TABR 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 allocate stock investments to how to best save for college. The program […]

A growing number of workplace retirement plans are beginning to offer Roth 401 (k) plans in addition to the regular 401 (k) plan. Often, we get asked the question—which one is better? Even with the math we did, it turns out that question isn’t so easy to answer. But we definitely provide our thoughts. Meanwhile, […]

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.

The President’s tweets on tariff negotiations with China along with Federal Reserve interest rate policy have been dominating financial market behavior in recent weeks. Since cutting the Fed Funds rate by 0.25% on July 31, yields on government bonds have fallen by 50 basis points in just over two weeks, which is a massive move […]

From time to time, we try to touch on planning topics that are not as well known to many clients, yet can be quite helpful in individual cases. For instance, a few years ago we wrote about the little known tactic called a loan recast. Virtually every homeowner has heard of refinancing their mortgage loan.  […]

I am a voracious reader. I love newspapers (yes, real ones, not the digital versions), magazines, books and various publications, from stock market research to The Athletic, a godsend for sports fans nationwide where you can keep up daily with all of your favorite teams with the best sports writers in the nation, all for […]

Isn’t it interesting, when news headlines get your attention, and shape your thinking? In this month’s update, both items in our headline are true. Last week, both the S&P 500 Index and Nasdaq 100 Index made new all-time highs, surpassing their September peaks. On the other hand, mid-cap stocks, small stocks and foreign equities are […]

Sometimes what we don’t know about money isn’t the problem—it’s what we do know for sure that just isn’t true. I was reminded of this when recently reading media coverage of one of the most stressful times of the year for many—tax filing season. The narrative that you keep reading about is that millions of […]

For many people, the transition from working and saving, to “retirement” and spending, can be a difficult adjustment. Mentally, the vision of a diminishing balance sheet can wreak havoc with one’s thought processes. No one wants to run out of money. Yet, the variables are many, and quite often, uncertain. How long will you live? […]