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 Jefferies
Recent news which mentions Jefferies
< Previous
1
2
Next >
Elon Musk Hits Back At Analyst Who Recommended Tesla Shelve Cybertruck Just Days Ahead Of Launch With A 'Clown' Emoji
November 21, 2023
Tickers
EVS
TSLA
Tags
EVs
Philippe Houchois
Benzinga
From
Benzinga
Tesla Analyst Urges Cybertruck Cancellation As EV Maker Looks 'Stuck In Slow Lane' For Next 12–18 Months
November 20, 2023
Tickers
BYDDY
STLA
TM
Tags
News
Market News
STLA
From
Benzinga
Why Apple Stock Is Losing Flavor In Today's Premarket
October 16, 2023
Tickers
AAPL
ASIA
GS
TECH
Tags
Analyst Color
Expert Ideas
Huawei
From
Benzinga
Nike, Foot Locker, And Urban Outfitters Tread Carefully As Analyst Predict Sales Headwinds
September 25, 2023
Tickers
FL
NKE
URBN
Tags
Analyst Color
NKE
Expert Ideas
From
Benzinga
Carvana Investors Are 'Overly Optimistic,' Analyst Says In Downgrade
July 31, 2023
Tickers
CVNA
Tags
Market News
Jefferies
Analyst Ratings
From
Benzinga
Ford Catches Downgrade On EV Business Setback, Analyst Names This Automaker As One With Best Trade-Off
July 31, 2023
Tickers
F
GM
STLA
Tags
electric vehicles
Downgrades
Benzinga
From
Benzinga
Tesla Analyst Lifts Price Target Ahead Of Q2 But Warns Factors That Dragged Stock By 65% Have Not Gone Away
July 10, 2023
Tickers
EVS
TECH
TSLA
Tags
Analyst Color
Reiteration
Price Target
From
Benzinga
Ford Shares Surge As Jefferies Shifts To Buy
May 30, 2023
Tickers
F
Tags
why it's moving
Philippe Houchois
News
From
Benzinga
Etsy Struggles To Pay Sellers Due To Silicon Valley Bank Ties: 'I'm Confused And Concerned'
March 13, 2023
Tickers
ETSY
SIVB
Tags
ecommerce stocks
bank stocks
Citron Research
From
Benzinga
'Tesla Has More Levers To Pull Than Any OEM,' Says Analyst: Why He Sees 50% Upside For Stock Despite 'Bumpier' Trajectory
January 17, 2023
Tickers
EVS
TSLA
Tags
Jefferies
Top Stories
Market News
From
Benzinga
Why This Moderna Analyst Is Turning Bullish On Drugmaker's Pipeline
December 19, 2022
Tickers
MRNA
Tags
Price Target
Benzinga
General
From
Benzinga
Why Shares Of COVID-19 Vaccine Maker Moderna Are Shooting Higher On Monday
December 19, 2022
Tickers
MRNA
Tags
Jefferies
Market News
Long Ideas
From
Benzinga
'Air Pocket' In Advertising Threatens Snap, Netflix, Amazon And Google: Analyst Says Wait 'Until The Fog' Clears
December 15, 2022
Tickers
AMZN
GOOG
GOOGL
NFLX
Tags
NFLX
Jefferies
Top Stories
From
Benzinga
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Bill Ackman
Occidental Petroleum (OXY)
Louisiana Pacific (LPX)
From
Stock Gumshoe
Apple Lures China iPhone Customers With Deep Discounts But Sales Stutter Amid Domestic Weakness: Report
November 04, 2022
Tickers
AAPL
BABA
TECH
Tags
Tech
Analyst Ratings
AAPL
From
Benzinga
What To Watch On UPS Stock Following Mixed Q3 Earnings
October 25, 2022
Tickers
FDX
UPS
Tags
Trading Ideas
Earnings
Short Ideas
From
Benzinga
Barkley and Jefferies Release 2022 Brand Purpose Report: Purpose Up | Doubling Down in Tough Times
October 11, 2022
Tickers
JEF
Tags
Responsible Production & Consumption
Jefferies
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
This Luxury Retailer Has Analysts Bullish As GenZ, Millennials Aim To 'Refresh Their Closets'
September 15, 2022
Tickers
JWN
Tags
Benzinga
Price Target
Market News
From
Benzinga
These Are The Top Cannabis Stock Picks According To 3 Of The Top Equity Analysts In The Marijuana Market
July 19, 2022
Tickers
AYRWF
C
CCHWF
COWN
Tags
cannabis analysts
JPM
CURLF
From
Benzinga
Herbalife Stock Climbs Over 16%, As This Analyst Says There's Good Reason To Be Bullish
July 12, 2022
Tickers
HLF
Tags
HLF
Upgrades
Analyst Color
From
Benzinga
Tapestry — Owner Of Fashion Brand Coach — Is A "Structural Pandemic Winner," Jefferies Says In Upgrade: What Else Impressed This Analyst?
June 15, 2022
Tickers
TPR
Tags
Trading Ideas
Ashley Helgans
Upgrades
From
Benzinga
Tesla Stock Gets Another Price Target Cut — This Time From Jefferies
May 26, 2022
Tickers
TSLA
Tags
electric vehicles
Analyst Color
Reiteration
From
Benzinga
Why This Bullish Tesla Analyst Is Reducing Their Price Target
March 22, 2022
Tickers
TSLA
Tags
electric vehicles
Analyst Color
Reiteration
From
Benzinga
'Breaking The Mold For Security': 7 CrowdStrike Analysts React To Impressive Earnings Report
March 10, 2022
Tickers
CRWD
JMP
TECH
Tags
Brent Thill
Price Target
Matthew Hedberg
From
Benzinga
ChargePoint Analysts Term Q4 As Impressive, See Scope For Upside To Robust Guidance
March 03, 2022
Tickers
CHPT
EVS
Tags
Analyst Color
CHPT
Needham
From
Benzinga
Why This Analyst Is So Impressed With GoPro Right Now
February 28, 2022
Tickers
GPRO
Tags
Analyst Color
Initiation
GPRO
From
Benzinga
Ford Analyst Downgrades Stock: 'Limited Scope For Positive Surprises'
January 20, 2022
Tickers
F
GM
RIVN
Tags
RIVN
Philippe Houchois
GM
From
Benzinga
Why Tesla's Q4 Results Next Week Are Critical For The EV Pioneer
January 18, 2022
Tickers
TSLA
Tags
Trading Ideas
electric vehicles
Previews
From
Benzinga
Is Microsoft Gearing Up For A Big Move?
January 06, 2022
Tickers
MSFT
Tags
Analyst Ratings
Short Ideas
Benzinga
From
Benzinga
Tesla Gets A New Street-High Price Target; 'EV Maker Now Looks More Scaled Up Than Most OEMs'
November 08, 2021
Tickers
BMWYY
DDAIF
GM
TSLA
Tags
News
Market News
Jefferies
From
Benzinga
< Previous
1
2
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.