TABR News

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 […]

As Bob Kargenian mentioned in last month’s newsletter, I will write the TABR Capital Management newsletter about every four months going forward. In this month’s newsletter, I’m thrilled to introduce my new book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement, which is being launched today. The best way to […]

Technical Analysis can be an inexact science. Charts, patterns, formations, indicators. And candidly, a lot of subjectivity. We’ve been using a quantitative approach to markets since the mid-1980s, where we take technical indicators and use them with sets of rules. This provides more discipline, and less emotion. One of the simplest things that investors can […]

With approximately 7 minutes left in the game last Sunday at SoFi Stadium, a 17-17 tie between my 49ers and the LA Rams, Jimmy Garoppolo and his offense had a chance to take the Niners to the Super Bowl for the 2nd time in 3 seasons. But, the offensive line failed to give him enough […]

In their final meeting of 2021 last week, Fed Chairman Jerome Powell announced that the asset purchases the Fed has been making for about 18 months now at the clip of $140 billion per month, would not only be “tapered” further, but will now end in March of 2022. At that point, the Fed will […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper covering financial information, relevant statistics, and market developments. In his letter, Bob says, “Nicholas Jasinski correctly points out the edge the S&P 600 enjoys over the Russell 2000 in various areas. It’s estimated that over 40% of Russell 2000 companies are losing money. Though S&P […]

After being an afterthought for the last 20 years at mostly under 2.5% annualized, inflation is dominating our lives in many areas, from gas prices to food to homeowners insurance (basic materials) and beyond, including wages. In simple terms, inflation is too much money chasing too few goods. It’s certainly more complicated than that. However, […]