TABR News

CONCLUSION Last month, I wrote about a change in character in the markets, based on weakness in global equities and high yield corporate bonds.  This change, which is from up to down, appears to be accelerating.  The percentage of stocks on the NYSE Index above their 200-day moving average has fallen to 47%, which means […]

Steve Medland was quoted by Ben Steverman in his article, Why Financial Advisers Still Hate Reverse Mortgages. Steverman interviewed Medland about the pros and cons of reverse mortgages for the article. According to the article, “A home equity loan is much cheaper and less complicated, says Steve Medland of TABR Capital Management in Orange County, […]

CONCLUSION Our last monthly update on August 7 was written on the day of the closing low of the recent correction in the S&P 500 at 1909.  I’d conveyed the thoughts of a change in character in the market, given weakness in corporate high yield bonds, small company shares and global equities.  Though it continues […]

TABR has released the August 2014 Newsletter. Download TABR Quarterly Newsletter here.

CONCLUSION—A Change in Character Leading stock market indexes peaked on July 3, and are in the midst of their largest decline since January of this year.  At this juncture, the decline is still very mild, with large companies as represented by the S&P 500 being more resistant to decline, down -3.8% from the peak, while […]

Steve Medland was quoted in Emily Brandon’s U.S. News & World Report article, Give Yourself a Midyear 401(k) Checkup, which discussed best practices for reviewing 401(k) accounts. “The general rule is if you think you are going to be in a higher tax bracket after you retire, you should put money in a Roth. If […]

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. Kargenian argued against unreasonable redemption fees on stock and bond mutual funds, saying, “It’s likely that investors and advisors wouldn’t tolerate such a broad policy. The mutual fund industry is built on trust, transparency, and […]

Steve Medland appeared as a guest expert for 45 minutes to answer callers’ questions on the Your Money radio show:  “You read a lot about the U.S. budget and policy, but have you ever wondered how these stories directly affect you? Each week, Wharton economist and public policy expert Kent Smetters gets to the bottom […]

TABR has released the March 2014 Newsletter. Download TABR Quarterly Newsletter here.

Bob Kargenian was featured in an Orange County Register article as a board member of the Cal State Fullerton Applied Security Analysis Program.  In this program, students run a small portfolio management business, and the board consists of “a collection of Cal State Fullerton finance professor and portfolio managers who manage millions, and in some cases […]