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 Brad Erickson
Recent news which mentions Brad Erickson
< Previous
1
2
Next >
Amazon Stock Hit On AWS: Analysts Brush Off Growth Concerns, 'Buyers Of AMZN On Weakness'
August 01, 2025
Tickers
AI
AMZN
AWS
TECH
Tags
AMZN
Analyst Ratings
Eric Sheridan
From
Benzinga
Amazon Delivers Q1 'On The Steady Side Of OK,' As Analysts Highlight AWS, AI Demand
May 02, 2025
Tickers
AMZN
NEWS
TECH
Tags
Benzinga
Laura Martin
Analyst Ratings
From
Benzinga
Booking Holdings Posts Q1 Beat: Better Positioned Than Peers In A Softening Macro, Analysts Say
April 30, 2025
Tickers
BKNG
Tags
RBC Capital Markets
Stories That Matter
Nicholas Jones
From
Benzinga
Booking Holdings Outpaces Expectations As Analysts Highlight Growth, Margin Expansion
February 21, 2025
Tickers
ABNB
BKNG
EXPE
Tags
Eric Sheridan
Analyst Ratings
Daniel Kurnos
From
Benzinga
Carvana Stock Has 'Significant Value Creation' Ahead: Analysts Predict Market Share Gains
February 20, 2025
Tickers
CVNA
Tags
RBC Capital
Trading Ideas
Analyst Ratings
From
Benzinga
Fiverr International Posts Q4 Beat, Analysts Expect Services And AI To Drive 2025 Growth
February 20, 2025
Tickers
FVRR
Tags
RBC Capital Markets
Doug Anmuth
Expert Ideas
From
Benzinga
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
February 07, 2025
Tickers
AI
AMZN
AWS
JMP
Tags
Laura Martin
Gil Luria
Benzinga
From
Benzinga
Carvana Analyst Sees 'Remarkable Turnaround' Continuing
January 07, 2025
Tickers
CVNA
Tags
RBC Capital Markets
Trading Ideas
Movers
From
Benzinga
Tesla To Partner With Lyft, Uber? Analyst Has 'Rising Conviction' For Future Partnership
November 15, 2024
Tickers
LYFT
TSLA
UBER
Tags
Price Target
Brad Erickson
Reiteration
From
Benzinga
Lyft's Bookings Guidance Bests Uber, Analyst Says: 'Better Than Feared'
November 07, 2024
Tickers
DASH
DOOR
LYFT
UBER
Tags
LYFT
Youssef Squali
Trading Ideas
From
Benzinga
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
November 01, 2024
Tickers
AMZN
AWS
TECH
Tags
Price Target
Bank of America
Scotiabank
From
Benzinga
Snap Stock Soars After Q3 Earnings Beat: Analysts Optimistic But Say 'Challenges Remain'
October 30, 2024
Tickers
SNAP
Tags
Benzinga
JMP Securities
Jason Helfstein
From
Benzinga
Expedia's Q2 Triumph: Analysts Highlight Vrbo As 'Bright Spot,' Praise Growth In Business Partnerships
August 09, 2024
Tickers
ABNB
BKNG
EXPE
Tags
Scott Devitt
EXPE
Brad Erickson
From
Benzinga
Uber Speeds Past Expectations, Analysts 'Not Seeing Signs Of Consumer Softness'
August 07, 2024
Tickers
UBER
Tags
Trading Ideas
Youssef Squali
JMP Securities
From
Benzinga
Airbnb Invests 'For Growth While Consumer Slows'; 6 Analysts Cut Forecasts After Q2 Results
August 07, 2024
Tickers
ABNB
Tags
Market News
Earnings Misses
Doug Anmuth
From
Benzinga
Lyft's Ride Gets Bumpy: Earnings Expected To Fall Short While Market Shifts
August 06, 2024
Tickers
AWAY
IBUY
LYFT
OND
Tags
RVER
UBER
KeyBanc Capital Markets
From
Benzinga
Meta Platforms 'In Rarified Air' With Scale, Growth, Profitability: 12 Analysts Size Up Q2 Results, How 'Zuck Won AI Bingo Before The Game Started'
August 01, 2024
Tickers
AI
JMP
META
TECH
Tags
Top Stories
AI
Justin Patterson
From
Benzinga
Carvana Drives Profitability With Stronger Unit Sales In 'Another Sterling Quarter,' 4 Analysts Are Optimistic
August 01, 2024
Tickers
CVNA
Tags
Brian Nagel
RBC Capital Markets
Oppeneheimer
From
Benzinga
Meta Platforms Q2 Earnings Preview: AI In Focus As 'Advertisers Spend On The Best Digital Channels — Including Meta,' Analyst Says
July 30, 2024
Tickers
META
Tags
RBC Capital
Trading Ideas
Stories That Matter
From
Benzinga
Google Analysts See Upside For Alphabet Stock Following Q2 Earnings As Generative AI Drives Accelerated Search Growth
July 24, 2024
Tickers
AI
GOOG
GOOGL
NEWS
Tags
Andrew Boone
Expert Ideas
Google
From
Benzinga
7 Apple Analysts Mixed On WWDC 2024: iPhone Upgrade Cycle Coming, But When?
June 11, 2024
Tickers
AAPL
AI
GOOG
GOOGL
Tags
Analyst Ratings
artificial intelligence
iPhones
From
Benzinga
Carvana's Q4 Earnings Impress Analysts, Shares Surge On Strong Profit Outlook
February 23, 2024
Tickers
CVNA
NEWS
Tags
Needham
Expert Ideas
Market News
From
Benzinga
Uber Aims To Gain Speed, 'Struck Right Tone': 7 Analysts Provide Investor Day Takeaways
February 15, 2024
Tickers
UBER
Tags
Stories That Matter
RBC Capital Markets
Bernie McTernan
From
Benzinga
Is Airbnb 'Reinventing' Itself With AI? 11 Analysts Deep Dive Into Q4 Results, Outlook
February 14, 2024
Tickers
ABNB
NEWS
Tags
Market News
Needham
Expert Ideas
From
Benzinga
Expedia Stock Tanks After Q4 Earnings, CEO Departure: 'Solid Execution Is Critical'
February 09, 2024
Tickers
EXPE
NEWS
Tags
BofA Securities
Jed Kelly
Goldman Sachs
From
Benzinga
Uber, Lyft Can Hitch A Ride Higher If Q4 Earnings Beat Wall Street Estimates
February 05, 2024
Tickers
LYFT
NEWS
TECH
UBER
Tags
Tech
Earnings
Markets
From
Benzinga
5 Analysts Dissect Lyft Strategy: October 'Sustained Strength' Bodes Well For Q4
November 09, 2023
Tickers
LYFT
UBER
Tags
Benzinga
UBER
LYFT
From
Benzinga
Match Group's Stock Crashes On Weak Outlook: These Analysts Look At Company's Prospects
November 01, 2023
Tickers
MTCH
Tags
Brad Erickson
Reiteration
Hinge
From
Benzinga
Pinterest Shares Surge As 7 Analysts Revise Forecasts After Strong Q3 Print
October 31, 2023
Tickers
AMZN
META
PINS
SNAP
Tags
Movers
Thomas Champion
AMZN
From
Benzinga
Snap's Q3 Revenue Surprises, But Growth Concerns Persist: Analysts Weigh In
October 25, 2023
Tickers
AMZN
GOOGL
META
SNAP
Tags
Analyst Ratings
Benzinga
Justin Post
From
Benzinga
< Previous
1
2
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.