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 BZI/CONF
Recent news which mentions BZI/CONF
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
Next >
Kirkland's Q2 2022 Earnings Conference Call On August 30, 2022 At 09:00 AM ET
August 18, 2022
Tickers
KIRK
Tags
KIRK
Earnings
BZI/CONF
From
Benzinga
How To Attend Regis Q4 2022 Earnings Conference Call
August 17, 2022
Tickers
RGS
Tags
Market News
Benzinga
BZI/CONF
From
Benzinga
How To Attend JD.com Q2 2022 Earnings Conference Call
August 17, 2022
Tickers
JD
Tags
BZI/CONF
Market News
Benzinga
From
Benzinga
How To Attend Medtronic Q1 2023 Earnings Conference Call
August 16, 2022
Tickers
MDT
Tags
BZI/CONF
Market News
Benzinga
From
Benzinga
Allego Q2 2022 Earnings Conference Call On August 22, 2022 At 08:30 AM ET
August 16, 2022
Tickers
ALLG
Tags
ALLG
Earnings
BZI/CONF
From
Benzinga
TJX Companies Q2 2023 Earnings Conference Call On August 17, 2022 At 11:00 AM ET
August 16, 2022
Tickers
TJX
Tags
Benzinga
Market News
BZI/CONF
From
Benzinga
How To Attend XPeng Q2 2022 Earnings Conference Call
August 15, 2022
Tickers
XPEV
Tags
Market News
Benzinga
XPEV
From
Benzinga
Best Buy Co Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 15, 2022
Tickers
BBY
Tags
BZI/CONF
Market News
Benzinga
From
Benzinga
How To Attend Peloton Interactive Q4 2022 Earnings Conference Call
August 15, 2022
Tickers
PTON
Tags
PTON
Earnings
Market News
From
Benzinga
How To Attend Deere Q3 2022 Earnings Conference Call
August 15, 2022
Tickers
DE
Tags
BZI/CONF
DE
Market News
From
Benzinga
How To Attend Sea Q2 2022 Earnings Conference Call
August 15, 2022
Tickers
SE
Tags
BZI/CONF
Benzinga
Market News
From
Benzinga
Estee Lauder Q4 2022 Earnings Conference Call On August 18, 2022 At 09:30 AM ET
August 15, 2022
Tickers
EL
Tags
Benzinga
Market News
BZI/CONF
From
Benzinga
Home Depot Q2 2022 Earnings Conference Call On August 16, 2022 At 09:00 AM ET
August 12, 2022
Tickers
HD
Tags
HD
Earnings
BZI/CONF
From
Benzinga
How To Attend Walmart Q2 2023 Earnings Conference Call
August 12, 2022
Tickers
WMT
Tags
BZI/CONF
Market News
Benzinga
From
Benzinga
Li Auto Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 12, 2022
Tickers
LI
Tags
Market News
Benzinga
BZI/CONF
From
Benzinga
Brookfield Asset Mgmt Q2 2022 Earnings Conference Call On August 11, 2022 At 10:00 AM ET
August 10, 2022
Tickers
BAM
Tags
BAM
BZI/CONF
Market News
From
Benzinga
Emerson Electric Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 08, 2022
Tickers
EMR
Tags
EMR
Benzinga
Earnings
From
Benzinga
How To Attend GLOBALFOUNDRIES Q2 2022 Earnings Conference Call
August 04, 2022
Tickers
GFS
Tags
Earnings
Market News
Benzinga
From
Benzinga
How To Attend TransDigm Gr Q3 2022 Earnings Conference Call
August 04, 2022
Tickers
TDG
Tags
Earnings
TDG
Market News
From
Benzinga
How To Attend Sysco Q4 2022 Earnings Conference Call
August 04, 2022
Tickers
SYY
Tags
Earnings
SYY
Market News
From
Benzinga
Sea Q2 2022 Earnings Conference Call On August 16, 2022 At 07:00 AM ET
August 03, 2022
Tickers
SE
Tags
Earnings
SE
Benzinga
From
Benzinga
How To Attend Tyson Foods Q3 2022 Earnings Conference Call
August 02, 2022
Tickers
TSN
Tags
TSN
Earnings
BZI/CONF
From
Benzinga
Dominion Energy Q2 2022 Earnings Conference Call On August 8, 2022 At 10:00 AM ET
August 02, 2022
Tickers
D
Tags
Earnings
BZI/CONF
Market News
From
Benzinga
How To Attend Barrick Gold Q2 2022 Earnings Conference Call
August 02, 2022
Tickers
GOLD
Tags
Earnings
GOLD
BZI/CONF
From
Benzinga
BioNTech Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 02, 2022
Tickers
BNTX
Tags
BZI/CONF
Market News
Benzinga
From
Benzinga
How To Attend Duke Energy Q2 2022 Earnings Conference Call
August 02, 2022
Tickers
DUK
Tags
News
Market News
BZI/CONF
From
Benzinga
CBRE Group Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 01, 2022
Tickers
CBRE
Tags
BZI/CONF
Benzinga
Market News
From
Benzinga
Aptiv Q2 2022 Earnings Conference Call On August 4, 2022 At 08:00 AM ET
August 01, 2022
Tickers
APTV
Tags
Earnings
Market News
Benzinga
From
Benzinga
Novo Nordisk Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 01, 2022
Tickers
NVO
Tags
BZI/CONF
NVO
Benzinga
From
Benzinga
Chunghwa Telecom Earnings Conference Call Is Coming Up, Here's What You Need To Know
July 27, 2022
Tickers
CHT
Tags
BZI/CONF
Benzinga
Market News
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
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.