TABR News

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, […]

I’ve been trading/investing in high yield corporate bond funds since the mid-1980s, after stumbling onto a formula that we still use a variation of today. It works. In the fixed income component of our clients’ diversified portfolios, junk bond funds make up 70% of the allocation (when we’re in risk on mode). To those not […]

How many of you have heard this story before? A friend shares over coffee or a beer how much money they’ve been making in Apple, Amazon, Tesla or Pfizer. You’re intrigued. After all, those guys at TABR have you in boring, old, index funds via ETFs for your stock market exposure. You know, the S&P […]

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Does my spouse qualify for Social Security spousal benefits if he’s already receiving his benefits?” According to the article, “Since the husband is 72 and already drawing Social Security, once she reaches age 66 (assuming this is her full retirement age (FRA)), her […]