TABR News

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 […]

Steve Medland was quoted by Susan B. Garland in her article, A Retirement Spending Blueprint Will Protect Your Nest Egg.  “Review all of your expenses for an entire year, not just for a few months, says Steven Medland, a certified financial planner with TABR Capital Management in Orange, Cal.  ‘Many expenses are paid out once a […]

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 misleading investors regarding closed-end funds, saying, “In reality, new closed-end funds are sold to individuals, not bought by them. The commissions paid to retail brokers are still too juicy for them to […]