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 CAT
Recent news which mentions CAT
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
32
33
Next >
Unpacking the Latest Options Trading Trends in CATCo Reinsurance Opportunities Fund Ltd
March 07, 2024
Tickers
CAT
Tags
Markets
Options
BZI/UOA
From
Benzinga
Beyond Nvidia, Jim Cramer Identifies Companies And Sectors Set To Surge Amid AI Wave: 'This Technological Revolution Is Crossing All Barriers'
March 06, 2024
Tickers
AMD
CAT
CDNS
CEG
Tags
Kaustubh Bagalkote
SMCI
Markets
From
Benzinga
The Top 3 Infrastructure Stocks to Buy in March 2024
March 06, 2024
Tickers
AEP
CAT
NEE
PWR
Tags
Market News
CAT
T
From
InvestorPlace
7 Ultra-Reliable Dividend Stocks to Buy for Rock-Solid Returns
March 05, 2024
Tickers
ALB
ATO
CAT
CVX
Tags
NEE
ALB
XOM
From
InvestorPlace
Where Will Caterpillar Stock Be in 1 Year?
March 04, 2024
Tickers
CAT
Tags
Recent Press Releases
Market News
CAT
From
Motley Fool
Is Caterpillar Stock a Buy?
March 03, 2024
Tickers
CAT
Tags
Recent Press Releases
CAT
Market News
From
Motley Fool
10 Spectacular Dividend Stocks to Buy Hand Over Fist in March 2024!
February 29, 2024
Tickers
CAT
DIS
EBAY
HD
Tags
EBAY
HD
V
From
Motley Fool
Behind the Scenes of Caterpillar's Latest Options Trends
February 28, 2024
Tickers
CAT
Tags
Options
Markets
Market News
From
Benzinga
$1000 Invested In Caterpillar 5 Years Ago Would Be Worth This Much Today
February 27, 2024
Tickers
CAT
NEWS
Tags
BZI/POD
Trading Ideas
Benzinga
From
Benzinga
Behind the Scenes of Caterpillar's Latest Options Trends
February 26, 2024
Tickers
CAT
Tags
Markets
Options
Benzinga
From
Benzinga
Best Dividend Stock to Buy for Passive Income Investors: Deere vs. Caterpillar
February 23, 2024
Tickers
CAT
DE
Tags
DE
Recent Press Releases
CAT
From
Motley Fool
Caterpillar Unusual Options Activity
February 22, 2024
Tickers
CAT
Tags
Options
Markets
Market News
From
Benzinga
Why Caterpillar Stock Is Down Today
February 20, 2024
Tickers
CAT
IR
TKR
Tags
IR
Market News
CAT
From
Motley Fool
It’s Time! 3 Overheated Dow Stocks to Sell in February
February 19, 2024
Tickers
AAPL
CAT
MSFT
TRV
Tags
AAPL
MSFT
NASDAQ:AAPL,NYSE:TRV,NYSE:CAT,NASDAQ:MSFT
From
InvestorPlace
Wealth Generators: 3 Growth Stocks You’ll Regret Not Buying in 2024
February 18, 2024
Tickers
CAT
FSLR
NVO
Tags
Stocks to Buy
NVO
Growth Stocks
From
InvestorPlace
10 Industrials Stocks Whale Activity In Today's Session
February 16, 2024
Tickers
BA
CAT
DE
EOSE
Tags
WM
GE
Market News
From
Benzinga
3 Sleeper Stocks That Could Make Your February Unforgettable
February 16, 2024
Tickers
CAT
F
QSR
Tags
F
Stocks to Buy
QSR
From
InvestorPlace
3 Construction Stocks to Buy as the Sector Booms
February 15, 2024
Tickers
CAT
DE
URI
VMC
Tags
VMC
CAT
URI
From
InvestorPlace
NASA, The US Navy And The US Army Are All Partners Of This Cutting-Edge Company – Laser Photonics Corporation (NASDAQ: LASE)
February 15, 2024
Tickers
CAT
GE
LASE
Tags
Laser Photonics Corp
Penny Stocks
Movers & Shakers
From
Benzinga
Bubonic Plague Strikes Oregon After Nearly A Decade—Blamed On Pet Cat
February 15, 2024
Tickers
CAT
NEWS
PETS
Tags
Bubonic Plague
Black Death
Pooja Rajkumari
From
Benzinga
This Is What Whales Are Betting On Caterpillar
February 14, 2024
Tickers
CAT
Tags
Markets
Options
Market News
From
Benzinga
7 Unconventional Investments to Shake Up Your Portfolio
February 14, 2024
Tickers
AMC
CAT
DE
EZPW
Tags
SCI
PSA
NYSE:OUT,NYSE:SCI,NYSE:PSA,NYSE:DE,NYSE:CAT,NYSE:AMC,NYSE:MCS,NASDAQ:GT,NASDAQ:EZPW
From
InvestorPlace
Here's Why Caterpillar Stock Is Falling Today
February 13, 2024
Tickers
CAT
Tags
CAT
Market News
Recent Press Releases
From
Motley Fool
7 Strong Stocks to Buy for Under $15
February 13, 2024
Tickers
AM
CAT
CNHI
F
Tags
GOGO
Stocks to Buy
AM
From
InvestorPlace
Tech Who? Some of the Hottest Stocks to Buy Now Are NOT in Silicon Valley.
February 13, 2024
Tickers
CAT
FLR
MTW
STRL
Tags
NYSE:CAT,NYSE:FLR,NYSE:MTW,NYSE:STRL
MTW
STRL
From
InvestorPlace
After CAT’s Roar: The 3 Best Infrastructure Stocks to Buy Now
February 12, 2024
Tickers
CAT
POWL
PWR
Tags
PWR
Stocks to Buy
CAT
From
InvestorPlace
Caterpillar, Marathon Petroleum And More On CNBC's 'Final Trades'
February 12, 2024
Tickers
CAT
IWM
JEPQ
MPC
Tags
Bryn Talkington
Market News
Trading Ideas
From
Benzinga
Passive Income Powerhouses: 7 Blue-Chip Stocks to Own Now
February 12, 2024
Tickers
CAT
EPD
JNJ
MCD
Tags
MCD
EPD
NYSE:JNJ,NYSE:MMM,NYSE:NEE,NYSE:MCD,NYSE:EPD,NYSE:PG,NYSE:CAT
From
InvestorPlace
Here's What Will Make Caterpillar Stock a Buy
February 10, 2024
Tickers
CAT
Tags
Recent Press Releases
Market News
CAT
From
Motley Fool
Caterpillar Unusual Options Activity For February 09
February 09, 2024
Tickers
CAT
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
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.