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 Deals & IPOs
Recent news which mentions Deals & IPOs
< Previous
1
2
...
5
6
7
8
9
10
11
12
Next >
What the Kellogg spinoff says about downsizing deals in a down market
June 28, 2022
Tags
Kellogg Co
Divestments
Corporate Finance
From
CNBC.com News
The time is ripe for Wall Street layoffs as recession looms and deals boom turns to bust
June 27, 2022
Tags
Executive Compensation
Banks
Morgan Stanley
From
CNBC.com News
Elon Musk says 3 issues need to be resolved before his Twitter buyout can go ahead
June 21, 2022
Tags
Internet
Markets
Twitter Inc
From
CNBC.com News
Sen. Warren asks bank regulator to reject TD’s $13.4 billion acquisition after customer-abuse report
June 15, 2022
Tags
breakingNewsGlobal
Toronto/Dominion Bank
Finance
From
CNBC.com News
Chinese electric car start-up WM Motor files to go public in Hong Kong
June 01, 2022
Tickers
IPOS
Tags
IPOs
stocks
Markets
From
CNBC.com News
Musk reportedly says Twitter deal at lower price 'not out of the question'
May 16, 2022
Tags
Mergers and acquisitions
Deals & IPOs
Social Media
From
CNBC.com News
U.S.-listed Chinese EV maker Nio proposes a secondary listing of its shares in Singapore
May 06, 2022
Tickers
IPO
Tags
Autos
NIO Inc
IPO
From
CNBC.com News
Binance backing of Musk bid emboldens crypto visionaries' dreams of a 'decentralized' Twitter
May 05, 2022
Tags
Finance
Mergers and acquisitions
Deals & IPOs
From
CNBC.com News
India's largest-ever IPO will test foreign investor appetite
May 03, 2022
Tags
Finance
Insurance
Mergers and acquisitions
From
CNBC.com News
Tomb Raider publisher sells iconic video game franchise to invest in blockchain
May 03, 2022
Tags
Intellectual Property
Embracer Group AB
Media
From
CNBC.com News
Singapore start-up Nium seeks up to $400 million in deals to take on Europe's crowded fintech market
April 28, 2022
Tickers
IPO
IPOS
Tags
Coinbase Global Inc
Venture Capital
Asia Economy
From
CNBC.com News
Retail and consumer IPOs, deals tail off as more businesses set their sights on 2023
April 27, 2022
Tags
Retail
Lulu's Fashion Lounge Holdings Inc
Brilliant Earth Group Inc
From
CNBC.com News
Stock tied to Donald Trump's social media venture falls after Twitter said to be nearing a deal
April 25, 2022
Tags
Investing
Breaking News: Investing
Stock markets
From
CNBC.com News
Twitter is reportedly taking another look at Musk takeover bid
April 24, 2022
Tags
Social Media
Social media
Business News
From
CNBC.com News
Just Eat Takeaway is exploring a sale of Grubhub barely a year after buying the company
April 20, 2022
Tags
Technology
Retail
Markets
From
CNBC.com News
Tencent shuts down its rival to Amazon's Twitch months after China blocked key $6 billion gaming merger
April 07, 2022
Tags
Mobile gaming
Streaming services
Gaming software
From
CNBC.com News
Arm plans to transfer shares of China unit to SoftBank ahead of IPO: Reports
March 30, 2022
Tags
NVIDIA Corp
Technology: Companies
Semiconductors and Semiconductor Equipment
From
CNBC.com News
Apple buys UK fintech start-up Credit Kudos
March 23, 2022
Tags
Mergers and acquisitions
Deals & IPOs
Visa Inc
From
CNBC.com News
U.S. private equity giant pays $10.7 billion for SAP rival started in an English barn
March 21, 2022
Tags
Oracle Corp
Software
Tesla Inc
From
CNBC.com News
Google to acquire cybersecurity firm Mandiant for $5.4 billion
March 08, 2022
Tags
Mandiant Inc
Business News
Technology: Companies
From
CNBC.com News
Peter Thiel-backed digital bank N26 plans to be ready for IPO by end of 2022
March 01, 2022
Tickers
IPO
IPOS
Tags
Venture capital
Venture Capital
Internet
From
CNBC.com News
Authentic Brands Group takes majority stake in David Beckham's brand management firm
February 24, 2022
Tags
Business
Mergers and acquisitions
Apparel Retail
From
CNBC.com News
Tencent increases stake in Chinese ride-hailing giant Didi but shares drop after initial pop
February 11, 2022
Tags
Tencent Holdings Ltd
Sea Ltd
Mobile
From
CNBC.com News
Ahead of its first SPAC approval, Dubai's Shuaa Capital says it wants to launch more in 'quick succession'
February 10, 2022
Tickers
IPO
IPOS
Tags
BuzzFeed
World economy
Deals & IPOs
From
CNBC.com News
SoftBank's long-term investment strategy may benefit in the current interest rate environment, says CLSA
February 09, 2022
Tags
Asia Economy
SoftBank Group Corp
Investing
From
CNBC.com News
Doomed from the start? Why Nvidia failed to buy Arm from SoftBank
February 08, 2022
Tags
Business News
Qualcomm Inc
NVIDIA Corp
From
CNBC.com News
Peloton shares are soaring on potential takeover talks. But here's why a deal might not happen
February 07, 2022
Tickers
LIFE
Tags
Mergers
Business News
NVIDIA Corp
From
CNBC.com News
$25 billion wiped off Sony this year as chip crunch hits PlayStation 5, Microsoft competition heats up
February 03, 2022
Tags
Game consoles
Sony Group Corp
Mergers and acquisitions
From
CNBC.com News
Crypto exchange FTX to buy Japanese rival Liquid for Asia expansion
February 02, 2022
Tags
Mergers and acquisitions
Deals & IPOs
Finance
From
CNBC.com News
Germany collapses $5 billion chip deal with Taiwan firm amid tech sovereignty concerns
February 01, 2022
Tags
Intel Corp
Europe News
Technology
From
CNBC.com News
< Previous
1
2
...
5
6
7
8
9
10
11
12
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.