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 Barclays PLC
Recent news which mentions Barclays PLC
< Previous
1
2
3
4
Next >
Google might lose its $26 billion search deals. Analysts say that could fuel its AI growth
August 27, 2025
Tags
Energy
Breaking News: Politics
Mobile
From
CNBC.com News
Why Revolut's journey to become a UK bank is taking so long
July 30, 2025
Tags
Europe News
Banks
Regulations
From
CNBC.com News
Barclays second-quarter profit beats estimates as investment banking revenues swell
July 29, 2025
Tags
Banks
Europe News
Banco Santander/Chile
From
CNBC.com News
JPMorgan Chase overhauls quantum computing leadership, poaches State Street executive
July 21, 2025
Tags
International Business Machines Corp
Rigetti Computing Inc
Investment strategy
From
CNBC.com News
How retail credit cards could bankrupt consumers with record high interest rates
June 19, 2025
Tags
Retail
Capital One Financial Corp
Business News
From
CNBC.com News
U.S. tariffs pose a 'real challenge' to Europe, Barclays CEO says
May 22, 2025
Tags
Europe News
Markets
Trade
From
CNBC.com News
Anthropic closes $2.5 billion credit facility as Wall Street continues plunging money into AI boom
May 16, 2025
Tags
Goldman Sachs Group Inc
Mobile
UBS Group AG
From
CNBC.com News
Affirm shares drop 13% on weak forecast, concerns over CEO's bet on 0% loans
May 09, 2025
Tags
Energy
Crypto
Affirm Holdings Inc
From
CNBC.com News
Banks are keeping credit card rates high even after the CFPB rule they blamed for high APRs was killed
May 07, 2025
Tags
Barclays PLC
Business
Breaking News: Investing
From
CNBC.com News
UK stocks head for higher open amid best run in 8 years; European markets closed for May Day
May 01, 2025
Tags
UBS Group AG
Breaking News: Markets
Europe Markets
From
CNBC.com News
British bank Barclays reports profit beat in the first quarter
April 30, 2025
Tags
Banks
Trade
Europe News
From
CNBC.com News
CNBC Daily Open: Investors grow pessimistic about the market as stocks resume sliding
March 19, 2025
Tags
Economic events
NVIDIA Corp
Barclays PLC
From
CNBC.com News
CNBC Daily Open: The mood on Wall Street is grim as stocks slide
March 18, 2025
Tags
Technology
NVIDIA Corp
Asia Markets
From
CNBC.com News
Retail investors ditch buy-the-dip mentality during the market correction, but aren't capitulating
March 18, 2025
Tags
Breaking News: Markets
U/S/ Markets
Finance
From
CNBC.com News
The rampant growth of private credit may have an unlikely beneficiary: banks
March 03, 2025
Tags
Banks
Loans
JPMorgan Chase & Co
From
CNBC.com News
First-class seats are getting so fancy they're holding up new airplanes
March 02, 2025
Tickers
LIFE
Tags
Aerospace & Defense
Airlines
Delta Air Lines Inc
From
CNBC.com News
GM raises quarterly dividend, initiates $6 billion stock buyback
February 26, 2025
Tags
Dividends
Breaking News: Business
Automobiles and Components
From
CNBC.com News
Alibaba shares soar 11% in Hong Kong after stellar earnings as China's e-commerce sector recovers
February 20, 2025
Tags
Earnings
Markets
Companies
From
CNBC.com News
Government travel has 'fallen off' since Trump inauguration, United Airlines says
February 19, 2025
Tickers
LIFE
Tags
Business
Transportation
Barclays PLC
From
CNBC.com News
British bank Barclays posts 2024 pretax profit hike, launches £1 billion share buyback
February 13, 2025
Tags
Breaking News: Europe
Barclays PLC
Banks
From
CNBC.com News
CNBC Daily Open: Investors are gearing up for Trump 2.0
January 20, 2025
Tags
Economic events
Barclays PLC
Banks
From
CNBC.com News
CNBC Daily Open: Markets are getting ready for Trump 2.0
January 19, 2025
Tags
Goldman Sachs Group Inc
Taiwan Semiconductor Manufacturing Co Ltd
World Markets
From
CNBC.com News
Asia-Pacific markets are set to open lower on the penultimate trading day of 2024
December 29, 2024
Tags
Breaking News: Markets
Barclays PLC
Asia Markets
From
CNBC.com News
Asia-Pacific markets set to open higher after Wall Street gains on tech strength
December 23, 2024
Tags
Breaking News: Asia
World Markets
Markets
From
CNBC.com News
CNBC Daily Open: U.S. exceptionalism seems difficult to dislodge for now
December 06, 2024
Tags
Daily Open
Market Outlook
Markets
From
CNBC.com News
CNBC Daily Open: U.S. exceptionalism seems difficult to dismiss for now
December 05, 2024
Tags
World Markets
Markets
Wells Fargo & Co
From
CNBC.com News
Banks hit credit card users with higher rates in response to regulation that may never arrive
December 03, 2024
Tags
Discover Financial Services
Business News
Retail
From
CNBC.com News
Barclays prefers Germany over France as it sends 'bond vigilante' warning
November 29, 2024
Tags
Markets
Government and politics
Europe Economy
From
CNBC.com News
Jim Cramer says 'nothing truly dulls the case' for owning Tesla stock
November 18, 2024
Tags
Tesla Inc
U/S/ Markets
Markets
From
CNBC.com News
SoftBank-backed fintech Zopa aims to double profit this year as it eyes 2025 current account launch
November 14, 2024
Tags
Barclays PLC
Technology
Venture Capital
From
CNBC.com News
< Previous
1
2
3
4
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.