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Bob Kargenian’s Letter Published in Barron’s


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 […]

By Steve Medland | TABR in the News

Party Like It’s 1999

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 […]

By Bob Kargenian | Monthly Updates

Steve Medland Quoted in the Wall Street Journal


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 […]

By Steve Medland | TABR in the News

Bob Kargenian’s Letter Published in Barron’s


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, “Karen Hube spent considerable attention on the hot products of registered indexed-linked annuities and fixed-indexed annuities and their downside protection. “There was virtually no mention, however, of the complexity of these […]

By Steve Medland | TABR in the News

Bob Kargenian’s Article Published in InvestmentNews


Bob Kargenian was published in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In the article, Bob begins, “In 1940, Fred Schwed wrote a book called ‘Where Are the Customers’ Yachts?’ He was a second-generation stockbroker turned author, and his book would become Wall Street lore. It’s a […]

By Steve Medland | TABR in the News

Wasted Time

So you can get on with your search, babyAnd I can get on with mineAnd maybe someday we will findThat it wasn’t really wasted time Those are the closing lines of one of the most beautiful songs the Eagles have ever produced, written by the duo of Don Henley and the late Glenn Frey.  The […]

By Bob Kargenian | Monthly Updates

Making Sense Out Of The Unsensible

If you’ve been trying to understand why the stock market has been rallying strongly in the face of the highest unemployment rate in 90 years, you’re not alone. The disconnect between Wall Street and Main Street has been palpable, but that’s nothing new. Though not a perfect indicator, stocks tend to lead the economy by […]

By Bob Kargenian | Monthly Updates

Be Wary. And, Be Flexible

A lot has happened in the five weeks since our last update. There were two themes that we presented in that summary. First, long term charts suggested the bear market was not likely over. Yet, short term indicators indicated one of the most attractive buying opportunities in nearly 11 years. It’s possible that both are […]

By Bob Kargenian | Monthly Updates

Bob Kargenian’s Article Published in Barron’s


Bob Kargenian was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In the article, Bob says, “Market timing. Good or bad? A sober interpretation of long-term market macro data says neither. Timing is, in fact, imperative right now. “I am convinced we are in a bear market. Since […]

By Steve Medland | TABR in the News

Bob Kargenian Featured in Orange County Register Article


Bob Kargenian was featured in an Orange County Register Article entitled, “Alum helps prepare ballplayers to manage their money: Bob Kargenian advises students, started a scholarship and the Titan Baseball Leadership Committee”. From the article, “Bob Kargenian has a great love of Cal State Fullerton, baseball and finance. And for the last half a dozen […]

By Steve Medland | TABR in the News
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