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 Jeffrey Roach
Recent news which mentions Jeffrey Roach
< Previous
1
2
Next >
As Trump Calls For 3-Percentage Point Rate Cut, 'Too Late' Jerome Powell To Resign, June Fed Minutes Show 'Uncertainty' Reigns Supreme
July 10, 2025
Tickers
FOMC
NVDA
QQQ
SPY
Tags
Jeffrey Roach
Ed Yardeni
Donald Trump
From
Benzinga
Jerome Powell Blames Trump Tariffs For Inflation—Analyst Claps Back, Says Fed Is 'Overplaying' The Card
June 19, 2025
Tickers
JOBS
QQQ
SPY
Tags
Charlie Ripley
labor market
Jeffrey Roach
From
Benzinga
US Stocks Likely To Open Lower: 'Look Through Near-Term Noise, Be Deliberate About The Kinds Of Risk You're Taking, Leverage AI,' Say Experts
June 12, 2025
Tickers
ADBE
CHWY
CRMT
INTS
Tags
SPY
QQQ
RH
From
Benzinga
Automotive And Apparel Companies 'Absorbed Tariff Costs' Amid Better Than Expected May CPI Print: 'But Don't Expect That To Continue,' Says Expert
June 12, 2025
Tickers
AEO
AUTO
CPI
CRI
Tags
LI
Jamie Cox
CTRN
From
Benzinga
As Trump Flames Powell For Holding Back On Rate Cuts, Economists Divided On Fed's Approach
June 09, 2025
Tickers
JOBS
QQQ
SPY
Tags
Benzinga
Economics
Chris Zaccarelli
From
Benzinga
Federal Reserve's Preferred Inflation Gauge Falls To 2025 Low, But Jerome Powell Maintains 'Wait-And-See' Stance Amid Tariff Uncertainty
June 02, 2025
Tickers
NEWS
QQQ
SPY
Tags
News
Donald Trump
personal consumption expenditures
From
Benzinga
'Inflation Will Accelerate In Coming Months' If April 2 Tariffs Take Effect, Economist Warns
March 28, 2025
Tickers
ECON
NEWS
QQQ
SPY
Tags
Jeffrey Roach
Econ #s
News
From
Benzinga
'Negative GDP Growth Is More Likely Than Not' In Q1, Economist Warns
March 27, 2025
Tickers
DIA
ECON
GDP
NEWS
Tags
News
Bureau of Economic Analysis
Alan Blinder
From
Benzinga
Key Inflation Measure Falls In January: 'Should Catch The Fed's Attention,' Economist Says
February 28, 2025
Tickers
QQQ
SPY
Tags
SPY
PCE
ETFs
From
Benzinga
January Jobs Report 'Not Too Hot, Not Too Cold' Leaves Interest Rate Cuts Unlikely: Expert
February 07, 2025
Tickers
ECON
NEWS
QQQ
SPY
Tags
SPY
ETFs
Market News
From
Benzinga
December Jobs Report A 'Wake-Up Call For Anyone Betting On Rate Cuts,' Analyst Says
January 10, 2025
Tickers
ECON
NEWS
Tags
Comerica Bank
Northlight Asset Management
Jeffrey Roach
From
Benzinga
'No Rate Cuts In Q1 2025,' Strategist Says After Fed's December Minutes
January 08, 2025
Tickers
NEWS
QQQ
SPY
Tags
Stories That Matter
Federal Reserve
Analyst Color
From
Benzinga
Inflation Fears, Election Outcomes, And Market Uncertainties: This Week In Economics
November 03, 2024
Tickers
NEWS
TECH
Tags
Jeffrey Roach
JD Vance
News
From
Benzinga
Shock October Jobs Report Leaves Fed In 'Tight Spot': Experts Say Interest Rate Cuts Ahead
November 01, 2024
Tickers
ECON
NEWS
SPY
Tags
Market News
SPY
Bill Adams
From
Benzinga
'Blowout' September Jobs Report Spurs Reactions: 6 Economists Say Aggressive Fed Rate Cuts May Face Obstacles
October 04, 2024
Tickers
ECON
Tags
Interest Rates
Mohamed El/Erian
Jeffrey Roach
From
Benzinga
Jobs Report Preview: Could September Labor Data Shift Fed's Interest Rate Path?
