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 Needham
Recent news which mentions Needham
< Previous
1
2
3
4
5
6
7
8
9
...
21
22
Next >
Upland Software Is Lean, Cash-Rich, AI-Driven, Analyst Notes
August 26, 2025
Tickers
NEWS
TECH
UPLD
Tags
Analyst Ratings
Benzinga
Movers
From
Benzinga
Dayforce, Thoma Bravo Deal Has Some Analysts Wanting More
August 22, 2025
Tickers
DAY
PAYX
Tags
Jason Celino
Market News
Analyst Color
From
Benzinga
Zoom Boasts 11-Quarter Growth Streak, Raises 2026 Guidance
August 22, 2025
Tickers
ZM
Tags
Catharine Trebnick
Joshua Reilly
Analyst Ratings
From
Benzinga
NIQ Global Intelligence Targets $57 Billion Market As Analysts Highlight AI, Margins
August 18, 2025
Tickers
NIQ
Tags
Analyst Color
Initiation
NIQ
From
Benzinga
McGraw Hill Transitions To Digital As Analyst Highlights 'Recession-Resistant Business'
August 18, 2025
Tickers
MH
Tags
Benzinga
Ryan MacDonald
Analyst Ratings
From
Benzinga
Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown
August 15, 2025
Tickers
AMAT
INTC
Tags
Goldman Sachs
Expert Ideas
BofA Securities
From
Benzinga
eToro Q2 Driven By ECC Trading, Tariff-Related Volatility In July: What Do Analysts Think?
August 13, 2025
Tickers
ETOR
Tags
Reiteration
Price Target
Market News
From
Benzinga
On Holding Posts Strong Beat-And-Raise Q2 As 'Select Price Increases' Offset Tariff Costs
August 13, 2025
Tickers
ONON
Tags
Earnings
Movers
Earnings Beats
From
Benzinga
Archer Aviation Q2 Disappoints: First Revenue Stream In Sight?
August 12, 2025
Tickers
ACHR
Tags
Chris Pierce
HC Wainwright
Reiteration
From
Benzinga
Lyft: Rideshare Markets With AV Are Growing 5X Faster
August 07, 2025
Tickers
LYFT
Tags
Doug Anmuth
Analyst Color
Needham
From
Benzinga
Uber Posts Q2 Beat, Well-Positioned To Drive Strong Growth: Analysts
August 07, 2025
Tickers
UBER
Tags
Benzinga
UBER
Analyst Ratings
From
Benzinga
Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts
August 07, 2025
Tickers
SHOP
Tags
Earnings Beats
Scott Berg
Trading Ideas
From
Benzinga
Wayfair Analyst Raises Price Target By More Than 100% After Q2
August 05, 2025
Tickers
W
Tags
Earnings
Bernie McTernan
Earnings Beats
From
Benzinga
Hims & Hers Health Posts Weak Q2; Heading Into More Near-Term Challenges, Analysts Say
August 05, 2025
Tickers
HIMS
Tags
Benzinga
Analyst Ratings
Ryan MacDonald
From
Benzinga
Amazon Stock Hit On AWS: Analysts Brush Off Growth Concerns, 'Buyers Of AMZN On Weakness'
August 01, 2025
Tickers
AI
AMZN
AWS
TECH
Tags
Needham
Expert Ideas
Rosenblatt
From
Benzinga
Roku Delivers Strong Q2, Raises Guidance — Analysts Cheer, But Market Says Otherwise
August 01, 2025
Tickers
AMZN
ROKU
Tags
Earnings Beats
Wedbush
Earnings
From
Benzinga
Etsy Expects Positive GMS Growth In Q3, Analysts Raise Price Targets
July 31, 2025
Tickers
ETSY
Tags
Market News
Top Stories
Price Target
From
Benzinga
eBay Impresses On Earnings, But Wall Street Sees Trade-Offs Ahead
July 31, 2025
Tickers
EBAY
Tags
Deepak Mathivanan
Goldman Sachs
Analyst Color
From
Benzinga
Deckers Outdoor: Wholesale Drives Q1 Beat, Tariff Pressure Worries Analysts
July 25, 2025
Tickers
DECK
Tags
Dana Telsey
Tom Nikic
Needham
From
Benzinga
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
July 25, 2025
Tickers
AMD
ARM
INTC
Tags
Needham
Benchmark
Quinn Bolton
From
Benzinga
Tesla Stock Faces 'Critical Milestone' Ahead: Here's What Analysts Are Flagging As Next Key Catalyst
July 24, 2025
Tickers
TSLA
Tags
Expert Ideas
Needham
Analyst Color
From
Benzinga
NXP Semiconductors Sees No Big Ramp In End Demand, Yet Analysts Raise Price Targets
July 23, 2025
Tickers
NXPI
TECH
Tags
Tech
Earnings
Movers
From
Benzinga
Alphabet Has Assets, Corporate Culture To Drive Valuation Higher, Says Bullish Analyst
July 16, 2025
Tickers
GOOGL
TECH
Tags
Needham
Analyst Color
Price Target
From
Benzinga
Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback
July 09, 2025
Tickers
PENG
SKM
Tags
Market News
Samik Chatterjee
Price Target
From
Benzinga
Roku's Labor Efficiency Rose 34% Since 2021—Analyst Sees More Gains Ahead
July 09, 2025
Tickers
AMZN
META
ROKU
Tags
Expert Ideas
Analyst Color
Needham
From
Benzinga
Affirm Holdings: Impact Of Walmart-Klarna Deal, 'Higher Mix Of Zeroes'
July 02, 2025
Tickers
AFRM
WMT
Tags
Needham
Movers
Analyst Color
From
Benzinga
Omada Health Analysts Say 'Buy' — While It's Still Below IPO Price
July 01, 2025
Tickers
IPOS
OMDA
Tags
Benzinga
OMDA
Canaccord Genuity
From
Benzinga
Crexendo's Open Strategy Pays Off, Analyst Praises 'Disruptive Pricing Model'
July 01, 2025
Tickers
CXDO
Tags
Needham
Movers
Initiation
From
Benzinga
Dayforce: Native Platform To Drive Deal Growth, Says Bullish Analyst
June 30, 2025
Tickers
DAY
Tags
DAY
Scott Berg
Analyst Color
From
Benzinga
Nike Beats The Street And Says The Worst Is Over
June 27, 2025
Tickers
NEWS
NKE
Tags
BofA Securities
Expert Ideas
Goldman Sachs
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
21
22
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.