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
...
15
16
17
18
19
20
21
22
23
...
32
33
Next >
Dow Jones Skyrockets To Record Heights, Shatters 37,000 Mark, Fueled By Fed's Dovish Stance
December 13, 2023
Tickers
AMG
AXP
CAT
DIA
Tags
Stories That Matter
Inflation
Federal Reserve
From
Benzinga
The 7 Best Dow Stocks to Buy as America’s GDP Growth Soars
December 12, 2023
Tickers
AAPL
CAT
CRM
CSCO
Tags
V
NYSE:MCD,NASDAQ:AAPL,NYSE:V,NYSE:CRM,NYSE:CAT,NYSE:IBM,NASDAQ:CSCO
Market News
From
InvestorPlace
Market Whales and Their Recent Bets on CAT Options
December 11, 2023
Tickers
CAT
Tags
Markets
CAT
BZI/UOA
From
Benzinga
Here's How Much $1000 Invested In Caterpillar 15 Years Ago Would Be Worth Today
December 07, 2023
Tickers
CAT
Tags
CAT
Market News
BZI/POD
From
Benzinga
Big Players' Recent Trades in CAT Options
December 06, 2023
Tickers
CAT
Tags
Markets
CAT
BZI/UOA
From
Benzinga
3 Safe Dividend Stocks With Growing Payouts That Can Help You Rest Easy at Night
December 03, 2023
Tickers
AWK
CAT
SBUX
Tags
SBUX
Recent Press Releases
CAT
From
Motley Fool
Looking Into Caterpillar's Recent Short Interest
November 30, 2023
Tickers
CAT
Tags
Short Sellers
Market News
Short Ideas
From
Benzinga
Check Out What Whales Are Doing With CAT
November 29, 2023
Tickers
CAT
Tags
Options
Market News
BZI/UOA
From
Benzinga
Bill Gates Is Pulling In Nearly $500 Million In Annual Dividend Income. Here Are The 5 Stocks Generating The Most Cash Flow For His Portfolio
November 27, 2023
Tickers
CAT
CNI
DE
MSFT
Tags
WM
Dividends
Benzinga
From
Benzinga
A Look Into Caterpillar Inc's Price Over Earnings
November 24, 2023
Tickers
CAT
Tags
BZI/PE
Markets
CAT
From
Benzinga
Here's How Much $100 Invested In Caterpillar 15 Years Ago Would Be Worth Today
November 23, 2023
Tickers
CAT
Tags
Benzinga
Trading Ideas
CAT
From
Benzinga
Industrial Cyclicals In 2024: For Deere & Co. And Other Stocks Economic Outlook Remains Clouded
November 22, 2023
Tickers
AAL
AGCO
CAT
DAL
Tags
Market News
AAL
industrials sector
From
Benzinga
Caterpillar Stock Is Sliding Wednesday: What's Going On?
November 22, 2023
Tickers
CAT
DE
Tags
Market News
CAT
why it's moving
From
Benzinga
Deere & Co. Earnings Preview: Solid Results Expected, But Don't Expect Share Price Pop
November 21, 2023
Tickers
CAT
DE
Tags
Economics
Benzinga
Simply Wall St
From
Benzinga
10 Industrials Stocks Whale Activity In Today's Session
November 21, 2023
Tickers
AAL
BA
BLDR
CAT
Tags
Benzinga
RUN
UAL
From
Benzinga
Analyst Expectations for Caterpillar's Future
November 20, 2023
Tickers
CAT
Tags
Market News
CAT
Analyst Ratings
From
Benzinga
The 3 Most Undervalued Manufacturing Stocks to Buy: November 2023
November 18, 2023
Tickers
CAT
DE
GE
Tags
Stocks to Buy
GE
DE
From
InvestorPlace
My 16 Best Stocks to Buy Now
November 17, 2023
Tickers
BKNG
CAT
DE
DOCU
Tags
ETSY
MA
HD
From
Motley Fool
3 Lithium Stocks With Short-Term Catalysts Ahead
November 16, 2023
Tickers
ALB
CAT
GM
LAAC
Tags
LAAC
Market News
NYSE:ALB,NYSE:CAT,NYSE:LAC,NYSE:LAAC,NYSE:RIO,NYSE:GM
From
InvestorPlace
Paws and Relax: Unleashing the Zen with Our Introductory Pet Massage Popup Class!
November 15, 2023
Tickers
CAT
DOG
HOLIDAY
PET
Tags
Relax
Cat
Holiday
From
PRLog
3 Standout Dividend Stocks to Finance Your Golden Years
November 14, 2023
Tickers
CAT
EMR
WMT
Tags
WMT
Stocks to Buy
EMR
From
InvestorPlace
A Closer Look at Caterpillar's Options Market Dynamics
November 14, 2023
Tickers
CAT
Tags
CAT
Markets
Benzinga
From
Benzinga
Peering Into Caterpillar's Recent Short Interest
November 13, 2023
Tickers
CAT
Tags
BZI/SHORTHIST
Benzinga
Trading Ideas
From
Benzinga
2 Top Dividend Stocks You Can Buy and Hold Forever
November 13, 2023
Tickers
CAT
NKE
Tags
NKE
Recent Press Releases
CAT
From
Motley Fool
10 Industrials Stocks With Whale Alerts In Today's Session
November 10, 2023
Tickers
AAL
BA
BW
CAT
Tags
Options
AAL
Market News
From
Benzinga
7 Must-Own Dividend Stocks for Income Investors
November 09, 2023
Tickers
AVGO
CAT
DAL
DE
Tags
CAT
NYSE:PG,NYSE:JPM,NASDAQ:MSFT, NYSE:CAT,NYSE:DAL,NASDAQ:AVGO,NYSE:DE
DAL
From
InvestorPlace
3 Lithium Stocks That Are Undervalued and Set to Outperform
November 08, 2023
Tickers
ALB
CAT
LTHM
SGML
Tags
Market News
Stocks to Buy
NYSE:ALB,NYSE:CAT,NYSE:LTHM,NASDAQ:SGML
From
InvestorPlace
Caterpillar Unusual Options Activity For November 07
November 07, 2023
Tickers
CAT
Tags
Markets
CAT
BZI/UOA
From
Benzinga
10 Industrials Stocks With Whale Alerts In Today's Session
November 06, 2023
Tickers
AAL
ADP
AZUL
BA
Tags
BZI/AUOA
AZUL
Market News
From
Benzinga
Caterpillar Unusual Options Activity For November 06
November 06, 2023
Tickers
CAT
Tags
Options
Market News
BZI/UOA
From
Benzinga
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
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.