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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 | Monthly Updates

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
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