In this edition of TABR’s quarterly newsletter, we’re presenting research on indexes in the various categories (large stocks, mid-caps, small and international), and some of our findings are interesting. In some areas, you’ll find it really pays to be discerning. In addition, we’ll touch on the three-year anniversary of TABR’s Dividend Stock strategy, the 2018 […]

Bob Kargenian appeared in Veronica Dagher’s Wall Street Journal article, “How Financial Advisers Give Thanks.” According to the article, “Mr. Kargenian sends every client a book that he thinks will add value to their life or to the lives of their friends and family. This year’s selection: ‘Make Your Kid a Money Genius,’ by Beth […]