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 Loretta Mester
Recent news which mentions Loretta Mester
'Markets Have The Green Light To Rally' After November's 'Yawner' Inflation Report, Experts Say
December 11, 2024
Tickers
CPI
ECON
NEWS
Tags
Econ #s
Consumer Price Index
Interest Rates
From
Benzinga
US Stocks To End Record-Clinching Week On Subdued Note, GameStop Slides, Adobe Soars: Fed Speeches And More To Watch Heading Into Friday
June 14, 2024
Tickers
ADBE
AVGO
GME
MSM
Tags
Federal Reserve
Stories That Matter
Economics
From
Benzinga
Powell's Fed Stuck In 'Hotel California?' Cleveland Chief Calls For Detailed Policy Remarks: 'Words Check In But It Is Hard To Get Them To Check Out'
May 28, 2024
Tickers
NEWS
Tags
News
General
Loretta Mester
From
Benzinga
Wall Street To Open Mostly Flat As Nvidia Earnings, Fed Speeches Keep Traders On Edge; Bitcoin Rockets Above $71K On Ethereum ETF Approval Buzz
May 21, 2024
Tickers
AZO
BITCOMP
IWM
LOW
Tags
Federal Reserve
bitcoin
Stories That Matter
From
Benzinga
Wall Street Looks To Snap 4-Day Losing Streak As Traders Eye Fed Speeches, Netflix Earnings: Analyst Pencils S&P 500's Next 'Major' Downside Support
April 18, 2024
Tickers
ALK
ALLY
ASML
BX
Tags
Federal Reserve
MU
Stories That Matter
From
Benzinga
Wall Street Poised To Rebound From Slump As Earnings Optimism Grows: Analyst Eyes This S&P 500 Level As Attractive Entry Point
April 17, 2024
Tickers
AA
ABT
CSX
DFS
Tags
Loretta Mester
Jamie Cox
Equities
From
Benzinga
Hawkish Fed Voices Lead To Market Slide: 'It's Possible Fed Won't Cut This Year If Inflation Stalls'
April 04, 2024
Tickers
DIA
ECON
IWM
QQQ
Tags
DIA
Neel Kashkari
Broad U/S/ Equity ETFs
From
Benzinga
US Stocks Extend Year-End Rally, Nasdaq Flirts With Record Highs, Oil Rebounds: What's Driving Markets Monday?
December 18, 2023
Tickers
ASIA
DIA
ECON
ETSY
Tags
Econ #s
META
XLK
From
Benzinga
Federal Reserve Official Cautions Markets On Premature Interest Rate Cut Expectations
December 18, 2023
Tickers
UTEN
Tags
Jerome Powell
Benzinga
Economics
From
Benzinga
Nasdaq, S&P 500 Futures Rally As Market Looks Set To Finish A Strong November On Upbeat Note
November 30, 2023
Tickers
AMBA
BIG
CBRL
CRM
Tags
NTNX
Markets
Previews
From
Benzinga
US Stocks On Track For Strong Start With VIX Plunging: Why This Analyst Says Next Move 'More Likely Higher Than Lower'
November 29, 2023
Tickers
BILI
CRM
DCI
DLTR
Tags
Benzinga
VSCO
Futures
From
Benzinga
Nasdaq, S&P Futures Slip After Walmart, Cisco Earnings; Spotlight Shifts To Data, Fed Speeches
November 16, 2023
Tickers
AMAT
BABA
BZH
CSCO
Tags
SPY
CSCO
QQQ
From
Benzinga
Nasdaq, S&P 500 Futures Sag On Rate Worries, Mixed Earnings: Analyst Touts 2 Data Points For Possible Recovery
October 20, 2023
Tickers
ALV
AXP
CMA
CSX
Tags
ALV
Trading Ideas
SEDG
From
Benzinga
Nasdaq, S&P 500 Futures Sag As Traders Go On Data Watch: Analyst Flags Stronger Dollar, Higher Oil Prices As Risks To Corporate Profits
October 05, 2023
Tickers
CAG
CLX
LEVI
QQQ
Tags
RIVN
Loretta Mester
Movers
From
Benzinga
Why Is The US Dollar On Fire Despite Fed's Steady Interest Rate Signals?
September 05, 2023
Tickers
FOMC
USDOLLAR
UUP
Tags
Fed
FX
Interest Rates
From
Benzinga
Fed's Loretta Mester Says 'We Only Get A Trophy' If Inflation Hits 2%
August 25, 2023
Tickers
FOMC
SPY
Tags
SPY
Jackson Hole
Fed
From
Benzinga
Small Caps Lift Stock Futures As Traders Await Inflation Data: Analyst Says 'Now Is A Good Time' To Diversify Portfolios
July 12, 2023
Tickers
ANGO
ATVI
NFLX
QQQ
Tags
Top Stories
ANGO
Trading Ideas
From
Benzinga
Nasdaq, S&P 500 Futures Stumble In Fresh Week As Inflation, Earnings In Focus: Why This Analyst Says Downside Is Limited
July 10, 2023
Tickers
AAPL
AMZN
HELE
PEP
Tags
Earnings
Benzinga
Futures
From
Benzinga
US Stock Futures Slide On Global Growth Worries — But Analyst Tells Why Investors Should Be Bullish For 2nd Half Of Year
June 23, 2023
Tickers
APOG
KMX
QQQ
SPCE
Tags
APOG
SWBI
KMX
From
Benzinga
Fed's Loretta Mester Sees No Compelling Reason To Pause Rate Hike: 'We May Have To Go Further'
May 31, 2023
Tags
Market News
Loretta Mester
News
From
Benzinga
No Recession Ahead? Hedge Funds Reportedly Place Record Bets Against Benchmark Treasuries
April 24, 2023
Tickers
IEF
Tags
Loretta Mester
IEF
Bonds
From
Benzinga
El-Erian Says Fed Needs To Adopt Longer-Term View — 'Do Not See Interest Rate Going Down Quickly'
April 21, 2023
Tags
Mohamed El/Erian
Market News
News
From
Benzinga
Inflation Fears Prompt 2 Fed Officials To Push For More Rate Hikes Ahead Of Central Bank's Silent Period
April 20, 2023
Tags
Economics
Fed rate hike
Benzinga
From
Benzinga
Federal Reserve's Loretta Mester Expects Likelihood Of More Rate Hikes — Here's Why
April 04, 2023
Tags
Market News
Jamie Dimon
Loretta Mester
From
Benzinga
Nasdaq, S&P 500 Futures Indicate Weak Opening For Wall Street: Benefit Of Lowering Recession Risk Comes With Sticky Inflation Threat, Says Economist
February 17, 2023
Tickers
AMCX
BTCM
DE
DKNG
Tags
Benzinga
Recession
S&P 500 Index
From
Benzinga
Fed's Mester, Bullard Make Hawkish Arguments On Fighting Inflation: 'I Was An Advocate For A 50-Basis-Point Hike'
February 17, 2023
Tags
Market News
James Bullard
Fed Funds Rate
From
Benzinga
As FOMC Meet Nears, Here's What Different Fed Officials Think About Rate-Hike Pace
January 18, 2023
Tags
Economics
Benzinga
Esther George
From
Benzinga
Stock Market Rally Continues Despite Repeated Fed Rate Hike Warnings
August 03, 2022
Tickers
SPY
Tags
Market News
SPY
Loretta Mester
From
Benzinga
The FOMC Meets Tuesday: What Investors Should Know
June 13, 2022
Tags
Lael Brainard
Benzinga
Government
From
Benzinga
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.