Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about AMK
Recent news which mentions AMK
AMK Stock Earnings: AssetMark Financial Hldgs Meets EPS, Beats Revenue for Q2 2024
July 18, 2024
Tickers
AMK
Tags
NYSE:AMK
Earnings Reports
AMK
From
InvestorPlace
AMK Stock Earnings: AssetMark Financial Hldgs Misses EPS, Beats Revenue for Q1 2024
May 01, 2024
Tickers
AMK
Tags
Market News
AMK
Earnings Reports
From
InvestorPlace
Earnings Scheduled For February 21, 2024
February 21, 2024
Tickers
ACVA
ADI
AGI
AGR
Tags
COKE
CCSI
BNL
From
Benzinga
Earnings Outlook For AssetMark Financial Hldgs
February 20, 2024
Tickers
AMK
Tags
Benzinga
Market News
AMK
From
Benzinga
Top 5 Financial Stocks That May Keep You Up At Night In December
December 19, 2023
Tickers
ACR
AMK
PAGS
RSI
Tags
ACR
Benzinga
RSI
From
Benzinga
Earnings Scheduled For November 6, 2023
November 06, 2023
Tickers
AAON
ACVA
ADEA
ADTN
Tags
SGC
NSPR
TRIP
From
Benzinga
A Preview Of AssetMark Financial Hldgs's Earnings
November 03, 2023
Tickers
AMK
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Raymond James Maintains Strong Buy Rating for AssetMark Financial Hldgs: Here's What You Need To Know
October 11, 2023
Tickers
AMK
Tags
BZI/AAR/UPDATE
Analyst Ratings
AMK
From
Benzinga
Top 4 Financial Stocks You'll Regret Missing This Month
October 05, 2023
Tickers
AMK
HASI
RSI
WD
Tags
RSI
WD
Benzinga
From
Benzinga
Plan and Profit: 3 Retirement Advisory Stocks Worth Your Investment
September 19, 2023
Tickers
AMK
AMP
AXP
JPM
Tags
JPM
NYSE:JPM,NYSE:AMP,NYSE:AXP,NYSE:AMK,NASDAQ:VRTS
AXP
From
InvestorPlace
AssetMark Financial Hldgs's Earnings Outlook
May 02, 2023
Tickers
AMK
Tags
AMK
BZI/EP
Benzinga
From
Benzinga
2 Growth Stocks to Buy With $1,000 Right Now
March 23, 2023
Tickers
AMK
SCHW
Tags
AMK
Market News
Recent Press Releases
From
Motley Fool
Why AssetMark Financial Stock Was Up Big Today
February 23, 2023
Tickers
AMK
CS
JPM
Tags
JPM
AMK
CS
From
Motley Fool
Why Domino's Pizza Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
February 23, 2023
Tickers
ACVA
AMK
AMWL
BAND
Tags
SPTN
DWSN
TDOC
From
Benzinga
Comfort Systems, Gannett, CommScope And Other Big Stocks Moving Higher On Thursday
February 23, 2023
Tickers
ACVA
AMK
ANSS
BHC
Tags
Markets
COKE
PR
From
Benzinga
Earnings Preview For AssetMark Financial Hldgs
February 21, 2023
Tickers
AMK
Tags
Earnings
Benzinga
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 23, 2023
January 23, 2023
Tickers
AEE
AGM
ALE
AMAT
Tags
GIL
LNT
Benzinga
From
Benzinga
Why AssetMark Financial Stock Surged 14.6% Higher This Week
November 04, 2022
Tickers
AMK
Tags
AMK
Recent Press Releases
Market News
From
Motley Fool
Earnings Preview: AssetMark Financial Hldgs
October 31, 2022
Tickers
AMK
Tags
Earnings
Benzinga
Market News
From
Benzinga
AssetMark Financial Hldgs's Earnings Outlook
August 02, 2022
Tickers
AMK
Tags
Earnings
Market News
Benzinga
From
Benzinga
AssetMark Financial Hldgs: Q4 Earnings Insights
February 15, 2022
Tickers
AMK
Tags
AMK
Market News
Benzinga
From
Benzinga
Earnings Scheduled For February 15, 2022
February 15, 2022
Tickers
ABG
ABNB
ACCO
ACRE
Tags
GCMG
DVN
LSCC
From
Benzinga
AssetMark Financial Holdings Inc (AMK) Q3 2021 Earnings Call Transcript
November 10, 2021
Tickers
AMK
Tags
Recent Press Releases
Market News
AMK
From
Motley Fool
Earnings Outlook For AssetMark Financial Hldgs
July 27, 2021
Tickers
AMK
Tags
Earnings
Benzinga
Market News
From
Benzinga
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.