TABR News

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, […]

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 […]