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 Cerity Partners
Recent news which mentions Cerity Partners
< Previous
1
2
3
Next >
Vertex Pharmaceuticals, Transocean, And 'One Of The Best Companies' In Staples: CNBC's 'Final Trades'
May 03, 2023
Tickers
PG
RIG
VRTX
Tags
Media
Jenny Harrington
Joseph Terranova
From
Benzinga
UnitedHealth Group, Wynn Resorts, ON Semiconductor And This Memory Storage Company: CNBC's 'Final Trades'
May 02, 2023
Tickers
ON
STX
UNH
WYNN
Tags
Market News
Trading Ideas
Markets
From
Benzinga
Walmart, A 'Miniature Berkshire Hathaway' And Wait For Earnings Before Buying Salesforce: CNBC's 'Final Trades'
November 29, 2022
Tickers
BRK-A
BRK-B
COMP
CRM
Tags
Media
COMP
Jenny Harrington
From
Benzinga
Halliburton, Kinder Morgan, And A Basket Of Dividend-Payers On CNBC's 'Final Trades'
November 23, 2022
Tickers
DVY
HAL
KMI
QSR
Tags
CNBC
Anastasia Amoroso
Benzinga
From
Benzinga
Southwest Gas, Albemarle, Bristol-Myers Squibb And This Fintech Play On CNBC's 'Final Trades'
November 22, 2022
Tickers
ALB
BMY
HQY
SWX
Tags
Media
Ritholtz Wealth Management
BMY
From
Benzinga
NextEra Energy, General Motors, CVS Health And This FCF Play Feature On CNBC's 'Final Trades'
November 18, 2022
Tickers
COWZ
CVS
GM
NEE
Tags
Cerity Partners
Michael Farr
Top Stories
From
Benzinga
American Tower, ON Semiconductor, Cisco Systems And This Defensive ETF Feature On CNBC's 'Final Trades'
November 17, 2022
Tickers
AMT
CSCO
ON
PBJ
Tags
Benzinga
ON
PBJ
From
Benzinga
General Motors, GXO Logistics And This REIT Feature On CNBC's 'Final Trades'
November 14, 2022
Tickers
GM
GXO
NNN
Tags
Stephen Weiss
Long Ideas
Market News
From
Benzinga
Buy Bristol-Myers Squibb, Merck, 10-Year Treasury ETF And This Payments Stock: CNBC's 'Final Trades'
November 10, 2022
Tickers
BMY
IEF
MRK
PYPL
Tags
Cerity Partners
Virtus Investment Partners
BMO Capital Markets
From
Benzinga
Zillow, Redfin, Boeing And This Waste Services Company Feature On CNBC's 'Final Trades'
November 04, 2022
Tickers
BA
RDFN
WCN
Z
Tags
Long Ideas
Market News
Trading Ideas
From
Benzinga
Traders Buy CVS Health, Caterpillar, Sell These Tech Majors On CNBC's 'Final Trades'
November 03, 2022
Tickers
AAPL
CAT
CVS
MSFT
Tags
Benzinga
Short Ideas
CAT
From
Benzinga
Amazon, Alphabet, Boeing And This Pharma Company Are CNBC's 'Final Trades'
October 31, 2022
Tickers
AMZN
BA
EGN
GOOGL
Tags
Media
AMZN
Shannon Saccocia
From
Benzinga
General Electric, Wynn Resorts And This Restaurant Major Feature On CNBC's 'Final Trades'
October 26, 2022
Tickers
GE
SHAK
WYNN
Tags
Stephanie Link
Cerity Partners
CNBC
From
Benzinga
Oracle, Boeing And This Way To Play The Energy Sector Feature On CNBC's 'Final Trades'
October 21, 2022
Tickers
BA
CERN
IEO
ORCL
Tags
IEO
Cerity Partners
Boston Private
From
Benzinga
Domino's Pizza, Nike, Kinder Morgan And This REIT Are Featured On CNBC's 'Final Trades'
October 19, 2022
Tickers
DPZ
NKE
SLG
Tags
Gilman Hill Asset Management
SLG
