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 BCOR
Recent news which mentions BCOR
Crypto ETFs: Regulation, Returns & Rise of Innovation Pt. II
August 14, 2025
Tickers
BCOR
BMAX
ETHA
IBIT
Tags
etha
OWNB
Bitwise
From
ETF Trends
Are Your Tesla ETFs Secretly Betting On Elon Musk's AI Startup?
July 14, 2025
Tickers
ARKK
BCOR
BOTZ
QQQ
Tags
ETFs
Market News
Sector ETFs
From
Benzinga
New Grayscale ETF Lets You Invest In Bitcoin, Without The Coin
May 01, 2025
Tickers
BCOR
BITCOMP
MELI
MSTR
Tags
Stories That Matter
MSTR
New ETFs
From
Benzinga
These 2 Under-the-Radar Stocks Have Incredibly Bright Futures
January 07, 2023
Tickers
BCOR
GCBC
Tags
Market News
GCBC
BCOR
From
Motley Fool
Why Blucora Stock Surged 10.6% Higher This Week
December 23, 2022
Tickers
BCOR
Tags
Recent Press Releases
BCOR
Market News
From
Motley Fool
Blucora's Return on Invested Capital Insights
November 07, 2022
Tickers
BCOR
Tags
Market News
Earnings
BZI/ROCE
From
Benzinga
Why Harsco Shares Surged Over 22%; Here Are 80 Biggest Movers From Yesterday
November 02, 2022
Tickers
ABMD
ACOR
AGLE
AMBO
Tags
MCVT
CYXT
CTLT
From
Benzinga
Gartner, Sony, Uber And Other Big Gainers From Tuesday
November 02, 2022
Tickers
ABMD
ATHM
BCOR
BZ
Tags
Trading Ideas
LYFT
HTHT
From
Benzinga
Why Abiomed Shares Are Trading Higher By Over 50%? Here Are 60 Stocks Moving In Tuesday's Mid-Day Session
November 01, 2022
Tickers
ABMD
ACOR
AGLE
AMBO
Tags
GDS
CYXT
MNSO
From
Benzinga
Blucora: Q3 Earnings Insights
November 01, 2022
Tickers
BCOR
Tags
BCOR
Benzinga
BZI/Recaps
From
Benzinga
7 A-Rated Tech Stocks to Buy and Hold Now
August 18, 2022
Tickers
ADBE
AMZN
BCOR
EXLS
Tags
MSFT
SWCH
KBR
From
InvestorPlace
Blucora: Q2 Earnings Insights
August 08, 2022
Tickers
BCOR
Tags
BCOR
Benzinga
BZI/Recaps
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 11, 2022
July 11, 2022
Tickers
ABC
AFRM
AME
APG
Tags
AFRM
META
GIII
From
Benzinga
Looking Into Blucora's Return On Capital Employed
May 16, 2022
Tickers
BCOR
Tags
BCOR
Benzinga
BZI/ROCE
From
Benzinga
81 Biggest Movers From Yesterday
May 05, 2022
Tickers
ACON
AIKI
AIU
AKAM
Tags
BHG
AKAM
PAYC
From
Benzinga
50 Stocks Moving In Wednesday's Mid-Day Session
May 04, 2022
Tickers
ACON
AKAM
AMRN
ANDE
Tags
RVLV
Market News
RVSN
From
Benzinga
Blucora: Q1 Earnings Insights
May 04, 2022
Tickers
BCOR
Tags
BCOR
Benzinga
BZI/Recaps
From
Benzinga
Recap: Blucora Q4 Earnings
February 16, 2022
Tickers
BCOR
Tags
Earnings
Market News
News
From
Benzinga
Earnings Scheduled For February 16, 2022
February 16, 2022
Tickers
ACVA
ADI
AIG
AIMC
Tags
LOPE
GRMN
AXTI
From
Benzinga
3 Stocks Insiders Are Buying
December 17, 2021
Tickers
BCOR
GIC
LAZY
Tags
BCOR
News
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2021
December 14, 2021
Tickers
AAPL
ACI
ADBE
AKAM
Tags
UNH
KTTA
Analyst Ratings
From
Benzinga
Blucora Inc (BCOR) Q3 2021 Earnings Call Transcript
November 04, 2021
Tickers
BCOR
Tags
Market News
Recent Press Releases
BCOR
From
Motley Fool
Looking Into Blucora's Return On Capital Employed
November 04, 2021
Tickers
BCOR
Tags
BZI/ROCE
Benzinga
BCOR
From
Benzinga
12 Financials Stocks Moving In Monday's After-Market Session
September 13, 2021
Tickers
AIHS
BCOR
BRP
FANH
Tags
Market News
BZI/TFM
UNAM
From
Benzinga
Analyzing Blucora's Unusual Options Activity
August 10, 2021
Tickers
BCOR
Tags
Market News
BZI/UOA
Movers
From
Benzinga
Blucora Stock Tanks After Cautious Q3 EPS Guidance Despite Q2 Earnings Beat
August 04, 2021
Tickers
BCOR
TECH
Tags
Market News
News
Benzinga
From
Benzinga
Blucora Inc (BCOR) Q2 2021 Earnings Call Transcript
August 04, 2021
Tickers
BCOR
Tags
BCOR
Market News
From
Motley Fool
Blucora: Q2 Earnings Insights
August 04, 2021
Tickers
BCOR
Tags
News
Market News
Earnings
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.