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 Dan Ives
Recent news which mentions Dan Ives
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
2025 'Largely Doesn't Matter' For Tesla, Says Gene Munster: Elon Musk Company Poised 'For A Major Rebound In 2026 And Beyond'
April 21, 2025
Tickers
NEWS
TECH
TSLA
Tags
Tesla Deliveries
mobility
electric vehicles
From
Benzinga
Tech Bull Says 'Time Ticking' For Trade Deals As Earnings Season Gathers Steam, Calls Nvidia's China Disclosure A Game Of Who Blinks First
April 21, 2025
Tickers
NEWS
NVDA
TECH
Tags
Market News
Tech
Benzinga
From
Benzinga
Elon Musk 'Needs To Leave' The Government And Get Back To Being CEO Of Tesla, Says Dan Ives Ahead Of Q1 Earnings
April 20, 2025
Tickers
EVS
IVES
NEWS
NVDA
Tags
Elon Musk
TSLA
Donald Trump
From
Benzinga
Nvidia's 'Do Not Enter' Sign: Caught In A Category 5 Tariff Storm
April 18, 2025
Tickers
AI
AMD
NVDA
TECH
Tags
AI
Trading Ideas
artificial intelligence
From
Benzinga
Jim Cramer Calls Nvidia A 'Meme Stock' That Needs To Be Trimmed: 'You Can't Own It Like You Used To'
April 17, 2025
Tickers
NEWS
NVDA
Tags
Market News
chip H20
Vivek Arya
From
Benzinga
Dan Ives Says Tesla 'Best Positioned' To Deal With Tariffs: 'It Will Ultimately Be Finished Cars Vs Auto Parts'
April 16, 2025
Tickers
EVS
F
FORD
GM
Tags
KeyProj
mobility
GM
From
Benzinga
Nvidia To Take $5.5 Billion Hit Over China Chip Export Restrictions — But Top Analyst Dan Ives Not Overly Concerned: 'All Part Of The High Game Of Poker'
April 15, 2025
Tickers
BABA
NEWS
NVDA
TCEHY
Tags
AI Chips
Dan Ives
benzinga neuro
From
Benzinga
Top Analyst Sees 'Unprecedented Traction' For PLTR Stock After NATO Agreement: 'Another Validation Sign'
April 15, 2025
Tickers
AI
AXON
BA
GD
Tags
Markets
BA
LMT
From
Benzinga
US Stocks Likely To Open Higher: Expert Says 'The Selling Pressure Is Starting To Be Exhausted'
April 14, 2025
Tickers
AMD
AON
AVGO
BP
Tags
SPY
QQQ
AON
From
Benzinga
10 Companies With Exposure To Trump's China Tariff War: Ford, Tesla, Apple, Disney And More
April 11, 2025
Tickers
AAPL
CARR
CAT
CMI
Tags
Donald Trump
Dan Ives
News
From
Benzinga
Technology Stocks Outperform After Trump's Tariff Pause: Microchip Technology, AMD Lead Sector Higher
April 09, 2025
Tickers
AAPL
AMD
MCHP
MSFT
Tags
SWBC
Benzinga
Chris Brigati
From
Benzinga
Trump's Tariff Pause Saves Market From 'Edge Of The Cliff,' Dan Ives Says 'Biggest Wild Card' Still Remains
April 09, 2025
Tickers
NEWS
QQQ
SPY
Tags
QQQ
Market News
SPY
From
Benzinga
Nvidia, Apple Top 'Names To Own': Cybersecurity Stocks To Outperform, Tech Analyst Dan Ives Says
April 07, 2025
Tickers
AAPL
CRWD
NEWS
NVDA
Tags
Expert Ideas
Movers
AAPL
From
Benzinga
Trump's 'Reciprocal' Tariff Threat Wipes Out Nearly $1.8 Trillion From Magnificent 7, Dan Ives Warns It Could Set US Tech Back A Decade: 'Investors Know Math And The Sad Reality'
April 07, 2025
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
AAPL
Market News
Economics
From
Benzinga
Dan Ives Cuts Tesla Target To $315, Slashes Apple By 23% Amid Tariff Fallout, Warns Elon Musk-Led EV Maker Faces 'Darker Days' Ahead
