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 C
Recent news which mentions C
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
US Stock Futures Trade Mixed Ahead Of June Inflation Print: Big Banks In Focus As Street Awaits JPMorgan, Wells Fargo, BNY Mellon, Citibank's Earnings
July 15, 2025
Tickers
BK
BLMZ
C
FAST
Tags
SPY
BK
JPM
From
Benzinga
Earnings Scheduled For July 15, 2025
July 15, 2025
Tickers
ACI
ANGO
BK
BLK
Tags
HWC
KMTS
BZI/UE
From
Benzinga
US Stocks Close Mixed As Tariff Concerns Rise: Investor Sentiment Improves, Fear & Greed Index Remains In 'Extreme Greed' Zone
July 15, 2025
Tickers
C
DARE
FAST
JPM
Tags
DARE
Market News
WFC
From
Benzinga
JPMorgan, Wells Fargo And 3 Stocks To Watch Heading Into Tuesday
July 15, 2025
Tickers
BK
C
JPM
WFC
Tags
Benzinga
WFC
XAGE
From
Benzinga
Markets Close In The Green; Nasdaq At Fresh Highs
July 15, 2025
Tickers
BITCOMP
BK
BLK
C
Tags
BLK
WFC
Financial
From
TalkMarkets
The Trade Desk Shares Spike 15% After Hours — Here's Why The Stock Is Trending Tonight
July 14, 2025
Tickers
ANSS
C
NEWS
TECH
Tags
After/Hours Center
Market News
News
From
Benzinga
Why AppLovin Was Moving Higher Today
July 14, 2025
Tickers
APP
C
Tags
APP
Market News
C
From
Motley Fool
Wall Street Pauses As Tariff Concerns Rise, Dollar Eyes Third Straight Gain: What's Moving Markets Monday?
July 14, 2025
Tickers
ANSS
APA
BLK
C
Tags
Broad U/S/ Equity ETFs
Large Cap
Top Stories
From
Benzinga
JPMorgan, Citi To Kick Off Bank Earnings As Wall Street Sees Profit Boom
July 14, 2025
Tickers
BAC
BK
BLK
C
Tags
STT
Benzinga
C
From
Benzinga
Earnings Preview: Citigroup
July 14, 2025
Tickers
C
Tags
BZI/EP
Benzinga
Earnings
From
Benzinga
Citi Sees 30% Upside In Circle Stock, Backs USDC Issuer As Key Player In Stablecoin Market
July 14, 2025
Tickers
BLK
C
CRCL
Tags
Market News
Equities
BLK
From
Benzinga
Earnings Season Tests Market Records as Investors Brush Off Trump's Tariff Threats
July 13, 2025
Tickers
BLK
C
JPM
NEWS
Tags
stock market
Donald Trump
investment
From
Benzinga
Is Circle Internet Stock a Millionaire Maker?
July 12, 2025
Tickers
BAC
BTC
C
CRCL
Tags
BTC
DOGE
Market News
From
Motley Fool
3 Finance Stocks To Buy Ahead Of Q2 Earnings: BLK, BK, STT
July 11, 2025
Tickers
BK
BLK
C
JPM
Tags
JPM
BK
Stocks / Equities
From
TalkMarkets
10 Financials Stocks Whale Activity In Today's Session
July 11, 2025
Tickers
BAC
C
CHYM
COIN
Tags
LNC
WFC
GS
From
Benzinga
Check Out What Whales Are Doing With Citigroup
July 11, 2025
Tickers
C
Tags
C
Options
Markets
From
Benzinga
How To Earn $500 A Month From Citigroup Stock Ahead Of Q2 Earnings
July 11, 2025
Tickers
C
NEWS
Tags
Trading Ideas
Markets
Dividends
From
Benzinga
Small-Cap Russell 2000 Leads Another Up-Day In The Market
July 11, 2025
Tickers
C
IWM
JPM
LEVI
Tags
IWM
JPM
LEVI
From
TalkMarkets
Finance Earnings Outlook Improves: A Closer Look
July 10, 2025
Tickers
C
JPM
WFC
Tags
Financial
WFC
Market News
From
TalkMarkets
Big Bank Stocks Soared In 2025—But This Earnings Season Could Shake Things Up
July 09, 2025
Tickers
BAC
BK
C
GS
Tags
BK
BAC
JPM
From
Benzinga
Looking At Citigroup's Recent Unusual Options Activity
July 08, 2025
Tickers
C
Tags
C
Options
Markets
From
Benzinga
Top Wall Street Forecasters Revamp Citigroup Expectations Ahead Of Q2 Earnings
July 07, 2025
Tickers
C
NEWS
Tags
Price Target
Market News
News
From
Benzinga
Where Will Citigroup Be in 3 Years?
July 07, 2025
Tickers
C
Tags
Recent Press Releases
C
Market News
From
Motley Fool
Could This Be the Best Reason to Buy Tesla Stock Hand Over Fist? (Hint: It's Not Robotaxis.)
July 07, 2025
Tickers
C
MS
TSLA
Tags
TSLA
Recent Press Releases
MS
From
Motley Fool
Why Citizens Financial Group Stock Soared in June
July 06, 2025
Tickers
BAC
C
CFG
JPM
Tags
Recent Press Releases
JPM
BAC
From
Motley Fool
Looking Ahead To Bank Earnings
July 03, 2025
Tickers
C
JPM
WFC
Tags
Market News
Financial
WFC
From
TalkMarkets
Amazon, Chipotle, Citigroup And A Credit Card Stock On CNBC's 'Final Trades'
July 02, 2025
Tickers
AMZN
AXP
C
CMG
Tags
C
Markets
AMZN
From
Benzinga
Wall Street's $100 Billion Payout Parade: JPMorgan, Morgan Stanley, Goldman Lead Capital Return Wave After Acing Fed's 2025 Stress Test
July 02, 2025
Tickers
BAC
C
GS
JPM
Tags
BAC
JPM
Economics
From
Benzinga
Is Citigroup Gaining or Losing Market Support?
July 01, 2025
Tickers
C
Tags
Market News
Short Ideas
BZI/SHORTHIST
From
Benzinga
Casino Stocks Are Climbing Tuesday: What's Driving the Rally?
July 01, 2025
Tickers
C
CZR
LVS
MGM
Tags
MGM
LVS
C
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.