The Orange County Register’s annual Best of Orange County readers’ choice poll celebrates the area’s most popular attractions, restaurants, and other businesses. TABR Capital Management was one of three wealth advisers listed in the Register’s Best of Orange County 2022 feature – Wealth Adviser Category. To view the entire article, please click on this link.

In this episode of the Retirement Revealed Podcast, Jeremy Keil interviews Steve Medland to discuss his book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The episode focuses on guiding you to financial serenity in retirement with Steve’s 7 principles. Steve discusses: Making work optional His work in investment management […]

Stocks staged a fairly impressive rally off of their mid-June lows, with the S&P 500 gaining over 17% in two months, and the NDX 100 (aka the QQQ) up nearly 23%. This had given hope from the bulls that the worst was over, and perhaps inflation was peaking. But in mid-August, virtually all major indexes […]