April 06, 2025
Tickers
AAPL
BYDDF
NEWS
TSLA
Tags
News
benzinga neuro
Dan Ives
From
Benzinga
Trump's Tariff War Could Take US Tech Industry 'Back A Decade While China Steam Rolls Ahead'
April 04, 2025
Tickers
NEWS
QQQ
SPY
TECH
Tags
Global
News
Dan Ives
From
Benzinga
As Nvidia, Apple And Other Mag 7 Stocks Wipe Out Over $1 Trillion In Investor Wealth On Thursday, Top Analyst Warns Of 'Economic Armageddon' For Tech Sector If Current Tariffs Remain
April 04, 2025
Tickers
AAPL
MSFT
NEWS
NVDA
Tags
Benzinga
Tech
Market News
From
Benzinga
Apple Making iPhones In America A Fantasy That Sounds Great 'Behind The Microphones,' Says Top Analyst Dan Ives
April 04, 2025
Tickers
AAPL
NEWS
TECH
Tags
AAPL
Market News
Appleverse
From
Benzinga
Trump Auto Tariffs Could Up Car Prices By $15K, Analyst Calls It 'Pure Chaos'
April 03, 2025
Tickers
EV
F
GM
RACE
Tags
tariffs
TSLA
EV
From
Benzinga
'Teacher Would Laugh And Say Sit Down:' Top Analyst Compares Trump's Reciprocal Tariff Calculations To A 9th Grader's Economics Project
April 03, 2025
Tickers
NEWS
Tags
Markets
Stories That Matter
Liberation Day
From
Benzinga
Meta, AMD, Apple, AT&T Among Biggest US Tech Giants That 'May Suffer The Most' As Tariffs Spark Trade Turmoil: Here's Why
April 03, 2025
Tickers
AAPL
ALB
AMD
BBY
Tags
AMD
AAPL
ETFs
From
Benzinga
Musk Needs To 'Navigate Brand Crisis Or Else," Warns Analyst, Tesla 'Delivery Number Was A Disaster For The Bulls'
April 02, 2025
Tickers
EVS
TSLA
Tags
Dan Ives
EVs
Wedbush
From
Benzinga
Trump's 'Liberation Day' Creates 'Major Uncertainty' For Big Tech, Analyst Dan Ives Says
April 01, 2025
Tickers
AAPL
NEWS
NVDA
TECH
Tags
tariffs
TSLA
Liberation Day
From
Benzinga
Trump Slaps 25% Tariffs On Autos: What It Means For Your Next Car Purchase
March 27, 2025
Tickers
EVS
F
GM
NEWS
Tags
Movers
Market News
STLA
From
Benzinga
Amazon's AI Cloud Strategy To Stay Strong Despite 'Near-Term Turbulence,' Says Analyst
March 26, 2025
Tickers
AMZN
GOOG
GOOGL
MSFT
Tags
Brian White
Benzinga
AMZN
From
Benzinga
Palantir Technologies Shares Are Up Today: What's Going On?
March 24, 2025
Tickers
NEWS
PLTR
TECH
Tags
Wedbush Securities
News
Dan Ives
From
Benzinga
Dan Ives Says Big Tech M&A Is Back 'After A Dark Period' As FTC Wipes Over 300 Lina Khan-Era Blog Posts Criticizing Amazon, Microsoft, And Others
March 19, 2025
Tickers
AMZN
GOOG
GOOGL
MSFT
Tags
Lina Khan
GOOGL
MSFT
From
Benzinga
Wedbush Dan Ives on Why the Apple Bears Have It All Wrong
March 15, 2025
Tickers
NEWS
Tags
Dan Ives
Stocks
apple
From
Wall Street Pit
Elon Musk's 'Current Leadership Situation Is Not Sustainable For...Shareholders,' Says Tesla Bull: 'Needs To Strike A Balance With DOGE'
March 12, 2025
Tickers
EVS
NEWS
TECH
TSLA
Tags
News
Dan Ives
benzinga neuro
From
Benzinga
Tesla Bulls Face 'Gut Check Moment' As Musk, DOGE Distract From Stock: Analyst
March 11, 2025
Tickers
TSLA
Tags
Daniel Ives
Wedbush
Dan Ives
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
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.