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 NASDAQ:FORR
Recent news which mentions NASDAQ:FORR
< Previous
1
2
Next >
FORR Stock Earnings: Forrester Res Misses EPS, Beats Revenue for Q2 2024
July 30, 2024
Tickers
FORR
Tags
NASDAQ:FORR
FORR
Market News
From
InvestorPlace
FORR Stock Earnings: Forrester Res Misses EPS, Misses Revenue for Q1 2024
April 30, 2024
Tickers
FORR
Tags
Market News
Earnings Reports
FORR
From
InvestorPlace
SQ, FORR, and SOFI: Financial Stock Buy, Hold, or Sell?
December 01, 2023
Tags
:SOFI
NYSE:SQ
NASDAQ:FORR
From
StockNews.com
3 Financial Stocks Beating Block (SQ) Right Now
September 26, 2023
Tickers
SQ
Tags
NYSE:FAF
NASDAQ:FORR
NYSE:SQ
From
StockNews.com
3 Financial Service Stocks With Potentially Massive Returns
July 27, 2023
Tags
:BBSEY
NYSE:MCO
NASDAQ:FORR
From
StockNews.com
No. 1 Bank Stock to Short This Week
May 08, 2023
Tags
:JFIN
NYSE:JPM
NASDAQ:FORR
From
StockNews.com
A Warning for Your Investment Portfolio: This Stock Is a No-Go Zone
May 01, 2023
Tags
NYSE:KKR
:IFS
NASDAQ:FORR
From
StockNews.com
These 3 Quality Finance Stocks Are the Best Bet for 'Buy-Now' Investors
April 26, 2023
Tags
NASDAQ:PMTS
NASDAQ:FORR
NYSE:EVRI
From
StockNews.com
Finance Your Next Vacation With These 3 Stocks
April 03, 2023
Tags
NASDAQ:FORR
NYSE:EVRI
NASDAQ:PMTS
From
StockNews.com
Why BRP Isn’t Worth the Money Right Now?
March 30, 2023
Tags
:BRP
NYSE:EVRI
NASDAQ:FORR
From
StockNews.com
Is It Too Late to Get in on SOFI Stock?
March 20, 2023
Tags
NYSE:EVRI
NASDAQ:FORR
:SOFI
From
StockNews.com
4 Stocks That Could Help Grow Your Portfolio Over the Next Decade
March 13, 2023
Tags
NASDAQ:PLAB
NASDAQ:FORR
NYSE:CRM
From
StockNews.com
1 Financial Stock You Might Want to Sell in March 2023
March 02, 2023
Tags
:HGBL
NASDAQ:FORR
NYSE:EVRI
From
StockNews.com
3 Great Stocks to Buy When Your Tax Refund Arrives
February 27, 2023
Tags
NASDAQ:FORR
NASDAQ:ADSK
:BRDCY
From
StockNews.com
3 Surefire Stocks You Can Buy Right Now
February 23, 2023
Tags
NYSE:JNJ
NYSE:CAJ
NASDAQ:FORR
From
StockNews.com
1 Financial Stock to Sell in February and 1 to Buy
February 16, 2023
Tags
:SOFI
NASDAQ:FORR
From
StockNews.com
3 Stocks Flying Under the Radar to Buy Right Now
February 09, 2023
Tags
NYSE:AYI
NYSE:CVEO
NASDAQ:FORR
From
StockNews.com
3 Stocks to Buy and Hold for Long-Term Profits
January 23, 2023
Tags
NYSE:CNC
NYSE:UNH
NASDAQ:FORR
From
StockNews.com
The 2 Best Stocks to Purchase in January 2023
January 12, 2023
Tags
NYSE:CVEO
NASDAQ:FORR
From
StockNews.com
Does Block Stock Deserve a Spot in Your Portfolio in 2023?
January 06, 2023
Tags
:SPFI
NYSE:MTG
NASDAQ:FORR
From
StockNews.com
Is SOFI a Penny Stock You Should Want to Buy?
January 04, 2023
Tags
:SOFI
:SPFI
NASDAQ:FORR
From
StockNews.com
1 Stock You Shouldn’t Wait on to Recover Anytime Soon
December 20, 2022
Tags
NASDAQ:PMTS
:SOFI
NASDAQ:FORR
From
StockNews.com
1 Financial Services Stock to Buy This Week and 2 to Sell
November 22, 2022
Tags
NASDAQ:FORR
:XELA
:SOFI
From
StockNews.com
1 Financial Stock to Buy This Week and 1 to Avoid Like the Plague
November 16, 2022
Tags
NASDAQ:MARA
NASDAQ:FORR
From
StockNews.com
Is It Worth Taking a Gamble on SoFi Stock in 2022?
November 15, 2022
Tags
NASDAQ:FORR
NYSE:EVRI
NYSE:MTG
From
StockNews.com
SoFi Stock Posts Better-Than-Expected Earnings – Is it a Buy?
November 08, 2022
Tags
NASDAQ:CPSS
:SOFI
NYSE:EVRI
From
StockNews.com
These Growth Stocks Could Make You Rich Over the Next 5 Years
October 26, 2022
Tags
NYSE:CVEO
NYSE:MPC
NASDAQ:FORR
From
StockNews.com
Buy These 2 Growth Stocks Before They Boom
October 18, 2022
Tags
NYSE:TEVA
NASDAQ:FORR
From
StockNews.com
1 Tech Stock That Could Get Pushed Even Lower in Q4
October 12, 2022
Tags
NYSE:EVRI
NASDAQ:FORR
NASDAQ:CPSS
From
StockNews.com
5 Stocks Under $50 to Buy This Week
October 12, 2022
Tags
NASDAQ:FORR
:STLA
NYSE:RYI
From
StockNews.com
< Previous
1
2
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.