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 DFIN
Recent news which mentions DFIN
Donnelley (DFIN) Q2 EPS Tops Estimates
August 01, 2025
Tickers
DFIN
Tags
DFIN
Recent Press Releases
Market News
From
Motley Fool
Earnings Scheduled For July 31, 2025
July 31, 2025
Tickers
AAMI
AAPL
ABBV
ACCO
Tags
FIVN
RIOT
IP
From
Benzinga
Earnings Outlook For Donnelley Financial Solns
July 30, 2025
Tickers
DFIN
Tags
Earnings
Market News
BZI/EP
From
Benzinga
Earnings Scheduled For April 30, 2025
April 30, 2025
Tickers
ACR
ACT
ADP
AEIS
Tags
LANV
CAKE
NNDM
From
Benzinga
The Analyst Verdict: Donnelley Financial Solns In The Eyes Of 4 Experts
March 28, 2025
Tickers
DFIN
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
US, Russia Begin Ukrainian Peace Talks, Intel Shares Surge: What's Driving Markets Tuesday?
February 18, 2025
Tickers
AVGO
AXSM
BIDU
BMBL
Tags
Patrick Harker
TOL
MDT
From
Benzinga
Earnings Scheduled For February 18, 2025
February 18, 2025
Tickers
ADEA
AIP
ALLE
ANDE
Tags
VMC
QUAD
BLKB
From
Benzinga
Preview: Donnelley Financial Solns's Earnings
October 30, 2024
Tickers
DFIN
Tags
BZI/EP
Benzinga
DFIN
From
Benzinga
Invest in Future Winners: 7 Stocks to Beat the Market
May 02, 2024
Tickers
DFIN
ENSG
FLS
IBKR
Tags
IBKR
ENSG
TXRH
From
InvestorPlace
The Analyst Landscape: 4 Takes On Donnelley Financial Solns
May 01, 2024
Tickers
DFIN
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
DFIN Stock Earnings: Donnelley Financial Solns Beats EPS, Misses Revenue for Q1 2024
May 01, 2024
Tickers
DFIN
Tags
Market News
DFIN
NYSE:DFIN
From
InvestorPlace
Why Is Donnelley Financial Solutions Stock Trading Lower Tuesday?
February 20, 2024
Tickers
DFIN
NEWS
Tags
why it's moving
News
Earnings
From
Benzinga
Earnings Scheduled For February 20, 2024
February 20, 2024
Tickers
ABCL
ADEA
AIP
ALE
Tags
ADEA
BKD
TRUE
From
Benzinga
Preview: Donnelley Financial Solns's Earnings
February 19, 2024
Tickers
DFIN
Tags
Market News
Earnings
BZI/EP
From
Benzinga
Donnelley Financial's Transition Away From Print Business Towards Software To Boost Margins: Analyst
September 29, 2023
Tickers
DFIN
Tags
General
News
Market News
From
Benzinga
Donnelley Financial Solutions' Competitive Advantage To Widen With Enhanced Offerings: Analyst
June 30, 2023
Tickers
DFIN
Tags
Analyst Color
Initiation
Expert Ideas
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 30, 2023
June 30, 2023
Tickers
AAPL
ANET
BDTX
BGNE
Tags
ENPH
HPE
CCL
From
Benzinga
Donnelley Financial Solns: Q1 Earnings Insights
May 03, 2023
Tickers
DFIN
Tags
Earnings
Market News
BZI/Recaps
From
Benzinga
Inflation, TikTok, and Other Hot Stories Investors Are Talking About
March 27, 2023
Tickers
AAPL
ACN
CHWY
DFIN
Tags
Recent Press Releases
SNAP
META
From
Motley Fool
Why Donnelley Financial Stock Dropped 13.8% This Week
February 24, 2023
Tickers
DFIN
Tags
Recent Press Releases
DFIN
Market News
From
Motley Fool
Why CVRx Shares Are Trading Lower By 43%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
February 21, 2023
Tickers
AKAN
ALRN
AMAM
APLS
Tags
HLX
Movers
ELAN
From
Benzinga
Why Donnelley Financial Solutions (DFIN) Shares Are Getting Hammered
February 21, 2023
Tickers
DFIN
Tags
Benzinga
DFIN
Small Cap
From
Benzinga
Why Shares of Donnelley Financial Solutions Are Plunging
February 21, 2023
Tickers
DFIN
Tags
Market News
Recent Press Releases
DFIN
From
Motley Fool
Big Retailers Report
February 21, 2023
Tickers
CEQP
DAN
DDS
DE
Tags
CEQP
DFIN
LECO
From
Benzinga
Earnings Preview: Donnelley Financial Solns
February 20, 2023
Tickers
DFIN
Tags
Earnings
Market News
DFIN
From
Benzinga
Why Tupperware Brands Shares Dipped Around 42%; Here Are 89 Biggest Movers From Yesterday
November 03, 2022
Tickers
ABNB
ACIW
ALLR
AMSC
Tags
BAND
HUDI
ARCT
From
Benzinga
Why Benefitfocus Shares Are Trading Higher By Around 48%? Here Are 64 Stocks Moving In Wednesday's Mid-Day Session
November 02, 2022
Tickers
ABNB
ACIW
AHG
ARCT
Tags
UTHR
AHG
QUAD
From
Benzinga
Rogers, Airbnb, Herbalife And Some Other Big Stocks Moving Lower On Wednesday
November 02, 2022
Tickers
ABNB
ACIW
ASAN
ATI
Tags
KAMN
HLF
TEAM
From
Benzinga
Donnelley Financial: Q3 Earnings Insights
November 02, 2022
Tickers
DFIN
Tags
Market News
Earnings
Benzinga
From
Benzinga
Down 10%, Is This Market Share Leader a Buy?
August 10, 2022
Tickers
DFIN
Tags
Recent Press Releases
DFIN
Market News
From
Motley Fool
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.