TABR News

When international equities lag U.S. stock indexes by over 10 percentage points, and still post gains of over 20%, you know it’s been a great year for stocks.  When interest rates drop by 75 basis points, and the average high yield bond fund gains over 13%, you know it’s been a great year for bonds.  […]

Any day now, if not already, virtually all clients will be receiving small checks in your mail regarding a refund of advisory fees related to holding shares in the PIMCO All Asset All Authority Fund, during the period of April 2011 to November 2017. We owned this fund in almost all client accounts until we […]

A year ago at this time, the yield on the 10-year Treasury Note was 3.14%, and one was actually earning about 2.2% on money market funds at brokerage firms that were competitive. This ushered in a near -20% drop in the S&P 500 Index during last year’s fourth quarter, as Mr. Market responded by saying, […]

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 […]