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 JMP Securities
Recent news which mentions JMP Securities
< Previous
1
2
3
4
5
Next >
5 Analysts On DraftKings Q2 Results: 'Operational Excellence,' 'Widening Its Competitive Gap,' Momentum To Continue
August 04, 2023
Tickers
DKNG
Tags
Analyst Color
Jordan Bender
Morgan Stanley
From
Benzinga
Block's Stock Crashes Even After Beat-And-Raise Quarter, 5 Analysts Deep Dive Into Print
August 04, 2023
Tickers
SQ
Tags
Analyst Color
David Scharf
Needham
From
Benzinga
Atlassian Performs Despite Macro Headwinds: 4 Analysts On Q4 Print, Outlook
August 04, 2023
Tickers
TEAM
Tags
Joel Fishbein
TEAM
Trading Ideas
From
Benzinga
Zillow's Second Quarter Surprises Analysts: Company Exceeds Forecasts But Signals Future Challenges
August 03, 2023
Tickers
Z
ZG
Tags
JMP Securities
ZG
Mid Cap
From
Benzinga
5 ZoomInfo Technologies Analysts On Renewal Down-Sells Impacting Q2 Print, Outlook
August 01, 2023
Tickers
TECH
ZI
Tags
Price Target
Needhem
Reiteration
From
Benzinga
4 Snap Analysts Size Up Q2 Results, Investors Ghost The Stock: 'Structurally Challenged'
July 26, 2023
Tickers
SNAP
Tags
Mark Zgutowicz
Andrew Boone
Benchmark
From
Benzinga
Alphabet's AI Integration Winning Over 5 Analysts: Q2 Results Spark Optimism Despite Market Challenges
July 26, 2023
Tickers
GOOG
GOOGL
Tags
Needham
Expert Ideas
Andrew Boone
From
Benzinga
Goldman Sachs Analysts Remain Bullish Despite Weakest Quarter Since Pandemic Onset
July 20, 2023
Tickers
BMO
GS
Tags
JMP Securities
BMO
Earnings
From
Benzinga
Adobe: An 'AI Winner' Shines In FQ2, Analysts Weigh In
June 16, 2023
Tickers
ADBE
Tags
Expert Ideas
Brad Sills
Gregg Moskowitz
From
Benzinga
C3.ai Beats Q4 Estimates: Stock Sells Off, Analysts Weigh In
June 01, 2023
Tickers
AI
TECH
Tags
Patrick Walravens
Trading Ideas
Dan Ives
From
Benzinga
Palo Alto Networks Sees Stock Surge After Reporting Strong Earnings And Upping Guidance: 5 Analysts React
May 24, 2023
Tickers
PANW
Tags
Ittai Kidron
Expert Ideas
Analyst Color
From
Benzinga
Twilio 'Failed To Impress' And Faces A 'Long Turnaround' — 4 Analysts On Q1 Print
May 10, 2023
Tickers
TWLO
Tags
Reiteration
Price Target
Market News
From
Benzinga
PayPal Faces Unbranded Margin Pressure: 5 Analysts On Q1 Print
May 09, 2023
Tickers
PYPL
TECH
Tags
Analyst Ratings
Movers
Truist Securities
From
Benzinga
Coinbase Global Shares Jump On Q1 Beat, 4 Analysts Give Their Takeaways
May 05, 2023
Tickers
COIN
Tags
Keefe
Top Stories
Kyle Voigt
From
Benzinga
Atlassian Corp Shares Dip Despite Strong Quarterly Results: 4 Analysts Weigh In On Earnings, Challenges
May 05, 2023
Tickers
TEAM
Tags
Analyst Color
Ittai Kidron
Raymond James
From
Benzinga
DraftKings Q1 Beat Driven By High Customer Retention, Market Share Gains; Analysts Optimistic On Growth
May 05, 2023
Tickers
DKNG
Tags
Reiteration
Sports Betting
Price Target
From
Benzinga
Snap Shares Tank On AI Investment Plans: What Else Caused Analysts To Cut Price Targets?
April 28, 2023
Tickers
SNAP
Tags
JMP Securities
Trading Ideas
Youssef Squali
From
Benzinga
4 Goldman Sachs Analysts Offer Takes On 'Noisy' Quarter: Find Out What The Highs, Lows Points Are
April 19, 2023
Tickers
BANK
GS
UBS
Tags
JMP Securities
Gerard Cassidy
Earnings
From
Benzinga
Charles Schwab Q1 Earnings Surpass Expectations, Prompting Analysts To Maintain Positive Outlook
April 18, 2023
Tickers
SCHW
Tags
Credit Suisse
Trading Ideas
Bruyette & Woods
From
Benzinga
Shopify Shares Climb As Analyst Turns Bullish On Upside Potential And Market Share Gains
April 12, 2023
Tickers
SHOP
Tags
JMP Securities
SHOP
Movers
From
Benzinga
4 Adobe Analysts On Q4 Earnings: 'The Creator Economy Remains Healthy'
March 16, 2023
Tickers
ADBE
Tags
Stifel
Trading Ideas
Keith Bachman
From
Benzinga
3 Oracle Analysts On 'Solid' Earnings: The Most Resilient Name In Software?
March 10, 2023
Tickers
ORCL
TECH
Tags
Analyst Ratings
Benzinga
Tech
From
Benzinga
What These 4 DocuSign Analysts Have To Say About Q4 Print
March 10, 2023
Tickers
DOCU
Tags
Expert Ideas
Morgan Stanley
Needham
From
Benzinga
Asana Rallies Off Q4 Earnings: 6 Analysts Break Down The Report
March 09, 2023
Tickers
ASAN
Tags
Trading Ideas
JMP Securities
Benzinga
From
Benzinga
7 CrowdStrike Holdings Analysts Dissect The 'Solid' Beat And Raise Quarter
March 08, 2023
Tickers
CRWD
Tags
Trading Ideas
Guggenheim Securities
JMP Securities
From
Benzinga
The AI 'OG' Just Blew Out Its Financial Results — And Shares Are On A Tear
March 03, 2023
Tickers
AI
TECH
Tags
News
Top Stories
Long Ideas
From
Benzinga
6 Zscaler Analysts On Disappointing Results, Guidance - But There Are 'Positives'
March 03, 2023
Tickers
ZS
Tags
Reiteration
Price Target
Market News
From
Benzinga
These 5 Okta Analysts Changed Their Price Targets After FQ4 Print
March 02, 2023
Tickers
OKTA
Tags
Keith Bachman
RBC Capital Markets
Trading Ideas
From
Benzinga
7 Salesforce Analysts On Q4 Earnings: 'Nearly Everything Investors Could Hope For'
March 02, 2023
Tickers
CRM
Tags
Top Stories
BMO Capital Markets
News
From
Benzinga
These 6 Palo Alto Networks Analysts Are Happy With FQ2 Print
February 22, 2023
Tickers
PANW
Tags
PANW
Benzinga
Guggenheim Securities
From
Benzinga
< Previous
1
2
3
4
5
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.