TABR News

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, […]

For many workers today, a pension is like a typewriter. They may have heard of one, but they’ve never seen one. That’s because pensions have become a dying breed, as they are just too costly to most employers and have been replaced with defined contribution plans. Yet, many of our clients and prospective clients who […]

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, “Authors Avi Salzman (in the cover story) and Simon Constable (in the sidebar, “How Investors Can Ride a Rally in Commodities”) recommended the United States Oil fund, an […]

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. According to Kargenian, “For years now, economists have been baffled as to why the U.S. economy has failed to achieve even 3% gross-domestic-product growth. But now we know the answer. In […]

As I write this three days before Christmas, the uptrend in stock prices we’ve been touching on for most of this year continues its relentless ascent, with almost all major indexes making new all-time highs on December 18. We’ll detail below why the party is not likely over, despite rampant optimism and some speculation. In […]

Bob Kargenian’s research paper, All Indexes Are Not Created Equal, was published in Advisor Perspectives, a leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. According to Kargenian, “A little over two years ago, we decided the long term evidence of trying to select actively managed equity funds in comparison to […]

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 their 401(k) accounts to whether or not they should […]

In this edition of TABR’s quarterly newsletter, we’re presenting research on indexes in the various categories (large stocks, mid-caps, small and international), and some of our findings are interesting. In some areas, you’ll find it really pays to be discerning. In addition, we’ll touch on the three-year anniversary of TABR’s Dividend Stock strategy, the 2018 […]