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 Adam Jonas
Recent news which mentions Adam Jonas
< Previous
1
2
3
4
5
Next >
Why This Tesla Analyst Thinks This 'One Really Big Item' Could Be Part Of Master Plan Part 3
March 23, 2022
Tickers
TSLA
Tags
Benzinga
TSLA
Adam Jonas
From
Benzinga
EV Week In Review: Musk Muses Over 'Master Plan Part 3,' Price Hikes Order Of Day Amid Input Cost Inflation, Ford Lays Out Europe EV Plans And More
March 19, 2022
Tickers
AAPL
F
GM
LCID
Tags
News
Elon Musk
Top Stories
From
Benzinga
Elon Musk Hints At 'Master Plan Part 3': What's In The Works At Tesla?
March 18, 2022
Tickers
TSLA
Tags
Elon Musk
TSLA
Benzinga
From
Benzinga
9 EV Market Trends Seeing Accelerating Adoption Amid Ukraine Crisis: Battery Innovation, Inventory Stocking And More
March 17, 2022
Tickers
FREY
TSLA
Tags
Morgan Stanley
Adam Jonas
FREY
From
Benzinga
Raw Material Shortages May Not Be Hurting Tesla Right Now, But This Other Shortfall Might
March 16, 2022
Tickers
TSLA
Tags
News
Adam Jonas
Benzinga
From
Benzinga
SpaceX And These 4 Other Companies Benefit From Accelerating Space Economy: Morgan Stanley
March 10, 2022
Tickers
GSAT
IRDM
RKLB
TSLA
Tags
Benzinga
TSLA
Analyst Ratings
From
Benzinga
Why Tesla And This Automaker Are 'Shelter In Inflationary Storm'
March 06, 2022
Tickers
RACE
TSLA
Tags
Analyst Ratings
Reiteration
Market News
From
Benzinga
How Much $1,000 Invested In Ford When It Unveiled Ford+ Plan In Mid-2021 Would Be Worth Now
March 05, 2022
Tickers
F
Tags
F
Benzinga
Trading Ideas
From
Benzinga
Why Ford Analysts See Reorganization As 'Dawn Of New Era,' Expect Other Automakers To Follow Suit
March 03, 2022
Tickers
F
GM
HYMTF
STLA
Tags
electric vehicles
Citigroup
Analyst Color
From
Benzinga
Why Lucid Analyst Says Deliveries Miss Isn't A Big Deal Ahead Of Q4 Print
February 18, 2022
Tickers
EVS
LCID
Tags
electric vehicles
Market News
Reiteration
From
Benzinga
Tesla's Topline Can Exceed Revenues Of GM And Ford Combined: Analyst Says When And How
February 04, 2022
Tickers
EVS
F
GM
TSLA
Tags
Morgan Stanley
Reiteration
EVs
From
Benzinga
Tesla Analyst Hikes Price Target, Says The Company Can 'Make All Other EV Names Obsolete'
January 11, 2022
Tickers
F
GM
TSLA
Tags
Benzinga
TSLA
Analyst Ratings
From
Benzinga
Tesla To Hike Controversial Full-Self Driving Package To $12K In US Beginning January 17: Elon Musk Confirms
January 08, 2022
Tickers
TECH
TSLA
Tags
News
Adam Jonas
Tech
From
Benzinga
As Rivian Pulls Back Towards IPO Price, What Should Traders Do With The Stock?
January 06, 2022
Tickers
AMZN
EVS
RIVN
STLA
Tags
News
Benzinga
Trading Ideas
From
Benzinga
Tesla Analysts Up Price Target Following Q4 Deliveries Beat; '2022 The Year EV Maker Begins To Perform Like A Tera-Cap'
January 03, 2022
Tickers
EVS
TSLA
Tags
Trading Ideas
Benzinga
TSLA
From
Benzinga
Why Rivian Analysts Remain Confident After Automaker's Warning Of Production Shortfall
December 17, 2021
Tickers
RIVN
Tags
Colin Langan
electric vehicles
Market News
From
Benzinga
EV Week In Review: Musk's Bizarre 'Quitting' Tweet, Lucid In Eye Of SEC Storm, Ford F-150 Lightning Reservations, Exodus Continues At Apple Car Project And More
December 11, 2021
Tickers
AAPL
F
GM
LCID
Tags
electric vehicles
Pierre Ferragu
Market News
From
Benzinga
Why Rivian Analysts Are Largely Bullish: 'EV Maker Could Be The One That Can Challenge Tesla'
December 06, 2021
Tickers
AMZN
RIVN
TSLA
Tags
Wells Fargo Securities
Morgan Stanley
RIVN
From
Benzinga
Jon Najarian Says These Are 'Good Reasons To Stick With Ford'
November 30, 2021
Tickers
F
Tags
F
Media
Price Target
From
Benzinga
Why Morgan Stanley Is Bullish On Battery Pure-Play FREYR
November 18, 2021
Tickers
FREY
TECH
Tags
Analyst Color
Analyst Ratings
Market News
From
Benzinga
Why This Luxury Sports Carmaker Is Morgan Stanley's Favorite EV Stock
November 17, 2021
Tickers
RACE
Tags
Benzinga
RACE
Adam Jonas
From
Benzinga
Ford Analysts Break Down Q3 Earnings: 'Beat, Raise, Swagger'
October 28, 2021
Tickers
F
Tags
Earnings
Joseph Spak
Morgan Stanley
From
Benzinga
Why Tesla Is Potentially Disruptive For Legacy Players? (A $15,000 EV Is One of The Reasons)
October 23, 2021
Tickers
F
GM
TSLA
Tags
TSLA
Benzinga
electric vehicles
From
Benzinga
Elon Musk's SpaceX Valuation Zooms Past $100B Following Insider Sale: Report
October 08, 2021
Tickers
TSLA
Tags
Morgan Stanley
space
Adam Jonas
From
Benzinga
Why This Lordstown Motors Analyst Sees 66% Downside In EV Stock
October 05, 2021
Tickers
HNHPF
RIDE
Tags
Small Cap
Benzinga
Trading Ideas
From
Benzinga
Why This Analyst Believes Lucid Group's Stock Has Raced Ahead Of Valuation
September 14, 2021
Tickers
EVS
LCID
TSLA
Tags
Initiation
TSLA
Benzinga
From
Benzinga
Why Fisker's Stock Is Surging Higher Today
August 10, 2021
Tickers
FSR
Tags
Movers
Analyst Ratings
Market News
From
Benzinga
2 General Motors Bull Analysts Break Down The Q2 Print
August 06, 2021
Tickers
AUTO
GM
Tags
Reiteration
Morgan Stanley
Earnings
From
Benzinga
Microvast Shares Surge Despite Morgan Stanley's Bearish Price Target: What's Going On?
August 05, 2021
Tickers
AMC
GME
MVST
Tags
AMC
Short Squeeze
Analyst Ratings
From
Benzinga
Ford's Mustang Mach-E Profits, Online Ordering Among Q2 Highlights For Blue Oval Analysts
July 29, 2021
Tickers
F
Tags
Mustang Mach/E
automotive stocks
Colin M/ Langan
From
Benzinga
< Previous
1
2
3
4
5
Next >
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.