Investment News, October 4, 2011
Bob Kargenian was quoted in Dan Jamieson's InvestmentNews article, S&P 500 'probably going lower,' say chart watchers.  According to the article, "Yesterday's sell-off saw more stocks hit new lows than during the last test Sept. 22, Bob Kargenian, founder of TABR Capital Management LLC, said in an interview late yesterday after the close. 'So that tells me this is a stronger declining phase than we had Sept. 22, which means we're probably going lower,' Mr. Kargenian said."  Read more.

 

Financial Advisor Magazine, August 2, 2011
TABR Capital Management has been named in Financial Advisor Magazine's Top RIA Survey 2011. TABR is number 287 out of the 454 nationwide financial advisory firms on the list, based on assets under management. TABR manages approximately $170 million for over 250 clients nationwide.  Read more.

Investment News, May 29, 2011
Steve Medland was quoted by Dan Jamieson in his InvestmentNews article, RIAs:  The struggle for advisory firms to maintain growth.  According to the article, "New compliance requirements are the biggest concern for TABR Capital Management LLC, said Steve Medland, a partner at the firm, which manages $170 million. Along with new rules come annual tests, audits and reports, said Mr. Medland, who added that the firm is in the process of beefing up its data security procedures. 'One of the dangers is that we might need a full-time compliance officer just to keep up,' he said." Read more.

Investment News, April 10, 2011
Bob Kargenian was quoted by Dan Jamieson in his InvestmentNews article, Can Ryan's privatizing save Social Security?  When asked to comment on the plan, Mr. Kargenian said, “You might have to make it so that participants can't touch the money.” Within the pool of private-account participants, “you have to deal with the lowest common denominator.” Read more.

Bob Kargenian was quoted by Ian Salisbury in his article Advisers Bullish but Wary on Stocks. In this article, Salisbury interviews Kargenian about his outlook for the stock market.  "We think stocks are getting expensive," says Orange, Calif.-based adviser Bob Kargenian. "The higher they go, the more risk one is taking." Kargenian adds that by at least one measure he uses, comparing prices to companies' 10-year profit histories, stocks are valued about as highly as they were when the market reached its precrisis peak in 2007.    Read more.

Steve Medland was quoted by Ben Steverman in his article Retirement Looms:  Time to Get Nervous. In the article, Steverman interviews Medland about the variety of financial headaches facing baby boomers that previous generations avoided.  According to the article, "Even if the economy hadn't gone south, boomers face challenges their parents often could avoid. Company pensions are increasingly rare, meaning many boomers lack a source of retirement funding that some in previous generations took for granted. 'Few people realize how valuable that was for those who retired in the past,' says Steven Medland, principal at TABR Capital Management in Orange, Calif. Medland estimated that one client's pension of $80,000 per year is the equivalent of a $1.6 million nest egg."  Read more.

RIA Biz, November 23, 2010
Bob Kargenian was quoted in Brooke Southall's article, Custodians defend their records in having RIA backs in battles for the fiduciary standard.  In the article, "Kargenian asked why Fidelity and Schwab Advisor Services had been ‘mysteriously quiet’ on the topic of broker-dealers living by a strong fiduciary standard and advisors staying out of the clutches of FINRA. The question came after the conference’s regulatory panel faced similar heat." Read more.

 

 

   
Reuters, June 25, 2010
Steve Medland was quoted in the Reuters article, Investment advisers weigh in on U.S. financial reform bill.  Medland commented, “I am a fee-only adviser, registered with the SEC. I am an acknowledged fiduciary and fully support a fiduciary standard for anyone who's giving financial advice. However, I don't understand how someone can be a fiduciary when they are working on commission and selling proprietary products.  It's like making a car salesman a fiduciary. If the Toyota salesman is a fiduciary and required to put his customers' interests first, wouldn't he be required to tell them about the comparable, lower-priced Ford, if it was a better fit for their needs?"  Read more.

Bob Kargenian was quoted by Lisa Shidler in her article Advisers turn to new tactics for gauging risk. In this article, Shidler interviews Kargenian about the methods that TABR Capital Management uses to gauge a client's risk tolerance.  ““This sets up future expectations about worst-case scenarios so that when the next bear market arrives, it will not be a surprise,” Mr. Kargenian said.  Read more.

Bob Kargenian was quoted by journalist Lisa Shidler in her article Advisers go it alone on personal finances. In this article, Shidler interviews Kargenian and others about having an outside advisor review their personal financial plans.  Mr. Kargenian says, “My belief is, if I can't manage my own affairs, why would a client have any confidence in me managing theirs?”  Read more.

 Bob Kargenian was quoted in a Letter to the Editor in Barron's, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his comments, Kargenian argues that an approach focusing solely on yield, not total return or risk management, is both foolhardy and irresponsible.  Read more.

Steve Medland's article, Why smart people do stupid things with their money, appears in the September 2009 issue of Life After 50 Magazine.  In the article, Steve discussed the new science of neuroeconomics, which explores how to keep emotions out of our financial decision-making. Read more.

Steve Medland was quoted by journalist Sue Asci in her article Will Madoff Punishment Deter Other Scamsters, Analysts Wonder. In this article, Asci interviews Medland and other advisors about Bernard Madoff's 150-year prison sentence.  Read more.

Steve Medland was quoted by Liz Skinner in her article Financial Woes May Create a New Generation of Savers.  In it, Skinner explores advisors’ perspectives on how a reduction in wealth will have a long-term impact on savings and spending. Read more.

 

 

Steve Medland was quoted in journalist Sue Asci’s article Rattled Advisers Calm Anxious Clients, in which she explores advisors’ reactions to the volatile market and how they address clients’ concerns. Read more.