TABR Capital Management

11/11/2024

https://tabr.net/the-future-of-ai-in-financial-planning/

07/31/2024

https://tabr.net/understanding-irmaa-and-how-to-avoid-a-surprising-surge-in-medicare-premiums/

Imagine this: You’re about to turn 65 and are excited to switch from private health insurance to Medicare, expecting to save money. But instead, you’re

07/08/2024

https://tabr.net/treat-it-as-if-it-was-yours-how-we-invest-our-money-skin-in-the-game/

In the early 1980s, I started subscribing to many technical stock market newsletters. One of them was called The Chartist, by a guy named Dan Sullivan,

04/29/2024

https://tabr.net/cycles-suggest-a-pause-in-stocks-higher-highs-are-probable-inflation-isnt-going-away/

The stock market, as measured by the S&P 500 Index, had risen over 27% since its late October lows, with nary a -3% decline, the longest such streak

03/22/2024

https://tabr.net/navigating-the-loss-of-the-stretch-ira-under-the-secure-act/

Last month, I attended an intensive Friday-Saturday IRA workshop that focused on the many changes to IRA regulations in recent years. Ed Slott hosted the

10/16/2023

https://tabr.net/how-proposition-19-can-reduce-your-property-taxes/

In this month's newsletter, I'll recount a true story about my neighbor who got a terrible surprise on his property tax bill, although I've changed some

09/05/2023

https://tabr.net/total-return-vs-yield-cash-flow/

I just want to live off my dividends. I've heard that comment, or something similar, from a number of clients over the years. Or, from real estate

08/01/2023

https://tabr.net/tabr-capital-management-named-in-financial-advisor-magazines-top-ria-survey-2023/

TABR Capital Management has been named in Financial Advisor Magazine's Top RIA Survey 2023. The publication is a monthly financial services magazine that

07/17/2023

https://tabr.net/seasonal-weakness-dead-ahead-sentiment-is-giddy-be-aware-of-history/

05/15/2023

https://tabr.net/how-safe-are-your-fidelity-accounts/

With the First Republic Bank, Silicon Valley Bank, and Signature Bank failures in the last two months, you may understandably be concerned about the

12/27/2022

https://tabr.net/are-california-taxes-really-higher-than-most-state-taxes-and-the-2023-us-economic-outlook/

A couple of months ago, one of our clients called me to ask about moving from California to Pennsylvania to accept a job promotion. We discussed several

12/03/2022

https://tabr.net/dont-ignore-the-inverted-yield-curve/

Several months ago, the yields on shorter term debt instruments began to rise above the yields of longer term debt of the same credit profile. This is