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 Karen Firestone
Recent news which mentions Karen Firestone
< Previous
1
2
3
Next >
American Water Works, AmerisourceBergen, Danaher And This Aircraft Manufacturing Giant Are CNBC's 'Final Trades'
December 29, 2022
Tickers
ABC
AWK
BA
DHR
Tags
Trading Ideas
Halftime Report Final Trades
BA
From
Benzinga
KLA, Charter Communications And An ETF Focused On Free Cash Flow Yield: CNBC's 'Final Trades'
December 27, 2022
Tickers
CHTR
COWZ
KLAC
MRNA
Tags
News
Trading Ideas
Halftime Report Final Trades
From
Benzinga
Home Depot, Align Technology And This Airline Are CNBC's 'Final Trades'
December 15, 2022
Tickers
ALGN
ALK
HD
Tags
Trading Ideas
Halftime Report Final Trades
Top Stories
From
Benzinga
Estée Lauder, S&P Global, Public Service Enterprise Group And This Leading US Homebuilder Feature On CNBC's 'Final Trades'
December 08, 2022
Tickers
EL
LEN
PEG
SPGI
Tags
PEG
Markets
CNBC
From
Benzinga
Disney, Wabtec And This Fast Food Giant Feature On CNBC's 'Final Trades'
December 01, 2022
Tickers
DIS
MCD
WAB
Tags
Media
MCD
Markets
From
Benzinga
Southwest Gas, Albemarle, Bristol-Myers Squibb And This Fintech Play On CNBC's 'Final Trades'
November 22, 2022
Tickers
ALB
BMY
HQY
SWX
Tags
Karen Firestone
Cerity Partners
Long Ideas
From
Benzinga
American Tower, ON Semiconductor, Cisco Systems And This Defensive ETF Feature On CNBC's 'Final Trades'
November 17, 2022
Tickers
AMT
CSCO
ON
PBJ
Tags
Top Stories
Trading Ideas
Cerity Partners
From
Benzinga
Why Home Depot Is A Buy If 'Rates Are Peaking' And These 3 Energy Majors On CNBC's 'Final Trades'
November 08, 2022
Tickers
CVX
DVN
HD
VLO
Tags
Aureus Asset Management
Short Hills Capital Partners
CNBC
From
Benzinga
Zillow, Redfin, Boeing And This Waste Services Company Feature On CNBC's 'Final Trades'
November 04, 2022
Tickers
BA
RDFN
WCN
Z
Tags
Aureus Asset Management
Jim Lebenthal
Media
From
Benzinga
UnitedHealth Group, Service Corporation International And "A Stock You Want To Own" On CNBC's Final Trade
October 24, 2022
Tickers
AXP
FCX
SCI
UNH
Tags
Virtus Investment Partners
Joseph Terranova
Jason Snipe
From
Benzinga
Dutch Bros, American Tower And This Manufacturing Company Feature On CNBC's 'Final Trades'
October 14, 2022
Tickers
AMT
BROS
DE
JPM
Tags
Joshua Brown
Long Ideas
AMT
From
Benzinga
Uber Technologies, Align, Cheniere, EQT And This Financial Services Company Feature On CNBC's Final Trade
October 04, 2022
Tickers
ALGN
EQT
RJF
UBER
Tags
Trading Ideas
Stephen Weiss
Douglas C Lane & Associates
From
Benzinga
Buy Salesforce, Booz Allen, Energy And Sell These Automotive Stocks
October 02, 2022
Tickers
BAH
CRM
IEO
KMX
Tags
Sand Hill Global Advisors
BAH
Benzinga
From
Benzinga
Bristol-Myers Squibb, Cash, Cheniere Energy And This Tech Company Are CNBC's Final Trades
September 23, 2022
Tickers
BMY
CRM
LNG
Tags
Jim Lebenthal
Aureus Asset Management
LNG
From
Benzinga
The US Dollar, HealthEquity, Chipotle Mexican Grill And This Auto Parts Company Are CNBC's Final Trades
