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 Expert Idea
Recent news which mentions Expert Idea
< Previous
1
2
3
Next >
After This Pharma Stock Surges To Record High, Cramer Says It's 'Going Higher Still'
August 09, 2023
Tickers
LLY
NVO
Tags
Jim Cramer
Expert Idea
Equities
From
Benzinga
'AI Gold Standard' Palantir's Beat-And-Raise Q2 Has Left This Analyst Gushing Over Its AI Platform: 'A Star Is Born'
August 08, 2023
Tickers
AI
PLTR
TECH
Tags
Analyst Color
AI
Reiteration
From
Benzinga
Can Apple Satisfy Wall Street? Top Analyst Says 2 Factors Key To Meeting June-Quarter Expectations
July 31, 2023
Tickers
AAPL
ASIA
TECH
Tags
Previews
Analyst Color
Reiteration
From
Benzinga
How Rivian Became Analysts' Darling: All Upsides Of Tesla, Minus The Risks?
July 31, 2023
Tickers
EVS
RIVN
TECH
TSLA
Tags
Analyst Ratings
EVs
Dan Levy
From
Benzinga
Palantir Stock Surges After Wedbush's Ives Calls It 'Messi of AI' With A Bullish Outlook: 'On Golden Track To Success'
July 28, 2023
Tickers
PLTR
TECH
Tags
Expert Idea
Analyst Ratings
PLTR
From
Benzinga
Why This Video Streaming Stock In Cathie Wood's Portfolio Is Up About 10% Today
July 28, 2023
Tickers
ARKK
ROKU
TECH
Tags
ETFs
News
Market News
From
Benzinga
Tesla Analyst Explains Stock's 12% Post-Earnings Pullback: 9 Catalysts That Can Stall The Sell-Off
July 28, 2023
Tickers
EVS
FFND
TSLA
Tags
Gary Black
Analyst Color
Price Target
From
Benzinga
Barbie Toys 'Flying Off Retail Shelves:' Analyst Lifts Mattel Price Target On Upbeat Q3 Trends After Blockbuster Boost
July 27, 2023
Tickers
MAT
Tags
MAT
Analyst Color
Reiteration
From
Benzinga
'Rocky Balboa-Like Comeback' For Zuckerberg: Analysts Go Gaga Over Meta's 'Super Impressive' Q2 Print Amid 'Choppy Macro'
July 27, 2023
Tickers
AAPL
META
TECH
Tags
Market News
Expert Idea
Social Media
From
Benzinga
Will Tesla Take A Hit From Elon Musk's Twitter Rebranding? Analyst Weighs In
July 26, 2023
Tickers
EVS
TECH
TSLA
Tags
EVs
Expert Idea
Benzinga
From
Benzinga
Tesla's Earnings Swoon, Ford Ups Ante With F-150 Lightning Price Cuts, Fisker India-Bound And More: Biggest EV Stories Of The Week
July 22, 2023
Tickers
ASIA
EVS
F
FSR
Tags
electric vehicles
Benzinga
TSLA
From
Benzinga
Did Elon Musk Tank Tesla Stock Despite Several Positives In Q2? One Analyst Thinks So
July 21, 2023
Tickers
EVS
TSLA
Tags
Cybertruck
Elon Musk
News
From
Benzinga
Tesla's Earnings Twist: Short Seller Jim Chanos Says Q2 Beat Was 'Entirely' Due To This Surprising Factor
July 20, 2023
Tickers
EVS
TSLA
Tags
Expert Idea
EVs
TSLA
From
Benzinga
Tesla Analyst Tells Why Q2 Margin Shrinkage Shouldn't Be A Issue For The Stock: 'The Long-Term Question Is...'
July 19, 2023
Tickers
EVS
F
PSNY
TSLA
Tags
EVs
Expert Idea
Benzinga
From
Benzinga
Ford Worried About Tesla's Cybertruck, Says Analyst After F-150 Lightning Price Slash: 'Now Both Models Start At...'
