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
...
9
10
11
12
13
14
15
16
17
...
21
22
Next >
Boston Scientific's 'Next Level' Long-Term Plans: Why 2 Analysts Boost Price Targets
September 21, 2023
Tickers
BSX
Tags
General
News
Needham
From
Benzinga
CrowdStrike's Fal.Con Event: AI Takes Center Stage, 6 Analysts Dive Deeper Into Tradeshow
September 21, 2023
Tickers
CRWD
Tags
Expert Ideas
Market News
CRWD
From
Benzinga
Lululemon Analyst Projects Double-Digit Topline Growth, Points To China Opportunity
September 20, 2023
Tickers
LULU
Tags
Analyst Ratings
Market News
LULU
From
Benzinga
DraftKings Bull Sees Sports Betting Winner: '$35B Opportunity'
September 18, 2023
Tickers
DKNG
MGM
NFL
PDYPY
Tags
PDYPY
Reiteration
National Football League
From
Benzinga
Apple iPhone Event Sized Up By 7 Analysts: 'Brand Trumps Products,' But China, Upgrade Concerns Remain
September 13, 2023
Tickers
AAPL
AVGO
CRUS
QCOM
Tags
Expert Ideas
AAPL
QRVO
From
Benzinga
DraftKings Hits Touchdown With NFL Week 1, Intercepted By Deion Sanders, Colorado
September 11, 2023
Tickers
DIS
DKNG
ESPN
MGM
Tags
DKNG
MGM
ESPN
From
Benzinga
DocuSign Shares Down Despite Upbeat Q2 Print: What 4 Analysts Think
September 08, 2023
Tickers
DOCU
Tags
Expert Ideas
Market News
Analyst Ratings
From
Benzinga
Disney Should Cave To Charter Demands: Analysts Size Up Missed Revenue Without A Deal
September 07, 2023
Tickers
CHTR
DIS
ESPN
FUBO
Tags
Hulu
ESPN
Analyst Color
From
Benzinga
Roku Analysts Dissect Turnaround Story: 'Stronger Cash Flow Profile'
September 07, 2023
Tickers
ROKU
Tags
Reiteration
ROKU
Needham
From
Benzinga
GitLab Analysts Review Beat And Raise Quarter: Seat Contraction 'Remains A Headwind'
September 06, 2023
Tickers
GTLB
Tags
Top Stories
RBC Capital Markets
News
From
Benzinga
Zscaler Breaks Through Market Challenges With Impressive FQ4, Earns Analyst Applause
September 06, 2023
Tickers
ZS
Tags
Joel Fishbein
Michael Walkley
News
From
Benzinga
Okta Rockets Higher On Strong Q2 Print: Analysts Cheer 'Renewed Focus On Efficient Growth'
August 31, 2023
Tickers
OKTA
Tags
Market News
William Blair
Movers
From
Benzinga
CrowdStrike A 'Long-Term Winner'? 5 Analysts Look At Q2 Print For Answers
August 31, 2023
Tickers
CRWD
TECH
Tags
General
News
Needham
From
Benzinga
Salesforce Delivers Upside 'Across The Board': 5 Analysts React To Strong Q2 Performance
August 31, 2023
Tickers
CRM
Tags
RBC Capital Markets
News
Arjun Bhatia
From
Benzinga
Workday Shines Through Industry 'Storm Clouds': What 6 Analysts Think Of Q2 Print
August 25, 2023
Tickers
WDAY
Tags
Market News
William Blair
Movers
From
Benzinga
Why These 6 Peloton Interactive Analysts Were Not Impressed With Q4 Print
August 24, 2023
Tickers
NVDA
PTON
Tags
Market News
Eric Sheridan
Expert Ideas
From
Benzinga
Snowflake Takes Beating Despite Strong Results: 5 Analyst Deep Dives On Q2 Print
August 24, 2023
Tickers
SNOW
Tags
Reiteration
Needham
Kash Rangan
From
Benzinga
Zoom's Beat-And-Raise Quarter: Mixed Reactions From 5 Key Analysts
August 22, 2023
Tickers
ZM
Tags
Earnings
Mizuho Securities
Price Target
From
Benzinga
Fabrinet Stock Spikes Over 28%, Analyst Raises Forecast Over AI's 15-Month Growth
August 22, 2023
Tickers
FN
Tags
Price Target
Benzinga
Analyst Color
From
Benzinga
Applied Materials' DRAM Revenues May Hit Record High: Analysts' Takeaways On FQ3 Print, Outlook
August 18, 2023
Tickers
AMAT
TECH
Tags
Steve Barger
AMAT
Reiteration
From
Benzinga
BILL Holdings' Q4 Results: 6 Analysts Respond To Macro Headwinds Impacting Revenue Projections
August 18, 2023
Tickers
BAC
BILL
INTU
Tags
News
Brent Bracelin
Ken Wong
From
Benzinga
Is Coinbase's New Layer 2 Network Base A Rising Star Or Just Hype?
August 17, 2023
Tickers
COIN
Tags
News
John Todaro
AI Generated
From
Benzinga
Cisco Systems Is 'A Shelter In The Storm': 5 Analysts Deep Dive Into FQ4 Print
August 17, 2023
Tickers
CSCO
Tags
News
Thomas Blakey
Meta Marshall
From
Benzinga
'See Reason For Owning Disney': Analysts Assess DTC Growth And PENN Sports Betting Deal
August 10, 2023
Tickers
AAPL
DIS
ESPN
GOOG
Tags
streaming platforms
Analyst Color
ESPN
From
Benzinga
Roblox Analysts Divided On Timing Of Margin Expansion, $5B Market Cap Correction Is 'Excessive'
August 10, 2023
Tickers
RBLX
Tags
Mike Hickey
Expert Ideas
Movers
From
Benzinga
Will Apple Buy Disney, Analyst Weighs In After Mouse House's Q3 Print
August 10, 2023
Tickers
AAPL
DIS
ESPN
PENN
Tags
Daniel Ives
Top Stories
News
From
Benzinga
Lyft's Q2 Earnings Impress, But Q4 Expectations Worry Analysts
August 09, 2023
Tickers
LYFT
Tags
Needham
Reiteration
Trading Ideas
From
Benzinga
Penn Entertainment Analysts On 'Landscape-Changing' Sports Betting Deal With ESPN: 'This Move Makes Sense'
August 09, 2023
Tickers
CMCSA
CZR
DIS
DKNG
Tags
CMCSA
MGM
Barstool Sports
From
Benzinga
Twilio Beats Q2 Expectations But Analysts See Challenges Ahead: 'Macro Headwinds Remain'
August 09, 2023
Tickers
TWLO
Tags
Earnings
Ittai Kidron
Benzinga
From
Benzinga
Lucid Group's Q2 Deliveries 'Disappointing,' Yet Saudi Arabia Shipments Seen As Positive: Analyst Insights On Earnings
August 08, 2023
Tickers
LCID
Tags
Needham
Reiteration
Andres Sheppard
From
Benzinga
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.