Monthly Updates

As I write this three days before Christmas, the uptrend in stock prices we’ve been touching on for most of this year continues its relentless ascent, with almost all major indexes making new all-time highs on December 18. We’ll detail below why the party is not likely over, despite rampant optimism and some speculation. In […]

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 […]

Today we’re introducing a document that we call the TABR Year in the Life. We originally created this page because we came to the realization that many of our valued clients still don’t know about many of the services we offer. In order to create our Year in the Life document, Bob, Mary, Sylvia and […]

This past week, a large number of stock market indexes continued to march to new price highs. We’ll show you that in many ways, the market remains in a healthy uptrend. We should enjoy it while it lasts. I’ve also included a column from long time Los Angeles Times sportswriter Jim Murray. When you read […]

Given my passion for professional and college baseball, you might think I am about to tell you about the feats of Aaron Judge of the New York Yankees, or Giancarlo Stanton of the Miami Marlins, the current leading home run hitters in the American and National Leagues. Or perhaps Dave Kingman, aka King Kong, I […]

In this edition of our quarterly newsletter, we’re going to tackle the majority of the key points when considering investing in a 529 College Plan account. In addition, we have what we hope is an enlightening piece on the use of ratios when examining financial markets. 529 College Savings Plans—What You Should Know Back in […]

I’m sure somewhere there must be an emoji to convey sarcasm. If you know of one, make sure to put it at the end of the first part of this month’s headline, because the intent of the message is absolutely to ridicule such a thought. What thought am I referring to?  The notion that 5 […]

At any given time, there can be considerable debate among financial strategists, money managers and commentators about whether stocks are cheap or expensive. Most of this is predicated on fundamental analysis, where one is looking at earnings, sales, dividends, cash flow and other fundamental metrics. As you will see below, relative to the past, going […]

Thirty-six years ago this month, I graduated from Cal State Fullerton with a Bachelor’s Degree in Sports Administration. The morning after graduation, I woke up and went back to work in my job as Assistant Director of Public Relations for the California Angels baseball club, where I’d already been employed full time for nearly two […]

In this edition of our quarterly letter, we’re going to explore the difference between nominal and real returns, along with the impact of inflation. There’s also a story on a case we just finished which added $794,000 to a client’s bottom line, which had nothing to do with our investment performance. Finally, we’ll revisit the […]