TABR in the News

Bob Kargenian’s letter was published on November 15 in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Andrew Bary correctly points out that the current cash position of Berkshire Hathaway is a record $311 billion, which is about 31.6% of the stock’s market cap, currently […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2024. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages more than $200 million for over 200 clients nationwide. Read the entire survey.

Bob Kargenian’s letter was published on July 12 in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “It continues to perplex me that many professionals in our industry, along with the financial press, perpetuate the myth of ‘cash on the sidelines’ when speaking of the […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Hats off to Creative Planning’s chief market strategist Charlie Bilello for wondering about the government’s absurd assumptions that health insurance as computed in the consumer price index is 4% lower than […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2023. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages over $190 million for more than 200 clients nationwide. Read the entire article.

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 […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2022. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages approximately $170 million for over 200 clients nationwide. Read the entire article.

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland on his show, Your Money. They discussed a range of financial planning topics and Steve’s book Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The program was originally aired […]

Steve Medland was published in California Business Journal, which writes and publishes insightful, in-depth, and captivating business articles on entrepreneurs, startups, and small businesses. In the article, Steve says: In October 2005, Lara and Roger Griffith bought a lottery ticket and won the equivalent of $3.6 million in today’s dollars. Roger worked as an information technology manager, […]