TABR in the News

On Tuesday, October 11 at 3:20 pm Pacific, Steve Medland will appear as a guest expert for 40 minutes to answer callers’ questions on the Your Money radio show. “You read a lot about the U.S. budget and policy, but have you ever wondered how these stories directly affect you? Each week, Wharton economist and […]

Steve Medland was quoted by Ben Steverman in his story, Retirees Need $130,000 Just to Cover Health Care, Study Finds. Steverman interviewed Medland about how to deal with high healthcare costs in retirement. According to the article, “By waiting until they’re 70 to take Social Security benefits, retirees reap bigger benefits—76 percent higher than if […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2016. TABR is number 513 out of the 584 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $126 million for over 200 clients nationwide. Read more.

Bob Kargenian was quoted in Barron’s last week in a letter to the editor: “I was rereading the Sept. 14 interview with Joe Rosenberg (‘The Wisdom of a Nonconformist’), and I was struck by the contradiction in one of his comments. He said, ‘Equities over the past 15 years have generated meager returns. To those […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2015. TABR is number 504 out of the 562 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $130 million for over 200 clients nationwide. Read more.

Steve Medland was a guest expert on Exit Coach Radio and discussed the challenges and opportunities that the Millionaire Next Door faces. ExitCoachRadio.com was founded by Bill Black, a Certified Exit Planner who has been helping business owners plan for their Succession and Business Exit for over 30 years. To listen to Steve Medland’s interview, […]

Steve Medland appeared as a guest expert for 35 minutes to answer callers’ questions on the Your Money radio show:  “You read a lot about the U.S. budget and policy, but have you ever wondered how these stories directly affect you? Each week, Wharton economist and public policy expert Kent Smetters gets to the bottom […]

Bob Kargenian was quoted by Barry Ritholtz in his Bloomberg article, No Room for Feelings in the Market. The article discusses the tendency of market commentators to make predictions based on market sentiment. According to Bob Kargenian, “If you’re bullish and wrong, you usually have plenty of company. But if you’re bearish and wrong, it’s almost unforgivable.” […]

Steve Medland was quoted by Ben Steverman in his article, Why Financial Advisers Still Hate Reverse Mortgages. Steverman interviewed Medland about the pros and cons of reverse mortgages for the article. According to the article, “A home equity loan is much cheaper and less complicated, says Steve Medland of TABR Capital Management in Orange County, […]

Steve Medland was quoted in Emily Brandon’s U.S. News & World Report article, Give Yourself a Midyear 401(k) Checkup, which discussed best practices for reviewing 401(k) accounts. “The general rule is if you think you are going to be in a higher tax bracket after you retire, you should put money in a Roth. If […]