates do not always help the stock market, […]

By Bob Kargenian | Monthly Updates

Offense Sells Tickets, Defense Wins Championships

A few weeks ago, the Carolina Panthers played the Denver Broncos in the 2016 Super Bowl. Carolina entered the game with the top-ranked offense in the league, scoring 500 points, more than any other team.  Meanwhile, the Broncos had the top-ranked defense, based on several categories, and only 3 other teams had allowed fewer points […]

By Bob Kargenian | Monthly Updates

Protect Thy Flock, An Ode To Mom

Last Thursday evening, January 14, my mother, Hermina Kargenian, passed away at the age of 91. Since we are involved in your lives, and many of you have experienced the loss of a parent and shared with us, I thought it appropriate to do the same. It is the nature of a Mom to protect […]

By Bob Kargenian | Monthly Updates

Starting The New Year On The Defensive

When all was said and done in 2015, the majority of stock indexes were down for the year, and the bond market showed very little in the way of change, with the exception of the high yield bond market, which simply illustrated that there is risk in chasing yield without a plan. What’s Happening Now […]

By Bob Kargenian | Monthly Updates