TABR News

In general, I suspect that most men would agree (if they’re being honest) it’s usually not a wise thing to do the opposite of a wife’s or girlfriend’s advice. Even if such advice was unsolicited (as you’ll see in this case). So, it is with trepidation that I give you this month’s headline as one […]

  Na Na Nuh Nuh Na Na, Na Na Nuh Nuh Na Na, Na Na Nuh Nuh Na Naaaaa Woke up this morning with a wine glass in my handWhose wine? What wine?Where the hell did I dine? (hint–The French Laundry)Must have been a dreamI don’t believe where I’ve beenCome on, let’s do it again […]

This month, we’re taking a short break of our run of song-lyric headlines to focus on something that investors and advisors alike are struggling with. That is, what to do with bond allocations in perhaps what is the lowest yielding investment environment ever. I believe it was the late Marty Zweig, one of Wall Street’s […]

Shake it up is all that we knowUsing the bodies up as we goI’m waking up to fantasyThe shades all around aren’t the colors we used to seeBroken ice melts in the sunAnd times that are broken can often be one againWe’re soul aloneAnd soul really matters to meTake a look around You’re out of […]

Bob Kargenian was quoted in the September 2020 issue of the AARP Bulletin in an article entitled, “How to Choose Between a Pension and Lump Sum Payout.” According to the article, “‘Truth is, annuities are often the better deal,’ says Bob Kargenian, an Orange, California-based financial adviser, noting that companies offering these buyouts are doing […]

I hate to tell you this, but I’m very, very happyAnd I know that’s not what you’d expect from me at allI’m not the kind to smile and bow out gracefullyI always wanted to take it to the wall But I found somebody with a heart as big as TexasI found an angel with the […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2020. TABR is number 633 out of the 715 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $149 million for over 200 clients nationwide. View the entire survey here.

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, “In perusing the article on robo-advisors, I had a “Where’s Waldo?” moment. No matter where or how hard I looked, nowhere could I find the ranking of Charles Schwab’s robo. Then […]

I was dreamin’ when I wrote thisForgive me if it goes astrayBut when I woke up this mornin’Could’ve sworn it was judgment day The sky was all purpleThere were people runnin’ everywhereTryin’ to run from the destructionYou know I didn’t even care Say sayTwo-thousand-zero-zero party overOops out of timeSo tonight I’m gonna party like it’s […]

Steve Medland was quoted in an article entitled Help for Small-Business Owners: The Money Questions in The Wall Street Journal. In the article, a reader asked, “My small business is my retirement plan. What can I do now?, and journalist Anne Tergesen quoted Steve in her response: “You’re not alone. ‘Business owners often plow all […]