TABR News

Bob Kargenian was quoted in a Letter to the Editor in InvestmentNews, a leading source for news, analysis and information essential to the financial advisory community. In his letter, entitled “Be wary of alternatives,” Bob Kargenian said, “There is good reason as to why advisers should be skeptical in adding alternatives to client portfolios to […]

That got your attention, didn’t it? Hopefully, what I’m about to share about the state of the financial markets will not be interpreted as a de-facto forecast. It’s not what we do. Rather, it’s evidence-based wisdom based on my 39 years of learning and practicing technical analysis, and watching, investing and living markets during that […]

This week’s events bring up fond memories of one of my all-time favorite TV shows from the early 1990s. Remember NYPD Blue, starring Dennis Franz?  Starting in 1993 and ending in 2005, it turned out to be one of the longest running ever one-hour dramas on ABC, lasting 12 seasons. Almost every episode seemingly started […]

First, I want to reinforce how seriously we take our mission, to care for you and your loved ones, on life’s journey, especially in regards to your personal finances and investments. We consider our primary job at TABR Capital Management to be financial planning and helping our clients protect their assets—especially during extreme market conditions […]

I remember growing up in the 1960s and 70s watching television shows like Superman, I Love Lucy and Gilligan’s Island, and once in a while, in the middle of the episode, the TV would go “BEEP,” and then this alien voice would come on and say, “This is a test of the Emergency Broadcast System. […]

Last Friday marked the 70th consecutive day for the S&P 500 without a greater than 1% higher or lower close than the previous day. As the chart below shows, most of the closes since early October have been UP. With the Federal Reserve again pumping money into the financial markets, we’ve had a market that […]

Bob Kargenian was quoted in an article entitled Failure to Launch in Financial Advisor Magazine, a monthly publication that covers market information along with sophisticated planning and investment strategies. According to the article, “’In the last several years, we are encountering more and more situations where clients are needing to help their adult children,’ says […]

When international equities lag U.S. stock indexes by over 10 percentage points, and still post gains of over 20%, you know it’s been a great year for stocks.  When interest rates drop by 75 basis points, and the average high yield bond fund gains over 13%, you know it’s been a great year for bonds.  […]

Any day now, if not already, virtually all clients will be receiving small checks in your mail regarding a refund of advisory fees related to holding shares in the PIMCO All Asset All Authority Fund, during the period of April 2011 to November 2017. We owned this fund in almost all client accounts until we […]

A year ago at this time, the yield on the 10-year Treasury Note was 3.14%, and one was actually earning about 2.2% on money market funds at brokerage firms that were competitive. This ushered in a near -20% drop in the S&P 500 Index during last year’s fourth quarter, as Mr. Market responded by saying, […]