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 BRKB
Recent news which mentions BRKB
< Previous
1
2
3
Next >
Exclusive: Arbitrage Expert Julian Klymochko Explains Why Warren Buffett Is Buying Activision Blizzard Shares
May 08, 2022
Tickers
ATVI
MSFT
TSLA
TWTR
Tags
Warren Buffett
Benzinga
Exclusives
From
Benzinga
Exclusive: Arbitrage Expert Julian Klymochko Breaks Down Twitter Acquisition And Elon Musk's Options
May 07, 2022
Tickers
ATVI
KKR
MSFT
TPG
Tags
ATVI
TWTR
Social Media Platforms
From
Benzinga
China Offers 'So Much Better Companies At So Much Lower Prices': Charlie Munger
May 01, 2022
Tickers
BABA
Tags
News
Chinese stocks
BRKB
From
Benzinga
Berkshire Hathaway Now Owns 9.5% Of Activision Blizzard Ahead Of Merger: Here's What Warren Buffett Had To Say
May 01, 2022
Tickers
ATVI
CVX
IBM
MSFT
Tags
CVX
IBM
Warren Buffett
From
Benzinga
What Would A Nuclear Disaster Mean For Insurance Companies? Warren Buffett Chimes In
May 01, 2022
Tickers
PGR
Tags
Market News
Nuclear War
BRKB
From
Benzinga
'Just Say No' To Putting Bitcoin In Retirement Account: Charlie Munger And Warren Buffett Still Not Fans Of Crypto
April 30, 2022
Tickers
BITCOMP
BTC
USD-BITSTAMP
Tags
BRKA
Peter Thiel
BTC
From
Benzinga
This Celebrity Has Owned Berkshire Hathaway Shares For 25 Years And Claims He Is Related To Warren Buffett
April 30, 2022
Tickers
AAPL
AXP
BAC
KO
Tags
Charlie Munger
BRKA
Trading Ideas
From
Benzinga
Robinhood Is Unraveling, 'God Is Getting Just': Charlie Munger Tells Berkshire Shareholders Investors Are Gambling On Stock Market
April 30, 2022
Tickers
HOOD
Tags
Warren Buffett
Benzinga
Charlie Munger
From
Benzinga
Warren Buffett Recalls First Stock Purchase At 11, Still Practices Buying Companies And Not Stocks
April 24, 2022
Tags
Berkshire Hathaway
BRKA
Charlie Munger
From
Benzinga
You Have To Make Cars That People Want: Warren Buffett On Elon Musk And Tesla
April 23, 2022
Tickers
TSLA
Tags
TSLA
Elon Musk
BRKA
From
Benzinga
Jeff Bezos Is A 'Very Smart Guy': Warren Buffett Praises Amazon Founder And What He's Accomplished
April 23, 2022
Tickers
AMZN
CBS
JPM
Tags
Benzinga
Jeff Bezos
Warren Buffett
From
Benzinga
Is Charlie Munger's Patience Wearing Off? Daily Journal Cuts Alibaba Holdings By Half In Q1
April 12, 2022
Tickers
BABA
JD
TECH
Tags
BRKB
Daily Journal
Market News
From
Benzinga
Is Bitcoin Too Big To Fail? Here's What Dave Portnoy And Kevin O'Leary Think
April 08, 2022
Tickers
BITCOMP
BTC
PENN
USD-BITSTAMP
Tags
Solana
Market News
BRKB
From
Benzinga
The New 'Return On Character' ETF Doesn't Include Musk Or Zuckerberg: Who Made The Cut?
March 25, 2022
Tickers
AAPL
AMZN
CMCSA
COST
Tags
ZTS
TWTR
DIS
From
Benzinga
Perfect March Madness Bracket? Don't Count On It: The Longshot And Potential Impossible Odds
March 18, 2022
Tickers
BALY
DIS
MGM
RKT
Tags
NCAA Tournament
NCAA
BetMGM
From
Benzinga
Here's How Much A $1,000 Investment In Tesla Could Be Worth If Stock Gets Back To All-Time Highs
March 18, 2022
Tickers
AAPL
AMZN
EVS
GOOG
Tags
here's how much $1000
TSLA
GOOGL
From
Benzinga
7 E-Commerce Stocks to Buy as Shopify Suffers
March 02, 2022
Tickers
AMZN
BKNG
EBIZ
ETSY
Tags
AMZN
GDDY
RH
From
InvestorPlace
Top Ten Stock Holdings Of Berkshire Hathaway And Warren Buffett
February 26, 2022
Tickers
AAPL
AXP
BAC
BK
Tags
BAC
Ted Weschler
Education
From
Benzinga
3 ETFs For Investors To Watch In February: Value Stocks, Video Games And Semiconductors
February 02, 2022
Tickers
AMD
ATVI
MSFT
NERD
Tags
BRKB
Bungie
semiconductor stocks
From
Benzinga
Top Ten Billionaires Have Lost Nearly $150 Billion In 2022: Who Lost The Most And The Single Gainer
January 30, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
Bill Gates
AMZN
Jeff Bezos
From
Benzinga
Benzinga Asks: Which Company Could Join The $1-Trillion Market Cap Club Next? Did NVDA, TSM, BRKA Or TCEHY Win?
January 10, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
News
TWTR
BRKA
From
Benzinga
Warren Buffett Moves Up The Top Ten Billionaires List As Berkshire Hathaway Hits All-Time Highs
January 08, 2022
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
GOOG
Bloomberg Billionaires Index
News
From
Benzinga
13 Fun Facts You May Not Know About Bitcoin On The Cryptocurrency's 13th Birthday
January 03, 2022
Tickers
BITCOMP
COIN
PZZA
SQ
Tags
TSLA
SQ
BRKA
From
Benzinga
TRON Founder Justin Sun Paid $28M For Blue Origin Flight: Here's How He's Picking 5 People To Join Him
December 22, 2021
Tickers
AMZN
DAO
TRON
TWTR
Tags
NFTs
Markets
BRKA
From
Benzinga
Elon Musk Becomes $373M Richer After Tesla's Stock Rise, Far And Away The World's Wealthiest Person
October 21, 2021
Tickers
AMZN
MSFT
TSLA
Tags
Bloomberg Billionaires Index
General
News
From
Benzinga
Elon Musk Now Worth More Than Warren Buffett And Bill Gates Combined Thanks To Strong Tesla, SpaceX Valuations
October 16, 2021
Tickers
AAPL
AMZN
MSFT
TSLA
Tags
SpaceX
News
Bloomberg Billionaires Index
From
Benzinga
15 Under 40, 14 Over 90: A Look At The Youngest And Oldest Members Of The Forbes 400 List
October 09, 2021
Tickers
ABNB
AMCX
AMZN
ASAN
Tags
Small Cap
Cryptocurrency
MSGE
From
Benzinga
Want To Outperform The S&P 500 And Cathie Wood? Consider Getting A Hamster
September 26, 2021
Tickers
ARKK
ARKW
NPR
SPY
Tags
Cryptocurrency
BRKB
SPY
From
Benzinga
11 Publicly-Traded Companies That Donated To Co-Sponsors Of Texas Abortion Bill
September 11, 2021
Tickers
ANTM
CHTR
CMCSA
CVS
Tags
BRKA
News
General
From
Benzinga
Jeff Bezos Buys An Ice Cream Machine For His Home: Is He Living Out A Dream Or Sick Of Restaurant Machines Being 'Out Of Service?'
August 22, 2021
Tickers
AMZN
MCD
Tags
BRKA
Management
Ice Cream
From
Benzinga
< Previous
1
2
3
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.