TABR News

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.  

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “IRA Withdrawal & RMD… What Can be Converted to My Roth IRA?” In the article, a Retirement Daily reader asks “I retired in 2021 at age 71 and for 2022, my taxable income includes Social Security and distributions that I take out of […]