TABR News

Awful and empty. That’s how Wall Street Journal columnist Peggy Noonan recently described the two Presidential candidates. I thought that was spot on. You can read all the political commentary elsewhere. Here, though, we’re going to show you that the stock market just might be the most reliable forecaster of who wins the upcoming election. […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2024. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages more than $200 million for over 200 clients nationwide. Read the entire survey.

Federal Reserve Chairman Jerome Powell is happy that inflation seems headed in the right direction, now running at just under 3% annualized. He’s obviously not purchased homeowners insurance in California recently. In this month’s update, we’ll discuss our latest experience with that area, along with the historical negatives of September stock market seasonality, the recent […]

Imagine this: You’re about to turn 65 and are excited to switch from private health insurance to Medicare, expecting to save money. But instead, you’re hit with a significant increase in your Medicare premiums. This has become a reality for many of our clients. In one recent situation, a married couple who had both turned […]

Bob Kargenian’s letter was published on July 12 in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “It continues to perplex me that many professionals in our industry, along with the financial press, perpetuate the myth of ‘cash on the sidelines’ when speaking of the […]

In the early 1980s, I started subscribing to many technical stock market newsletters. One of them was called The Chartist, by a guy named Dan Sullivan, out of Seal Beach, CA. Besides being a proponent of using relative strength for stock picking, he did something that I’ve never recalled anyone else in the industry doing. […]

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, “Hats off to Creative Planning’s chief market strategist Charlie Bilello for wondering about the government’s absurd assumptions that health insurance as computed in the consumer price index is 4% lower than […]

Few assets evoke similar amounts of passion and disdain as the precious metal, gold. This month we’ll look at its role in a diversified portfolio, if any, and what the data says. Trust me, the believers won’t be swayed. We’ll also touch on 529 expenses (what is and isn’t), the on-going upheaval in auto and […]

The stock market, as measured by the S&P 500 Index, had risen over 27% since its late October lows, with nary a -3% decline, the longest such streak in over 6 years. That uptrend is over, and cycles now suggest a consolidation into at least late May, if not longer. The momentum of the advance, […]

Last month, I attended an intensive Friday-Saturday IRA workshop that focused on the many changes to IRA regulations in recent years. Ed Slott hosted the workshop. He’s a CPA and IRA expert, and you may recognize his name from the Retirement Freedom specials on PBS. I initially met Ed in 2005, the first time I […]