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 Jason Kupferberg
Recent news which mentions Jason Kupferberg
Why This PayPal Analyst Cut Price Target Ahead Of Q1 Results
April 14, 2025
Tickers
PYPL
Tags
Analyst Ratings
Benzinga
Top Stories
From
Benzinga
Block Q4 Earnings Preview: Analyst Says Bitcoin, Trump Factor Could Boost Growth
February 20, 2025
Tickers
BITCOMP
TECH
USD-BITSTAMP
XYZ
Tags
Analyst Color
$BTC
Expert Ideas
From
Benzinga
Visa Faces Continued Softer Macro Trends: These 7 Analysts Dive Into Q3 Results
July 24, 2024
Tickers
V
Tags
Will Nance
Benzinga
Trading Ideas
From
Benzinga
PayPal Stock Dives After Q4 Earnings: Management 'Set A Low Bar' For 2024, Says Analyst
February 08, 2024
Tickers
NEWS
PYPL
Tags
News
payments
Price Target
From
Benzinga
ADP Analyst Upgrades Stock Before Q2 Earnings, But Still Favors Visa And Mastercard
January 17, 2024
Tickers
ADP
MA
V
Tags
Analyst Color
Expert Ideas
Jason Kupferberg
From
Benzinga
BofA Rethinks Payroll: ADP And Paychex Downgraded, Top 3 Stock Picks For Investors Revealed
April 03, 2023
Tickers
ADP
MA
PAYX
SQ
Tags
MA
Market News
Reiteration
From
Benzinga
4 Block Analysts Offer Q4 Print Insights: Solid Results, Encouraging Profit Metrics
February 24, 2023
Tickers
SQ
Tags
Analyst Color
Needham
BofA Securities
From
Benzinga
Coinbase Downgraded Due To Murky Crypto Market: 'Run-Rate Warrants Caution For 2023'
January 11, 2023
Tickers
COIN
Tags
Analyst Ratings
Cryptocurrency
Benzinga
From
Benzinga
BofA Is No Longer Bullish On Coinbase: 'Fallout from FTX Clouds Outlook'
November 18, 2022
Tickers
COIN
Tags
Analyst Ratings
Benzinga
Downgrades
From
Benzinga
Why Elliott Management's PayPal Stake, New CFO Are Turning This Analyst Bullish
August 31, 2022
Tickers
PYPL
Tags
PYPL
Upgrades
Analyst Color
From
Benzinga
4 Coinbase Analysts Have Mixed Feelings On Q2 Earnings: Are There Glimmers Of Hope?
August 10, 2022
Tickers
BTC
COIN
ETH
LUNA
Tags
News
Reiteration
Price Target
From
Benzinga
PayPal Analysts Increase Price Targets Following Earnings Report, Elliott Management's $2B Investment
August 03, 2022
Tickers
EBAY
PYPL
Tags
Market News
David M/ Scharf
PayPal
From
Benzinga
4 Coinbase Analysts On Q1 Earnings, Stock Plummet: Projections Include Short-Term Crypto Winter, Long-Term Growth
May 11, 2022
Tickers
COIN
JMP
Tags
Cryptocurrency
Analyst Ratings
Benzinga
From
Benzinga
3 Block Analysts React To Q1 Earnings Miss, Cash App Growth, Bitcoin Weakness
May 06, 2022
Tickers
BITCOMP
SQ
USD-BITSTAMP
Tags
Earnings
bitcoin
SQ
From
Benzinga
Buy, Sell Or Hold? Netflix, PayPal And The 6 Worst-Performing Stocks Of 2022
April 29, 2022
Tickers
AAPL
CDAY
EPAM
ETSY
Tags
CDAY
Market News
Jason Kupferberg
From
Benzinga
BofA On PayPal CFO Departure, Company's New Strategy
April 13, 2022
Tickers
PYPL
WMT
Tags
WMT
Analyst Ratings
Benzinga
From
Benzinga
What Is PayPal 3.0 — And How Does It Affect Investors?
April 07, 2022
Tickers
EBAY
PYPL
Tags
EBAY
Analyst Color
financial services
From
Benzinga
9 Best 401(k) Stocks To Buy Right Now
March 16, 2022
Tickers
DPZ
GD
HD
LOW
Tags
Vivek Arya
Sara Senatore
TXN
From
Benzinga
BofA Downgrades PayPal, DXC Technology, Upgrades 2 Other Payment Stocks: What Investors Need To Know
March 09, 2022
Tickers
ADP
DXC
PAYX
PYPL
Tags
Movers
Downgrades
PAYX
From
Benzinga
5 Block Analysts Praise Q4 Earnings Beat, Cash App Outlook
February 26, 2022
Tickers
SQ
Tags
News
Market News
John Davis
From
Benzinga
Block Stock Slides Through Key Support, But Here's Why A Bounce Looks Imminent
February 18, 2022
Tickers
BTC
SQ
Tags
Upgrades
Movers
Dan Dolev
From
Benzinga
'We Understand Street Frustration': 3 Affirm Analysts React To Noisy Q2 Earnings Report
February 11, 2022
Tickers
AFRM
AMZN
Tags
Reiteration
Price Target
Market News
From
Benzinga
Here's Why BofA Believes Block Is Undervalued
February 11, 2022
Tickers
AAPL
AFRM
PYPL
SQ
Tags
Analyst Color
PYPL
BofA Securities
From
Benzinga
5 Best Digital Payments Stocks To Buy Right Now
February 08, 2022
Tickers
AFRM
FIS
MA
PYPL
Tags
AFRM
Analyst Ratings
Benzinga
From
Benzinga
What Is Coinbase Doing That Caused BofA To Upgrade The Stock?
January 06, 2022
Tickers
COIN
Tags
COIN
BofA Securities
Jason Kupferberg
From
Benzinga
BofA Upgrades Square After Selloff
November 30, 2021
Tickers
SQ
Tags
Upgrades
Analyst Color
Jason Kupferberg
From
Benzinga
BofA On PayPal's Potential Pinterest Buyout
October 21, 2021
Tickers
PINS
PYPL
Tags
Trading Ideas
Analyst Ratings
PINS
From
Benzinga
Why This PayPal Analyst Is Bullish On $2.7B Buyout Of Japan's Paidy
September 09, 2021
Tickers
AMZN
PYPL
Tags
Analyst Color
M&A
PYPL
From
Benzinga
Should You Buy The Dip In PayPal?
August 30, 2021
Tickers
EBAY
PYPL
Tags
Market News
Long Ideas
Price Target
From
Benzinga
BofA Initiates Coverage Of Coinbase: 'We Await More Signs Of Progress'
August 13, 2021
Tickers
COIN
Tags
Benzinga
Analyst Ratings
Cryptocurrency
From
Benzinga
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.