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/GT
Recent news which mentions BZI/GT
< Previous
1
2
3
4
5
6
7
8
9
10
11
Next >
Rep. Kelly Morrison Has Bought Up to $160K Worth Of Broadcom Stock: Here's What You Should Know
May 14, 2025
Tickers
AVGO
META
NEWS
TGT
Tags
Trading Ideas
Government
Benzinga
From
Benzinga
Rep. Greg Landsman Has Sold Up to $500K Worth Of Kroger Stock: Here's What You Should Know
May 14, 2025
Tickers
AAPL
GOOGL
KR
NEWS
Tags
Trading Ideas
Politics
Benzinga
From
Benzinga
Illinois Rep. Jonathan Jackson Sold Up to $265K Worth of Microsoft Stock
May 14, 2025
Tickers
GOOGL
MSFT
NEWS
NFLX
Tags
Benzinga
Government
Politics
From
Benzinga
Recent Filing Shows That Rep. Bruce Westerman Sold Over $137K Worth of Apple Stock
May 13, 2025
Tickers
AAPL
ABT
ADDYY
NEWS
Tags
News
General
BZI/GT
From
Benzinga
Alabama Rep. Terri Sewell Bought Over $2K Worth of Apple Stock: Here's What You Should Know
May 13, 2025
Tickers
AAPL
NEWS
NVDA
Tags
AAPL
Market News
BZI/GT
From
Benzinga
This House of Representative Just Sold Up To $15K In Netflix Stock
May 13, 2025
Tickers
ACN
AMD
NEWS
NFLX
Tags
News
General
NFLX
From
Benzinga
Congressional Trading Report: Rep. Jared Moskowitz Bought Over $27K In AbbVie Stock
May 12, 2025
Tickers
ABBV
AVGO
NEWS
NVDA
Tags
Politics
Government
Benzinga
From
Benzinga
Recent Report Shows That Sen. John N Kennedy Bought Up to $15K Worth of Annaly Capital Management Stock
May 09, 2025
Tickers
NEWS
NLY
Tags
NLY
Trading Ideas
Politics
From
Benzinga
Recent Report Shows That Rep. Jefferson Shreve Bought Up to $4.75M Worth of Apple Stock
May 09, 2025
Tickers
AAPL
ABBV
AMAT
AVGO
Tags
Market News
ABBV
AVGO
From
Benzinga
A Congress Member Sold Up To $30K In Target Stock: Here's What You Need To Know
May 08, 2025
Tickers
GOOGL
NEWS
NKE
TGT
Tags
Trading Ideas
Benzinga
GOOGL
From
Benzinga
This House of Representative Just Bought Up To $915K In AbbVie Stock
May 07, 2025
Tickers
AAPL
ABBV
ADBE
AMD
Tags
ABBV
Market News
AAPL
From
Benzinga
Recent Filing Shows That Rep. Gilbert Ray Cisneros Bought Over $106K Worth of Aris Water Solutions Stock
May 07, 2025
Tickers
ARIS
GDDY
JNJ
NEWS
Tags
General
ARIS
News
From
Benzinga
Congressional Trading Report: Rep. Lloyd Doggett Bought Over $1K In Coca-Cola Stock
May 06, 2025
Tickers
HD
KO
NEWS
PPG
Tags
KO
Politics
Benzinga
From
Benzinga
This House of Representative Just Bought Up To $195K In Bio-Techne Stock
May 05, 2025
Tickers
DAY
NEWS
TECH
TTC
Tags
Market News
BZI/GT
Benzinga
From
Benzinga
A Congress Member Sold Up To $50K In Mobile Infrastructure Stock: Here's What You Need To Know
May 01, 2025
Tickers
BEEP
NEWS
Tags
Trading Ideas
Government
Benzinga
From
Benzinga
Rep. George Whitesides Has Sold Up to $5.18M Worth Of Innoviva Stock: Here's What You Should Know
April 24, 2025
Tickers
INVA
NEWS
Tags
News
INVA
General
From
Benzinga
A Congress Member Sold Up To $100K In Liberty Media Stock: Here's What You Need To Know
April 22, 2025
Tickers
FWONK
NEWS
Tags
FWONK
BZI/GT
General
From
Benzinga
Recent Filing Shows That Rep. Thomas Suozzi Sold Over $15K Worth of Global Industrial Stock
April 22, 2025
Tickers
GIC
NEWS
Tags
Government
Benzinga
Politics
From
Benzinga
Rep. Thomas Kean Has Bought Up to $45K Worth Of Illumina Stock: Here's What You Should Know
April 21, 2025
Tickers
ILMN
NEWS
NVT
SYK
Tags
News
General
BZI/GT
From
Benzinga
Florida Rep. Scott Franklin Sold Over $500K Worth of Baldwin Insurance Stock: Here's What You Should Know
April 18, 2025
Tickers
AMZN
BWIN
NEWS
Tags
BZI/GT
News
General
From
Benzinga
A Congress Member Sold Up To $120K In AbbVie Stock: Here's What You Need To Know
April 18, 2025
Tickers
ABBV
AMZN
GOOGL
NEWS
Tags
BZI/GT
General
News
From
Benzinga
Arkansas Rep. Bruce Westerman Bought Over $168K Worth of Microsoft Stock: Here's What You Should Know
April 17, 2025
Tickers
MSFT
NEWS
Tags
Government
Benzinga
Politics
From
Benzinga
North Carolina Rep. Tim Moore Sold Over $365K Worth of American Airlines Group Stock: Here's What You Should Know
April 15, 2025
Tickers
AAL
HOG
NEWS
Tags
News
General
BZI/GT
From
Benzinga
Recent Filing Shows That Rep. Dave Min Sold Over $1K Worth of First Solar Stock
April 15, 2025
Tickers
FSLR
NEWS
Tags
Market News
News
General
From
Benzinga
A Congress Member Sold Up To $225K In Accenture Stock: Here's What You Need To Know
April 15, 2025
Tickers
ACN
CI
COF
NEWS
Tags
BZI/GT
Market News
CI
From
Benzinga
This House of Representative Just Bought Up To $390K In Abbott Laboratories Stock
April 15, 2025
Tickers
ABT
AMZN
NEWS
Tags
ABT
Politics
Government
From
Benzinga
Rep. Jefferson Shreve Has Sold Up to $3.10M Worth Of NVIDIA Stock: Here's What You Should Know
April 14, 2025
Tickers
AMD
BLK
NEWS
NVDA
Tags
General
News
NVDA
From
Benzinga
Minnesota Rep. Kelly Morrison Bought Over $34K Worth of Meta Platforms Stock: Here's What You Should Know
April 14, 2025
Tickers
META
NEWS
TGT
Tags
Trading Ideas
Benzinga
Government
From
Benzinga
West Virginia Rep. Carol Miller Bought Up to $135K Worth of Aflac Stock
April 14, 2025
Tickers
AFL
AWK
CME
NEWS
Tags
Politics
Government
Benzinga
From
Benzinga
Recent Report Shows That Rep. Susie Lee Sold Up to $235K Worth of Full House Resorts Stock
April 14, 2025
Tickers
FLL
NEWS
SBUX
Tags
BZI/GT
News
FLL
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
11
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.