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 Citigroup Inc
Recent news which mentions Citigroup Inc
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
USDC stablecoin issuer Circle files for IPO as public markets open to crypto
April 01, 2025
Tickers
IPO
IPOS
Tags
Energy
IPO
IPOs
From
CNBC.com News
Former Citi CEO Sandy Weill launches new cancer research hub focused on immunotherapy
March 27, 2025
Tags
Science
Biotech and Pharmaceuticals
Business News
From
CNBC.com News
Heathrow shutdown is a 'dramatic learning curve' in airport crisis management, expert says
March 21, 2025
Tags
Transportation infrastructure
Transportation Infrastructure
Travel
From
CNBC.com News
The rampant growth of private credit may have an unlikely beneficiary: banks
March 03, 2025
Tags
Standard Chartered PLC
Citigroup Inc
NatWest Group PLC
From
CNBC.com News
Another 'near miss': Citigroup mistakenly credited a customer account with $81 trillion
March 01, 2025
Tags
Citigroup Inc
Wall Street
Business
From
CNBC.com News
CNBC Daily Open: PPI and tariffs cloud markets, but investors choose to see silver lining
February 14, 2025
Tags
Market Outlook
Markets
Foreign policy
From
CNBC.com News
CNBC Daily Open: Relief over Trump tariff delay eased panic in markets
February 13, 2025
Tags
World Markets
Coinbase Global Inc
Apple Inc
From
CNBC.com News
As the war on DEI intensifies, some companies hold the line while others work behind the scenes
February 07, 2025
Tags
Walmart Inc
Alphabet Inc
Banks
From
CNBC.com News
Bank stocks pop after Fed releases 'easier' 2025 stress test, plans to make exam more predictable
February 06, 2025
Tags
Morgan Stanley
Banks
Amalgamated Bank
From
CNBC.com News
Jim Cramer parses big bank earnings and says stocks have 'quite a bit more upside'
January 17, 2025
Tags
Mad Money
stocks
Investment Strategy
From
CNBC.com News
Morgan Stanley is due to release fourth-quarter earnings
January 16, 2025
Tags
Breaking News: Earnings
Finance
Breaking News: Investing
From
CNBC.com News
5 things to know before the stock market opens Wednesday
January 15, 2025
Tags
Bank of America Corp
Investing
Economy
From
CNBC.com News
Citigroup is slated to report fourth quarter earnings before the bell
January 15, 2025
Tags
Markets
Banks
Breaking News: Earnings
From
CNBC.com News
JPMorgan Chase is set to report fourth-quarter earnings – here’s what the Street expects
January 15, 2025
Tags
Investing
Breaking News: Investing
Finance
From
CNBC.com News
Goldman Sachs is about to report fourth-quarter earnings
January 15, 2025
Tags
Investing
Finance
Breaking News: Investing
From
CNBC.com News
5 things to know before the stock market opens Monday
January 13, 2025
Tags
Business
Economy
Investing
From
CNBC.com News
Jim Cramer's week ahead: Bank earnings and new economic data
January 10, 2025
Tags
Business News
Citigroup Inc
Wells Fargo & Co
From
CNBC.com News
CNBC Daily Open: Spike in long-term borrowing costs isn’t just about the UK economy
January 10, 2025
Tags
Prices
World Markets
Europe Markets
From
CNBC.com News
CNBC Daily Open: South Korea’s markets power through troubles
January 09, 2025
Tags
Goldman Sachs Group Inc
World Markets
Citigroup Inc
From
CNBC.com News
Wall Street notches another win as Fed's Barr clears the way for gentler banking regulator
January 07, 2025
Tags
Politics
Banks
Morgan Stanley
From
CNBC.com News
Richard Parsons, former Time Warner CEO, dies at age 76
December 26, 2024
Tickers
CEOS
Tags
Music & Musicians
US: News
Deaths
From
CNBC.com News
A look back at U.S. airlines' wild 2024: From door plugs to bankruptcy, an IT meltdown and a merger
December 26, 2024
Tickers
LIFE
Tags
Economy
Breaking News: Business
Allegiant Travel Co
From
CNBC.com News
Biggest banks planning to sue the Federal Reserve over annual stress tests
December 24, 2024
Tags
Breaking News: Politics
Business
The Fed
From
CNBC.com News
Banking app Dave, back from the brink, is this year's biggest gainer among financials with 934% surge
December 20, 2024
Tags
JPMorgan Chase & Co
FinTech
Banks
From
CNBC.com News
China ramps up Wall Street meetings as Trump inauguration looms
December 10, 2024
Tags
Finance
Goldman Sachs BDC Inc
China Economy
From
CNBC.com News
Jim Cramer reviews companies that cracked $100 billion in 2024
December 09, 2024
Tags
Progressive Corp
Netflix Inc
Stock markets
From
CNBC.com News
Southwest, American raise sales outlooks, shares jump
December 05, 2024
Tickers
LIFE
Tags
Breaking News: Business
Business
Southwest Airlines Co
From
CNBC.com News
American inks new credit card deal with Citi, dropping Barclays as second partner
December 05, 2024
Tickers
LIFE
Tags
Breaking News: Markets
Business News
Citigroup Inc
From
CNBC.com News
Banks hit credit card users with higher rates in response to regulation that may never arrive
December 03, 2024
Tags
Barclays PLC
Big Lots Inc
JPMorgan Chase & Co
From
CNBC.com News
Dozens of retailers jacked up interest rates on store cards ahead of Fed cuts
November 22, 2024
Tags
Business
Personal Finance
Credit Cards
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
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.