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TABR News

Party Like It’s 1999? Let’s Hope Not

Back in 1982, the late Prince released a song titled 1999, that purportedly was using the phrase in reference to a nuclear apocalypse predicted to occur in the year 2000. That didn’t happen, but the stock market did mark an epic peak in March 2000, with the Nasdaq Composite plunging over -80% during the ensuing […]

By Bob Kargenian | Monthly Updates

How Safe Are Your Fidelity Accounts?

With the First Republic Bank, Silicon Valley Bank, and Signature Bank failures in the last two months, you may understandably be concerned about the safety of your money, including your bank accounts and Fidelity investment accounts. To start, a little background may help. Fidelity Investments is one of the world’s largest and most well-respected investment […]

By Steve Medland | Monthly Updates

“It’s Not Really A Loss Until You Sell.” What Are You Smoking?

There are a lot of truths and lies in our industry. And often, it can be hard to discern facts from bullshit. One of the narratives echoed by several clients over my 40 years in finance has usually been stated in describing a situation where an individual stock that one owns is underwater, sometimes by […]

By Bob Kargenian | Monthly Updates

Past Performance Is No Guarantee Of Future Results

That disclaimer is present in some form in virtually every financial document I can think of, ranging from mutual fund prospectuses to life insurance and annuity contracts and illustrations, to the voluminous disclosure documents and annual reports of private and public real estate partnerships and private equity deals. It’s become so common, that I think […]

By Bob Kargenian | Monthly Updates

The Conundrum Of Technicals vs Fundamentals

What a difference a year makes. A year ago at this time, all of our stock and bond market risk models had turned negative, we were in maximum protect mode, and that foreshadowed the worst calendar year for investors since 2008. Today, all but one of our stock market risk models is positive, and we’re […]

By Bob Kargenian | Monthly Updates

Are California Taxes Really Higher than Most State Taxes? and The 2023 US Economic Outlook

A couple of months ago, one of our clients called me to ask about moving from California to Pennsylvania to accept a job promotion. We discussed several aspects of the move, including differences in the cost of living, housing prices, distance from friends and family, climate, local culture, and, very importantly, taxes. The tax question […]

By Steve Medland | Monthly Updates

Don’t Ignore The Inverted Yield Curve

Several months ago, the yields on shorter term debt instruments began to rise above the yields of longer term debt of the same credit profile. This is unusual, as the chart below will illustrate. This is known as an inverted yield curve, and is typically associated with recessions. Why does that matter? Because bear markets […]

By Bob Kargenian | Monthly Updates

Inflation Protection Is Hard To Come By

From the year 2000 to 2020, inflation in the United States as measured by the Consumer Price Index (CPI) averaged well under 3%. And about 3% inflation has been pretty much the average since 1950. Nothing is forever, though, thanks to the seemingly unlimited printing press known as The Federal Reserve. As a result, inflation […]

By Bob Kargenian | Monthly Updates

TABR Capital Management in OC Register Best of Orange County Readers’ Choice Poll


The Orange County Register’s annual Best of Orange County readers’ choice poll celebrates the area’s most popular attractions, restaurants, and other businesses. TABR Capital Management was one of three wealth advisers listed in the Register’s Best of Orange County 2022 feature – Wealth Adviser Category. To view the entire article, please click on this link.

By Steve Medland | TABR in the News

Steve Medland Interviewed on the Retirement Revealed Podcast


In this episode of the Retirement Revealed Podcast, Jeremy Keil interviews Steve Medland to discuss his book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The episode focuses on guiding you to financial serenity in retirement with Steve’s 7 principles. Steve discusses: Making work optional His work in investment management […]

By Steve Medland | TABR in the News
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