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 >
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
February 06, 2025
Tickers
DIS
Tags
Michael NG
Analyst Ratings
Goldman Sachs
From
Benzinga
Uber Posts Robust Q4 Bookings: Analysts Weigh In On Autonomous Vehicle Threat
February 06, 2025
Tickers
UBER
Tags
Stories That Matter
JMP Securities
Analyst Color
From
Benzinga
Alphabet Stock 'Should Trade At A Premium': 5 Analysts Highlight AI, CapEx, How Much YouTube Could Be Worth
February 05, 2025
Tickers
AI
GOOG
GOOGL
TECH
Tags
Stories That Matter
Price Target
Analyst Color
From
Benzinga
Intel Attempts Turnaround, Analysts 'Remain On The Sidelines'
January 31, 2025
Tickers
AMD
INTC
NEWS
TECH
Tags
Stifel
Benchmark
Market News
From
Benzinga
Apple's 'Better Than Feared' Guidance Calms iPhone, AI, China Concerns: 7 Analyst Reactions
January 31, 2025
Tickers
AAPL
AI
TECH
Tags
Expert Ideas
Reiteration
Benzinga
From
Benzinga
Tesla Analysts Highlight FSD, Robotaxis, New Vehicles For Growth: 'Elon Has Never Sounded So Bullish'
January 30, 2025
Tickers
AI
EVS
FSD
TSLA
Tags
Mark Delaney
Andres Sheppard
Stories That Matter
From
Benzinga
Qorvo's Outlook Shaped By Apple, Restructuring Moves, 6 Analysts Weigh In
January 29, 2025
Tickers
AAPL
QRVO
Tags
Needham
Oppenheimer
Rick Schafer
From
Benzinga
Meta Q4 Earnings Preview: Analysts Say Advertising Strength Could Drive 'Above-Industry Topline Growth'
January 28, 2025
Tickers
AI
META
TECH
Tags
TikTok Ban
TikTok
Trading Ideas
From
Benzinga
Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
January 22, 2025
Tickers
NFL
NFLX
Tags
Analyst Ratings
Jake Paul
BMO Capital
From
Benzinga
On Holding Delivers Strong Holiday Performance, Remains A 'Momentum Story' In 2025, Says Bullish Analyst
January 15, 2025
Tickers
ONON
Tags
Long Ideas
Top Stories
Tom Nikic
From
Benzinga
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
January 14, 2025
Tickers
IPOS
TTAN
Tags
Long Ideas
TTAN
IPOs
From
Benzinga
Lululemon Athletica's US Sales Recover, Trends Could Accelerate This Quarter, Says Bullish Analyst
January 10, 2025
Tickers
LULU
Tags
retail
LULU
Long Ideas
From
Benzinga
Detroit Lions Take Bite Out Of Sportsbooks: Analyst Advises Patience After Flutter Cuts Guidance
January 08, 2025
Tickers
FLUT
NFL
Tags
Trading Ideas
Fanduel
Sports
From
Benzinga
Nike Stock Turnaround Path Clear, Analyst Says: 'Getting Back To Winning Takes Time'
December 20, 2024
Tickers
FL
NKE
Tags
Stories That Matter
Piper Sandler
Price Target
From
Benzinga
MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst
December 10, 2024
Tickers
MDB
TECH
Tags
Patrick Colville
Miller Jump
Benzinga
From
Benzinga
Trump's Beer Tariffs Cloud Sector: Molson Coors Is Well Positioned, But This Is The 'Best Company In The Beverage Space,' Says Analyst
December 06, 2024
Tickers
BEER
STZ
TAP
Tags
Analyst Ratings
Analyst Color
TAP
From
Benzinga
Chewy Posts Q3 Sales Beat: Analysts Say Successful Cyber Week Could Lead To Higher Lifetime Value Customers
December 05, 2024
Tickers
CHWY
PETS
Tags
Analyst Ratings
Analyst Color
Price Target
From
Benzinga
ChargePoint Q3 Results Some Restructuring Benefits, Analysts Say: Expect 'Return To Growth In 2025'
December 05, 2024
Tickers
CHPT
Tags
JPMorgan
Trading Ideas
Mickey Legg
From
Benzinga
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
December 04, 2024
Tickers
OKTA
TECH
Tags
Oppeneheimer
KeyBanc Capital Markets
Adam Borg
From
Benzinga
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
December 04, 2024
Tickers
AI
CRM
TECH
Tags
Stories That Matter
RBC Capital Markets
Piper Sandler
From
Benzinga
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
December 03, 2024
Tickers
ZS
Tags
Trading Ideas
Mike Cikos
John DiFucci
From
Benzinga
Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Coming, Recommends To Add Shares On Pullbacks
December 03, 2024
Tickers
CRM
TECH
Tags
CRM
Agentforce
Needham
From
Benzinga
DOJ Targets Google Chrome, Poll Shows 64% Oppose Alphabet Breakup: YouTube Seen As Top Prize
November 22, 2024
Tickers
GOOG
GOOGL
TECH
Tags
Tech
Laura Martin
GOOGL
From
Benzinga
Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'
November 21, 2024
Tickers
AI
NVDA
TECH
Tags
CJ Muse
artificial intelligence
Goldman Sachs
From
Benzinga
Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration
November 21, 2024
Tickers
PANW
Tags
Cantor Fitzgerald
Jonathan Ruykhaver
Ittai Kidron
From
Benzinga
Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
November 15, 2024
Tickers
AMAT
Tags
Reiteration
C/J/ Muse
Earnings Beats
From
Benzinga
Kulicke And Soffa Industries Likely To Win Order From Leading Semiconductor Company, Says Bullish Analyst
November 15, 2024
Tickers
KLIC
TECH
TSM
Tags
Stories That Matter
Movers
Tech
From
Benzinga
Bitcoin Miner Hut 8 Shares Dip Despite Strong Q3; Analysts Remain Bullish On AI, Crypto Potential
November 14, 2024
Tickers
BITCOMP
HUT
USD-BITSTAMP
Tags
Reiteration
Expert Ideas
bitcoin
From
Benzinga
Disney Q4 Earnings Preview: Disney+ Profitability, Deadpool Box Office Success Top Items To Watch
November 13, 2024
Tickers
DIS
ESPN
Tags
Trading Ideas
Needham
Entertainment
From
Benzinga
Block Reports Mixed Q3, Analysts Consider Preliminary 2025 Outlook As Aggressive
November 08, 2024
Tickers
SQ
Tags
Oppeneheimer
Top Stories
SQ
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.