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 Jim Lebenthal
Recent news which mentions Jim Lebenthal
< Previous
1
2
...
6
7
8
9
10
11
12
13
Next >
Bristol-Myers Squibb, Toast And A Major REIT Stock: CNBC's 'Final Trades'
August 11, 2023
Tickers
BMY
NNN
TOST
Tags
News
Halftime Report Final Trades
BMY
From
Benzinga
Berkshire Hathaway, Valero Energy And A Major US Bank: CNBC's 'Final Trades'
August 08, 2023
Tickers
BRK-A
BRK-B
MS
VLO
Tags
VLO
Benzinga
Market News
From
Benzinga
Stryker, Wynn Resorts And A Chinese Tech Giant Expanding AI Capabilities: CNBC's 'Final Trades'
August 07, 2023
Tickers
BABA
SYK
WYNN
Tags
Stephen Weiss
WYNN
Market News
From
Benzinga
Uber, Cisco, Pioneer Natural Resources And This US Pharmacy Chain: CNBC's 'Final Trades'
August 04, 2023
Tickers
CSCO
CVS
PXD
UBER
Tags
Markets
Trading Ideas
UBER
From
Benzinga
Qualcomm Is Due To Report Earnings, McDonald's And More On CNBC's 'Final Trades'
August 02, 2023
Tickers
IEF
MCD
PSP
QCOM
Tags
MCD
PSP
Benzinga
From
Benzinga
Charter Communications, ASML, Live Nation Entertainment And A Big Three Automaker: CNBC's 'Final Trades'
July 28, 2023
Tickers
ASML
CHTR
GM
LYV
Tags
Media
Karen Firestone
Jim Lebenthal
From
Benzinga
3M, M&T Bank, Live Nation Entertainment And A Major Semiconductor Company: CNBC's 'Final Trades'
July 26, 2023
Tickers
LYV
MMM
MTB
NXPI
Tags
Jason Snipe
Markets
NXPI
From
Benzinga
Citigroup A 'Cheap' Stock? Plus: Morgan Stanley, Stifel Financial And This Real Estate Ticker On CNBC's 'Final Trades'
July 20, 2023
Tickers
C
CCI
MS
SF
Tags
MS
Markets
Trading Ideas
From
Benzinga
ConocoPhillips, Broadcom, Thermo Fisher Scientific And More On CNBC's 'Final Trades'
July 13, 2023
Tickers
AVGO
COP
TMO
VMW
Tags
Joseph Terranova
Long Ideas
XLE
From
Benzinga
Home Depot, Live Nation Entertainment, Diamondback Energy, And A Tech Giant Taking On Musk's Twitter: CNBC's 'Final Trades'
July 10, 2023
Tickers
FANG
HD
LYV
META
Tags
Trading Ideas
Markets
Long Ideas
From
Benzinga
GM, Alphabet, SL Green Realty And This Asian Country's ETF: CNBC's 'Final Trades'
July 06, 2023
Tickers
GM
GOOGL
SLG
Tags
Markets
Trading Ideas
GOOGL
From
Benzinga
Visa, Transocean, Jacobs Solutions And More: CNBC's 'Final Trades'
July 03, 2023
Tickers
IJR
J
RIG
V
Tags
Market News
IJR
Media
From
Benzinga
Home Depot, Wynn Resorts, Charles Schwab And This Big US Bank: CNBC's 'Final Trades'
June 30, 2023
Tickers
HD
JPM
SCHW
WYNN
Tags
Markets
Trading Ideas
CNBC
From
Benzinga
Oracle, MasTec, Alaska Air and This ETF: CNBC's 'Final Trades'
June 23, 2023
Tickers
ALK
JEPQ
MTZ
ORCL
Tags
ORCL
Halftime Report Final Trades
News
From
Benzinga
Morgan Stanley, IBM And A Big 3 Automaker That's Buying Back Shares: CNBC's 'Final Trades'
June 14, 2023
Tickers
GM
IBM
MS
Tags
Halftime Report Final Trades
News
Long Ideas
From
Benzinga
