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 >
Jim Cramer says the market needs a solid earnings season after Thursday's hotter-than-expected inflation numbers
January 11, 2024
Tags
JPMORGAN DRN
Investing
Mad Money
From
CNBC.com News
5 things to know before the stock market opens Thursday
January 11, 2024
Tags
Technology
Politics
Walt Disney Co
From
CNBC.com News
CNBC Daily Open: The long-awaited bitcoin stamp of approval
January 11, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Europe Markets
Consumer Price Index
Alphabet Inc
From
CNBC.com News
Citigroup at risk of quarterly loss after charges come in far higher than initially disclosed
January 10, 2024
Tags
Investment strategy
Citigroup Inc
Breaking News: Markets
From
CNBC.com News
What to look for when the major banks report earnings, according to Jim Cramer
January 10, 2024
Tags
Stock Picks
Wells Fargo & Co
Stock markets
From
CNBC.com News
CNBC Daily Open: Bitcoin's badge of honor
January 10, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
World Markets
Markets
Daily Open
From
CNBC.com News
CNBC Daily Open: An unpleasant surprise for crypto bros
January 10, 2024
Tags
Banks
Inflation
Prices
From
CNBC.com News
CNBC Daily Open: A crypto bro’s false dream
January 09, 2024
Tags
JPMORGAN DRN
Daily Open
Market Outlook
From
CNBC.com News
5 things to know before the stock market opens Tuesday
January 09, 2024
Tags
Microsoft Corp
Bank of America Corp
United Airlines Holdings Inc
From
CNBC.com News
5 things to know before the stock market opens Monday
January 08, 2024
Tags
Wells Fargo & Co
Politics
Technology
From
CNBC.com News
CNBC Daily Open: Jobs market is still hot — will it influence Fed?
January 08, 2024
Tickers
JOBS
Tags
Jobs
Economic events
Citigroup Inc
From
CNBC.com News
CNBC Daily Open: December jobs data is startlingly strong
January 07, 2024
Tickers
JOBS
Tags
Bank of America Corp
Interest Rates
Labor economy
From
CNBC.com News
CNBC Daily Open: Don’t read too much into market losses so far
January 05, 2024
Tickers
JOBS
Tags
Microsoft Corp
Europe Markets
Bank of America Corp
From
CNBC.com News
Cramer's Lightning Round: General Electric is 'the real deal'
January 04, 2024
Tags
Lithia Motors Inc
stocks
Stock markets
From
CNBC.com News
CNBC Daily Open: Despite losses, the rest of the year holds promise for markets
January 04, 2024
Tickers
JOBS
Tags
Microsoft Corp
Bank of America Corp
Sea Ltd
From
CNBC.com News
Affirm's stock quintupled this year, beating all tech peers, on buy now, pay later boom
December 28, 2023
Tags
SoFi Technologies Inc
Coinbase Global Inc
JPMORGAN DRN
From
CNBC.com News
10-year Treasury yield falls slightly on shorter trading day
December 22, 2023
Tags
Moderna Inc
Bank of America Corp
Breaking News: Markets
From
CNBC.com News
10-year Treasury yield falls as investors continue to assess path ahead for rate cuts
December 21, 2023
Tags
Wells Fargo & Co
Economic events
Eli Lilly and Co
From
CNBC.com News
CNBC Daily Open: Worst day in months for markets as FedEx slumps
December 21, 2023
Tags
Economic events
Citigroup Inc
Technology
From
CNBC.com News
CNBC Daily Open: Markets see worst day in months on FedEx slump
December 20, 2023
Tags
Technology
Banks
Asia Markets
From
CNBC.com News
Citigroup to close global distressed-debt business as part of CEO Jane Fraser's overhaul
December 20, 2023
Tags
Finance
Breaking News: Markets
Breaking News: Investing
From
CNBC.com News
Treasury yields dip slightly as Fed trajectory remains in focus
December 20, 2023
Tags
World Markets
Markets
Delta Air Lines Inc
From
CNBC.com News
If you've been laid off, taking these 6 steps may help you begin to regroup, experts say
December 19, 2023
Tickers
JOBS
Tags
Unemployment
Personal debt
Personal spending
From
CNBC.com News
Treasury yields down slightly as recent trend continues
December 19, 2023
Tags
Central Banks
Morgan Stanley
Citigroup Inc
From
CNBC.com News
Citigroup employees, on edge over layoffs, told they can work remotely until the new year
December 15, 2023
Tags
breakingNewsGlobal
Investing
Business News
From
CNBC.com News
Broadcom stock spikes, on pace for best day in a year
December 11, 2023
Tags
Hardware
Alphabet Inc
Broadcom Inc
From
CNBC.com News
Regulators caught Wells Fargo, other banks in probe over mortgage pricing discrimination
December 11, 2023
Tags
Bank of America Corp
Finance
Breaking News: Markets
From
CNBC.com News
Treasury yields inch higher ahead of Fed meeting
December 11, 2023
Tags
Moderna Inc
Bank of America Corp
U/S/ Markets
From
CNBC.com News
5 things to know before the stock market opens Thursday
December 07, 2023
Tags
Abbvie Inc
Business News
Markets
From
CNBC.com News
CNBC Daily Open: Caution in the air as stock rally stalls
December 07, 2023
Tickers
JOBS
Tags
Citigroup Inc
Consumer prices
Prices
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.