TABR in the News

Bob Kargenian was quoted in an article in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. “We have no interest in Bitcoin in any form, ETF or otherwise,” wrote Bob Kargenian, president of TABR Capital Management in Orange County, Calif. “It’s a waste of time, and pure speculation. With a […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2019. TABR is number 622 out of the 683 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $140 million for over 200 clients nationwide. Read more.

Bob Kargenian was quoted in a Letter to the Editor in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. Bob Kargenian said, “I would be wary about drawing black-and-white conclusions from Nicholas Colas’ comment that mean reversion should start to kick in merely because the past 20 years for stocks […]

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 editorial, entitled “Complicated products mar profession,” Bob Kargenian said, “I read with interest the guest blog by Mark Fitzgerald on fixed-index annuities [in the Nov. 12 issue]. […]

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland about a range of financial planning topics for his show, Your Money. Steve also took live caller questions about everything from how to invest inherited assets to whether or not a long-term care insurance policy […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2018. TABR is number 626 out of the 707 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $135 million for over 200 clients nationwide. Read more.

Bob Kargenian was quoted in a Letter to the Editor in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. Bob Kargenian said, “Authors Avi Salzman (in the cover story) and Simon Constable (in the sidebar, “How Investors Can Ride a Rally in Commodities”) recommended the United States Oil fund, an […]

Bob Kargenian was quoted in a Letter to the Editor in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. According to Kargenian, “For years now, economists have been baffled as to why the U.S. economy has failed to achieve even 3% gross-domestic-product growth. But now we know the answer. In […]

Bob Kargenian’s research paper, All Indexes Are Not Created Equal, was published in Advisor Perspectives, a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. According to Kargenian, “A little over two years ago, we decided the long term evidence of trying to select actively managed equity funds in comparison to […]

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland about a range of financial planning topics for his show, “Your Money.” Steve also took live caller questions about everything from how to invest their 401(k) accounts to whether or not they should […]