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 Matthew Boss
Recent news which mentions Matthew Boss
Carnival's Celebration Key Opening Spikes Google Search Traffic: Analyst
July 21, 2025
Tickers
CCL
Tags
Google
Matthew Boss
Top Stories
From
Benzinga
Dollar Tree's Q2 Outlook Looks Bright, Says Bullish Analyst
July 21, 2025
Tickers
DLTR
Tags
DLTR
Market News
retail
From
Benzinga
Bath & Body Works Refines Strategy With Digital, Marketing, Global Push, Says JPMorgan
June 10, 2025
Tickers
BBWI
Tags
Expert Ideas
Matthew Boss
Analyst Ratings
From
Benzinga
Norwegian Cruise Line: Bookings Recover, Occupancy Rates To Beat Consensus, Says Bullish Analyst
June 09, 2025
Tickers
NCLH
Tags
Travel
Stories That Matter
Reiteration
From
Benzinga
Lululemon Stock Tumbles After Outlook Disappoints—Tariffs, Markdowns Flagged By Analysts
June 06, 2025
Tickers
LULU
Tags
Market News
LULU
Analyst Ratings
From
Benzinga
Dollar Tree Posts Strong Same-Store Sales Growth, Customers Are Buying More Frequently, Analysts Say
June 05, 2025
Tickers
DLTR
Tags
John Heinbockel
Guggenheim Securities
Matthew Boss
From
Benzinga
Dollar General Posts Convincing Q1 Earning Beat, 'The Year Is Off To A Solid Start,' Could Mitigate Most Potential Tariff Headwinds
June 04, 2025
Tickers
DG
Tags
KeyBanc Capital Markets
Bradley Thomas
Analyst Color
From
Benzinga
Gap Threads A Comeback: Turnaround Plan In Vogue, Says JPMorgan
June 02, 2025
Tickers
GAP
Tags
Matthew Boss
GAP
Top Stories
From
Benzinga
Macy's Analysts See Tariffs, Promotions Pressuring Outlook Despite Q1 Beat
May 29, 2025
Tickers
M
Tags
Analyst Color
Benzinga
Dana Telsey
From
Benzinga
Ross Stores: Solid Q1 Beat, Guidance Withdrawn On Macro Uncertainty — Analysts Cut Price Target
May 23, 2025
Tickers
ROSS
ROST
Tags
Trading Ideas
ROST
fashion
From
Benzinga
Ralph Lauren Delivers Q4 Beat Against Elevated Expectations; These Analysts Hike Price Target
May 23, 2025
Tickers
RL
Tags
Benzinga
Dana Telsey
Price Target
From
Benzinga
Urban Outfitters Surges After Q1 Beat: Analysts Highlight Margin Strength, Sales Momentum
May 22, 2025
Tickers
URBN
Tags
Expert Ideas
Market News
Analyst Ratings
From
Benzinga
Five Below Posts Q4 Earnings Beat: FY25 Guidance Reflects Tariff Headwinds, Analysts Say
March 20, 2025
Tickers
FIVE
Tags
Earnings
Earnings Beats
Analyst Color
From
Benzinga
Gap Continues To Grow Sales, Take Market Share, Analysts Say
March 07, 2025
Tickers
GAP
Tags
Expert Ideas
Market News
Analyst Ratings
From
Benzinga
Bath & Body Works Beats Q4, Guidance Disappoints: Analyst Says 2025 Performance Vulnerable To China Tariffs
February 28, 2025
Tickers
BBW
BBWI
Tags
Expert Ideas
Analyst Ratings
retail
From
Benzinga
Carnival Analyst Sees 'Zero Signs Of Europe Softening' Amid Strong Demand, 2025 Pricing Rise
February 25, 2025
Tickers
CCL
Tags
CCL
JPMoragn
Benzinga
From
Benzinga
Bath & Body Works: New Disney Collaboration Offers Top- And Bottom-Line Inflection Opportunity: Analyst
February 18, 2025
Tickers
BBWI
DIS
Tags
JPMorgan
DIS
Trading Ideas
From
Benzinga
Under Armour Q3 Sales Remain Challenged, No Sight Of 'Positive Inflection': Analyst
February 07, 2025
Tickers
UAA
Tags
Top Stories
Matthew Boss
Market News
From
Benzinga
Royal Caribbean Cruises Posts Q4 Beat: 'A Compelling Long-Term Strategy,' Says Analyst
January 29, 2025
Tickers
RCL
VIK
Tags
Earnings Beats
VIK
Truist Securities
From
Benzinga
Nike Stock Turnaround Path Clear, Analyst Says: 'Getting Back To Winning Takes Time'
December 20, 2024
Tickers
FL
NKE
Tags
Joseph Civello
Matthew Boss
Lorraine Hutchinson
From
Benzinga
Victoria's Secret Gains From Key Promotion Turning Point, Says Analyst
December 09, 2024
Tickers
VSCO
Tags
JPMorgan
fashion
Trading Ideas
From
Benzinga
Gap Analyst Praises Turnaround Strategy As Stock Climbs
December 02, 2024
Tickers
GAP
SHL
Tags
Analyst Ratings
Movers
Market News
From
Benzinga
Lululemon 'Fresh And Unique,' Shows Promise Thanks To China Opportunity, Growth Push Say Analysts
October 14, 2024
Tickers
ASIA
LULU
NKE
UA
Tags
Benzinga
Price Target
NKE
From
Benzinga
Carnival Posts Strong Q3 Earnings, Analysts Suspect 'Some Conservatism Built Into Q4 Guidance'
October 01, 2024
Tickers
CCL
Tags
Top Stories
Matthew Boss
JPMorgan
From
Benzinga
Nike CEO Announcement 'Icing On The Cake' For Bulls: 8 Analysts React To Elliot Hill's Ascension
September 20, 2024
Tickers
BMO
NKE
Tags
Matthew Boss
Top Stories
footwear stocks
From
Benzinga
Big Lots Chapter 11 Could Mean Growth Opportunity For Ollie's Bargain Outlet, Analyst Says
September 09, 2024
Tickers
BIG
OLLI
Tags
J/P/Morgan Chase
Chapter 11
Matthew Boss
From
Benzinga
Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst
August 30, 2024
Tickers
DG
WMT
Tags
Truist Securities
Benzinga
Price Target
From
Benzinga
Kohl's Warns Of Cautious Middle-Class Consumer, But Highlights Strengths In 2 Segments
August 29, 2024
Tickers
KSS
Tags
Expert Ideas
Matthew Boss
KSS
From
Benzinga
PVH Posts Q2 Beat, But Analysts Expect Softer Trends In US And China To Continue
August 28, 2024
Tickers
PVH
Tags
Matthew Boss
Top Stories
Goldman Sachs
From
Benzinga
Nordstrom Beats Q2 Earnings But Guidance Shows A Decline In This Key Matrix: 4 Analysts Revise Forecasts
August 28, 2024
Tickers
JWN
Tags
Telsey Advisory Group
JPMorgan
BMO Capital Markets
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.