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 CMI
Recent news which mentions CMI
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
7 Undervalued Dividend Stocks to Buy Now
May 16, 2022
Tickers
ATVI
CMI
CVX
LOW
Tags
Stocks to Buy
Market News
TGT
From
InvestorPlace
These High-Yield Dividend Stocks Are Growing at Blazing Speeds
May 12, 2022
Tickers
CMI
MRK
Tags
Recent Press Releases
CMI
Market News
From
Motley Fool
Six Dividend-Paying Stocks With Low Payout Ratios to Buy
May 12, 2022
Tickers
CMI
CVS
HPQ
INTC
Tags
HPQ
TGT
Market News
From
InvestorPlace
Analyst Ratings for Cummins
May 04, 2022
Tickers
CMI
Tags
BZI/AAR
CMI
Benzinga
From
Benzinga
Buy the Dip: 3 Stocks to Buy Today and Hold for the Next 3 Years
April 28, 2022
Tickers
CMI
MMM
OHI
Tags
OHI
MMM
Recent Press Releases
From
Motley Fool
Lyft, Unilever, JLL and dozens more companies want Congress to break stalemate on clean energy before midterm elections
April 26, 2022
Tickers
ABNB
ADBE
CMI
CRM
Tags
EBAY
CRM
INTC
From
MarketWatch
Expert Ratings for Cummins
April 14, 2022
Tickers
CMI
Tags
BZI/AAR
Analyst Ratings
CMI
From
Benzinga
Westport Fuel Systems: Down But Not Quite Totally Out
April 05, 2022
Tickers
CMI
WPRT
Tags
WPRT
Hot Stocks
CMI
From
InvestorPlace
Why Is Plug Power (PLUG) Stock Up Today?
April 04, 2022
Tickers
CMI
PLUG
TM
TTE
Tags
Market News
TTE
TM
From
InvestorPlace
Why Plug Power Stock Popped 10% on Monday
April 04, 2022
Tickers
CMI
PLUG
TM
TTE
Tags
CMI
Recent Press Releases
PLUG
From
Motley Fool
Why Dividend Stocks With Low Payout Ratios Can Be Better Than Those With High Yields
April 03, 2022
Tickers
ABBV
CMI
INTC
LOW
Tags
Recent Press Releases
CMI
INTC
From
Motley Fool
10 Industrials Stocks Whale Activity In Today's Session
April 01, 2022
Tickers
BA
CMI
FCEL
FDX
Tags
BA
FCEL
LUV
From
Benzinga
10 Industrials Stocks With Whale Alerts In Today's Session
March 28, 2022
Tickers
ALK
BA
CMI
DE
Tags
KNX
DE
Benzinga
From
Benzinga
10 Biggest Price Target Changes For Thursday
March 24, 2022
Tickers
ACN
ADBE
ALL
CMI
Tags
FDX
Price Target Changes
LEN
From
Benzinga
Deal with Amazon Is a Springboard for Westport Fuel Systems
March 23, 2022
Tickers
AMZN
CMI
WPRT
Tags
NASDAQ:WPRT,NASDAQ:AMZN,NYSE:CMI
AMZN
Market News
From
InvestorPlace
These 2 Nasdaq IPO Stocks in Full TGIF Mode
March 18, 2022
Tickers
CMI
DUOL
EMBK
KNX
Tags
NVDA
^IXIC
Market News
From
Motley Fool
UBS Downgrades Cummins, Cuts Price Target by 18%
March 18, 2022
Tickers
CMI
Tags
Analyst Ratings
Market News
News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 18, 2022
March 18, 2022
Tickers
ALL
AMX
BIRD
CMI
Tags
MDB
TSCO
Upgrades
From
Benzinga
Biden to meet with CEOs of Micron, HP, Medtronic in push for spending on chip manufacturing
March 09, 2022
Tickers
CMI
DJIA
HPQ
MDT
Tags
SOXX
DJIA
MDT
From
MarketWatch
Stocks That Hit 52-Week Lows On Tuesday
March 01, 2022
Tickers
AAON
AMBC
AMBP
APLT
Tags
MHLD
JEMD
PRI
From
Benzinga
Merger Arbitrage Mondays - Standard General Acquires Tegna For $8.6 billion Or $24 Per Share In Cash
February 28, 2022
Tickers
APO
APR
BRLI
CERN
Tags
APR
CHNG
UNH
From
Benzinga
Hyliion Slows Cash Burn And Reports First, Albeit Small, Revenue
February 24, 2022
Tickers
CMI
HYLN
MTOR
Tags
Small Cap
HYLN
Freightwaves
From
Benzinga
73 Biggest Movers From Yesterday
February 23, 2022
Tickers
AIHS
AIP
ALLR
ALPN
Tags
LAIX
BRLT
GMVD
From
Benzinga
Mid-Afternoon Market Update: US Stocks Pare Losses; Meritor Shares Spike Higher
February 22, 2022
Tickers
ALLR
CMI
DOGZ
EDN
Tags
Earnings
HD
Mid/Afternoon Market Update
From
Benzinga
Meritor shares headed toward 24-year high after Cummins buys axle, braking and powertrain maker for $3.7 billion
February 22, 2022
Tickers
CMI
MTOR
SPX
Tags
MTOR
SPX
CMI
From
MarketWatch
50 Stocks Moving In Tuesday's Mid-Day Session
February 22, 2022
Tickers
AIP
ALLR
ALPN
AMLX
Tags
IMRA
News
ANGH
From
Benzinga
Mid-Day Market Update: Stocks Extend Losses; Dow Tumbles Over 400 Points
February 22, 2022
Tickers
ALLR
CMI
DOGZ
EDN
Tags
ALLR
INDO
Eurozone
From
Benzinga
MTOR Stock Alert: 11 Things to Know About the Acquisition Sending Meritor Soaring
February 22, 2022
Tickers
AMC
CMI
DKNG
HD
Tags
AMC
Market News
HD
From
InvestorPlace
Why Meritor Stock Is Soaring Today
February 22, 2022
Tickers
CMI
MTOR
Tags
MTOR
Market News
CMI
From
Motley Fool
Mid-Morning Market Update: U.S. Markets Mixed Amid Russia-Ukraine Woes
February 22, 2022
Tickers
ALLR
BPT
CMI
DOGZ
Tags
Small Cap
Market News
REPX
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
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.