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
...
15
16
17
18
19
20
21
22
Next >
Chewy Barking Up Right Tree: Most Analysts Bullish Even As Stock Crashes After Q4 Print
March 23, 2023
Tickers
CHWY
Tags
Dylan Carden
Anna Andreeva
Needham
From
Benzinga
Nvidia CEO Proclaims AI's 'iPhone Moment' Has Begun: Analysts Respond
March 22, 2023
Tickers
GOOGL
MSFT
NVDA
ORCL
Tags
ORCL
Rick Schafer
Rajvindra Gill
From
Benzinga
LivePerson Analysts Hug The Sidelines On Q4 Print, Lower Outlook
March 16, 2023
Tickers
LPSN
Tags
Downgrades
Needham
Earnings
From
Benzinga
3 Gitlab Analysts React To Q4 Print As Stock Drops 28% On Tuesday
March 14, 2023
Tickers
GTLB
Tags
Trading Ideas
Mike Cikos
Expert Ideas
From
Benzinga
What These 4 DocuSign Analysts Have To Say About Q4 Print
March 10, 2023
Tickers
DOCU
Tags
Scott Berg
DOCU
JMP Securities
From
Benzinga
5 MongoDB Analysts Are Disappointed: 'Tepid Growth' Overshadows Q4 Revenue Beat
March 09, 2023
Tickers
MDB
Tags
Top Stories
Benzinga
Ittai Kidron
From
Benzinga
7 CrowdStrike Holdings Analysts Dissect The 'Solid' Beat And Raise Quarter
March 08, 2023
Tickers
CRWD
Tags
Jonathan Ruykhaver
Mizuho Securities
Guggenheim Securities
From
Benzinga
6 Marvell Technology Analysts On FQ4 Results: 'Near-Term Weakness, Long-Term Opportunity'
March 03, 2023
Tickers
MRVL
Tags
KeyBanc Capital Markets
Cody Acree
Expert Ideas
From
Benzinga
6 Zscaler Analysts On Disappointing Results, Guidance - But There Are 'Positives'
March 03, 2023
Tickers
ZS
Tags
Benzinga
Expert Ideas
Daniel Ives
From
Benzinga
Tesla Analysts Praise Vertical Integration After Investor Day, But Want More From Elon Musk: 'Long On Vision, Short On Specifics'
March 02, 2023
Tickers
TSLA
Tags
Expert Ideas
TSLA
Trading Ideas
From
Benzinga
These 5 Okta Analysts Changed Their Price Targets After FQ4 Print
March 02, 2023
Tickers
OKTA
Tags
Trading Ideas
BMO Capital Markets
Benzinga
From
Benzinga
7 Salesforce Analysts On Q4 Earnings: 'Nearly Everything Investors Could Hope For'
March 02, 2023
Tickers
CRM
Tags
Brent Bracelin
Top Stories
Daniel Ives
From
Benzinga
Zoom's Growth Stalls In 'More Challenging Macro Environment': What 5 Analysts Say Comes Next After Q4 Earnings
February 28, 2023
Tickers
TECH
ZM
Tags
Top Stories
Tech
KeyBanc
From
Benzinga
4 Block Analysts Offer Q4 Print Insights: Solid Results, Encouraging Profit Metrics
February 24, 2023
Tickers
SQ
Tags
Needham
Canaccord Genuity
Joseph Vafi
From
Benzinga
Lucid Analysts Mixed On Ratings, Price Targets But Praise Technology And This Item That's Better Than Tesla, Rivian
February 23, 2023
Tickers
EVS
LCID
RIVN
TSLA
Tags
Cantor Fitzgerald
Andres Sheppard
RIVN
From
Benzinga
Will Nvidia's Rally Continue After 'Solid' Q4 Print? 6 Analysts Take A Closer Look
February 23, 2023
Tickers
NVDA
Tags
Joseph Moore
Rajvindra Gill
Price Target
From
Benzinga
5 Etsy Analysts On Q4 Results: This 'Pandemic Winner' Emerged A Stronger Company
February 23, 2023
Tickers
ETSY
Tags
Anna Andreeva
Price Target
Needham
From
Benzinga
Coinbase Q4 Results And Guidance 'Encouraging' But Regulatory Risks Remain: Why Analysts Are Mixed On Ratings, Price Targets
February 22, 2023
Tickers
COIN
Tags
Price Target
JMP Securities
cryptocurrency trading platform
From
Benzinga
Riot Platforms Is Flush With Cash, Debt Free And Will Gain Market Share: Analyst
February 21, 2023
Tickers
RIOT
Tags
John Todaro
Benzinga
Small Cap
From
Benzinga
DraftKings 3.0: Analysts Raise Price Targets After Q4 Beat, Focus On Profitability
February 17, 2023
Tickers
DKNG
Tags
Analyst Ratings
Joseph Stauff
DKNG
From
Benzinga
5 HubSpot Analysts Raise Their Price Targets After Better-Than-Expected Earnings
February 17, 2023
Tickers
HUBS
Tags
News
Rishi Jaluria
Trading Ideas
From
Benzinga
Roku Gets Apple iOS Comparison, Price Target Raises From Analysts After Q4 Beat
February 16, 2023
Tickers
AAPL
ROKU
Tags
Raymond James
Reiteration
Needham
From
Benzinga
5 Twilio Analysts On Q4 Results: 'Recent Operational Focus Has Started To Bear Fruit'
February 16, 2023
Tickers
TWLO
Tags
Benzinga
Thomas Blakey
News
From
Benzinga
PayPal Shows Progress Being Made For Growth, Could Have EPS Upside With Conservative Guidance: What 7 Analysts Are Saying
February 10, 2023
Tickers
PYPL
Tags
Mayank Tandon
Price Target
Digital Payments
From
Benzinga
Disney+ Subscribers, Cost Cuts, Park Growth: What's The Biggest Item For Disney Analysts Going Forward?
February 09, 2023
Tickers
DIS
FOX
NFLX
WBD
Tags
Analyst Color
Analyst Ratings
RBC Capital
From
Benzinga
3 Chegg Analysts Are Disappointed With Guidance: Are ChatGBT, AI Apps A Threat?
February 07, 2023
Tickers
CHGG
Tags
Jason Celino
Downgrades
Needham
From
Benzinga
Amazon's Retail Strength Outshines AWS Slowdown, Analysts Are Raising Price Targets
February 03, 2023
Tickers
AMZN
AWS
Tags
Laura Martin
cloud stocks
Oppenheimer
From
Benzinga
Why These 4 Alphabet Analysts Are Divided Over Q4 Results
February 03, 2023
Tickers
GOOGL
TECH
Tags
Movers
Laura Martin
Oppenheimer
From
Benzinga
Apple Earnings 'Not A Slam Dunk': 4 Analyst Takes On Tech Giant's Mixed Report
February 03, 2023
Tickers
AAPL
TECH
Tags
Bernstein
News
General
From
Benzinga
'The Year Of The Efficient Rabbit': Why Analysts Are Raising Their Price Targets On Meta Platforms (Including One Doubling The PT)
February 02, 2023
Tickers
AAPL
GOOG
GOOGL
META
Tags
News
Android
General
From
Benzinga
< Previous
1
2
...
15
16
17
18
19
20
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.