September 15, 2022
Tickers
CMG
GPC
HQY
Tags
Long Ideas
HQY
Karen Firestone
From
Benzinga
CNBC's Final Trades: NextEra Energy, Booz Allen Hamilton, Northrop Grumman And This Mobility Play With 'Great Relative Strength'
September 07, 2022
Tickers
BAH
NEE
NOC
UBER
Tags
UBER
Karen Firestone
Joshua Brown
From
Benzinga
This Stock 'Benefits From Volatility,' Analyst Says On CNBC's Final Trades, Plus AbbVie And ETF Plays
September 02, 2022
Tickers
ABBV
CME
SHY
Tags
Ritholtz Wealth Management
Trading Ideas
Stephen Weiss
From
Benzinga
EQT Corporation, JPMorgan Chase, Blackstone And This Auto-Tech Stock Are CNBC's Final Trades
August 26, 2022
Tickers
APTV
BX
EQT
JPM
Tags
Jenny Harrington
Benzinga
Market News
From
Benzinga
CNBC's Final Trades: Fidelity National, Deere And Why You Should 'Take A Look At The Health Care Sector'
August 16, 2022
Tickers
DE
FN
Tags
Long Ideas
Karen Firestone
Stephen Weiss
From
Benzinga
Will Home Depot Stock Get A Pass This Earnings Season, Even If The Company Doesn't 'Really Knock It Out Of The Park'?
August 15, 2022
Tickers
HD
Tags
CNBC
News
Previews
From
Benzinga
CNBC's Final Trades: Boeing, Blackstone, Marriott And This Energy Stock
August 11, 2022
Tickers
BA
BX
MAR
VLO
Tags
CNBC
Media
MAR
From
Benzinga
Boeing And Marriot Get CNBC Fast Money Mentions With Karen Firestone Buying These 6 Stocks
August 10, 2022
Tickers
AMZN
BA
BX
CRM
Tags
MAR
Media
Market News
From
Benzinga
CNBC's Final Trades: Ethereum, Charles Schwab, Clean Energy, Boeing And This Biotech Stock
June 16, 2022
Tickers
BA
CRSP
ICLN
SCHW
Tags
Trading Ideas
Cryptocurrency
BA
From
Benzinga
CNBC's Final Trades: Marathon Petroleum, HealthEquity, Cash And This Fast Food Major
June 09, 2022
Tickers
HQY
MPC
WEN
Tags
HQY
Long Ideas
Pete Najarian
From
Benzinga
CNBC's Final Trades: Charter Communications, T Rowe Price Group, Citigroup And This Shorting Opportunity
May 26, 2022
Tickers
C
CHTR
TLT
TROW
Tags
Joseph Terranova
CHTR
Virtus Investment Partners
From
Benzinga
This Investor Just Sold Apple Stock To Buy Microsoft: Here's Why
May 25, 2022
Tickers
AAPL
MSFT
TGT
Tags
Trading Ideas
MSFT
CNBC
From
Benzinga
CNBC's Final Trades: Charles Schwab And These 3 Medical Stocks
May 12, 2022
Tickers
HOLX
MRK
SCHW
WBA
Tags
SCHW
WBA
Media
From
Benzinga
CNBC's Final Trades: Uber Technologies, Charter Communications, iShares 1-3 Year Treasury Bond ETF And This Travel Stock
May 06, 2022
Tickers
BKNG
CHTR
SHY
UBER
Tags
SHY
Trading Ideas
Ritholtz Wealth Management
From
Benzinga
CNBC's Final Trades: Thermo Fisher Scientific, Union Pacific, A O Smith And This Semiconductor Stock
May 02, 2022
Tickers
AOS
HIMX
TMO
UNP
Tags
Market News
Benzinga
Jon Najarian
From
Benzinga
CNBC's Final Trades: Integer Holdings, Electric Vehicles, Vistra And This Leisure Stock
April 21, 2022
Tickers
DOCU
DRIV
ITGR
JNJ
Tags
Karen Firestone
Long Ideas
Liz Young
From
Benzinga
< Previous
1
2
3
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.