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 Niles
Recent news which mentions Dan Niles
As S&P 500 Charges Off April Lows, Dan Niles Says Investors Will 'Forget About Valuations'—Holds Microsoft, Nvidia, Cisco But Sees Holiday Demand Crash Risk
June 30, 2025
Tickers
CSCO
MSFT
NEWS
NVDA
Tags
Benzinga
Equities
benzinga neuro
From
Benzinga
Jamie Dimon, Who Flagged Trouble Before 2008 Lehman Brothers Collapse, Now Warns S&P Earnings Could Fall To 0%: 'Rougher Time For Markets,' Says Dan Niles
May 21, 2025
Tickers
JPM
NEWS
SPY
Tags
JPM
Economics
Dan Niles
From
Benzinga
US Stocks Likely To Open Lower After Moody's Downgrade: 'Bear Market Isn't Fully Recovered Yet, But It Is Close,' Says Expert
May 19, 2025
Tickers
BTOG
GSL
META
NEWS
Tags
SPY
Stocks In News
News
From
Benzinga
Jim Cramer Recalls 2011's 6.7% Market Decline After US Debt Downgrade, Says It 'Ultimately Meant Nothing:' Dan Niles Sees Limited Downside Amid Tariff Rollbacks, FOMO
May 18, 2025
Tickers
NEWS
QQQ
SPY
Tags
QQQ
Dan Niles
Markets
From
Benzinga
S&P Rally May Be Topping Out, Dan Niles Warns, Amid Demand Pull-In, Economic Uncertainty, And 'Sell The News' Risk
May 05, 2025
Tickers
AAPL
AMZN
MSFT
NEWS
Tags
Niles Investment Management
AAPL
Analyst Ratings
From
Benzinga
Nancy Pelosi's Pick, Palo Alto Networks Downplays AI Spending Need: Analyst Warns 'AI Digestion Phase May Be A Larger Problem'
April 01, 2025
Tickers
BABA
NEWS
PANW
QQQ
Tags
Market Summary
BABA
Nancy Pelosi
From
Benzinga
CoreWeave's 'Tough' IPO: A Warning Sign For AI Investors? Expert Flags Microsoft's Rejection
March 31, 2025
Tickers
AI
BABA
CRWV
MSFT
Tags
Futures
Michael Intrator
General
From
Benzinga
Big Tech Slide An Opportunity To Buy Amid Selloff? Analyst Highlights Bigger Fundamental Concerns Amid The Possibility Of Technical Bounce Back
March 05, 2025
Tickers
AAPL
AMZN
GOOGL
META
Tags
Earnings
GOOGL
Markets
From
Benzinga
Nvidia Stock Is Up Over 233% In The Past Year And Tech Bulls Say It Could Go Even Higher From Here: '...You'll See The Stock Double Over The Next Several Years'
October 20, 2024
Tickers
NEWS
NVDA
NVDL
NVDU
Tags
Goldman Sachs
Analyst Color
NVDU
From
Benzinga
Apple 'May Be The Best Of All The Magnificent Seven From Now To Year-End,' Says Tech Investor Dan Niles
June 17, 2024
Tickers
AAPL
NEWS
TECH
Tags
Magnificent Seven
News
Analyst Ratings
From
Benzinga
Dan Niles Predicts 'So Much More Growth' For Nvidia As Jensen Huang-Led Tech Giant Surpasses Apple: 'If I Have To Pick One To Own For The Next Couple Of Years...'
June 06, 2024
Tickers
AAPL
NEWS
NVDA
TECH
Tags
Jensen Huang
Markets
Tech
From
Benzinga
Nvidia, Meta, Microsoft And Amazon Among Dan Niles' Top Picks For 2024 Amid AI Bubble Concerns: 'We Have A Lot More Room To Go'
March 04, 2024
Tickers
AAPL
AMZN
GOOGL
META
Tags
Benzinga
TSLA
AAPL
From
Benzinga
Satori Fund's Dan Niles Names Amazon, Meta Top Stocks To Own In 2024
January 03, 2024
Tickers
AAPL
AMZN
KWEB
META
Tags
TXN
Top Stories
Market News
From
Benzinga
Dan Niles Expects 'Beat And Raise Quarters' From Nvidia, Google, But He's Short Apple, Tesla: Here's Why
October 10, 2023
Tickers
AAPL
GOOG
NVDA
TECH
Tags
Trading Ideas
Dan Niles
Tech
From
Benzinga
Why This Hedge Fund Manager Plans To Short Apple Stock Ahead Of iPhone 15 Launch Next Week
September 07, 2023
Tickers
AAPL
TECH
Tags
Short Ideas
Equities
Benzinga
From
Benzinga
Dan Niles Warns Of 10% Market Correction, End Of Big Tech's Reign: Shorts Apple, Bets On Amazon
August 04, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
Benzinga
TSLA
Short Ideas
From
Benzinga
Fund Manager Who Offloaded Amazon Stock In July Goes Long Again Ahead Of Q2 Results: 'Such A High Appetite Right Now To ...'
August 03, 2023
Tickers
AMZN
GOOG
GOOGL
MSFT
Tags
GOOG
News
Top Stories
From
Benzinga
Dan Niles Saw The Banking Collapse Coming, Predicted Big Firm Would Get 'Nailed': Now He's Placing Bets On Tech
March 23, 2023
Tickers
DKNG
META
SIVB
TECH
Tags
DKNG
SIVB
Long Ideas
From
Benzinga
Dan Niles Rings The Register On Meta, What Led The Manager To Sell?
March 17, 2023
Tickers
META
TECH
Tags
Tech
Hedge Funds
META
From
Benzinga
Steer Clear Of Microsoft Stock Ahead Of Earnings? Why This Investor Says 'The Environment Is Impossible'
July 26, 2022
Tickers
MSFT
TECH
Tags
Previews
MSFT
News
From
Benzinga
Dan Niles Sees 'Ugly Week' Ahead For Microsoft, Alphabet, Amazon And Apple: Which Tech Stocks Did The Fund Manager Short Ahead Of Earnings?
July 26, 2022
Tickers
AAPL
AMZN
GOOG
MSFT
Tags
GOOG
Market News
News
From
Benzinga
Is Apple The Most Overpriced Tech Stock Right Now? Dan Niles Weighs In
November 04, 2021
Tickers
AAPL
AMZN
FB
GOOG
Tags
Benzinga
AAPL
CNBC
From
Benzinga
Is Now A Good Time To Short Apple's Stock?
September 14, 2021
Tickers
AAPL
AMC
GME
TECH
Tags
Media
Benzinga
Short Ideas
From
Benzinga
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.