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 INFO
Recent news which mentions INFO
This Buffett Stock Could Become a Data & Analytics Giant
May 14, 2022
Tickers
INFO
MCO
SPGI
Tags
INFO
MCO
SPGI
From
Motley Fool
Merger Arbitrage Mondays - Standard General Acquires Tegna For $8.6 billion Or $24 Per Share In Cash
February 28, 2022
Tickers
APO
APR
BRLI
CERN
Tags
APO
CERN
TTWO
From
Benzinga
Where IHS Markit Stands With Analysts
February 09, 2022
Tickers
INFO
Tags
BZI/AAR
INFO
Market News
From
Benzinga
Analyst Ratings For IHS Markit
January 24, 2022
Tickers
INFO
Tags
Analyst Ratings
Benzinga
Market News
From
Benzinga
Wednesday Is Your Last Chance To Buy IHS Markit Before The Dividend Payout
January 24, 2022
Tickers
INFO
Tags
BZI/ExDiv
Benzinga
Market News
From
Benzinga
IHS Markit Q4 Earnings Beat Estimates
January 21, 2022
Tickers
INFO
Tags
News
Market News
Briefs
From
Benzinga
IHS Markit: Q4 Earnings Insights
January 21, 2022
Tickers
INFO
Tags
Benzinga
INFO
Earnings
From
Benzinga
Earnings Scheduled For January 21, 2022
January 21, 2022
Tickers
ALLY
FHB
HBAN
INFO
Tags
Pre/Market Outlook
Earnings Scheduled
News
From
Benzinga
A Peek Into The Markets: US Stock Futures Mostly Lower; Netflix Shares Tumble Following Q4 Results
January 21, 2022
Tickers
ALLY
BRBS
CSX
FVCB
Tags
Eurozone
Markets
FVCB
From
Benzinga
5 Stocks To Watch For January 21, 2022
January 21, 2022
Tickers
ALLY
CSX
INFO
NFLX
Tags
Stocks To Watch
Markets
Trading Ideas
From
Benzinga
Preview: IHS Markit's Earnings
January 20, 2022
Tickers
INFO
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Price Over Earnings Overview: IHS Markit
January 18, 2022
Tickers
INFO
Tags
Earnings
INFO
Benzinga
From
Benzinga
IHS Markit's Debt Insights
January 18, 2022
Tickers
INFO
Tags
Market News
News
Intraday Update
From
Benzinga
Demand for Coal Power Is Skyrocketing Right Now
January 13, 2022
Tickers
INFO
Tags
Recent Press Releases
Market News
INFO
From
Motley Fool
IHS Markit, Stockperks Partner To Deliver Retail Investor Engagement Solutions
January 06, 2022
Tickers
INFO
Tags
Contracts
Benzinga
Market News
From
Benzinga
Caixin finds China’s services activity improved in December
January 05, 2022
Tickers
INFO
Tags
INFO
From
MarketWatch
Mid-Afternoon Market Update: Dow Surges Over 200 Points; Microbot Medical Shares Spike Higher
December 27, 2021
Tickers
AVCT
BBIO
BVXV
CVU
Tags
Markets
MBOT
Eurozone
From
Benzinga
Mid-Day Market Update: Nasdaq Rises 1%; BridgeBio Pharma Shares Plunge
December 27, 2021
Tickers
AVCT
BBIO
BVXV
CVU
Tags
INVE
Small Cap
Earnings
From
Benzinga
Mid-Morning Market Update: Markets Open Higher; News Corp To Buy Base Chemicals
December 27, 2021
Tickers
AVCT
BBIO
BVXV
INFO
Tags
Mid/Morning Market Update
Penny Stocks
News
From
Benzinga
Price Over Earnings Overview: IHS Markit
December 27, 2021
Tickers
INFO
Tags
Intraday Update
BZI/PE
Benzinga
From
Benzinga
What Does IHS Markit's Debt Look Like?
December 27, 2021
Tickers
INFO
Tags
BZI/Debt
INFO
Markets
From
Benzinga
News Corp To Acquire The Base Chemicals Business For $295M Cash
December 27, 2021
Tickers
INFO
NWS
SPGI
TECH
Tags
NWS
SPGI
Benzinga
From
Benzinga
IHS Markit, Issuer Direct Join Forces For Advanced Investor, Public Relations Solutions
November 18, 2021
Tickers
INFO
ISDR
Tags
Market News
Contracts
Benzinga
From
Benzinga
China’s services activity maintains robust growth in October
November 02, 2021
Tickers
INFO
Tags
INFO
From
MarketWatch
Daniel Yergin on the New Map for Energy
October 05, 2021
Tickers
F
GM
INFO
TSLA
Tags
F
INFO
Market News
From
Motley Fool
Recap: IHS Markit Q3 Earnings
September 30, 2021
Tickers
INFO
Tags
News
BZI/Recaps
Market News
From
Benzinga
Where IHS Markit Stands With Analysts
September 29, 2021
Tickers
INFO
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Mid-Afternoon Market Update: Dow Tumbles 500 Points; Sonoma Pharmaceuticals Shares Spike Higher
September 28, 2021
Tickers
AGMH
CEI
DBGI
FHS
Tags
Market News
TNP
DBGI
From
Benzinga
IHS Markit Stock Slips After Revising FY21 Revenue Guidance Below Consensus
September 28, 2021
Tickers
INFO
Tags
Benzinga
Trading Ideas
Guidance
From
Benzinga
Mid-Day Market Update: Nasdaq Down 2.5%; IHS Markit Posts Upbeat Earnings
September 28, 2021
Tickers
AGMH
DBGI
FHS
GDP
Tags
Earnings
GDP
FHS
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.