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:PEP
Recent news which mentions NYSE:PEP
< Previous
1
2
Next >
PepsiCo (PEP): Buy or Sell?
July 14, 2023
Tickers
PEP
Tags
:STBFY
NYSE:AKO/B
NASDAQ:COKE
From
StockNews.com
2 Soft Beverage Stocks to Quench Your Portfolio's Thirst This Summer
May 25, 2023
Tags
NYSE:KO
NYSE:PEP
From
StockNews.com
The Rise of ESG: 3 Stocks Leading the Environmental, Social, and Governance Movement
May 04, 2023
Tags
NYSE:CRM
NASDAQ:CSCO
:SNDR
From
StockNews.com
PepsiCo (PEP) POWR Rating Upgraded. Should You Buy?
April 18, 2023
Tickers
PEP
Tags
:STBFY
NYSE:AKO/B
NYSE:KOF
From
StockNews.com
Want to Retire Early? Check out This Dream Long-Term Investment
April 03, 2023
Tags
NASDAQ:COKE
NYSE:AKO/B
NYSE:KOF
From
StockNews.com
3 Beverage Stocks to Buy More of in 2023
March 23, 2023
Tags
NYSE:PEP
NASDAQ:PRMW
NYSE:BUD
From
StockNews.com
Coca-Cola Stock: Time to Buy More or Tap Out?
March 20, 2023
Tags
NASDAQ:FIZZ
NYSE:PEP
NYSE:ABEV
From
StockNews.com
3 Stocks That Can Help You Make Enough to Retire Early
March 16, 2023
Tags
NYSE:WMT
NYSE:PEP
NYSE:STM
From
StockNews.com
2 Blue Chip Stocks to Watch in February 2023
February 09, 2023
Tags
NYSE:PEP
NYSE:MO
From
StockNews.com
3 Stocks That Will Be Big Winners in 2023
February 07, 2023
Tags
NYSE:PEP
NYSE:KR
NYSE:UNH
From
StockNews.com
2 Nasdaq Stocks to Buy Like There's No Tomorrow
February 03, 2023
Tags
NYSE:PEP
NASDAQ:CMCSA
From
StockNews.com
3 Stocks for Long-Term Investors to Buy in 2023
February 03, 2023
Tags
NYSE:MRK
NASDAQ:LMB
NYSE:PEP
From
StockNews.com
3 Beverage Stocks Worth Taking a Shot on Right Now
January 31, 2023
Tags
NYSE:KO
NYSE:ABEV
NYSE:PEP
From
StockNews.com
3 Top Beverage Stocks to Buy for 2023
January 25, 2023
Tags
NYSE:KO
NYSE:PEP
NASDAQ:PRMW
From
StockNews.com
3 Dividend-Paying Stocks to Buy Now and Never Sell
January 25, 2023
Tags
NYSE:MED
NYSE:GNE
NYSE:PEP
From
StockNews.com
3 Nasdaq Stocks to Buy Now and Hold Forever
January 20, 2023
Tags
NASDAQ:AVGO
NASDAQ:CSCO
NYSE:PEP
From
StockNews.com
2 Beverage Stocks to Buy Now for the Long Haul
January 18, 2023
Tags
NASDAQ:PRMW
NYSE:PEP
From
StockNews.com
2 Dividend Kings to Buy for 2023
January 12, 2023
Tags
NYSE:CL
NYSE:PEP
From
StockNews.com
3 Top Beverage Stocks to Buy for 2023
January 10, 2023
Tags
NYSE:PEP
NYSE:ABEV
NASDAQ:PRMW
From
StockNews.com
2 Stocks to Help Your Portfolio Counter a Recession
January 09, 2023
Tags
NYSE:PEP
NYSE:UNH
From
StockNews.com
2 Stocks to Buy Before the Next Bull Market
January 05, 2023
Tags
NASDAQ:FTNT
NYSE:PEP
From
StockNews.com
3 Stocks That Thrive During Economic Uncertainty
January 03, 2023
Tags
NYSE:PEP
NYSE:SYY
NYSE:HUM
From
StockNews.com
2 Beverage Stocks to Buy in 2023 and 1 to Avoid
December 27, 2022
Tags
NYSE:PEP
:CELH
NYSE:STZ
From
StockNews.com
2 Beverage Stocks You Can't Go Wrong With Buying
December 27, 2022
Tags
NYSE:KO
NYSE:PEP
From
StockNews.com
3 Stocks That Could Easily Survive a Recession
December 23, 2022
Tags
NYSE:PEP
NYSE:DRI
NYSE:UNH
From
StockNews.com
3 Stocks to Buy to Build a Millionaire Portfolio
December 23, 2022
Tags
NYSE:PEP
NYSE:MRK
NYSE:BMY
From
StockNews.com
3 Safe Stocks You Can Buy Now and Hold Forever
December 16, 2022
Tags
NYSE:PEP
NYSE:HUM
NYSE:KR
From
StockNews.com
3 Top Nasdaq Stocks to Buy for December
December 15, 2022
Tags
NASDAQ:CMCSA
NASDAQ:AVGO
NYSE:PEP
From
StockNews.com
The Surefire Path to Sweet 23% Returns in 2023
December 14, 2022
Tags
Articles
NYSE:ALLE
NYSE:VLO
From
Contrarian Outlook
1 Nasdaq Stock You’ll Never Regret Buying and 1 That You Will
December 12, 2022
Tags
:LCID
NYSE:PEP
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.