TABR in the News

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Can I Get Benefits Under My Deceased Former Spouse’s Social Security?” According to the article, “This one is tricky, says Bob Kargenian, president of TABR Capital Management, LLC. ‘But, because she was married longer than 10 years, survivor benefits are available to her […]

Bob Kargenian was quoted in the September 2020 issue of the AARP Bulletin in an article entitled, “How to Choose Between a Pension and Lump Sum Payout.” According to the article, “‘Truth is, annuities are often the better deal,’ says Bob Kargenian, an Orange, California-based financial adviser, noting that companies offering these buyouts are doing […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2020. TABR is number 633 out of the 715 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $149 million for over 200 clients nationwide. View the entire survey here.

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, “In perusing the article on robo-advisors, I had a “Where’s Waldo?” moment. No matter where or how hard I looked, nowhere could I find the ranking of Charles Schwab’s robo. Then […]

Steve Medland was quoted in an article entitled Help for Small-Business Owners: The Money Questions in The Wall Street Journal. In the article, a reader asked, “My small business is my retirement plan. What can I do now?, and journalist Anne Tergesen quoted Steve in her response: “You’re not alone. ‘Business owners often plow all […]

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, “Karen Hube spent considerable attention on the hot products of registered indexed-linked annuities and fixed-indexed annuities and their downside protection. “There was virtually no mention, however, of the complexity of these […]

Bob Kargenian was published in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In the article, Bob begins, “In 1940, Fred Schwed wrote a book called ‘Where Are the Customers’ Yachts?’ He was a second-generation stockbroker turned author, and his book would become Wall Street lore. It’s a […]

Bob Kargenian was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In the article, Bob says, “Market timing. Good or bad? A sober interpretation of long-term market macro data says neither. Timing is, in fact, imperative right now. “I am convinced we are in a bear market. Since […]

Bob Kargenian was featured in an Orange County Register Article entitled, “Alum helps prepare ballplayers to manage their money: Bob Kargenian advises students, started a scholarship and the Titan Baseball Leadership Committee”. From the article, “Bob Kargenian has a great love of Cal State Fullerton, baseball and finance. And for the last half a dozen […]

Bob Kargenian was quoted in a Letter to the Editor in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In his letter, entitled “Be wary of alternatives,” Bob Kargenian said, “There is good reason as to why advisers should be skeptical in adding alternatives to client portfolios to […]