October 03, 2024
Tickers
ECON
FOMC
SPY
Tags
Federal Reserve
Stories That Matter
Benzinga
From
Benzinga
Wall Street On Wait-And-Watch Mode Ahead Of Inflation Data, Bitcoin Holds Above 65.5K: Analyst Says Volatility Ahead Providing Better Entry Point Into Long-term Bull Market
September 27, 2024
Tickers
BB
BITCOMP
BMY
COST
Tags
QQQ
Media
SPY
From
Benzinga
Top Economist Says ECB Will Kickstart Global Rate Cuts, Warns Investors Of Increased Volatility In Coming Months
September 12, 2024
Tickers
IEV
NEWS
SPY
Tags
News
interest rate
IEV
From
Benzinga
Fed Is 'All Clear For Launch' On Cutting Rates As Inflation Falls To Lowest Point In Over 3 Years, Economist Says
September 11, 2024
Tickers
ECON
Tags
Top Stories
Consumer Price Index
Econ #s
From
Benzinga
Fed Rate Cut of 0.5% 'Wouldn't Be A Surprise' After Private Payrolls Fall Short, Economist Says
September 05, 2024
Tickers
ECON
Tags
Expert Ideas
Bill Adams
employment
From
Benzinga
GDP Data Shows Economy 'In Good Shape,' Job Market 'Key' For Rest Of 2024: Economists
August 29, 2024
Tickers
ECON
GDP
Tags
Top Stories
LPL Financial
Jeffrey Roach
From
Benzinga
Wall Street On Track For Relief Rally With Nvidia Earnings In Rearview Mirror: Strategist Says Near-Term Market Trajectory May Not Hinge On Presidential Election But This
August 29, 2024
Tickers
ADSK
AEO
AFRM
BBY
Tags
Stories That Matter
Michael Zezas
Market News
From
Benzinga
Weaker-Than-Expected Job Market 'Could Pave Way' For Fed Rate Cut of 0.5%: Economist
August 21, 2024
Tickers
ECON
Tags
Stories That Matter
Economics
Analyst Color
From
Benzinga
Retail Sales Numbers 'Were A Blowout Versus Consensus,' But Economists Predict Fed Will Still Cut Rates
August 15, 2024
Tags
Stories That Matter
Benzinga
Chris Zaccarelli
From
Benzinga
Wall Street Looks To Ride On Earnings Cheer As Meta Q2 Impresses Investors: Analyst Says Economic Data, Stock Performances Suggest Republican Win In November
August 01, 2024
Tickers
AAPL
AMZN
ARM
BBAI
Tags
HTZ
Trading Ideas
EVGO
From
Benzinga
Flat Retail Sales Report Shows 'A More Discerning Consumer' Keeps Spending, Economists Say
July 16, 2024
Tickers
AMZN
ECON
HD
UGE
Tags
UGE
Market News
ETFs
From
Benzinga
Economist Dismisses AI Bubble Fears: Says Disruptive Technologies Might 'Be Antidote To The Headwinds Of Today'
June 25, 2024
Tickers
AI
ECON
NVDA
TECH
Tags
artificial intelligence
NVDA
Top Stories
From
Benzinga
Nasdaq, S&P 500 Futures Firm Up As Nvidia Poised To Lead Tech Rebound: Expert Says 'A Major Gaffe By One Of The Candidates' In Presidential Debate Could Alter Market Trajectory
June 25, 2024
Tickers
CCL
FDX
NEWS
NVDA
Tags
Economics
Federal Reserve
Stories That Matter
From
Benzinga
Wall Street On Pins And Needles As Market Braces For Fed's Decision: Analyst Says Size And Speed Of Rate Cuts Will 'Frustrate Investors'
June 12, 2024
Tickers
AAPL
AVGO
CASY
NEWS
Tags
ORCL
PLAY
$BTC
From
Benzinga
Economists React To Inflation, Retail Sales: 'The Soft Landing Narrative Is Still A Possibility But Not A Guarantee'
May 15, 2024
Tickers
CPI
ECON
QQQ
SPY
Tags
ETFs
Market News
Equities
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.