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 Jamie Dimon
Recent news which mentions Jamie Dimon
< Previous
1
2
3
4
5
6
7
8
9
Next >
Trump's Tariff Push Divides Executives: 'Negative Outcomes Are Not Priced Into' Markets
February 04, 2025
Tickers
GM
JPM
SHOP
UBS
Tags
Top Stories
Market News
Jamie Dimon
From
Benzinga
Jamie Dimon Calls Elon Musk 'Our Einstein' After Years Of Feuds: 'We've Hugged It Out' And Settled Differences At Tech Summit
January 30, 2025
Tags
Startups
Benzinga
Jamie Dimon
From
Benzinga
Jamie Dimon Says JPMorgan Chase 'Probably Would' Provide Services To Cannabis Industry Once Federal Laws Permit
January 27, 2025
Tickers
JPM
NEWS
Tags
Cannabis
banks
Legal
From
Benzinga
Jamie Dimon Talks Income Inequality, Saying 'The Wrong Part Is That The Bottom 30% Didn't Do Better'
January 24, 2025
Tags
news access
Market News
Jamie Dimon
From
Benzinga
Trump Confronts Bank Of America, JPMorgan CEOs Over Alleged Conservative Bias
January 23, 2025
Tickers
BAC
JPM
NEWS
Tags
World Economic Forum
Benzinga
Donald Trump
From
Benzinga
Jamie Dimo Supports Trump's Tariffs: 'If It's A Little Inflationary, But It's Good For National Security, So Be It'
January 22, 2025
Tickers
JPM
NEWS
Tags
JPM
China
General
From
Benzinga
Jamie Dimon Plans To Help Elon Musk As Much As He Can: 'The Guy Is Our Einstein'
January 22, 2025
Tickers
JPM
NEWS
TSLA
Tags
Benzinga
TSLA
World Economic Forum
From
Benzinga
Jamie Dimon Oversees Major Leadership Shake-Up At JPMorgan Chase As President Daniel Pinto Prepares To Step Down
January 15, 2025
Tickers
JPM
NEWS
Tags
News
Market News
Kaustubh Bagalkote
From
Benzinga
Jamie Dimon Says He's Not Against Blockchains But Trades Guns On Bitcoin Again—It Has No Intrinsic Value: 'I Just Don't Feel Great About...'
January 13, 2025
Tickers
BITCOMP
BTC
FBTC
IBIT
Tags
$BTC
Market News
News
From
Benzinga
Jamie Dimon Calls Elon Musk 'An Extraordinary Talent' — JP Morgan CEO Shares Why Trump's Election Victory Didn't Surprise Him
January 13, 2025
Tickers
JPM
NEWS
TECH
TSLA
Tags
Benzinga
Equities
Donald Trump
From
Benzinga
Jamie Dimon Questioned Bitcoin's 21 Million Cap Years Before BlackRock — Here's How Much You'd Have If You Invested $1,000 Into BTC When JPMorgan CEO Shared His Take
January 08, 2025
Tickers
BITCOMP
FBTC
IBIT
JPM
Tags
News
Market News
Jamie Dimon
From
Benzinga
Jamie Dimon: Internet Bubble Was 'Hype,' Artificial Intelligence Is 'Real'
December 07, 2024
Tickers
AI
JPM
NEWS
TECH
Tags
artificial intelligence
Benzinga
CNBC
From
Benzinga
Jamie Dimon Is 'Desperate' for AI On His Phone, Expands JPMorgan AI Adoption To All Staff
November 30, 2024
Tags
news access
Market News
Jamie Dimon
From
Benzinga
Our Kids Will 'Live To 100, Not Have Cancer,' And Work Only 3.5 Days A Week? Jamie Dimon Thinks So. Here's Why
November 29, 2024
Tickers
JPM
Tags
Market News
news access
Benzinga
From
Benzinga
Jamie Dimon Says Trump's Plans To Loosen Regulations Have Bankers 'Dancing In The Street'
November 27, 2024
Tickers
JPM
Tags
Startups
JPM
news access
From
Benzinga
'I Haven't Had A Boss For 25 Years, I'm Not About Ready To Start' – JPMorgan CEO Jamie Dimon Uninterested In Treasury Secretary Position
November 21, 2024
Tickers
NEWS
Tags
Market News
News
news access
From
Benzinga
Jamie Dimon Warns Of Stagflation Looming On The Horizon–Here's The Financial Plan Experts Say You Should Put Into Action Now
November 18, 2024
Tags
news access
Market News
Jamie Dimon
From
Benzinga
'If You're In A Knife Fight, You Better Damn Well Bring A Knife' – JPMorgan CEO Jamie Dimon Calls For A Stand Against Regulation
November 16, 2024
Tickers
JPM
Tags
Market News
news access
Benzinga
From
Benzinga
JPMorgan's CEO Jamie Dimon Flags Rising War Threats, Calling Today's World Order at Risk
November 04, 2024
Tags
Startups
Jamie Dimon
Benzinga
From
Benzinga
Jamie Dimon Rips 'Stupid Calculations' In Proposed Banking Reforms, Calls For Regulatory Overhaul
October 28, 2024
Tickers
JPM
NEWS
Tags
News
Market News
Top Stories
From
Benzinga
Presidential Race Predictions, Investment Warnings, And Billion-Dollar Proposals: This Week In Crypto
October 27, 2024
Tickers
NEWS
Tags
Satya Nadella
Markets
Benzinga
From
Benzinga
Jamie Dimon Reportedly Supports Kamala Harris Behind Closed Doors, But Maintains Silence In The Public
October 23, 2024
Tickers
JPM
NEWS
Tags
Donald Trump
Politics
Harris
From
Benzinga
JPMorgan CEO Jamie Dimon Says We Shouldn't Put Our Heads In The Sand, 'We Have To Find A Better Way To Help The People Who Get Hurt By AI'
October 15, 2024
Tickers
JPM
Tags
Startups
JPM
Jamie Dimon
From
Benzinga
Jamie Dimon Warns Of Global Risks To Economy: 'Treacherous And Getting Worse'
October 12, 2024
Tickers
BAC
GS
JPM
KBE
Tags
Benzinga
Markets
JPMorgan
From
Benzinga
Dimon Calls Out Red Tape – Says It's 'Deeply Frustrating' America Isn't Solving Its Problems
October 11, 2024
Tags
Market News
news access
Benzinga
From
Benzinga
Jamie Dimon Rejects Trump Endorsement Claim, Casting Doubt On Treasury Rumors
October 04, 2024
Tickers
JPM
Tags
Treasury Secretary
AI Generated
JPM
From
Benzinga
Jamie Dimon Slams Early-Career Private Equity Moves, Saying It 'Puts Us in a Bad Position'
October 01, 2024
Tags
news access
Market News
Startups
From
Benzinga
Jamie Dimon Dismisses Rate Cut Hype – Says Of Americans 'Only 5% Would Know About It'
September 27, 2024
Tags
Market News
news access
Benzinga
From
Benzinga
Elon Musk Agrees With Jamie Dimon: 'If You Do Not Control The Borders, You Are Going To Destroy Our Country'
September 25, 2024
Tickers
JPM
NEWS
Tags
JPM
Global
Jamie Dimon
From
Benzinga
If You Invested $1,000 In Bitcoin When Jamie Dimon Said He Would Fire Employees 'In A Second' For Holding BTC, Here's How Much You'd Have Today
September 24, 2024
Tickers
BITCOMP
JPM
USD-BITSTAMP
Tags
Stories That Matter
Education
JPM
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
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.