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 >
Bitcoin Miami 2022 Showed An Institutional Shift, Says Analyst
April 13, 2022
Tickers
BITCOMP
BITF
BTC
CORZ
Tags
Penny Stocks
John Todaro
Bitcoin
From
Benzinga
You Can Now Register for VOTF Synod on Synodality Input Sessions for April & May
April 05, 2022
Tags
Needham
Massachusetts
Roman Catholic Church
From
PRLog
Coinbase Analyst Spells Bull Case: Forcasts $1.26B Additional Revenue From NFTs Alone
March 18, 2022
Tickers
COIN
Tags
Bitcoin
News
Ethereum
From
Benzinga
Why This Revolve Group Analyst Says Online Fashion Retailer Is A Buy
March 17, 2022
Tickers
RVLV
Tags
Coachella
RVLV
Needham
From
Benzinga
Coupa Analysts Unanimously Think Shares Are Fairly Valued Following Post-Earnings Sell-off; 'Improvement Will Take Time'
March 15, 2022
Tickers
COUP
SAP
TECH
Tags
Patrick Walravens
SAP
Market News
From
Benzinga
'Breaking The Mold For Security': 7 CrowdStrike Analysts React To Impressive Earnings Report
March 10, 2022
Tickers
CRWD
JMP
TECH
Tags
CRWD
Market News
Tech
From
Benzinga
Why 6 Apple Analysts Are Bullish Over 'Peek Performance' Event: iPhone SE Volume Upside, New iPad Air Domination, MLB Deal First Of Many
March 09, 2022
Tickers
AAPL
AMZN
DIS
FOXA
Tags
Analyst Ratings
FOXA
Morgan Stanley
From
Benzinga
4 Analysts Lower Price Target On C3.AI After Earnings: Here's Why
March 04, 2022
Tickers
AI
JMP
TECH
Tags
software stocks
AI
Trading Ideas
From
Benzinga
ChargePoint Analysts Term Q4 As Impressive, See Scope For Upside To Robust Guidance
March 03, 2022
Tickers
CHPT
EVS
Tags
Market News
Analyst Ratings
Jefferies
From
Benzinga
Coinbase Analysts Laud Strong Q4 Performance, But Wary Of Imminent Regulatory Risk And Trading Volume Outlook
February 26, 2022
Tickers
COIN
Tags
Oppenheimer
Cryptocurrency
Sean Horgan
From
Benzinga
5 Block Analysts Praise Q4 Earnings Beat, Cash App Outlook
February 26, 2022
Tickers
SQ
Tags
Bank of America
Needham
SQ
From
Benzinga
Moderna Rallies After Q4 Earnings: What 2 Analysts Have To Say About COVID-19 Stock
February 24, 2022
Tickers
MRNA
Tags
Joseph Stringer
Trading Ideas
Reiteration
From
Benzinga
10 Key Takeaways From FuboTV's Q4 Earnings
February 24, 2022
Tickers
FUBO
Tags
Market News
Analyst Ratings
News
From
Benzinga
3 Teladoc Health Analysts Give Mixed Prognosis Following Q4 Earnings
February 23, 2022
Tickers
TDOC
Tags
General
News
David Grossman
From
Benzinga
Roku's Stock Plummets 22%: Here's Why Some See A Buying Opportunity
February 21, 2022
Tickers
ROKU
Tags
Trading Ideas
Laura Martin
Bank of America
From
Benzinga
Why Nvidia Bulls Laud The Stock As 'Tough Not To Own' After Q4 Print
February 17, 2022
Tickers
AMD
INTC
NVDA
TECH
Tags
Analyst Ratings
Benzinga
John Pitzer
From
Benzinga
3 Roblox Analysts React To Q4 Earnings As Investors Pull Back
February 16, 2022
Tickers
NKE
RBLX
Tags
Reiteration
RBLX
Bank of America
From
Benzinga
5 Airbnb Analysts Bump Up Price Targets Following Q4 Print; 'Fundamental Outlook Promising'
February 16, 2022
Tickers
ABNB
Tags
Reiteration
Needham
Stephen Ju
From
Benzinga
4 Arista Networks Analysts Weigh In On Sustainability Of Strong Growth Following Q4 Print
February 15, 2022
Tickers
ANET
FB
MSFT
TECH
Tags
Simon Leopold
FB
Tech
From
Benzinga
Why This Netflix Analyst Says Bear Thesis Is Building
February 14, 2022
Tickers
NFLX
TECH
Tags
NFLX
Analyst Ratings
Market News
From
Benzinga
Zillow Analysts Say 'Execution And Innovation' Key To Achieve Long-Term Targets Following Q4 Print
February 11, 2022
Tickers
Z
Tags
Bernie McTernan
Tom White
Analyst Ratings
From
Benzinga
5 Uber Analysts Hail Q4 Revenue Beat, Omicron Rebound
February 10, 2022
Tickers
UBER
Tags
Earnings
Morgan Stanley
Benzinga
From
Benzinga
'Bringing Back The Magic': 4 Disney Analysts React To The Mouse's Q1 Beat
February 10, 2022
Tickers
DIS
Tags
Morgan Stanley
Earnings
Analyst Color
From
Benzinga
4 Enphase Energy Analysts Break Down Q4 Results As Stock Rallies
February 09, 2022
Tickers
ENPH
SEDG
Tags
Vikram Bagri
Analyst Color
KeyBanc Capital Markets
From
Benzinga
Lyft Stock Bounces After Q4 Earnings: 5 Top Analysts React To Revenue Beat, Rider Miss
February 09, 2022
Tickers
LYFT
Tags
Market News
KeyBanc
Analyst Ratings
From
Benzinga
Why This Analyst Thinks Netflix Can't Win Streaming Wars With Its Current Strategy
February 07, 2022
Tickers
NFLX
Tags
NFLX
Entertainment
General
From
Benzinga
70% Of Shiba Inu Traders On Coinbase Are Now Buying: How Does This Compare To Last Month?
February 04, 2022
Tickers
COIN
Tags
Market News
John Todaro
$SHIB
From
Benzinga
Coinbase Q4 Retail Activity Boosted By Shiba Inu's October Rally: Is Robinhood Missing Out?
February 01, 2022
Tickers
COIN
HOOD
Tags
John Todaro
$BCH
$BTC
From
Benzinga
Why 7 Apple Analysts Say Investors Should Take A Bite Of The Stock After Q1 Blowout
January 28, 2022
Tickers
AAPL
TECH
Tags
Analyst Ratings
Ivan Feinseth
Earnings
From
Benzinga
3 Tesla Analysts Discuss Their Reasons For Ratings And Price Targets After Q4 Results
January 27, 2022
Tickers
TSLA
Tags
TSLA
Needham
Reiteration
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.