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
...
26
27
28
29
30
31
32
33
Next >
Looking At Caterpillar's Recent Unusual Options Activity
March 14, 2023
Tickers
CAT
Tags
Markets
Options
Market News
From
Benzinga
How Is The Market Feeling About Caterpillar?
March 13, 2023
Tickers
CAT
Tags
Short Sellers
Trading Ideas
Short Ideas
From
Benzinga
Caterpillar Union Workers Accept Six-Year Labor Agreement: Report
March 13, 2023
Tickers
CAT
Tags
Market News
Benzinga
CAT
From
Benzinga
Here's Why Caterpillar Is a No-Brainer Dividend Stock
March 13, 2023
Tickers
CAT
Tags
Market News
CAT
Recent Press Releases
From
Motley Fool
7 Blue-Chip Stocks to Buy in March
March 12, 2023
Tickers
AXP
CAT
JNJ
JPM
Tags
JPM
MCD
LMT
From
InvestorPlace
Why 2 Giant Industrial Stocks Dropped Like a Rock Friday
March 10, 2023
Tickers
CAT
DE
DJI
Tags
^GSPC
DE
Recent Press Releases
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For March 10, 2023
March 10, 2023
Tickers
AAPL
AKA
ALGT
ALK
Tags
ARRY
ALK
BTAI
From
Benzinga
United Airlines To Rally Around 54%? Here Are 10 Other Analyst Forecasts For Friday
March 10, 2023
Tickers
BIRD
CAT
CLSD
FSLR
Tags
FSLR
Analyst Ratings
Small Cap
From
Benzinga
Expert Ratings for Caterpillar
March 10, 2023
Tickers
CAT
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Check Out What Whales Are Doing With CAT
March 09, 2023
Tickers
CAT
Tags
Markets
Options
Market News
From
Benzinga
These stocks fared the worst as Powell pushed the market down Tuesday
March 07, 2023
Tickers
AAPL
AMGN
AXP
BA
Tags
TRV
MAA
SIRI
From
MarketWatch
7 Cathie Wood Stocks for Your March Buy List
March 07, 2023
Tickers
ADYEY
ARKG
ARKK
ARKW
Tags
Stocks to Buy
CRSP
MGA
From
InvestorPlace
3 High-Yield Infrastructure Stocks to Buy in March
March 05, 2023
Tickers
BIP
CAT
INTC
KMI
Tags
KMI
Recent Press Releases
INTC
From
Motley Fool
7 Stocks to Buy on Weakness While You Can
March 01, 2023
Tickers
BB
BNGO
BYND
CAT
Tags
BNGO
Stocks to Buy
BB
From
InvestorPlace
The 20 worst U.S. stocks in February: the biggest loser dropped 36%
February 28, 2023
Tickers
AAPL
ABNB
ADBE
AKAM
Tags
SGEN
EA
WRK
From
MarketWatch
CAT Stock: An In-Depth Look at Caterpillar's Recent Performance and Future Prospects
February 25, 2023
Tickers
CAT
Tags
Markets
CAT
Trading Ideas
From
Benzinga
‘Curious’ outflows from broad industrial ETFs seen as ‘contrarian bullish’ as aerospace and defense funds attract investors
February 23, 2023
Tickers
AIRR
BA
CAT
DBA
Tags
PPLT
PH
IVOL
From
MarketWatch
7 Dividend Stocks to Buy and Hold for the Next Decade
February 21, 2023
Tickers
AAPL
AMD
AMZN
BLK
Tags
MSFT
AAPL
INTC
From
InvestorPlace
Is Caterpillar an Excellent Dividend Stock to Buy for Passive Income Investors?
February 21, 2023
Tickers
CAT
Tags
CAT
Market News
Recent Press Releases
From
Motley Fool
Best Dividend Stock to Buy: Deere Stock vs. Pepsi Stock vs. Caterpillar Stock
February 20, 2023
Tickers
CAT
DE
PEP
Tags
DE
PEP
Recent Press Releases
From
Motley Fool
I ‘Tricked’ ChatGPT Into Picking Stocks to Buy. Here’s What It Said.
February 17, 2023
Tickers
AAPL
ABT
AMC
AMZN
Tags
ARKK
AMZN
TGT
From
InvestorPlace
Here’s how some risky bets could destabilize the stock market
February 17, 2023
Tickers
CAT
CSCO
DIS
MSFT
Tags
CSCO
CAT
PFG
From
MarketWatch
Here's How Much $100 Invested In Caterpillar 15 Years Ago Would Be Worth Today
February 17, 2023
Tickers
CAT
Tags
BZI/POD
CAT
Market News
From
Benzinga
The 3 Most Overlooked Stocks to Buy Now
February 16, 2023
Tickers
A
CAT
CVX
Tags
NYSE:CAT,NYSE:CVX,NYSE:A
A
Stocks to Buy
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For February 13, 2023
February 13, 2023
Tickers
AAP
AB
ACLX
ATLX
Tags
GOLD
Market News
BEEM
From
Benzinga
Caterpillar stock falls after Baird recommends investors cash in
February 13, 2023
Tickers
CAT
DJIA
Tags
CAT
DJIA
From
MarketWatch
Salesforce To Rally Around 20%? Here Are 10 Other Analyst Forecasts For Monday
February 13, 2023
Tickers
AAP
ARE
CAT
CRM
Tags
NSSC
Price Target
PGR
From
Benzinga
Nasdaq, S&P 500 Futures Rise Amid Caution Ahead Of Tuesday's Inflation Data: 'Bears May Be Finally Going Into Hibernation,' Says Analyst
February 13, 2023
Tickers
AAP
AI
CAR
CAT
Tags
Pre/Market Outlook
META
Inflation
From
Benzinga
The 7 Best Dividend Stocks to Buy for February 2023
February 08, 2023
Tickers
AFL
ALB
BTI
CAT
Tags
NEE
PM
NYSE:NEE,NYSE:PM,NYSE:MO,NYSE:BTI,NYSE,CAT,NYSE:ALB,NYSE:AFL,NYSE:CVX,NYSE:LLY
From
InvestorPlace
Year Of Volatility: Stocks Exposed To Russia-Ukraine War See Big Gains/Losses
February 07, 2023
Tickers
ALB
CAT
CRWD
CTVA
Tags
DE
OXY
Sector ETFs
From
Benzinga
< Previous
1
2
...
26
27
28
29
30
31
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.