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 CFMS
Recent news which mentions CFMS
< Previous
1
2
Next >
Crude Oil Edges Lower; Smith & Wesson Brands Shares Spike Higher
June 23, 2023
Tickers
CFMS
MEDS
SMX
SPCE
Tags
Earnings
XAIR
Markets
From
Benzinga
12 Health Care Stocks Moving In Friday's Intraday Session
June 23, 2023
Tickers
BBLN
BDRX
BNTC
CFMS
Tags
ETAO
SRGA
STOK
From
Benzinga
Why CarMax Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
June 23, 2023
Tickers
APLD
APOG
AVDL
BBLN
Tags
GSK
BDRX
Trading Ideas
From
Benzinga
Nasdaq Tumbles 100 Points; US Manufacturing PMI Drops In June
June 23, 2023
Tickers
CFMS
MEDS
SMX
SPCE
Tags
Market News
News
Penny Stocks
From
Benzinga
12 Health Care Stocks Moving In Friday's Pre-Market Session
June 23, 2023
Tickers
AHI
BBLN
BDRX
CFMS
Tags
XAIR
Movers
BDRX
From
Benzinga
Why Virgin Galactic Are Trading Lower By Around 18%; Here Are 20 Stocks Moving Premarket
June 23, 2023
Tickers
AGLE
BDRX
BENF
BFRI
Tags
AGLE
NVVE
Market News
From
Benzinga
Why Conformis Stock Is Shooting Higher Today
June 23, 2023
Tickers
CFMS
Tags
Equities
Benzinga
CFMS
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
June 23, 2023
Tickers
AAME
AGLE
AHI
BDRX
Tags
LCUT
SPCE
CFMS
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For May 9, 2023
May 09, 2023
Tickers
ACT
ALB
ALKT
BEKE
Tags
SPGI
IR
CFMS
From
Benzinga
Why Bed Bath & Beyond Shares Are Trading Lower By 15%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
March 30, 2023
Tickers
ANGO
ARCT
AXDX
BBBY
Tags
SMTC
CXM
BOXD
From
Benzinga
12 Health Care Stocks Moving In Wednesday's Intraday Session
March 29, 2023
Tickers
ARCT
BCLI
BIOL
BLUE
Tags
RNXT
BZI/TFM
Market News
From
Benzinga
12 Health Care Stocks Moving In Friday's Pre-Market Session
March 03, 2023
Tickers
AKTX
ARDX
BFRG
BMRA
Tags
LHDX
ARDX
BMRA
From
Benzinga
12 Health Care Stocks Moving In Wednesday's After-Market Session
March 01, 2023
Tickers
ADXN
AMRX
ATNF
CANO
Tags
BZI/TFM
CANO
Market News
From
Benzinga
Earnings Scheduled For March 1, 2023
March 01, 2023
Tickers
AAN
ACIW
ADV
AEO
Tags
NA
DCI
GEF
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
December 27, 2022
Tickers
APTX
ATNF
AYLA
CFMS
Tags
CFMS
NXL
AYLA
From
Benzinga
12 Health Care Stocks Moving In Friday's After-Market Session
December 02, 2022
Tickers
ATHE
CEMI
CFMS
GLS
Tags
GLYC
GLS
LCI
From
Benzinga
12 Health Care Stocks Moving In Friday's Intraday Session
December 02, 2022
Tickers
AMTI
AVXL
CFMS
COSM
Tags
COSM
KTRA
AVXL
From
Benzinga
12 Health Care Stocks Moving In Thursday's Intraday Session
December 01, 2022
Tickers
AIMD
AURA
AZYO
BDSX
Tags
Benzinga
Movers
CFMS
From
Benzinga
Why Lufax Holding Shares Are Trading Lower By Over 11%; Here Are 21 Stocks Moving Premarket
November 25, 2022
Tickers
CFMS
CORZ
COSM
FOXO
Tags
STAB
FOXO
SINT
From
Benzinga
12 Health Care Stocks Moving In Wednesday's After-Market Session
November 23, 2022
Tickers
BIVI
CFMS
COSM
MYMD
Tags
Market News
SYRS
BZI/TFM
From
Benzinga
12 Health Care Stocks Moving In Wednesday's Pre-Market Session
November 23, 2022
Tickers
CFMS
CFRX
COSM
DMTK
Tags
COSM
NRBO
HYPR
From
Benzinga
Why American Eagle Outfitters Shares Climbed Over 18%; Here Are 78 Biggest Movers From Yesterday
November 23, 2022
Tickers
A
AEO
AGBA
ANF
Tags
DYN
MSGM
Information Technology
From
Benzinga
12 Health Care Stocks Moving In Tuesday's After-Market Session
November 22, 2022
Tickers
BNTC
CFMS
COSM
OPGN
Tags
OPGN
SNES
SBFM
From
Benzinga
Why Drive Shack Shares Jumped Over 23%; Here Are 76 Biggest Movers From Yesterday
November 22, 2022
Tickers
ACRV
ARVN
ATTO
BEAT
Tags
Energy
LEJU
ACRV
From
Benzinga
Why TuanChe Shares Are Trading Lower By 76%? Here Are 48 Stocks Moving In Monday's Mid-Day Session
November 21, 2022
Tickers
ARVN
BRDS
CFMS
CNEY
Tags
GLS
VIGL
GOCO
From
Benzinga
Why InMed Pharmaceuticals Shares Tumbled 28%; Here Are 67 Biggest Movers From Friday
November 21, 2022
Tickers
AGBA
AMBA
AMSWA
APLS
Tags
CLFD
TC
MEDS
From
Benzinga
Why PaxMedica Shares Are Trading Higher By Over 53%? Here Are 47 Stocks Moving In Friday's Mid-Day Session
November 18, 2022
Tickers
AMBA
AMSWA
APLS
ARDX
Tags
Trading Ideas
AMBA
DLA
From
Benzinga
12 Health Care Stocks Moving In Friday's Intraday Session
November 18, 2022
Tickers
APLS
ARDX
CFMS
ENSC
Tags
ISEE
NUTX
TCBP
From
Benzinga
Why Inotiv Shares Dipped 57%; Here Are 76 Biggest Movers From Yesterday
November 18, 2022
Tickers
ACIU
AFMD
AHPI
ARDX
Tags
CUEN
Market News
BDSX
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
November 16, 2022
Tickers
AAP
AEI
AEMD
ALLR
Tags
CANO
Market News
NVVE
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.