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 CNBC Investing Club: Newsletter
Recent news which mentions CNBC Investing Club: Newsletter
< Previous
1
2
3
4
5
Next >
This restaurant stock is 'going back over $2,000,' according to Jim Cramer
September 05, 2023
Tags
Chipotle Mexican Grill Inc
Starbucks Corp
Investing
From
CNBC.com News
Here’s why Jim Cramer thinks shares of Domino's Pizza have more room to run
September 05, 2023
Tags
Breaking News: Markets
CNBC Investing Club: Analysis
Starbucks Corp
From
CNBC.com News
Here are 19 stocks Jim Cramer is watching, including Chipotle, LULU and Airbnb
September 05, 2023
Tags
Lincoln National Corp
Investment strategy
Lowe's Companies Inc
From
CNBC.com News
Jim Cramer takes issue with Wolfe Research's 'very gutsy call' on this financial stock
August 24, 2023
Tags
Breaking News: Technology
Breaking News: Markets
CNBC Investing Club: Analysis
From
CNBC.com News
Shares of this bargain retailer are tumbling. But Jim Cramer is optimistic on the stock
August 24, 2023
Tags
Markets
Costco Wholesale Corp
CNBC Investing Club
From
CNBC.com News
Here are 16 stocks Jim Cramer is watching, including J&J split-off Kenvue, Petco, GM
August 24, 2023
Tags
Goldman Sachs Group Inc
Piper Jaffray Companies
Autodesk Inc
From
CNBC.com News
Why Jim Cramer is cautious on this consumer-goods stock
August 23, 2023
Tags
Consumer Goods
CNBC Investing Club
General Mills Inc
From
CNBC.com News
Cramer warns: 'There are semis that aren't hitting it out of the park,' including this stock
August 23, 2023
Tags
Investing
Markets
CNBC Investing Club: Newsletter
From
CNBC.com News
Here are 13 stocks Jim Cramer is watching, including a big retailer earnings winner
August 23, 2023
Tags
Charles Schwab Corp
General Mills Inc
Brown/Forman Corp
From
CNBC.com News
Jim Cramer says this stock is ‘sitting on a gold mine’ because of its AI potential
August 22, 2023
Tags
Goldman Sachs Group Inc
AI / Artificial Intelligence
Breaking News: Technology
From
CNBC.com News
Cramer says AI hype is hurting this group of stocks that should benefit from recession worries
August 22, 2023
Tags
Marvell Technology Inc
Meta Platforms Inc
Adobe Inc/
From
CNBC.com News
Here are the 18 stocks Jim Cramer is watching, including a big Goldman call on AI names
August 22, 2023
Tags
Investing
CNBC Investing Club: Newsletter
iPhone
From
CNBC.com News
This biotech name is one of Jim Cramer's favorite stocks and he thinks it can go even higher
August 21, 2023
Tags
Regeneron Pharmaceuticals Inc
Eli Lilly and Co
Breaking News: Markets
From
CNBC.com News
Jim Cramer says this surging cybersecurity is gaining market share and proving doubters wrong
August 21, 2023
Tags
Investing
CNBC Investing Club
CNBC Investing Club: Newsletter
From
CNBC.com News
Here are 14 stocks Jim Cramer is watching, including Amazon, Salesforce, Goldman Sachs
August 21, 2023
Tags
Pinterest Inc
NVIDIA Corp
Investment strategy
From
CNBC.com News
4 moments from Jim Cramer's August Monthly Meeting of the CNBC Investing Club
August 17, 2023
Tags
Investing
Estee Lauder Companies Inc
CNBC Investing Club
From
CNBC.com News
This old-school tech name’s consulting business could get a huge boost from AI
August 17, 2023
Tags
ServiceNow Inc
Breaking News: Technology
Salesforce Inc
From
CNBC.com News
This company is the No. 1 software player in A.I. right now, says Jim Cramer
August 17, 2023
Tags
Artificial intelligence
Breaking News: Markets
Software
From
CNBC.com News
Here are the 11 stocks Jim Cramer is watching, including Tapestry, Brinker, Uber
August 17, 2023
Tags
TD Holdings Inc
Capri Holdings Ltd
Paychex Inc
From
CNBC.com News
Mad Money’s Jim Cramer discusses modern day tech and its struggle with traditional antitrust laws
July 24, 2023
Tags
CNBC Investing Club: Newsletter
CNBC Investing Club
Markets
From
CNBC.com News
Cisco's CEO defends the Club holding’s future growth prospects. Investors want more proof
March 08, 2023
Tags
Cisco Systems Inc
Computer hardware
CNBC Investing Club: Analysis
From
CNBC.com News
Jim Cramer says he sees signs inflation is peaking
May 05, 2022
Tags
CNBC Investing Club: Newsletter
CNBC Investing Club
Markets
From
CNBC.com News
What the Investing Club is watching Tuesday — Nvidia loses deal, GM gets downgraded, PayPal shows sign of life
February 08, 2022
Tags
Netflix Inc
Breaking News: Markets
Peloton Interactive Inc
From
CNBC.com News
Cramer's Investing Club: Here's a wrap up of this week's tough market and what's ahead
January 14, 2022
Tags
Markets
CNBC Investing Club: Newsletter
Investing
From
CNBC.com News
Wells Fargo's future looks bright after its strong fourth-quarter results
January 14, 2022
Tags
Breaking News: Markets
Investment strategy
CNBC Investing Club: Cramer Club Update
From
CNBC.com News
What Jim Cramer is watching Thursday — What's worrying about Apple
January 13, 2022
Tags
Twitter Inc
Lam Research Corp
Dover Corp
From
CNBC.com News
We think the selling in Eli Lilly may be overblown
January 12, 2022
Tags
Markets
CNBC Investing Club: Newsletter
Investing
From
CNBC.com News
Investing Club: What Jim Cramer is watching Wednesday — Did Powell outwit the critics?
January 12, 2022
Tags
NXP Semiconductors NV
PayPal Holdings Inc
Microsoft Corp
From
CNBC.com News
Cramer's Investing Club: We're buying more of one club name and updating two others
January 11, 2022
Tags
Breaking News: Markets
American Eagle Outfitters Inc
Danaher Corp
From
CNBC.com News
We're bulking up on this health-care name before it gets away from us
January 11, 2022
Tags
CNBC Investing Club: Newsletter
Markets
CNBC Investing Club: Cramer Trade Alert
From
CNBC.com News
< Previous
1
2
3
4
5
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.