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 JPMorgan
Recent news which mentions JPMorgan
< Previous
1
2
...
14
15
16
17
18
19
20
21
Next >
Time To Buy The Bond Dip? Morgan Stanley, JPM Urge Investors To Capitalize On Treasury Notes Amid Recent Slump
January 22, 2024
Tickers
NEWS
Tags
Market News
Markets
Kaustubh Bagalkote
From
Benzinga
Jamie Dimon's Pay Soars To $36M In 2023 As JPMorgan Secures Highest-Ever Profit
January 19, 2024
Tickers
FRCB
JPM
NEWS
Tags
JPM
General
Benzinga
From
Benzinga
JPMorgan's Jamie Dimon And Other Bank CEOs Held Private Meeting Over Fintech Competition, Regulatory Burden In Davos: Report
January 17, 2024
Tickers
BAC
BCS
BK
C
Tags
Jamie Dimon
BAC
Benzinga
From
Benzinga
JPMorgan's Top Strategist Predicts Stock Market Turbulence In 2024: 'Markets Appear Overbought'
January 08, 2024
Tickers
NEWS
Tags
Market News
Markets
2024 outlook
From
Benzinga
Dell Stock Gained 87% In 2023 And There's Further Upside Thanks To AI, Analyst Says
January 08, 2024
Tickers
AI
DELL
TECH
Tags
Samik Chatterjee
Tech
Movers
From
Benzinga
$34 Trillion National Debt Poses 'Boiling Frog' Threat To US Economy, JPMorgan Warns
January 07, 2024
Tickers
NEWS
Tags
Market News
Benzinga
Analyst Color
From
Benzinga
Why JPMorgan Is Bullish On American Express, Bearish On Rocket Companies
January 04, 2024
Tickers
AXP
RKT
Tags
Stories That Matter
Analyst Color
Market News
From
Benzinga
Active ETFs Gain Some Traction, Says Cerulli
December 28, 2023
Tickers
EDV
JEPI
Tags
expert insights
Featured Stories
EDV
From
ETF Trends
Glaukos' Newly Approved Glaucoma Treatment Is The 'Biggest Driver To Watch': Analyst
December 21, 2023
Tickers
GKOS
Tags
Top Stories
Analyst Color
Benzinga
From
Benzinga
Bull vs. Bear: Should Portfolios Include Small-Caps in 2024?
December 13, 2023
Tickers
IWM
JEPI
KCCA
NEOS
Tags
KraneShares
iShares
KCCA
From
ETF Trends
JPMorgan Strategist Reveals 99% Of US Consumers To Face Worse Financial Crunch Than Pre-Pandemic Levels
December 08, 2023
Tags
Stories That Matter
Marko Kolanovic
Benzinga
From
Benzinga
Alibaba's Cloud Business Spinoff Cancelation Sparks Mixed Reactions From Analysts
November 20, 2023
Tickers
ASIA
BABAF
TECH
Tags
BABAF
Bernstein
JPMorgan
From
Benzinga
JPMorgan CEO Jamie Dimon Says Inflation 'Might Not Go Away That Quickly'
November 14, 2023
Tickers
JPM
Tags
News
JPMorgan
Economics
From
Benzinga
Bull vs. Bear: Active ETFs Rising — Meaningful or Mirage?
November 08, 2023
Tickers
JEPI
JEPQ
SPMO
SPY
Tags
JEPQ
JEPI
Innovative ETFs channel
From
ETF Trends
Netflix Rallies Off Q3 Earnings: 8 Analysts On Future Price Increases, Ad-Supported Plans And More
October 19, 2023
Tickers
NFLX
Tags
streaming platforms
Top Stories
Bank of America
From
Benzinga
This Week in ETFs: Closures Outnumber New ETFs
October 13, 2023
Tickers
ASPY
DWMC
GENY
JIDA
Tags
FAANG stocks
DWMC
active management
From
ETF Trends
Bull vs Bear: Using Options-Based ETFs for Income
October 11, 2023
Tickers
BKLC
JEPI
JEPQ
NEOS
Tags
BKLC
QYLD
BNY Mellon
From
ETF Trends
'Don't Get Me Started On Bitcoins': Berkshire Hathaway's Charlie Munger Calls Crypto The 'Stupidest Investment I Ever Saw'
October 07, 2023
Tickers
BITCOMP
BRK
USD-BITSTAMP
Tags
Cryptocurrency
BRK
$BTC
From
Benzinga
This Week in ETFs: FormulaFolios Renamed, Adds New Funds
September 29, 2023
Tickers
DWMC
KVLE
LETB
SPY
Tags
ETF launch
Buffered ETFs
DWMC
From
ETF Trends
VettaFi Voices On: Risk Management in an Uncertain Economy
September 29, 2023
Tickers
ALPS
BIL
BOCT
DBMF
Tags
economy
Global X
MUSQ
From
ETF Trends
NASDAQ 100 ETF Exposure Comes in Many Forms
September 11, 2023
Tickers
JEPQ
NJUL
NUSI
QQQ
Tags
etf education channel
Direxion
QYLD
From
ETF Trends
Equity ETFs Are Shining, But What’s Next?
September 06, 2023
Tickers
AVUV
CGGR
DXJ
FLJP
Tags
CGGR
QUAL
Capital Group
From
ETF Trends
Why Restaurant Brands International Is Poised For Transformation, Says Bullish Analyst
August 21, 2023
Tickers
DPZ
QSR
Tags
Analyst Color
Analyst Ratings
General
From
Benzinga
Jeffrey Epstein Advised Google Co-Founder Sergey Brin On Tax-Saving Trust, New Court Documents Reveal
August 16, 2023
Tags
sergey brin
JPMorgan
News
From
Benzinga
Which ETFs Saw Unexpected Demand in July
August 07, 2023
Tickers
AGG
AUSF
JPMB
QQQ
Tags
featured
IVV / iShares S&P 500 Index ETF
JPMorgan
From
ETF Trends
Recession Or No Recession? Elon Musk Finds It 'Hard To Tell What The Heck Is Going On'
August 04, 2023
Tickers
X
Tags
Economics
Paul Krugman
JPMorgan
From
Benzinga
Why Apple Stock Is Losing Flavor Premarket Today
August 04, 2023
Tickers
AAPL
TECH
Tags
Market News
Trading Ideas
AAPL
From
Benzinga
Apple Q3 Sneaks Past Estimates On Services Strength, But Stock Drops As iPhone, iPad Revenues Come In Light
August 03, 2023
Tickers
AAPL
TECH
Tags
Samik Chatterjee
Tech
Movers
From
Benzinga
What's Going On With Apple Stock Ahead Of June-Quarter Results?
August 03, 2023
Tickers
AAPL
TECH
Tags
Analyst Ratings
Benzinga
Previews
From
Benzinga
Apple Analysts Upbeat Ahead Of Tech Giant's Q3 Print: Why Earnings Could Be Positive Catalyst Driving Stock Higher
August 02, 2023
Tickers
AAPL
TECH
Tags
Market News
Trading Ideas
Erik Woodring
From
Benzinga
< Previous
1
2
...
14
15
16
17
18
19
20
21
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.