TABR News

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 […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2022. The publication is a monthly financial services magazine that delivers market information for financial advisors. TABR manages approximately $170 million for over 200 clients nationwide. Read the entire article.

On the morning of January 12, 2022, I took a quick look at my checking account balance, as I do most days. Instead of seeing around $9,000 or $10,000 as I had expected, the balance staring back at me was $109.97. Huh?! There had to be some mistake. I looked at recent transactions and saw […]

Wharton professor Kent Smetters, who is also the former Deputy Assistant Secretary of the U.S. Department of the Treasury, interviewed Steve Medland on his show, Your Money. They discussed a range of financial planning topics and Steve’s book Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. The program was originally aired […]

This month’s headline is shameless plagiarism. When you read as much as I do, you get ideas from everywhere. In this case, it was a Fund Profile article in Barron’s on Rupal Bhansali, the portfolio manager for the Ariel International fund a couple of weeks ago. Bhansali successfully plays defense by first asking, before making […]

Steve Medland was published in California Business Journal, which writes and publishes insightful, in-depth, and captivating business articles on entrepreneurs, startups, and small businesses. In the article, Steve says: In October 2005, Lara and Roger Griffith bought a lottery ticket and won the equivalent of $3.6 million in today’s dollars. Roger worked as an information technology manager, […]

A little over two weeks ago, the S&P 500 closed at its lowest level of the year, at 3900, down over -18% from year-end. Other indexes, such as the S&P 600 (small caps), S&P 400 (mid caps), and the EFA (international), made higher lows that day, and the number of stocks making new lows diminished, […]

The saying goes “April showers bring May flowers.” It supposedly is a reminder that in the case of heavy rains in April (not in Southern California!), it can bring about pleasant things, in this case, beautiful flowers.  That would be a blessing to stock and bond investors, who may be feeling like they just went […]

Thank you to my friends, family, clients, and colleagues for supporting Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement during launch week. My publisher notified me that Spiraling Up reached #1 on the Amazon Best Seller list in two categories, Wealth Management and Investing Portfolio Management.  I am very grateful for […]

              I was honored to be featured on the Author Hour Podcast this week to launch my new book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. You can listen to the entire interview on the Author Hour website or on iTunes.