TABR News

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? […]

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. Bob Kargenian said, “I would be wary about drawing black-and-white conclusions from Nicholas Colas’ comment that mean reversion should start to kick in merely because the past 20 years for stocks […]

Given the almost unprecedented decline this month in equity markets, I thought it would be timely to talk about the technical condition of the stock market—what has transpired, and what we are likely to see as we enter the new year. So, here goes. From the December 3 close of 2790 to the December 24 […]

It’s very timely to be discussing the big picture outlook for stocks and bonds, given the weakness in equities since the late September peak. The weekly and monthly trends are in a very different place than where they were in January. We’ll be illustrating that and more with relevant charts, and what likely is ahead […]

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 […]