TABR News

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 […]

In last month’s update just prior to Christmas, we put forth the evidence that market breadth was confirming the new highs in stock prices and that based on history, this portended higher prices in coming months.  Nothing has taken place to change that view, as it continues to be reinforced. Since December 22, the S&P […]

Steve Medland was quoted in Graham Thomas’ article, Seven RIAs tell what big project they spent money for in 2016 — and why. Steve said, “We’ve committed to ActiFi Inc.’s 13-month SAGA (strategy, accountability and goal achievement) program, and we’re three months into it. The program is based on their observation that the skill set […]

I was not the one who said that, but was astute enough to find it from all of the reading I do, and it was a quote from none other than Warren Buffett.  This is a good time to be reminded, because there is a lot of euphoria built into stock prices since the Trump […]

I’ve purposely waited to send any communication out on what we’re thinking post-election. I don’t know about your email in-box, but with all the investment management firms we receive feedback from, we’ve been inundated with special webinar invitations and whitepapers on “what the election results mean for your investments.”  Quite candidly, I’ve ignored almost all […]

Those words are part of the chorus of Don Henley’s song “No, Thank You” from his Cass County album which debuted last October.  I think they succinctly sum up this Presidential Election, with Hillary and Donald recording the highest disapproval ratings in history.  Here are two snippets of Henley’s song: These are hard times we’re […]

In this edition of TABR’s quarterly newsletter, we thought we’d touch on an area that has been getting some attention in the financial press recently—the use of risk tolerance questionnaires, or risk profiling, to help categorize clients and to appropriately allocate their investment funds. In addition, we have sections on Living to 100, which ties […]