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 NYSE:C
Recent news which mentions NYSE:C
3 Financial Services Stocks With Attractive Valuations
January 03, 2025
Tags
NYSE:DB
NYSE:C
NASDAQ:NAVI
From
StockNews.com
3 Financial Stocks With Attractive Valuations
November 25, 2024
Tags
NYSE:DB
NYSE:C
NYSE:BCS
From
StockNews.com
3 Undervalued Financial Stocks Poised for a Comeback
September 25, 2024
Tags
NYSE:C
NYSE:SAN
NYSE:WFC
From
StockNews.com
Which Bank Stock Offers a Higher Yield: Bank of America (BAC) vs. Citigroup (C)
May 29, 2024
Tickers
BAC
C
Tags
NYSE:C
NYSE:BAC
From
StockNews.com
Citigroup Stock Forecast: Cloudy With a Chance of Windfalls
May 17, 2024
Tickers
C
Tags
C
Market News
Hot Stocks
From
InvestorPlace
Federal Reserve Coup: What Trump Would Change at the Fed in a Second Term
May 01, 2024
Tickers
C
Tags
Market News
C
NYSE:C
From
InvestorPlace
C Stock Earnings: Citigroup Beats EPS, Beats Revenue for Q1 2024
April 12, 2024
Tickers
C
Tags
Market News
Earnings Reports
C
From
InvestorPlace
Is Citigroup (C) Poised for a Rebound After Earnings?
April 10, 2024
Tickers
C
Tags
NYSE:C
NYSE:SAN
:NDBKY
From
StockNews.com
Bond Bargain Alert: 3 Secure Funds Yielding 8% to 9%
February 23, 2024
Tags
NYSE:PFFD
NYSE:WFC
Articles
From
Contrarian Outlook
3 Luxury Stocks to Monitor for Weekly Profits
February 13, 2024
Tags
NYSE:DDS
:IDEXY
NYSE:MA
From
StockNews.com
Should You Buy Into Comerica (CMA) and Huntington Bancshares (HBAN) Before Earnings Reports Hit?
January 17, 2024
Tickers
CMA
HBAN
Tags
NASDAQ:HBAN
NYSE:WFC
NYSE:C
From
StockNews.com
Citigroup Layoffs 2024: What to Know About the Latest C Job Cuts
January 12, 2024
Tickers
C
Tags
Today's Market
C
Market News
From
InvestorPlace
Citigroup (C) Earnings Preview: 2024 Stock Outlook
January 10, 2024
Tickers
C
Tags
NYSE:C
:BDORY
:EBKDY
From
StockNews.com
Should Investors Keep an Eye on JPMorgan and Citigroup (C) in 2024?
December 29, 2023
Tickers
C
Tags
NYSE:JPM
NYSE:C
From
StockNews.com
Goldman Sachs (GS) Earnings Report: Buy, Hold, or Sell After Earnings Call?
October 16, 2023
Tickers
GS
Tags
NYSE:GS
NYSE:OPY
NASDAQ:BGCP
From
StockNews.com
Evaluating Investment Opportunities in PNC Financial Services (PNC) and Citigroup (C) Ahead of Earnings
October 12, 2023
Tickers
C
PNC
Tags
NYSE:C
NYSE:PNC
From
StockNews.com
Which Bank Stock Is Worth Investing In: Citigroup Inc. (C) vs. Bank of America (BAC)?
August 24, 2023
Tickers
BAC
C
Tags
NYSE:BAC
NYSE:C
From
StockNews.com
Which of These Bank Stocks Should You Keep an Eye On?
August 23, 2023
Tags
NYSE:MTB
NYSE:CMA
NYSE:C
From
StockNews.com
JPMorgan Chase & Co. (JPM), Wells Fargo & Company (WFC), and Bank of America (BAC): What Does Smart Money Think About These Stocks?
August 18, 2023
Tickers
BAC
JPM
WFC
Tags
NYSE:JPM
NYSE:C
NYSE:BAC
From
StockNews.com
Should Citigroup (C) Be on Your Watchlist This Week?
August 11, 2023
Tickers
C
Tags
NYSE:JPM
NYSE:BAC
NYSE:WFC
From
StockNews.com
Top 4 Bank Stocks Investors Should Watch Like a Hawk
July 27, 2023
Tags
NYSE:WFC
NASDAQ:KBWB
NYSE:JPM
From
StockNews.com
Citigroup (C): Is the Stock Worth Putting Money Into?
July 13, 2023
Tickers
C
Tags
NYSE:C
NYSE:KB
NYSE:BBAR
From
StockNews.com
3 Of the Strongest Stocks in A Booming Industry
March 30, 2023
Tags
:ADRNY
NYSE:C
NYSE:WMT
From
StockNews.com
3 Stocks You'll Never Regret Buying
March 24, 2023
Tags
NYSE:CAJ
NYSE:C
NYSE:ELV
From
StockNews.com
These 3%-5% Bank Yields Are a Steal
March 24, 2023
Tags
NYSE:C
NYSE:JPM
NYSE:USB
From
Contrarian Outlook
The Best Stock to Buy for Stability in 2023
March 22, 2023
Tags
:ADRNY
NASDAQ:VLGEA
NASDAQ:IMKTA
From
StockNews.com
Get Your Shopping Done With These 2 Grocery Stocks
March 20, 2023
Tags
NYSE:WMT
NYSE:C
NASDAQ:COST
From
StockNews.com
Don't Get Trapped Owning These 2 Cruise Line Stocks in 2023
March 17, 2023
Tags
NYSE:C
NYSE:CCL
NYSE:RCL
From
StockNews.com
Best Dividend Stocks to Buy? 3 Top Picks Right Now
March 15, 2023
Tags
NASDAQ:SPOK
NYSE:MO
NYSE:C
From
StockNews.com
3 of the Most Dependable Stocks on the Planet
March 14, 2023
Tags
NYSE:LMT
NYSE:GS
NYSE:C
From
StockNews.com
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.