TABR News

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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.

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 […]

Stocks staged a fairly impressive rally off of their mid-June lows, with the S&P 500 gaining over 17% in two months, and the NDX 100 (aka the QQQ) up nearly 23%. This had given hope from the bulls that the worst was over, and perhaps inflation was peaking. But in mid-August, virtually all major indexes […]