July 18, 2023
Tickers
EVS
F
TSLA
Tags
Analyst Color
F
Top Stories
From
Benzinga
Wall Street Strategist Issues Troubling Assessment Of Stock-Market Rally As Prices Rise
July 16, 2023
Tags
Markets
Opinion
stock market
From
Benzinga
Tesla Bull-Bear Tug: Stock Story Just Starting To Be Discovered Or Is Market Disconnected From Reality?
July 16, 2023
Tickers
EVS
F
GM
TSLA
Tags
EVs
GM
Expert Idea
From
Benzinga
Why Cathie Wood Expects Flagship ARKK Fund To Outperform Nasdaq-100 Index: 'The Values When It Comes To Innovation Are In Our Fund'
July 16, 2023
Tickers
ARKK
TECH
Tags
Analyst Color
Specialty ETFs
ARK Invest
From
Benzinga
Ahead Of Tesla's Q2 Results, Analyst Says To Brace For Short-Term Margin Disappointment But 'Also A Good Recovery Beyond'
July 16, 2023
Tickers
EVS
TSLA
Tags
Analyst Color
electric vehicles
Pierre Ferragu
From
Benzinga
Cathie Wood Calls Nvidia An 'Incredible AI Play' But Explains Why She Prefers This AI-Levered SaaS Provider Over The Chipmaker
July 15, 2023
Tickers
ARKK
NVDA
TECH
TWLO
Tags
Cathie Wood
ARKK
ARK Invest
From
Benzinga
Cathie Wood Amasses $25.4M Worth Of Social Media Giant Meta But Dumps This Crypto-Linked Stock
July 14, 2023
Tickers
ARKF
ARKK
ARKW
COIN
Tags
Expert Idea
ARKF
Equities
From
Benzinga
Tesla Analyst Predicts 6% Beat On Q2 EPS — But Tells Investors To Focus On 4 'More Important' Things
July 14, 2023
Tickers
EVS
TSLA
Tags
Future Fund
electric vehicles
Earnings
From
Benzinga
Bob Iger's Disney Tenure Extension 'Amazing,' Says Jim Cramer — But One Analyst Tells Why Move Is 'Neutral' To Stock
July 13, 2023
Tickers
DIS
Tags
Bob Chapek
DIS
KeyBanc Capital Markets
From
Benzinga
Lucid Would 'Likely Be Half' Of Current Value If Not For This, Says Analyst After Stock's 11% Slump: 'Makes Absolutely No Sense'
July 13, 2023
Tickers
EVS
LCID
RIVN
TSLA
Tags
TSLA
Short Ideas
Equities
From
Benzinga
Beyond Cybertruck: Analyst Advises Tesla To Take Notes from Rivian's EV Pickup Strategy To Blow Past Wall Street Estimates
July 10, 2023
Tickers
EVS
F
GM
RIVN
Tags
Expert Idea
RIVN
EVs
From
Benzinga
Rivian Shares Rev Up For 8th Straight Winning Session: What's Fueling The Rally?
July 07, 2023
Tickers
EVS
RIVN
TSLA
Tags
Analyst Color
mobility
Market News
From
Benzinga
Rivian's 'Exponential Move' Vs. Apple's 'Incremental Grind:' Why This Trader Wants To Exit Tech Giant And Pile Into EV Startup
July 07, 2023
Tickers
AAPL
EVS
RIVN
Tags
EVs
AAPL
Steve Grasso
From
Benzinga
Tesla Analyst Sees No Victory For Bears From Cybertruck But Points To This As Real Worry Going Ahead
July 05, 2023
Tickers
EVS
TSLA
Tags
Needham
Analyst Color
News
From
Benzinga
Rivian Stock Rips Over 7% Higher Premarket: What's Going On?
July 05, 2023
Tickers
EVS
RIVN
Tags
Needham
Analyst Color
Price Target
From
Benzinga
Tesla A Bull Run Or Bull Trap? Why This Analyst Warns Stock May Be 'Egregiously Overvalued'
July 05, 2023
Tickers
EVS
F
GM
TSLA
Tags
Expert Idea
EVs
GM
From
Benzinga
< Previous
1
2
3
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.