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
...
5
6
7
8
9
10
11
12
13
...
32
33
Next >
Stock Buybacks Are Quietly Powering Wall Street's 2025 Rally
June 09, 2025
Tickers
AAPL
BAC
GOOGL
JPM
Tags
stock buyback
NVDA
Market News
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
June 09, 2025
Tickers
AFRM
BAC
COF
JPM
Tags
NU
JPM
V
From
Benzinga
JP Morgan Forecasts S&P 500 To Hit Record Highs Amid Market Volatility, Says US Markets Climbing 'Wall of Worry'
June 07, 2025
Tickers
JPM
Tags
Market News
stock market
S&P 500
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
June 06, 2025
Tickers
COIN
ETOR
FI
GLXY
Tags
FI
HOOD
Benzinga
From
Benzinga
Where Will JPMorgan Chase Be in 5 Years?
June 06, 2025
Tickers
JPM
Tags
Recent Press Releases
JPM
Market News
From
Motley Fool
Will the Stock Market Crash as Tariffs Hit the Economy in 2025? History Offers an Important Clue.
June 06, 2025
Tickers
JPM
Tags
Recent Press Releases
^GSPC
JPM
From
Motley Fool
5 Financials Stocks With Whale Alerts In Today's Session
June 05, 2025
Tickers
BAC
ETOR
FUTU
HOOD
Tags
ETOR
Market News
HOOD
From
Benzinga
CrowdStrike, Microsoft Partner To Create 'Rosetta Stone' To Help 'Defenders In Knowing The Adversary' Amid Rising AI Agent Deployment
June 05, 2025
Tickers
BLK
CRWD
JPM
MSFT
Tags
Benzinga
BLK
Equities
From
Benzinga
Smart Money Is Betting Big In JPM Options
June 04, 2025
Tickers
JPM
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
JPMorgan To Accept Crypto-Linked ETFs As Loan Collateral
June 04, 2025
Tickers
COIN
IBIT
JPM
NEWS
Tags
Market News
Top Stories
Cryptocurrency
From
Benzinga
Wells Fargo Freed From Fed Asset Cap: Goldman, BofA Predict Double-Digit Earnings Surge Ahead
June 04, 2025
Tickers
C
JPM
WFC
XLF
Tags
Benzinga
WFC
Market News
From
Benzinga
EXCLUSIVE: Beeline Launches Stablecoin-Backed Home Equity Product, Targets Profitability By Late 2025
June 04, 2025
Tickers
ALLY
BAC
BLNE
CITZ
Tags
WFC
Fintech
Market News
From
Benzinga
Anthony Scaramucci Agrees Bitcoin Skeptic Jamie Dimon Would Be A 'Welcome Alternative' As President
June 03, 2025
Tickers
BITCOMP
JPM
NEWS
USD-BITSTAMP
Tags
Bitcoin
bitcoin
Markets
From
Benzinga
Why AI Stock Broadcom Topped the Market on Tuesday
June 03, 2025
Tickers
AVGO
C
JPM
Tags
Recent Press Releases
AVGO
JPM
From
Motley Fool
JPMorgan Chase Is One of the Largest Financial Companies by Market Cap. But Is It a Buy?
June 03, 2025
Tickers
BRK-B
JPM
Tags
Market News
Recent Press Releases
JPM
From
Motley Fool
Jamie Dimon's 5 Most Recent Dire Warnings Include Recession, 'Panic' And Zero Growth
June 02, 2025
Tickers
JPM
NEWS
Tags
News
Market News
Donald Trump
From
Benzinga
Prudent Investors Pay Attention; World's Most Respected Banker Pours Gas Over Bond Fire; Oil Surges
June 02, 2025
Tickers
JPM
TLT
Tags
Equities
Benzinga
Sector ETFs
From
Benzinga
JPMorgan Chase To Open New 'Elevated Concierge Type Of Service' Brick-And-Mortar Locations To Woo Wealth Clientele
June 02, 2025
Tickers
JPM
Tags
Market News
news access
Benzinga
From
Benzinga
Smart Money Is Betting Big In JPM Options
June 02, 2025
Tickers
JPM
Tags
Options
Markets
JPM
From
Benzinga
Meta, JPMorgan, Gap And A Health Care Stock On CNBC's 'Final Trades'
June 02, 2025
Tickers
ABBV
GAP
JPM
META
Tags
JPM
Joshua Brown
Jim Lebenthal
From
Benzinga
Trump Administration Set To Ease Big Bank Rules In Major Rollback Since 2008 Crisis: Here Are The Stocks And ETFs Investors Could Consider
June 02, 2025
Tickers
BAC
BANF
C
FITB
Tags
QQQ
MS
Kepp Loeffler
From
Benzinga
US 'Never Going To Default,' Says Scott Bessent, Dismissing Jamie Dimon's Debt Crisis Warnings: 'For His Entire Career...'
June 02, 2025
Tickers
JPM
NEWS
Tags
debt crisis
benzinga neuro
Jamie Dimon
From
Benzinga
Fed's Christopher Waller Signals Caution On Rate Cut Amid Tariff-Driven Inflation Risks
June 02, 2025
Tickers
JPM
Tags
Benzinga
Inflation
JPM
From
Benzinga
Elon Musk's Government Efficiency Push: A Closer Look at His Financial Gains and Losses
May 31, 2025
Tickers
JPM
Tags
Benzinga
Politics
Top Stories
From
Benzinga
Elon Musk's Government Efficiency Push: A Closer Look at His Financial Gains and Losses
May 31, 2025
Tickers
JPM
Tags
JPM
$BTC
Doge
From
Benzinga
US Should Stockpile Bullets, Not Bitcoin, Jamie Dimon Says
May 31, 2025
Tickers
BITCOMP
JPM
NEWS
USD-BITSTAMP
Tags
Markets
bitcoin
$BTC
From
Benzinga
2 Large Regional Bank Stocks That Could Get Acquired During the Trump Administration
May 31, 2025
Tickers
BAC
BNS
C
CFG
Tags
Recent Press Releases
KEY
C
From
Motley Fool
OpenAI Secures $11.6B For Texas Data Center Expansion, Reducing Microsoft Dependence
May 30, 2025
Tickers
JPM
MSFT
NVDA
ORCL
Tags
NVDA
Market News
news access
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
May 30, 2025
Tickers
JPM
NEWS
Tags
JPM
Trading Ideas
Benzinga
From
Benzinga
Bitcoin vs. Gold: The Best Buy Right Now, According to a Wall Street Analyst
May 30, 2025
Tickers
BITCOMP
BTC
COIN
GLD
Tags
BTC
Market News
Recent Press Releases
From
Motley Fool
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.