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/Recaps
Recent news which mentions BZI/Recaps
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
U-Haul Holding Q3 Earnings Summary & Key Takeaways
February 05, 2025
Tickers
UHAL
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Digi Intl: Q1 Earnings Insights
February 05, 2025
Tickers
DGII
Tags
Market News
Earnings
Benzinga
From
Benzinga
Insights into Conmed Q4 Earnings
February 05, 2025
Tickers
CNMD
Tags
BZI/Recaps
CNMD
Market News
From
Benzinga
Molina Healthcare Earnings Report: Q4 Overview
February 05, 2025
Tickers
MOH
Tags
Market News
Benzinga
Earnings
From
Benzinga
DHI Group Earnings Report: Q4 Overview
February 05, 2025
Tickers
DHX
Tags
DHX
BZI/Recaps
Benzinga
From
Benzinga
MetLife Q4 Earnings Report: What Investors Need to Know
February 05, 2025
Tickers
MET
Tags
MET
Earnings
Market News
From
Benzinga
Earnings Summary: Omega Healthcare Invts Q4
February 05, 2025
Tickers
OHI
Tags
OHI
Market News
Earnings
From
Benzinga
Mid-America Apartment: Q4 Earnings Insights
February 05, 2025
Tickers
MAA
Tags
Market News
Benzinga
MAA
From
Benzinga
ePlus Q3 Earnings Summary & Key Takeaways
February 05, 2025
Tickers
PLUS
Tags
Market News
Benzinga
Earnings
From
Benzinga
Earnings Breakdown: Black Hills Q4
February 05, 2025
Tickers
BKH
Tags
BKH
BZI/Recaps
Benzinga
From
Benzinga
Insights into UDR Q4 Earnings
February 05, 2025
Tickers
UDR
Tags
UDR
BZI/Recaps
Market News
From
Benzinga
Lesaka Technologies Earnings Review: Q2 Summary
February 05, 2025
Tickers
LSAK
Tags
LSAK
Market News
Earnings
From
Benzinga
Insights into Regional Mgmt Q4 Earnings
February 05, 2025
Tickers
RM
Tags
RM
Market News
Earnings
From
Benzinga
Earnings Summary: Safehold Q4
February 05, 2025
Tickers
SAFE
Tags
SAFE
Benzinga
Market News
From
Benzinga
PC Connection Q4 Earnings Report: What Investors Need to Know
February 05, 2025
Tickers
CNXN
Tags
Market News
Earnings
Benzinga
From
Benzinga
American Superconductor Q3 Earnings Report: What Investors Need to Know
February 05, 2025
Tickers
AMSC
Tags
AMSC
Earnings
Market News
From
Benzinga
Coherent Earnings Review: Q2 Summary
February 05, 2025
Tickers
COHR
Tags
COHR
BZI/Recaps
Benzinga
From
Benzinga
FormFactor Q4 Earnings Summary & Key Takeaways
February 05, 2025
Tickers
FORM
Tags
FORM
Earnings
Market News
From
Benzinga
Skyworks Solutions Q1 Earnings Summary & Key Takeaways
February 05, 2025
Tickers
SWKS
Tags
BZI/Recaps
SWKS
Earnings
From
Benzinga
Cognizant Tech Solns Q4 Earnings Report: What Investors Need to Know
February 05, 2025
Tickers
CTSH
Tags
BZI/Recaps
Benzinga
Market News
From
Benzinga
PTC Earnings Report: Q1 Overview
February 05, 2025
Tickers
PTC
Tags
PTC
BZI/Recaps
Benzinga
From
Benzinga
Earnings Breakdown: MicroStrategy Q4
February 05, 2025
Tickers
MSTR
Tags
MSTR
BZI/Recaps
Market News
From
Benzinga
Qualcomm Earnings Review: Q1 Summary
February 05, 2025
Tickers
QCOM
Tags
QCOM
BZI/Recaps
Market News
From
Benzinga
Digital Turbine Q3 Earnings Report: What Investors Need to Know
February 05, 2025
Tickers
APPS
Tags
APPS
BZI/Recaps
Market News
From
Benzinga
Netgear Q4 Earnings Summary & Key Takeaways
February 05, 2025
Tickers
NTGR
Tags
Market News
Earnings
Benzinga
From
Benzinga
Insights into TTM Technologies Q4 Earnings
February 05, 2025
Tickers
TTMI
Tags
BZI/Recaps
TTMI
Earnings
From
Benzinga
Earnings Breakdown: Kemper Q4
February 05, 2025
Tickers
KMPR
Tags
Benzinga
Market News
Earnings
From
Benzinga
Earnings Summary: Rexford Industrial Realty Q4
February 05, 2025
Tickers
REXR
Tags
Benzinga
Market News
Earnings
From
Benzinga
Earnings Summary: Aflac Q4
February 05, 2025
Tickers
AFL
Tags
Earnings
Market News
Benzinga
From
Benzinga
Earnings Summary: Crown Holdings Q4
February 05, 2025
Tickers
CCK
Tags
Market News
Earnings
CCK
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.