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 JPM
Recent news which mentions JPM
< Previous
1
2
...
26
27
28
29
30
31
32
33
Next >
Here's How Much You Would Have Made Owning JPMorgan Chase Stock In The Last 5 Years
August 30, 2024
Tickers
JPM
NEWS
Tags
BZI/POD
News
JPM
From
Benzinga
2 Stock-Split AI Stocks Up 455% and 1,150% in 3 Years to Buy Now, According to Wall Street
August 30, 2024
Tickers
JPM
NVDA
SMCI
Tags
Recent Press Releases
JPM
^GSPC
From
Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
August 29, 2024
Tickers
AFRM
AXP
COIN
IMXI
Tags
Benzinga
UPST
AFRM
From
Benzinga
This Stock Market Indicator Has Been 70% Accurate Since 2014. It Signals a Big Move in September.
August 29, 2024
Tickers
JPM
NVDA
Tags
^GSPC
JPM
NVDA
From
Motley Fool
Spotlight on JPMorgan Chase: Analyzing the Surge in Options Activity
August 28, 2024
Tickers
JPM
Tags
BZI/UOA
Options
Market News
From
Benzinga
JPMorgan Sued For Allegedly Profiting From Customers' Idle Cash: Report
August 27, 2024
Tickers
GDVD
IYG
JPM
NEWS
Tags
Media
Market News
Equities
From
Benzinga
Here Are 2 Great Vanguard Dividend ETFs: Which Is Right For You?
August 27, 2024
Tickers
AAPL
AVGO
JNJ
JPM
Tags
VIG
MSFT
JPM
From
Motley Fool
3 Stock-Split Stocks Soared 2,909% to 4,121% in the Last 5 Years (Hint: Nvidia Ranks Third)
August 27, 2024
Tickers
CELH
JPM
MNST
NVDA
Tags
MNST
Recent Press Releases
CELH
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
August 26, 2024
Tickers
AFRM
COIN
HASI
JPM
Tags
AFRM
TFC
Benzinga
From
Benzinga
Smart Money Is Betting Big In JPM Options
August 26, 2024
Tickers
JPM
Tags
JPM
Markets
Benzinga
From
Benzinga
Nvidia Earnings Round The Corner: Top Investors In Jensen Huang's Company Set To Benefit If Q2 Appeases Street
August 26, 2024
Tickers
BLK
JPM
MS
NEWS
Tags
MS
artificial intelligence
NVDA
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 23, 2024
Tickers
AFRM
COIN
JPM
KKR
Tags
WFC
JPM
AFRM
From
Benzinga
Amazon, Target, JPMorgan And More: CNBC's 'Final Trades'
August 23, 2024
Tickers
AMZN
IYR
JPM
NEWS
Tags
Top Stories
News
Halftime Report Final Trades
From
Benzinga
Expert Says 'Something Is Cracking A Little Bit In The Economy' As He Points Out Lower Hiring Rate, Rising Credit Card Delinquencies: 'Does That Turn Into Recession? Not Necessarily'
August 22, 2024
Tickers
GS
JPM
NEWS
Tags
Edge Project
Delinquencies
Neil Irwin
From
Benzinga
All It Takes Is $1,000 Invested in Coca-Cola and Each of These 3 Warren Buffett Dividend Stocks to Generate Over $100 in Passive Income Per Year
August 22, 2024
Tickers
AAPL
AXP
BAC
BRK-A
Tags
BRK/A
BAC
^IXIC
From
Motley Fool
As Fed Potentially Preps Lower Rates Amid Economic Challenges, Direxion Bull & Bear 3X Shares Offer Amplified Trading Opportunities
August 21, 2024
Tickers
FAS
FAZ
GS
JPM
Tags
Partner Content
Trading Ideas
FAZ
From
Benzinga
8 Financials Stocks Whale Activity In Today's Session
August 20, 2024
Tickers
BX
C
COIN
GS
Tags
C
COIN
SOFI
From
Benzinga
JPMorgan Chase Unusual Options Activity
August 20, 2024
Tickers
JPM
Tags
Options
Market News
BZI/UOA
From
Benzinga
1 Surefire Warren Buffett Index Fund Could Turn $400 Per Month Into $902,000
August 20, 2024
Tickers
AAPL
AMZN
AVGO
BRK-A
Tags
SPY
AAPL
Market News
From
Motley Fool
Worried About a Recession? These 2 Stocks Could Signal What's Next for the Economy.
August 18, 2024
Tickers
GS
JPM
MCD
SBUX
Tags
SBUX
Recent Press Releases
GS
From
Motley Fool
Is SoFi Technologies a Millionaire-Maker?
August 16, 2024
Tickers
AAPL
BAC
JPM
SOFI
Tags
Market News
AAPL
BAC
From
Motley Fool
Jamie Dimon Supports 'Warren Buffett Rule' Of Taxing The Rich, He Says It Will Fix America's Debt Problem — 'I Would Spend The Money That Helps Make It A Better Country'
August 15, 2024
Tickers
JPM
NEWS
TAX
Tags
Warren Buffett Rule
General
Dimon
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 14, 2024
Tickers
AFRM
BAC
C
HOOD
Tags
HOOD
JPM
AFRM
From
Benzinga
'True' US Debt Is $175 Trillion: Former Coinbase CTO On 'Unpayable' Crisis
August 14, 2024
Tickers
COIN
JPM
NEWS
Tags
debt
Treasuries
COIN
From
Benzinga
3 Financial Stocks Poised for a Comeback After Last Week’s Market Meltdown
August 14, 2024
Tickers
C
JPM
WFC
Tags
C
WFC
JPM
From
InvestorPlace
Is It Better to Start Social Security at Age 62 or 70? Statistics Give a Clear Answer.
August 14, 2024
Tickers
JPM
Tags
JPM
Recent Press Releases
Market News
From
Motley Fool
Check Out What Whales Are Doing With JPM
August 13, 2024
Tickers
JPM
Tags
JPM
Markets
Benzinga
From
Benzinga
3 Bank Stocks to Buy on the Dip: August 2024
August 13, 2024
Tickers
C
JPM
PNC
Tags
PNC
JPM
NYSE:C,NYSE:JPM,NYSE:PNC
From
InvestorPlace
The 3 Best Bank Stocks to Buy in August 2024
August 13, 2024
Tickers
C
JPM
WFC
Tags
WFC
C
JPM
From
InvestorPlace
Smart Money Is Betting Big In JPM Options
August 12, 2024
Tickers
JPM
Tags
BZI/UOA
Options
Market News
From
Benzinga
< Previous
1
2
...
26
27
28
29
30
31
32
33
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.