500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
August 2011 
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NEWSLETTER
We send out a quarterly e-newsletter (The Tarbox Tribune). Each issue has an article or two written by our team. We also include a selection of timely articles from top publications that we think are interesting.
If you would like to be added to our newsletter distribution list, please complete the form below.
THE TARBOX GROUP IN THE MEDIA
The Tarbox Group, Inc. was an early adopter of Exchange Traded Funds due to their extraordinary tax efficiency, low cost, and ease of trading. Barclays, a pioneer in Exchange Traded Funds, developed the iShares, which track various indices.
A video by Barclays, profiling Laura Tarbox, has been shown in several investment-related forums and was recently featured on the Wall Street Journal's ETF Center. While the video focuses on the benefits of Exchange Traded Funds, we thought it would be a fun way to see Laura in action as well as learn a little about how we manage portfolios. Click here to view the three minute video.
Foundation taps into wealth of needs
Coastline Pilot
"This is just the beginning," Board of Trustees Chairwoman Laura Tarbox said. "Our goal is to distribute $1 million in the next three years. ... Click here to view the article.
Laguna Beach foundation works to make a difference at home
OCRegister
Dick Crum, Don Clurman, Laura Tarbox, Michael Pinto, Lyons Brown, Bob Dornin, Mary Fegraus and Robert Gamez are trustees of the Laguna Beach Community ... Click here to view the article.
Stocks take hard tumble
Chicago Tribune
... with this sort of decline because they're picturing what they went through in 2008," said Mark Wilson, a financial planner at the Tarbox Group. ... Click here to view the article.
Dramatic stock plunge could reinforce investors' fear of getting ...
Los Angeles Times
... the news of a big drop isn't going to push you back into the market," said Mark Wilson, a financial planner at the Tarbox Group in Newport Beach. ... Click here to view the article.
Laura is quoted in this November 18, 2009 article from CBS MoneyWatch.com: Dumbest Things You Do With Your Money: "Newport Beach, Calif., financial planner Laura Tarbox says she sees this all the time: Some clients keep concentrated stock holdings because they inherited... " Click here to view the article.
Mike is quoted in the December 2009 Black Enterprise magazine: Seeking the Sweet Spot ... "Today you can easily get higher yields from municipal bonds than you can get from Treasury bonds," says Mike Nozzarella, managing director at the Tarbox Group, a wealth management firm in Newport Beach, California. Click here to view the article.
Mark discusses the dangers of using inverse and leveraged ETFs in the September 2009 issue of FTSE Global Markets. Click here to view the article.
Laura warns about being too conservative after market declines in an August 2009 article in The Chicago Tribune. Click here to view the article.
Mark discusses 401(k) rollover strategies in this January 2009 article available on MainStreet.com. Click here to view the article.
OUR LAGUNA: A Foundation for the community
The Laguna Community Foundation was launched this week, anchored by an
anonymous $500,000 donation. Foundation Chairwoman Laura Tarbox announced
the donation at a gathering Tuesday at Aliso Creek Inn, held to introduce
the group's mission to representatives of some of Laguna's high profile
nonprofit organizations. She is scheduled to make a presentation Tuesday at
the City Council meeting. Click here to view the article. Click here to view the article.
Joining a Crowded Universe of Nonprofits
Trustees also tapped as their chair financial advisor and local resident Laura Tarbox. "With so many small, yet meaningful nonprofits all working for the ... Click here to view the article.
Congratulations to Laura Tarbox for being one of WORTH Magazine's Top 250 Wealth Advisors of 2008. Click here to view the article.
See Laura Tarbox interviewed on: Cox Forum's "Your Money Matters"
Click here to view the show.
PREVIOUS NEWSLETTER ARTICLES
If you have missed some of our previous articles, they are available below.
Roth IRA Conversion (September 2009)
As we head into the last quarter of 2009, it's time to gear-up for year-end tax planning. And because tax planning is most valuable when multiple tax years are considered, we are already planning for a one-time change in the 2010 tax law that allows for an additional strategy for high income taxpayers. The strategy is called a Roth IRA conversion.
Read more...
How Would You Spend Eight Free Hours? (June 2009)
This quarter we asked the team to note some of the things they've done personally in light of the current economic environment.
Read more...
Adjusting to the Current Economic Environment (March 2009)
This quarter we asked the team to note some of the things they've done personally in light of the current economic environment.
Read more...
Great Recession, Not Great Depression (March 2009)
Virtually every article I've read about the economy for the last several months has noted "the current economic downturn is the worst since the Great Depression." Every single time I read this, I want to pull out my hair in frustration
Read more...
Uncertain Times - Part 4 (Enough Already!) (February 2009)
Today the Dow closed at levels not seen in more than six years. Yes, the news is bad. There seems to be no end to the negative stories. Yet there is really nothing new; the news only confirms what many have believed all along, and this means it should already be priced into the market. As we noted previously, we expected we would likely go a bit lower before rebounding, based on the fact that the markets always overshoot on the downside (and upside). So we are not surprised.
Read more...
Behind the Scenes at the Tarbox Group (January 2009)
The Tarbox Group team prides itself on providing exemplary service to the firm’s clients – both in investing client assets and in providing comprehensive and objective wealth management services. Often our clients ask us what it takes, behind the scenes, to make it all happen.
Read more...
Uncertain Times - Part 3 (Is This the Bottom?) (Nov 2008)
Absent any near-term recoveries, 2008 will be one of the worst years in history for stocks (domestic and foreign) since the Great Depression. Other asset classes such as real estate, commodities and even many bonds have also done poorly. There has been no place to hide. How much further until the market hits bottom?
Read more...
Uncertain Times – Part 2 (Is NOW the Time to Get Out?) (October 2008)
The late economist John Kenneth Galbraith once said, “There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.”
Read more...
Uncertain Times (October 2008)
My team and I have had hours of discussions, often late into the night, about whether or not the present situation calls for unprecedented action. Although we have made several adjustments and sold out of some securities in recent weeks, I'm talking about something more drastic - getting out of the market to some extent. Read more...
Identity Theft: The Best Defense is a Great Offense (August 2008)
There were 8.1 million U.S. residents who were victims of identity theft in 2007. (Identity theft is the taking of someone else's personal information and using it for an unlawful purpose, according to the California Penal Code.) That represents 3.6% of adults, including more than a million Californians. The total cost of identity theft in 2007 was $45 billion.
Read more...
When can I divorce my files? (June 2008)
Drowning in paper? Trying to decide what to keep or what to throw away? You’re not alone. Our clients often ask for advice as to what paperwork they really need to keep, what they should shred and where important papers should be stored. Read more...
2007 Taxes – Good News / Bad News (December 2007)
Expect to show more taxable income this year as a result of your investments in mutual funds owned outside of tax-deferred accounts. Mutual funds are required to distribute capital gains to shareholders and many funds plan to do so during...
Read more...
We have lives too! (December 2007)
Every member of our team is dedicated to the firm's clients, both while at the office and even after the office closes. Each of us is equally dedicated to developing healthy and happy personal lives, too. Many of you may be interested in knowing more about each member of the team and how each of us spends time outside the office. Read more...
Donor Advised Funds - Fabulous vehicles for focusing your charitable efforts (September 2007)
Every member of our team is dedicated to the firm's clients, both while at the office and even after the office closes. Each of us is equally dedicated to developing healthy and happy personal lives, too. Many of you may be interested in knowing more about each member of the team and how each of us spends time outside the office. Read more...
What is your favorite (non-financial) website? (March 2007)
This quarter, we’ve asked the Tarbox team to share a favorite (non-financial) website or two! Read more...