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 >
Coinbase Q4 Results And Guidance 'Encouraging' But Regulatory Risks Remain: Why Analysts Are Mixed On Ratings, Price Targets
February 22, 2023
Tickers
COIN
Tags
JMP Securities
cryptocurrency trading
John Todaro
From
Benzinga
Riot Platforms Is Flush With Cash, Debt Free And Will Gain Market Share: Analyst
February 21, 2023
Tickers
RIOT
Tags
Needham
RIOT
Initiation
From
Benzinga
DraftKings 3.0: Analysts Raise Price Targets After Q4 Beat, Focus On Profitability
February 17, 2023
Tickers
DKNG
Tags
Bernie McTernan
Shaun Kelley
Top Stories
From
Benzinga
5 HubSpot Analysts Raise Their Price Targets After Better-Than-Expected Earnings
February 17, 2023
Tickers
HUBS
Tags
Analyst Ratings
Earnings
Brent Bracelin
From
Benzinga
Roku Gets Apple iOS Comparison, Price Target Raises From Analysts After Q4 Beat
February 16, 2023
Tickers
AAPL
ROKU
Tags
Analyst Ratings
Oppenheimer
Laura Martin
From
Benzinga
5 Twilio Analysts On Q4 Results: 'Recent Operational Focus Has Started To Bear Fruit'
February 16, 2023
Tickers
TWLO
Tags
Trading Ideas
Ryan Koontz
KeyBanc Capital Markets
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
Analyst Color
Joseph Vafi
Fintech Stocks
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
HBO Max
Disney World
Avatar: The Way of Water
From
Benzinga
3 Chegg Analysts Are Disappointed With Guidance: Are ChatGBT, AI Apps A Threat?
February 07, 2023
Tickers
CHGG
Tags
Earnings
Analyst Ratings
KeyBanc Capital Markets
From
Benzinga
Amazon's Retail Strength Outshines AWS Slowdown, Analysts Are Raising Price Targets
February 03, 2023
Tickers
AMZN
AWS
Tags
Price Target
ecommerce stocks
Mark Shmulik
From
Benzinga
Why These 4 Alphabet Analysts Are Divided Over Q4 Results
February 03, 2023
Tickers
GOOGL
TECH
Tags
Oppenheimer
Rosenblatt Securities
Earnings
From
Benzinga
Apple Earnings 'Not A Slam Dunk': 4 Analyst Takes On Tech Giant's Mixed Report
February 03, 2023
Tickers
AAPL
TECH
Tags
Needham
News
Top Stories
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
iOS
Analyst Color
Laura Martin
From
Benzinga
Netflix Analysts Are Raising Price Targets After Q4 Beat, Even The Ones With Sell And Neutral Ratings: Here's Why
January 20, 2023
Tickers
NFLX
Tags
Price Target
Benjamin Swinburne
Barton Crockett
From
Benzinga
Why TSMC Shares Are Rallying Despite Lackluster Q1 Guidance
January 12, 2023
Tickers
TECH
TSM
Tags
Tech
Earnings Call
Benzinga
From
Benzinga
Etsy Has A 'Secret Sauce' That Should Drive Upside: Analyst
January 04, 2023
Tickers
ETSY
Tags
Anna Andreeva
Market News
Benzinga
From
Benzinga
5 Analysts Examine Micron Technology Following Earnings Miss, Layoffs Announcement
December 22, 2022
Tickers
MU
TECH
Tags
Raymond James
Benzinga
MU
From
Benzinga
Here's What 2 Analysts Think About Chewy's Earnings Beat
December 09, 2022
Tickers
CHWY
PETS
Tags
Trading Ideas
CHWY
Steven Shemesh
From
Benzinga
C3.ai Analysts Mixed After FQ2 Print: 'Investors Justifiably Skeptical,' But Long-Term Opportunity Looks Promising
December 08, 2022
Tickers
AI
Tags
Analyst Color
Movers
JMP Securities
From
Benzinga
6 MongoDB Analysts React To Q3 Beat And Raise, As Stock Spikes 20% On Earnings Report
December 07, 2022
Tickers
MDB
Tags
Sanjit Singh
Market News
Benzinga
From
Benzinga
Marvell Technology's Shortfall Drivers Are A Concern: 5 Analysts Offer Takes On FQ3 Print
December 02, 2022
Tickers
MRVL
Tags
Market News
Raymond James
Benzinga
From
Benzinga
8 Zscaler Analysts Offer Their Takes On Q3 Print: Why The Company May 'Need To Tread Carefully Throughout FY23'
December 02, 2022
Tickers
ZS
Tags
Reiteration
Jonathan Ruykhaver
Movers
From
Benzinga
5 Salesforce Analysts Offer Their Takes On Q3 Print, Taylor's Departure As Co-CEO
December 01, 2022
Tickers
CRM
Tags
Analyst Ratings
Analyst Color
Needham
From
Benzinga
6 Zoom Analysts Offer Key Takeaways After Stock Plummets On Heels Of Q3 Earnings
November 22, 2022
Tickers
ZM
Tags
Market News
Benzinga
Needham
From
Benzinga
Bob Iger To Bring 'Profit Accountability': 3 Disney Analysts Discuss CEO's Return
November 21, 2022
Tickers
DIS
NFLX
Tags
Price Target
NFLX
Market News
From
Benzinga
3 Applied Materials Analysts On Earnings After Report Triggers A Rally
November 18, 2022
Tickers
AMAT
TECH
Tags
Price Target
Tech
Benzinga
From
Benzinga
Gaming Demand, China Concerns, Data Center Records: 5 Nvidia Analysts Have Mixed Reactions To Q3 Earnings
November 17, 2022
Tickers
NVDA
Tags
Melissa Fairbanks
Benzinga
Market News
From
Benzinga
These 3 Unity Software Analysts Offer Their Takeaways On Q3 Print
November 10, 2022
Tickers
U
Tags
News
Mike Hickey
Bernie McTernan
From
Benzinga
Rivian Heads In The Right Direction: Anaysts Lower Price Targets, Remain Cautiously Optimistic
November 10, 2022
Tickers
LCID
RIVN
TSLA
Tags
LCID
Michael Shlisky
Analyst Color
From
Benzinga
Disney's Stock Suffers Double Trouble With Ron DeSantis Win, Earnings Miss
November 09, 2022
Tickers
DIS
NFLX
Tags
Analyst Ratings
Politics
theme park stocks
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.