TABR in the News

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 […]

Bob Kargenian appeared in Veronica Dagher’s Wall Street Journal article, “How Financial Advisers Give Thanks.” According to the article, “Mr. Kargenian sends every client a book that he thinks will add value to their life or to the lives of their friends and family. This year’s selection: ‘Make Your Kid a Money Genius,’ by Beth […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2017. TABR is number 548 out of the 638 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $126 million for over 200 clients nationwide. Read more.

As part of the Wharton MBA Reunion Weekend, Steve Medland was interviewed live in Philadelphia on SiriusXM Radio. Host Dan Loney conducted the interview on May 12th and covered a wide range of financial planning topics. The program was originally aired on Sirius XM Channel 111, Business Radio Powered by The Wharton School. @BizRadio111  

Steve Medland was quoted in Graham Thomas’ article, Seven RIAs tell what big project they spent money for in 2016 — and why. Steve said, “We’ve committed to ActiFi Inc.’s 13-month SAGA (strategy, accountability and goal achievement) program, and we’re three months into it. The program is based on their observation that the skill set […]