TABR in the News

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 […]

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. Kargenian argued against unreasonable redemption fees on stock and bond mutual funds, saying, “It’s likely that investors and advisors wouldn’t tolerate such a broad policy. The mutual fund industry is built on trust, transparency, and […]

Steve Medland appeared as a guest expert for 45 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 featured in an Orange County Register article as a board member of the Cal State Fullerton Applied Security Analysis Program.  In this program, students run a small portfolio management business, and the board consists of “a collection of Cal State Fullerton finance professor and portfolio managers who manage millions, and in some cases […]

Steve Medland was quoted by Susan B. Garland in her article, A Retirement Spending Blueprint Will Protect Your Nest Egg.  “Review all of your expenses for an entire year, not just for a few months, says Steven Medland, a certified financial planner with TABR Capital Management in Orange, Cal.  ‘Many expenses are paid out once a […]

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. Kargenian argued against misleading investors regarding closed-end funds, saying, “In reality, new closed-end funds are sold to individuals, not bought by them. The commissions paid to retail brokers are still too juicy for them to […]

Steve Medland was quoted by Dan Jamieson in his InvestmentNews article, Up, up and away: Jobs report clears upside for stocks.  According to the article, “’There seems to be a sense that as long as the Fed is pumping liquidity into the economy, all will be OK,’ added Steven Medland, a partner at TABR Capital Management LLC. […]