TABR News

In this edition of our quarterly newsletter, we’re going to tackle the majority of the key points when considering investing in a 529 College Plan account. In addition, we have what we hope is an enlightening piece on the use of ratios when examining financial markets. 529 College Savings Plans—What You Should Know Back in […]

I’m sure somewhere there must be an emoji to convey sarcasm. If you know of one, make sure to put it at the end of the first part of this month’s headline, because the intent of the message is absolutely to ridicule such a thought. What thought am I referring to?  The notion that 5 […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2017. TABR is number 548 out of the 638 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $126 million for over 200 clients nationwide. Read more.

At any given time, there can be considerable debate among financial strategists, money managers and commentators about whether stocks are cheap or expensive. Most of this is predicated on fundamental analysis, where one is looking at earnings, sales, dividends, cash flow and other fundamental metrics. As you will see below, relative to the past, going […]

Thirty-six years ago this month, I graduated from Cal State Fullerton with a Bachelor’s Degree in Sports Administration. The morning after graduation, I woke up and went back to work in my job as Assistant Director of Public Relations for the California Angels baseball club, where I’d already been employed full time for nearly two […]

In this edition of our quarterly letter, we’re going to explore the difference between nominal and real returns, along with the impact of inflation. There’s also a story on a case we just finished which added $794,000 to a client’s bottom line, which had nothing to do with our investment performance. Finally, we’ll revisit the […]

As part of the Wharton MBA Reunion Weekend, Steve Medland was interviewed live in Philadelphia on SiriusXM Radio. Host Dan Loney conducted the interview on May 12th and covered a wide range of financial planning topics. The program was originally aired on Sirius XM Channel 111, Business Radio Powered by The Wharton School. @BizRadio111  

Back in September 2015, our monthly email update was titled “More Selling Pressure is Likely,” as the stock market was in the midst of a multi-month decline of nearly 14% which culminated in February 2016. In response to that email, one of our clients sent me a concise note, simply saying, “Bob, declines are temporary, […]

Much of what we fear is never realized. This is true in life, as well as in markets. We think we know what tomorrow will bring. The reality is, we don’t know, either for better or worse. Tomorrow is but a fog. The story is told of a man who was caught stealing in a […]

I’ve been searching for an appropriate title for this quarterly edition of TABR’s newsletter for weeks. “Why Our Bond Strategies Are Different,” didn’t quite ring the bell, although it is a significant part of the message we’re trying to convey. Then, last week I came across a full-page ad in the Wall Street Journal from […]