Chipotle, Bristol-Myers Squibb, Corteva And A Healthcare Giant On CNBC's 'Final Trades'
June 06, 2023
Tickers
BMY
CMG
CTVA
CVS
Tags
CVS
Stephanie Link
CMG
From
Benzinga
Deere, CVS Health, Quanta Services And This ETF On CNBC's 'Final Trades'
June 05, 2023
Tickers
COWZ
CVS
DE
PWR
Tags
Benzinga
DE
Market News
From
Benzinga
Amazon, Freeport-McMoRan And A Leading Global Aerospace Company On CNBC's 'Final Trades'
June 02, 2023
Tickers
AMZN
BA
FCX
Tags
AMZN
FCX
Benzinga
From
Benzinga
KLA Corp, Easterly Government Properties And A Major Airline Stock On CNBC's 'Final Trades'
May 30, 2023
Tickers
DAL
DEA
KLAC
Tags
News
Halftime Report Final Trades
Long Ideas
From
Benzinga
Salesforce, Thermo Fisher Scientific, CrowdStrike And More: CNBC's 'Final Trades'
May 26, 2023
Tickers
CRM
CRWD
TMO
Tags
Market News
CRM
CRWD
From
Benzinga
Cisco, HCA Healthcare And This Tech Giant Boosting US Small Business Sales: CNBC's 'Final Trades'
May 24, 2023
Tickers
AMZN
CSCO
HCA
Tags
Benzinga
AMZN
Stephanie Link
From
Benzinga
Cisco Systems, NextEra Energy And Others On CNBC's 'Final Trades'
May 15, 2023
Tickers
CSCO
NEE
QQQ
Tags
Trading Ideas
Markets
Halftime Report Final Trades
From
Benzinga
Datadog, Compass Diversified, Transocean And This Consumer Health Company: CNBC's 'Final Trades'
May 11, 2023
Tickers
CODI
DDOG
HLN
RIG
Tags
News
Top Stories
Halftime Report Final Trades
From
Benzinga
Vertex Pharmaceuticals, Transocean, And 'One Of The Best Companies' In Staples: CNBC's 'Final Trades'
May 03, 2023
Tickers
PG
RIG
VRTX
Tags
Gilman Hill Asset Management
Media
Jim Lebenthal
From
Benzinga
UnitedHealth Group, Wynn Resorts, ON Semiconductor And This Memory Storage Company: CNBC's 'Final Trades'
May 02, 2023
Tickers
ON
STX
UNH
WYNN
Tags
Media
Gilman Hill Asset Management
Jim Lebenthal
From
Benzinga
Broadcom, Visa And A Semiconductor ETF On CNBC's 'Final Trades'
May 01, 2023
Tickers
AVGO
SMH
V
Tags
Markets
Trading Ideas
CNBC
From
Benzinga
Berkshire Hathaway, Gilead Sciences, Vertex Pharmaceuticals And A Break-Out Casino Stock Feature On CNBC's 'Final Trades'
April 21, 2023
Tickers
BRK-A
BRK-B
GILD
LVS
Tags
GILD
LVS
Benzinga
From
Benzinga
Goldman Sachs, T-Mobile US, Corteva, And An ETF Rocketing Toward All-Time High On CNBC's 'Final Trades'
April 19, 2023
Tickers
CTVA
GS
ITA
TMUS
Tags
Benzinga
ITA
GS
From
Benzinga
Did Warren Buffett Slam One Of His Own Investments? 'It Isn't Fundamentally That Good A Business'
April 15, 2023
Tickers
AAPL
BRK-A
BRK-B
PARA
Tags
iPhone
Charlie Munger
BRK/B
From
Benzinga
Thermo Fisher, Principal Financial Group, And Two Promising ETFs Steal The Show On CNBC's 'Final Trades'
April 14, 2023
Tickers
ITA
PFG
TMO
XBI
Tags
Bryn Talkington
Market News
Media
From
Benzinga
< Previous
1
2
...
6
7
8
9
10
11
12
13
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.