Cerity Partners
From
Benzinga
Verizon Communications, Northrop Grumman And This Energy Company Feature On CNBC's 'Final Trades'
October 10, 2022
Tickers
KMI
NOC
VZ
Tags
Market News
Trading Ideas
Long Ideas
From
Benzinga
Eaton, Wynn Resorts, Lamar Advertising And This Pharma Company Are CNBC's Final Trades
October 06, 2022
Tickers
ETN
LAMR
REGN
WYNN
Tags
Jim Lebenthal
Joseph Terranova
WYNN
From
Benzinga
CNBC's Final Trades: UnitedHealth Group, Berkshire Hathaway, Johnson & Johnson And This Agro Play In A 'Treacherous Market'
September 28, 2022
Tickers
BRK
DE
JNJ
UNH
Tags
CNBC
Miller & Washington
Benzinga
From
Benzinga
CNBC's Final Trades: General Motors, Honeywell, Wynn Resorts And This Chocolate Company
September 27, 2022
Tickers
GM
HON
HSY
WYNN
Tags
GM
Media
Joseph Terranova
From
Benzinga
Bristol-Myers Squibb, Cash, Cheniere Energy And This Tech Company Are CNBC's Final Trades
September 23, 2022
Tickers
BMY
CRM
LNG
Tags
Ritholtz Wealth Management
Media
BMY
From
Benzinga
CNBC's Final Trades: Real Estate, General Motors And These Two Banking Majors
September 21, 2022
Tickers
F
GM
HTZ
JPM
Tags
Trading Ideas
Market News
Long Ideas
From
Benzinga
The US Dollar, HealthEquity, Chipotle Mexican Grill And This Auto Parts Company Are CNBC's Final Trades
September 15, 2022
Tickers
CMG
GPC
HQY
Tags
Cerity Partners
Virtus Investment Partners
GPC
From
Benzinga
CNBC's Final Trades: Volkswagen, Illumina, Goldman Sachs And This Mobility Play
September 13, 2022
Tickers
GS
ILMN
UBER
VWAPY
Tags
Cerity Partners
Virtus Investment Partners
VWAPY
From
Benzinga
AbbVie, Tesla, Financial Select Sector SPDR, iShares 20 Plus Year Treasury Bond And This Airline Are CNBC's Final Trades
September 08, 2022
Tickers
ABBV
ALK
TLT
TSLA
Tags
XLF
BNY Mellon Investment Management
CNBC
From
Benzinga
Mativ Holdings, KLA Corp, First Solar And This Banking Stock Are CNBC's Final Trades
September 05, 2022
Tickers
AAPL
FSLR
GS
KLAC
Tags
Jenny Harrington
MATV
Joshua Brown
From
Benzinga
Illumina, Rockwell Automation, Hershey And This Health Care Stock Are CNBC's Final Trades
September 01, 2022
Tickers
CVS
HSY
ILMN
ROK
Tags
Long Ideas
ROK
Trading Ideas
From
Benzinga
CNBC's Final Trades: Cleveland-Cliffs, Dollar General And This Energy Giant With "At Least Another 10-15% Upside'
August 30, 2022
Tickers
CLF
DG
FDS
XOM
Tags
Hightower
Benzinga
CNBC
From
Benzinga
Alphabet And These 3 Energy Plays Are CNBC's Final Trades
August 29, 2022
Tickers
CVX
GOOGL
IEO
XOM
Tags
Long Ideas
Trading Ideas
XOM
From
Benzinga
Deere & Company, Mosaic And This Retailer Are CNBC'S Final Trades
August 25, 2022
Tickers
COST
DE
MOS
Tags
Jim Cramer
Long Ideas
Trading Ideas
From
Benzinga
CNBC's Final Trades: 4 Energy Stocks That Should Be Getting Your Attention Right Now
August 23, 2022
Tickers
DVN
KMI
VLO
VNOM
Tags
Virtus Investment Partners
Cerity Partners
Benzinga
From
Benzinga
< Previous
1
2
3
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.