TABR News

Bob Kargenian was quoted in a Letter to the Editor in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In his editorial, entitled “Complicated products mar profession,” Bob Kargenian said, “I read with interest the guest blog by Mark Fitzgerald on fixed-index annuities [in the Nov. 12 issue]. […]

If you’re like me, it’s probable you’ve heard the phrase “For Whom The Bell Tolls,” but perhaps don’t have a clue as to its meaning. It came from an expression in a sermon by John Donne, an English poet and cleric in the Church of England. Donne says that because we are all part of […]

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 invest inherited assets to whether or not a long-term care insurance policy […]

Many of you reading this letter weren’t around prior to 1950 (and that includes me), so I can only go with recent history of the last 20 years in saying that there may have never been a more divided time in American politics than the last 10 years. I promise you this will not be […]

Last month, we thought it was a good time to remind everyone of the building blocks of our Process—that is, how we go about making allocation decisions. We promised a follow up on how we go about determining what to own (selection), as the allocation portion is more about how much to own. That’s the […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2018. TABR is number 626 out of the 707 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $135 million for over 200 clients nationwide. Read more.

I don’t know if Nick Saban, the head football coach at the University of Alabama, is the greatest college football coach ever, but he’s certainly one of the best. He is well known for not focusing on results, but rather on what he calls The Process. There’s no mention of titles. Instead, his message has […]

From time to time, we come across client situations where a significant portion of their liquid net worth (and total net worth) is tied up in either one stock or in just a handful of them. This can be a challenging problem, because often there are company ties, inheritances from family members, and often, very […]

In the last two months, the stock market has been sending different messages than what investors were seeing most of 2017.  In early February, stocks finished a nearly 11% drop in just 9 trading days.  In last month’s update, we presented data which suggested there was likely going to be another leg down, probably to […]

For all of 2017 and the first 26 days of 2018, the S&P 500 Index never declined more than 3% from a peak, one of, if not, the longest such streak in history. Everyone knew the CALM could not last forever, yet a large number of speculators were betting on it to the end. Well, […]