TABR News

A New York Times article that was published last year, How One Man Lost $740,000 to Scammers Targeting His Retirement, detailed the alarming rise of retirement savings scams, and this trend continues to target unsuspecting Americans. The loss of savings and investments is staggering, as scammers are using increasingly sophisticated techniques to commit these crimes. […]

I cringe when I see a personal finance column with a headline such as “You need $2 million to retire.” Maybe it attracts readers, but it’s a really worthless comment. My floor might be your ceiling, or vice versa. We’re all different, with different sets of resources. This month, we’ll touch on this topic a […]

There has been concern in recent years over the concentration of just a few companies in the S&P 500, notably the top 10, where their price performance and earnings growth have dominated.  This has masked relative weakness in other parts of the market, from midcaps and small stocks to foreign equities.  In this update, we’ll […]

I’m sure many of you have heard of this quote. To me, it’s another way of describing today’s economic situation playing out in the United States and in many cities. How so? We all want more, without the consequences. I’ll explain inside. Plus, we’ll touch on the theory of American exceptionalism as it relates to […]

You may have woken up yesterday morning to a headline similar to one of the first I saw: Trump Tariffs Wipe Out Nearly $2T From Stocks. This morning’s Wall Street Journal page 1 headline was: Stocks Suffer Steepest Slide Since 2020. In today’s newsletter, I’ll put these headlines into context, let you know how we’re […]

Since mid-January, there’s been a significant shift in the tone of stock markets worldwide, with foreign equities surging, and U.S. stocks mostly getting pummeled. Our tactical stock exposure has gone from 86% to 40% in just 7 weeks, yet fixed income is doing quite well (thus far). We’ll have more technical details on this, including […]

If you purchased an S&P 500 Index Fund or the QQQ (Nasdaq 100) at the end of 2022 and held on the past 24 months, you would have earned 57% and 94%, respectively, on your money.As a result of this, stock market valuations are now at their second highest level in history, and almost no […]

About 8 am this morning as I was picking up my typical Starbucks coffee near our office (Venti Pike, all black), I happened to check my text messages, and discovered from Jamie, our office admin, that there was an electrical issue on the first floor of our building, all power was out, and no one […]

For those of you unfamiliar, our monthly headline is based on one of Warren Buffet’s famous quotes. OK, maybe not the Truck Yeah!  (That’s my tribute to Tim McGraw).  But you get the message. There’s actually a 73% probability that stocks will gain ground in 2025. Enjoy your Christmas, as the odds suggest a much […]

Bob Kargenian’s letter was published on November 15 in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Andrew Bary correctly points out that the current cash position of Berkshire Hathaway is a record $311 billion, which is about 31.6% of the stock’s market cap, currently […]