500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
540 University Avenue, Suite 300
Palo Alto, CA 94301
Phone: (650) 326-2274
Fax: (650) 326-4474
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Quarterly newsletters.
October 2008 Uncertain
Times
October 2008
Laura Tarbox
Worth Magazine's Top 250
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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.
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THE TARBOX GROUP IN THE MEDIA
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.
Uncertain Times (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...
Credit Crisis Part II – We’ve Been Here Before (March 2008)
The credit crunch that began in mid-2007 will likely continue into early summer 2008. Many global markets have suffered double digit declines in just the past two months. So where do stocks go from here?
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...
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...
It’s not what you make, it’s what you keep! (December 2006)
There are a number of things we do behind the scenes that benefit our
clients – many are not reported and are virtually impossible to quantify.
This article describes some of the tax management work we do when managing
taxable portfolios. We believe this is one area where we add significant
value.
Read more...
What is your favorite holiday food and a favorite holiday memory? (December 2006)
Though every year it seems the holiday decorations go up a little earlier,
it’s finally December - and there is an awful lot of talk around the office
about FOOD and the holidays. We thought we’d follow the theme of the past
couple newsletters and share some of the Tarbox staff’s favorite things
about the holidays.
Read more...
Where is your favorite place in the world and why? (September 2006)
Previously, we asked the Tarbox staff to share with us about a book they had recently read. We decided to follow it up with this piece. When reading through everyone’s favorite spots, you may notice an almost-consistent theme... think warm weather and water. Read more...
What have you read recently? (June 2006)
Just for fun, the Tarbox staff was asked to tell us about a book they are reading or recently read. Read more...
When can I divorce my files? (June 2006)
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...
Medicare Part D (March 2006)
Even if the new Medicare Prescription Drug Plan (Medicare Part D) does not impact you directly, you likely know someone who is impacted and might need assistance. We wanted to share some resources and practical recommendations to help you make sense of this new coverage. Read more...