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 >
Lydon Aces the ETF Report on Yahoo
February 15, 2023
Tickers
BBEU
LQD
TLT
Tags
LQD
fixed income channel
tom lydon
From
ETF Trends
A Day in the Educational Life of an ETF Nerd at Exchange
February 13, 2023
Tickers
DBMF
JEPI
VTEB
Tags
DBMF
JPMorgan
Exchange: An ETF Experience
From
ETF Trends
Tale Of 2 Chip Stocks: Ahead Of Intel, Texas Instruments Earnings, Analysts Weigh In On Results, Q1 Outlook
January 23, 2023
Tickers
AMZN
GOOG
GOOGL
INTC
Tags
GOOG
Analyst Ratings
Chip Stocks
From
Benzinga
Elon Musk Warns Of More Pain As Commercial Real Estate Prices Pull Back To 2009 Levels
January 09, 2023
Tickers
CVX
ORCL
Tags
ORCL
Recession
CVX
From
Benzinga
VettaFi Voices On: 2023 Predictions
January 06, 2023
Tickers
BIL
BOND
COWZ
DBMF
Tags
iMGP
stacey morris
JPMorgan
From
ETF Trends
JPMorgan Downgrades Silvergate Capital After Unexpected Deposit Outflows In Q4
January 06, 2023
Tickers
JPM
SI
Tags
SI
financial services
twitter
From
Benzinga
Investment Insights Abound at Summit
December 21, 2022
Tickers
COWZ
DBMF
JEPI
KMLM
Tags
Invesco
todd rosenbluth
Expert Insights
From
ETF Trends
5 Breakout ETFs in 2022 Not From the Top 3 Firms
December 20, 2022
Tickers
BIL
COWZ
JEPI
RSP
Tags
spdr
IVV / iShares S&P 500 Index ETF
JEPI
From
ETF Trends
Recommendations for the Federal Reserve To Consider for Its Climate Scenario Analysis Pilot Program
December 19, 2022
Tags
Fed
JPMorgan
Federal Reserve
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Recapping the ETF Industry’s Strong Year and Looking Ahead
December 14, 2022
Tickers
FTSM
JEPI
JPST
PULS
Tags
Charles Schwab
JPMorgan
SCHD
From
ETF Trends
Avantis Stands Out in Top 5 Active Equity ETFs of 2022
December 12, 2022
Tickers
AVUS
AVUV
DFAC
DFAI
Tags
JEPI
DFAI
top five active equity ETFs 2022
From
ETF Trends
Jamie Dimon Says If There's A Mild Or Harsh Recession 'We're Going To Be Fine,' But Here's His Primary Concern
December 11, 2022
Tickers
CEO
JPM
Tags
General
Inflation
JPMorgan
From
Benzinga
VettaFi Announces Constituent Changes to the Alerian Index Series
December 09, 2022
Tickers
AMJ
AMLP
AMNA
AMND
Tags
Alerian
JPMorgan
mlpb
From
ETF Trends
VettaFi Voices: Investing Through a Polycrisis
December 09, 2022
Tickers
AMLP
BDEC
JEPI
JPST
Tags
JPST
Expert Insights
todd rosenbluth
From
ETF Trends
Active Yield-Generating ETFs May Help Investors Navigate Rough Conditions
November 17, 2022
Tickers
JCPB
JPIE
Tags
featured
Webcasts
jpie
From
ETF Trends
Chart of the Week: Advisors Seeking Downside Protection
November 17, 2022
Tickers
BNOV
JEPI
NVBT
SPLV
Tags
Innovator
expert insights
iShares
From
ETF Trends
Takeaways as Class of 2019 ETFs Hit 3-Year Mark
November 10, 2022
Tickers
AVDV
AVUS
AVUV
BBIN
Tags
Avantis
DBMF
GRN
From
ETF Trends
Adoption of Active ETFs Is Accelerating
November 07, 2022
Tickers
ARK
ARKK
AVUS
CGDV
Tags
DIVO
CGDV
ARKK
From
ETF Trends
ETF of the Week: JPMorgan Ultra-Short Income ETF (JPST)
November 03, 2022
Tickers
JPST
Tags
Podcasts
chuck jaffe
tom lydon
From
ETF Trends
Analyst Sees S&P 500 Surging Over 10% Tomorrow If Fed Takes These 2 Actions
November 01, 2022
Tickers
SPY
Tags
S&P 500
Markets
Federal Reserve
From
Benzinga
Tricks or Treats With Tom Lydon: See What Shocked These Industry Pros
October 31, 2022
Tickers
JCPB
JEPI
JPST
Tags
ETF Edge
tom lydon
expert insights
From
ETF Trends
VettaFi Wins Best ETF Research Award
October 28, 2022
Tickers
AMJ
AMLP
CARZ
JPST
Tags
BlackRock
featured
First Trust
From
ETF Trends
2 Financial Giants Team Up to Improve Cross-Country Blockchain Payments
October 14, 2022
Tickers
BLOK
Tags
BLOK
Amplify
crypto channel
From
ETF Trends
Chart of the Week: Advisors Find Safety Attractive
October 13, 2022
Tickers
BIL
GBIL
GSY
JPST
Tags
fixed income channel
BIL
SGOV
From
ETF Trends
Hot Inflation Numbers Could Crater Stocks 5% — And Larry Summers Says Prices Aren't Dropping Any Time Soon
October 11, 2022
Tickers
CPI
ECON
Z
Tags
Analyst Color
Z
Guidance
From
Benzinga
Amazon Is JPMorgan's Top Pick In The Internet Space By A 'Wide Margin': Here's Why The Analysts Are So Bullish
October 04, 2022
Tickers
AMZN
Tags
Long Ideas
Analyst Color
JPMorgan
From
Benzinga
Why This Gilead Analyst Believes The Stock Is Highly Undervalued
October 04, 2022
Tickers
GILD
Tags
Analyst Color
GILD
Chris Schott
From
Benzinga
One Credit Suisse Analyst Says Bank's Capital, Liquidity 'Healthy,' Another Warns Of Impending Equity Raise: What You Need To Know
October 03, 2022
Tickers
CS
Tags
Top Stories
Benzinga
Analyst Ratings
From
Benzinga
Chart of the Week: ETFs Play Well With Others
September 22, 2022
Tickers
ARK
ARKG
HYLB
ICLN
Tags
JEPI
BlackRock
Global diversification channel
From
ETF Trends
Meet an Active ETF: JPMorgan Equity Premium Income
September 07, 2022
Tickers
JEPI
JEPQ
Tags
JEPI
JEPQ
expert insights
From
ETF Trends
< 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.