TABR News

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 […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2021. TABR is number 556 out of the 607 nationwide financial advisory firms on the list, based on assets under management. TABR manages over $160 million for over 200 clients nationwide. Read more.

The late Hall of Fame baseball player and manager Yogi Berra was also known for his many quirky quotes. Back in 1985, a sportswriter was describing the performance of golfer Payne Stewart, who had just lost a tournament on the first extra hole, just as he had done the prior year at Colonial. The writer […]

This month, I’m back to being a child of the 70s, and relating some of my musical tastes to what is presently happening in financial markets. This is what happens when one listens to 70s on 7 on Sirius XM Radio. I haven’t been able to get this melody out of my head, so I […]

Bob Kargenian was quoted in the May 2021 issue of Financial Planning Magazine, in an article entitled, “With 212 possible designations, what exactly is a financial planner?” According to the article, “The vision, embedded in the board’s December 2019 blueprint for the future of the profession and in lobbying efforts by the Coalition, makes sense […]

Last week, the year-over-year change in the Consumer Price Index (CPI) came in at 4.2%, the highest reading in over 10 years. With the Federal Reserve creating/printing seemingly an endless supply of money, financial commentators began to ask “is this the beginning of 1970s inflation again?” We’ll examine the effects of higher inflation on the […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Bitcoin is simply a speculative commodity whose users hope to sell it to someone else, presumably at a higher price than one paid. I don’t need it to achieve my retirement […]

We’ve come a long way, baby. No, I’m not referring to the 1978 ballad by the same name performed by Loretta Lynn. I’m talking about the Dow Jones Industrial Average, which first crossed the 1,000 level in November 1972. Today, nearly 49 years later, it sits comfortably above 33,000. We’ll touch on the milestones in-between, […]