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 Commentary
Recent news which mentions Commentary
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
Next >
Top Wall Street analysts are optimistic about the growth prospects of these 3 stocks
February 02, 2025
Tags
Intuitive Surgical Inc
Investing
Markets
From
CNBC.com News
Third Point pushes back on a pitch to take Soho House private. Three ways the firm can maximize value
February 01, 2025
Tags
Activist Spotlight
Investing
Commentary
From
CNBC.com News
Top Wall Street analysts recommend these dividend stocks for stable returns
January 26, 2025
Tags
Investing
AT&T Inc
Markets
From
CNBC.com News
Starboard takes a stake in Qorvo. Here are the steps the activist may take to improve margins
January 25, 2025
Tags
Qorvo Inc
Commentary
Opinion
From
CNBC.com News
Soybeans on steroids: Trump’s grand bargain with China?
January 21, 2025
Tags
World Politics
Markets
Policy
From
CNBC.com News
Here are the top 10 U.S. stock analysts, according to TipRanks
January 19, 2025
Tags
Western Alliance Bancorp
U/S/ Markets
Blue Safari Group Acquisition Corp
From
CNBC.com News
Irenic takes a position at KBR. Here’s how the activist may help improve shareholder value
January 18, 2025
Tags
Activist Spotlight
Investing
Breaking News: Investing
From
CNBC.com News
Top Wall Street analysts like the growth opportunities for these three stocks
January 12, 2025
Tags
Datadog Inc
Commentary
Uber Technologies Inc
From
CNBC.com News
Activist Browning West wants to collaborate as CAE selects a new leader. Here’s what can happen next
January 11, 2025
Tags
Commentary
Hedge Funds
Opinion
From
CNBC.com News
Top Wall Street analysts pick these dividend stocks for 2025
January 05, 2025
Tags
Commentary
Weekend Brief
Investing
From
CNBC.com News
Top Wall Street analysts suggest these stocks with attractive upside potential
December 29, 2024
Tags
Booking Holdings Inc
Salesforce Inc
U/S/ Markets
From
CNBC.com News
Asia’s year in review: Who had it good — and who had it bad — in 2024
December 25, 2024
Tags
Asia Economy
Asia News
Climate
From
CNBC.com News
Top Wall Street analysts recommend these dividend stocks for higher returns
December 22, 2024
Tags
Walmart Inc
U/S/ Markets
Ares Management Corp
From
CNBC.com News
Starboard sees an opportunity to create value at Riot Platforms amid growth in hyperscalers
December 21, 2024
Tags
Riot Platforms Inc
Activist Spotlight
Investing
From
CNBC.com News
Top Wall Street analysts believe in the long-term prospects of these stocks
December 15, 2024
Tags
Weekend Brief
Gitlab Inc
Investment strategy
From
CNBC.com News
Activist Jana calls on Markel to focus on insurance. Here’s how the firm can help create value
December 14, 2024
Tags
Markel Corp
Commentary
Hedge Funds
From
CNBC.com News
Top Wall Street analysts tout these energy stocks for attractive dividends
December 08, 2024
Tags
Earnings
Investing
U/S/ Markets
From
CNBC.com News
Activist Starboard has a stake in Healthcare Realty Trust. Two paths to create value emerge
December 07, 2024
Tags
Commentary
Hedge Funds
Opinion
From
CNBC.com News
Op-ed: If Trump reverses TikTok ban, donors win and U.S. national security loses
December 05, 2024
Tags
China Politics
Social media industry
Social media
From
CNBC.com News
Top Wall Street analysts pick 3 stocks for their attractive prospects
December 01, 2024
Tags
Commentary
Snowflake Inc/
Weekend Brief
From
CNBC.com News
Top Wall Street analysts are bullish on these dividend stocks
November 24, 2024
Tags
Commentary
Exxon Mobil Corp
Investment strategy
From
CNBC.com News
Activist Ananym has a list of suggestions for Henry Schein. How the firm can help improve profits
November 23, 2024
Tags
Investing
Activist Spotlight
Investment strategy
From
CNBC.com News
Top Wall Street analysts are upbeat on these stocks for the long haul
November 17, 2024
Tags
Block Inc
Markets
U/S/ Markets
From
CNBC.com News
Activist ValueAct is poised to trim fat and help boost profits at Meta Platforms. Here’s how
November 16, 2024
Tags
Meta Platforms Inc
Activist Spotlight
Investing
From
CNBC.com News
Top Wall Street analysts like these dividend-paying stocks
November 10, 2024
Tags
Investment strategy
Ares Capital Corp
Weekend Brief
From
CNBC.com News
Caligan picks up a stake in Verona Pharma, seeing an opportunity to generate more value
November 09, 2024
Tags
Investing
Activist Spotlight
Commentary
From
CNBC.com News
Goldman Sachs: Why individual investors need to look at private investments to further grow wealth
November 08, 2024
Tags
Goldman Sachs Group Inc
US: News
Markets
From
CNBC.com News
Top Wall Street analysts are confident about the long-term potential of these 3 stocks
November 03, 2024
Tags
Fiserv Inc
Chipotle Mexican Grill Inc
Ross Stores Inc
From
CNBC.com News
Activist Jana is back in the kitchen at Lamb Weston – Here’s what could happen next
November 02, 2024
Tags
Commentary
Lamb Weston Holdings Inc
Hedge Funds
From
CNBC.com News
Insana: Musk, Paulson seek sharp U.S. budget cuts. This ‘shock therapy’ isn’t likely to work
October 30, 2024
Tags
Politics
Opinion
Economy
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
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.