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 Mergers
Recent news which mentions Mergers
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
Next >
OpenAI looked at buying Cursor creator before turning to AI coding rival Windsurf
April 17, 2025
Tags
US: News
Apple Inc
Microsoft Corp
From
CNBC.com News
Oil giant BP is seen as a prime takeover target. Is a blockbuster mega-merger in the cards?
April 15, 2025
Tickers
OIL
Tags
Business News
Europe Markets
Oil and Gas
From
CNBC.com News
Market turbulence will not impact Mediobanca deal, Monte dei Paschi CEO says
April 08, 2025
Tags
Banco BPM SpA
UniCredit SpA
Politics
From
CNBC.com News
UFC signs wide-ranging sponsorship deal with Meta, bringing Mark Zuckerberg closer to Dana White
April 02, 2025
Tags
Breaking News: Business
Mergers
US: News
From
CNBC.com News
Peyton Manning’s Omaha Productions sells 10% stake to new Patrick Whitesell-led platform at a valuation of more than $750 million, sources say
March 27, 2025
Tags
Mergers
Comcast Corp
US: News
From
CNBC.com News
Ubisoft spins out new unit for Assassin’s Creed and other games, Tencent to take $1.25 billion stake
March 27, 2025
Tags
Mergers and acquisitions
Ubisoft Entertainment SA
Acquisitions
From
CNBC.com News
Crusoe Energy sells bitcoin mining unit to focus on 'huge opportunity' in AI
March 25, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
AI Effect
Exxon Mobil Corp
Business News
From
CNBC.com News
Google's $32 billion Wiz deal may signal a turning point for slow IPO, M&A markets
March 24, 2025
Tickers
IPO
IPOS
Tags
Mergers
IPOs
Amazon/com Inc
From
CNBC.com News
Google-Wiz deal is 'litmus test' for Trump administration's handling of Big Tech
March 18, 2025
Tags
Mergers
Microsoft Corp
Apple Inc
From
CNBC.com News
Seven & i to replace CEO, list North American subsidiary in second half of 2026
March 06, 2025
Tickers
IPO
IPOS
Tags
IPO
Asia Markets
Seven & i Holdings Co Ltd
From
CNBC.com News
CDI Global France advised Lindbergh in the sale of their French overnight delivery activities to Sterne Group
February 27, 2025
Tickers
MA
Tags
Acquisitions
Mergers
France
From
PRLog
Equinox Gold Buys Calibre Mining For $1.8 Billion, Creating Canada's Second-Largest Gold Producer
February 25, 2025
Tickers
CXBMF
EQX
GOLD
NEWS
Tags
mining
Benzinga
Canada
From
Benzinga
MSG Networks reaches deal with Altice USA to bring back New York Knicks, Rangers games
February 22, 2025
Tags
Mergers
US: News
Breaking News: Business
From
CNBC.com News
U.S. fund KKR makes £4 billion management-buyout bid for UK's Thames Water
February 19, 2025
Tags
Private Equity
Mergers
Acquisitions
From
CNBC.com News
Honda and Nissan end merger talks, say they will continue to 'collaborate'
February 13, 2025
Tags
Asia: Business
Honda Motor Co Ltd
Asia News
From
CNBC.com News
Denver Broncos President Damani Leech praises NFL's diversity commitment as corporate America, government roll back DEI
February 06, 2025
Tags
Mergers
Technology
US: News
From
CNBC.com News
Former New Orleans Saints quarterback Drew Brees hints at return to broadcasting
February 06, 2025
Tags
Mergers
Technology
US: News
From
CNBC.com News
CDI Global Advised Favillini Pharmaceutical Packaging Group S.p.A. (Favillini) in acquisition of Interpack S.p.A
February 03, 2025
Tickers
MA
Tags
Manufacturing
Interpack
Acquisitions
From
PRLog
Op-ed: Here's what you need to know about retirement savings if your employer merges or is acquired
January 29, 2025
Tags
Investment strategy
Breaking News: Investing
Personal finance
From
CNBC.com News
Frontier Airlines proposes merging with fellow budget carrier Spirit — again
January 29, 2025
Tickers
LIFE
Tags
Airlines
Frontier Group Holdings Inc
Transportation
From
CNBC.com News
British retail faces a reckoning as 232-year-old chain looks to sell its high street stores
January 27, 2025
Tags
WH Smith PLC
Mergers
Breaking News: Business
From
CNBC.com News
Dalio, Fink, Lagarde and more: Top CEOs and policymakers reveal what's next for markets
January 27, 2025
Tags
Acquisitions
JPMorgan Chase & Co
Deals That Matter
From
CNBC.com News
Monte dei Paschi makes 13-billion-euro bid for Mediobanca as M&A appetite heats up in Italian banking
January 24, 2025
Tags
Commercial Banks
Banco BPM SpA
UniCredit SpA
From
CNBC.com News
Why merger mania is coming to the fore in the mining industry
January 20, 2025
Tags
Metals
Europe News
Asia News
From
CNBC.com News
Nippon Steel CEO doubles down on pledge to acquire U.S. Steel after suing Biden administration
January 06, 2025
Tags
Metals
Commodity markets
Futures & Commodities
From
CNBC.com News
Disney to combine its Hulu+ Live TV with streamer Fubo
January 06, 2025
Tags
Business
Media
Walt Disney Co
From
CNBC.com News
A CNBC holiday tradition: 13 anonymous media predictions for the new year
December 23, 2024
Tags
Business News
Walt Disney Co
Alphabet Inc
From
CNBC.com News
Honda shares fall 2% after media reports on potential merger with Nissan
December 17, 2024
Tags
Breaking news
Mergers
Asia: Business
From
CNBC.com News
Albertsons sues Kroger after judge rules against grocery merger
December 11, 2024
Tags
Kroger Co
Mergers
Breaking News: Business
From
CNBC.com News
Alaska Airlines plans new nonstop flights to Japan, Korea in $1 billion postmerger profit push
December 10, 2024
Tickers
LIFE
Tags
Breaking News: Markets
Business
Delta Air Lines Inc
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
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.