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 Mark Gurman
Recent news which mentions Mark Gurman
< Previous
1
2
3
4
5
6
7
8
Next >
Why This Apple Analyst Thinks New iPad Multitasking System Is 'Convoluted And Confusing'
July 17, 2022
Tickers
AAPL
TECH
Tags
Tech
Benzinga
Mark Gurman
From
Benzinga
Apple Watch To Get A Pro Version Just Like iPhone Pro Models; Set To Go 'Toe-To-Toe' With Samsung
July 10, 2022
Tickers
AAPL
GRMN
TECH
Tags
AAPL
Media
Market News
From
Benzinga
Apple Teased First-Ever iPhone Using Clownfish Wallpaper But Never Included It: Now, It Might Be Finally Here
July 08, 2022
Tickers
AAPL
TECH
Tags
Analyst Color
iPhone
iOS16
From
Benzinga
Musk's Twitter Comeback, Tesla Putting Worst Behind, iPhone No Longer Apple's Priority And More: 5 Key Stories You May Have Missed From This Weekend
July 05, 2022
Tickers
AAPL
CMCSA
OXY
TECH
Tags
Warren Buffett
OXY
Benzinga
From
Benzinga
Apple Watch Series 8 Will Be Able To Tell If You're Sick With This New Detection Feature: Report
July 03, 2022
Tickers
AAPL
TECH
Tags
Tech
Benzinga
Ming/Chi Kuo
From
Benzinga
Apple Mixed Reality Headset Could Feature The Powerful M2 Chip
June 27, 2022
Tickers
AAPL
TECH
Tags
Mark Gurman
Augmented Reality
News
From
Benzinga
Eagerly Waiting For Apple Watch 8? Why It May Not Be Worth An Upgrade From Series 6 Or 7
June 27, 2022
Tickers
AAPL
TECH
Tags
Consumer Tech
News
Market News
From
Benzinga
Is Apple's Reinvented CarPlay A Preview Of Cupertino's EV? Gurman Sees A Serious Challenger To Tesla
June 12, 2022
Tickers
AAPL
TECH
TSLA
Tags
Market News
electric vehicles
Media
From
Benzinga
Apple Reportedly Plans For a Bevy Of Laptops Armed With Powerful In-House Chips
June 10, 2022
Tickers
AAPL
INTC
TECH
Tags
INTC
Tech
Benzinga
From
Benzinga
Noted Apple Analyst Pins Precise Timeline On MR Headset Launch
June 08, 2022
Tickers
AAPL
TECH
Tags
Ming/Chi Kuo
Analyst Color
Benzinga
From
Benzinga
Apple Will Give A 'Ton Of New Clues' On MR Headset/RealityOS At WWDC: Here's What's Coming
June 05, 2022
Tickers
AAPL
TECH
Tags
Tech
Benzinga
Mark Gurman
From
Benzinga
Is Apple's iPad About To Morph More Into A Computer Than An Oversized iPhone?
June 03, 2022
Tickers
AAPL
TECH
Tags
Tech
WWDC 2022
Benzinga
From
Benzinga
Apple's AR/VR Headset: Watch For These Updates At WWDC Next Week
June 02, 2022
Tickers
AAPL
TECH
Tags
News
virtual reality
Augmented Reality
From
Benzinga
Predicted Features Of Apple's iOS 16 Ahead Of Unveiling At WWDC
May 29, 2022
Tickers
AAPL
TECH
Tags
Steve Troughton/Smith
Market News
Media
From
Benzinga
Apple Watch With Pride Bands Could Hit Stores This Week
May 24, 2022
Tickers
AAPL
TECH
Tags
Tech
Apple Watch
Benzinga
From
Benzinga
Apple Analyst Hints At Imminent Launch Of Next Iteration Of This Key Product
May 21, 2022
Tickers
AAPL
Tags
Mark Gurman
Media
Analyst Ratings
From
Benzinga
Acquiring This EV Maker Could Help Turn Apple's Car Visions Into Reality
May 15, 2022
Tickers
AAPL
GOEV
TECH
Tags
Small Cap
Mark Gurman
Penny Stocks
From
Benzinga
Be Ready: New AirPods Pro, Fresh Colors For AirPods Max Could Be Coming This Fall
May 09, 2022
Tickers
AAPL
Tags
AirPods
Benzinga
Analyst Color
From
Benzinga
Apple Said To Be Planning Instacart-Like Service And This Would Be The X Factor
May 09, 2022
Tickers
AAPL
PTON
TECH
Tags
Benzinga
Tech
Market News
From
Benzinga
Why Apple's Next Antitrust Battle Is Likely to Be Over Payments
May 08, 2022
Tickers
AAPL
AXP
C
JPM
Tags
Market News
AAPL
Media
From
Benzinga
Why Apple Should Consider Building Its Own Assembly Supply Chain
May 01, 2022
Tickers
AAPL
TECH
Tags
Tech
Mark Gurman
Benzinga
From
Benzinga
Camera Upgrades, Screen Size Bump, Possible Satellite Connectivity: What This Apple Analyst Sees In iPhone 14 Lineup
April 25, 2022
Tickers
AAPL
GRMN
GSAT
TECH
Tags
Media
AAPL
Market News
From
Benzinga
Apple Said To Be Testing Next Line Of M2 Chips Against Third-Party Apps
April 18, 2022
Tickers
AAPL
INTC
TECH
Tags
Tech
INTC
M2 chips
From
Benzinga
Here's How The Economics Of Hardware Subscription Can Boost Revenue For Apple
April 03, 2022
Tickers
AAPL
TECH
Tags
Tech
Benzinga
Mark Gurman
From
Benzinga
Why Apple Has 'Little To Lose, A Lot To Gain' By Expanding Its Services To Android Devices
March 27, 2022
Tickers
AAPL
DIS
NFLX
TECH
Tags
DIS
Tech
Benzinga
From
Benzinga
Why Apple Should Resume Making Wireless Routers
March 20, 2022
Tickers
AAPL
MAC
TECH
Tags
AAPL
Media
airport
From
Benzinga
Apple Car Chatter Returns After Porsche CEO Discloses Discussions On 'Exciting Common' Projects
March 18, 2022
Tickers
AAPL
CAR
POAHY
TECH
Tags
self/driving cars
POAHY
News
From
Benzinga
What Apple Is Hinting At With Its March 8 Event's 'Peek Performance' Tagline
March 06, 2022
Tickers
AAPL
MAC
Tags
Benzinga
Trading Ideas
Market News
From
Benzinga
Apple Confirms March 8 'Peek Performance' Launch Event: Here's What Investors Should Expect
March 02, 2022
Tickers
AAPL
Tags
Market News
AAPL
Media
From
Benzinga
Apple Is Working A Foldable iPad/MacBook; Could Launch By 2026
February 27, 2022
Tickers
AAPL
TECH
Tags
Mark Gurman
News
Ross Young
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
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.