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 >
JPMorgan's Jamie Dimon Raises Alarm Over Potential Global Market 'Rebellion' Due To Record US Debt: 'That Hockey Stick Doesn't Start Yet'
January 29, 2024
Tickers
JPM
NEWS
Tags
u/s/ debt
Global Market
Benzinga
From
Benzinga
Ukraine's Zelenskyy Warns Of World War If Russia Attacks A NATO Country: 'It Concerns European Leaders And The US'
January 28, 2024
Tickers
JPM
NEWS
Tags
Vladimir Putin
Germany
JPM
From
Benzinga
Satoshi Tweets 'Hello World': Is Bitcoin's Inventor Back? Crypto Community Laughs It Off
January 19, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Rumors
$BTC
Craig Wright
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
Kaustubh Bagalkote
Market News
News
From
Benzinga
Cathie Wood Slams JPMorgan CEO For Calling Bitcoin A Pet Rock: 'Data Flies In The Face Of Jamie's Description'
January 19, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
News
Market News
Jamie Dimon
From
Benzinga
JP Morgan CEO Jamie Dimon Finds Unlikely Ally In Gold Bull Peter Schiff: 'Bitcoin Has No Value'
January 18, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Benzinga
Jamie Dimon
Market News
From
Benzinga
Jim Cramer Borrows A Page From Jamie Dimon In Warning Investors About Bitcoin ETPs: 'Know What Exactly You Might Be Putting Your Money In'
January 18, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Benzinga
Jim Cramer
Cryptocurrency
From
Benzinga
Edward Snowden Slams Jamie Dimon Over Bitcoin Remarks Following SEC's ETF Approval: 'Stole His Wife And Shot His Dog'
January 17, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Benzinga
Cryptocurrency
Markets
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
Barclays
JPMorgan
C
From
Benzinga
Trump Got A Lot Right, Negative Talk About MAGA Is Going To Hurt Biden's Re-Election Chances, Jamie Dimon Says: 'Take A Step Back, Be Honest'
January 17, 2024
Tickers
JPM
Tags
Stories That Matter
Donald Trump
Politics
From
Benzinga
JPMorgan CEO Jamie Dimon Says 'Satashi' May Erase Bitcoin Supply Limit, Backs 'Tokenizing Things You Do Something With'
January 17, 2024
Tickers
BITCOMP
BLK
JPM
USD-BITSTAMP
Tags
Jamie Dimon
BLK
Top Stories
From
Benzinga
Chinese Premier Li Qiang Meets Jamie Dimon And Other Business Leaders At Davos: 'Investing In China Will Bring Huge Returns And A Better Future'
January 16, 2024
Tickers
INTC
JPM
NEWS
WEF
Tags
Market News
Kaustubh Bagalkote
Switzerland
From
Benzinga
Davos 2024 Day 1: Trump's Shadow, Rate Worries, Ukraine Crisis, Israel Debate, Wealth Tax In Spotlight
January 15, 2024
Tickers
BLK
IMF
Tags
IMF
Donald Trump
Politics
From
Benzinga
Ukraine's Zelenskyy Seeks Financial Aid In Meeting With JPMorgan's CEO Jamie Dimon At Davos Amid War With Russia
January 14, 2024
Tickers
JPM
NEWS
Tags
Kaustubh Bagalkote
Market News
Joe Biden
From
Benzinga
JPMorgan CFO Doesn't Sound Worried About A Recession, Says 'Consumer Is Fine'
January 12, 2024
Tickers
BAC
C
JPM
NEWS
Tags
Jamie Dimon
WFC
Inflation
From
Benzinga
Jamie Dimon Warns Of Stickier Inflation, Higher-Than-Expected Rates After JPMorgan Notches Up Record Annual Profit: 'Significant...Somewhat Unprecedented Forces Cause Us To Remain Cautious'
January 12, 2024
Tickers
JPM
NEWS
SPY
Tags
Market News
Top Stories
News
From
Benzinga
Move Over Bitcoin ETF — This Congressman Has Been Buying Ethereum
January 11, 2024
Tickers
BITCOMP
ETHE
JPM
SEC
Tags
Congress trading
Politics
Benzinga
From
Benzinga
Bitcoin ETF Will 'Unleash Crypto Predators,' Better Markets CEO Predicts As BTC Surges Past $48K
January 11, 2024
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
New ETFs
Specialty ETFs
$BTC
From
Benzinga
'CryptoDad' Sees '$50-100B Bitcoin ETF Inflows,' While Jamie Dimon Cautions Against BTC's Use For 'Sex Trafficking'
January 10, 2024
Tickers
BITCOMP
JPM
SEC
USD-BITSTAMP
Tags
Stories That Matter
Chris Giancarlo
bitcoin
From
Benzinga
Elon Musk Wages War, Gets No Push Back: 'Iger Can't Be Throwing F-Bombs Back'
January 03, 2024
Tickers
DIS
META
NEWS
TSLA
Tags
News
Elon Musk
Top Stories
From
Benzinga
Benzinga Bulls And Bears: Alphabet, Tesla, Bitcoin And A Prediction Of A 700% Dogecoin Pump By July 2024
December 09, 2023
Tickers
BITCOMP
BXMT
GME
GOOG
Tags
JPM
Ryan Cohen
Benzinga Bulls And Bears
From
Benzinga
Stock Market Inches Higher, AI Race Heats Up, Jamie Dimon Slams Bitcoin: The Week In The Markets
December 08, 2023
Tickers
AAPL
AMD
BITCOMP
CCL
Tags
DIS
GOOGL
bitcoin
From
Benzinga
8 Wall Street Bank CEOs Reluctant To Take A Stand On Cannabis Reform After Sen. Questions Them During Hearing
December 08, 2023
Tickers
BAC
BK
C
GS
Tags
MS
Benzinga
STT
From
Benzinga
Custodia Bank CEO Caitlin Long Preps For 2024's Bull Market: A Future Of Digital Assets Spotlight
December 08, 2023
Tags
Stories That Matter
Markets
Benzinga
From
Benzinga
Elizabeth Warren Aligns With Jamie Dimon On Crypto Concerns: 'We Have A Serious Problem In This Country'
December 08, 2023
Tags
Markets
Benzinga
Politics
From
Benzinga
Grayscale CEO Optimistic For Bitcoin ETF Approval Despite SEC Delay
December 07, 2023
Tickers
BITCOMP
BLK
BTC
JPM
Tags
Market News
Top Stories
Spot Bitcoin ETF
From
Benzinga
JPMorgan CEO Calls For A Shut Down Of Bitcoin And The Crypto Industry: Here's How Social Media Mocked Him
December 06, 2023
Tickers
BITCOMP
JPM
USD-BITSTAMP
X
Tags
Social Media
Benzinga
Blockchain Technology
From
Benzinga
Zuckerberg Dumped $190M In Meta Stock, First Sale Since 2021 — A Sign Of Things To Come?
December 06, 2023
Tickers
AAPL
AMZN
JPM
META
Tags
META
Stories That Matter
AMZN
From
Benzinga
If JPMorgan CEO Jamie Dimon Was In The White House, His First 100 Days Would Look Like This
December 01, 2023
Tickers
JPM
Tags
Donald Trump
Politics
Bill Ackman
From
Benzinga
Jamie Dimon Says Democrats Should Back Nikki Haley For GOP Nomination: 'That Might Be Better Than Trump'
November 30, 2023
Tags
Politics
Benzinga
JPMorgan Chase
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.