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 KD
Recent news which mentions KD
< Previous
1
2
3
4
5
6
7
Next >
6 Tech Stocks That Insiders Are Buying Big Time
June 10, 2022
Tickers
AEYE
CHGG
KAR
KD
Tags
KAR
Hot Stocks
Market News
From
InvestorPlace
7 Dying Blue-Chip Stocks to Sell While You Still Can
June 09, 2022
Tickers
AAPL
AMD
BA
BRK-B
Tags
Market News
RYAAY
AMD
From
InvestorPlace
Executives Sell Around $325M Of 3 Stocks
May 24, 2022
Tickers
KD
PBF
RPRX
Tags
Trading Ideas
Insider Trades
KD
From
Benzinga
7 Defensive Growth Stocks to Buy for a Shaky Market
May 21, 2022
Tickers
ADBE
ELS
ENTG
FISV
Tags
VUG
KD
Stocks to Buy
From
InvestorPlace
Is It Too Late to Buy IBM Stock?
May 20, 2022
Tickers
DIS
IBM
KD
MCD
Tags
KD
Recent Press Releases
MCD
From
Motley Fool
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
May 17, 2022
Tickers
ALLY
AMZN
ATVI
BRK-B
Tags
CP
Berkshire Hathaway
SPY
From
Benzinga
3 Top Cloud Stocks to Buy in May
May 14, 2022
Tickers
AMZN
CRM
GOOG
GOOGL
Tags
GOOGL
KD
MSFT
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
May 11, 2022
Tickers
AFRM
AMD
CORZ
CSCO
Tags
U
CORZ
BZI/AUOA
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
May 05, 2022
Tickers
AVID
CASA
COMM
DOCN
Tags
CASA
Benzinga
Market News
From
Benzinga
12 Information Technology Stocks Moving In Friday's After-Market Session
April 29, 2022
Tickers
ALPP
APCX
CD
CIFR
Tags
TUGC
CD
APCX
From
Benzinga
Should Investors Worry About IBM's Dividend?
April 22, 2022
Tickers
IBM
KD
Tags
IBM
Recent Press Releases
KD
From
Motley Fool
IBM stock rises following Street beat, optimistic outlook
April 19, 2022
Tickers
DJIA
IBM
KD
Tags
DJIA
KD
IBM
From
MarketWatch
11 Must-Watch Cybersecurity Stocks As Shields Up Initiative Rolls Out
April 18, 2022
Tickers
CISO
CRWD
CYBR
CYRN
Tags
Jen Easterly
Market News
CYBR
From
Benzinga
Some New Tricks Are Working Well for IBM
March 31, 2022
Tickers
AMZN
BABA
GOOG
GOOGL
Tags
Market News
Hot Stocks
AMZN
From
InvestorPlace
IBM Is Worth Considering After The Company’s Reorganization
March 19, 2022
Tickers
AAPL
IBM
KD
MSFT
Tags
AAPL
Market News
ORCL
From
InvestorPlace
This Dividend Stock Is a Safe Bet Regardless of Market Conditions
March 10, 2022
Tickers
IBM
KD
Tags
KD
IBM
Recent Press Releases
From
Motley Fool
Is IBM Still a Great Dividend Stock?
March 09, 2022
Tickers
IBM
INTC
KD
Tags
KD
^GSPC
Recent Press Releases
From
Motley Fool
IBM Can Easily Raise Its Generous Dividend Again This Year
March 07, 2022
Tickers
IBM
KD
Tags
IBM
KD
Dividend Stocks
From
InvestorPlace
Stocks That Hit 52-Week Lows On Wednesday
March 02, 2022
Tickers
ADAP
ADV
AGLE
AKA
Tags
ZDGE
CEE
Market News
From
Benzinga
80 Biggest Movers From Yesterday
March 02, 2022
Tickers
ALBO
AMBA
AMLX
ANPC
Tags
GWGH
ANPC
NFE
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
March 01, 2022
Tickers
AAPL
AMD
APPS
CRM
Tags
Benzinga
CRWD
Market News
From
Benzinga
Earnings Scheduled For February 28, 2022
February 28, 2022
Tickers
AAON
ACAD
ACHC
AGM
Tags
JRVR
ENDP
SMLR
From
Benzinga
3 Dividend Aristocrats You Can Buy Today
February 25, 2022
Tickers
CINF
ED
IBM
KD
Tags
Recent Press Releases
IBM
KD
From
Motley Fool
3 Dividend Aristocrats That Offer High Yields
February 23, 2022
Tickers
AMZN
IBM
KD
MSFT
Tags
Best Retirement Investing Strategies
O
ONL
From
InvestorPlace
Stocks That Hit 52-Week Lows On Wednesday
February 23, 2022
Tickers
KBH
KD
KERN
KIO
Tags
TOST
52 Week Lows
RAIN
From
Benzinga
Patient Investors Should See Significant Growth in International Business Machines
February 22, 2022
Tickers
AMZN
DJD
GBDV
IBM
Tags
GBDV
IBM
AMZN
From
InvestorPlace
Kyndryl, Nokia Collaborate: All You Need To Know
February 17, 2022
Tickers
KD
NOK
TECH
Tags
Briefs
Tech
News
From
Benzinga
IBM’s Outperformance Is Poised to Continue
February 17, 2022
Tickers
IBM
KD
Tags
NYSE:IBM,NYSE:KD
Market News
KD
From
InvestorPlace
Don’t be fearful: Stock market investors could ultimately benefit from an economic recession
February 15, 2022
Tickers
AAPL
AVGO
CSCO
FB
Tags
KD
AVGO
AAPL
From
MarketWatch
Why Now Is the Time to Buy IBM Stock
February 05, 2022
Tickers
IBM
KD
Tags
Market News
KD
IBM
From
Motley Fool
< Previous
1
2
3
4
5
6
7
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.