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 >
Penn Entertainment Analysts Say 'All Eyes Remain On ESPN Bet' After Q3 Earnings Miss
November 08, 2024
Tickers
ESPN
PENN
Tags
PENN
Barry Jonas
ESPN Bet
From
Benzinga
DraftKings Guidance Hit By Unfavorable NFL Outcomes: Analysts Focused On 2025
November 08, 2024
Tickers
DKNG
NFL
Tags
Mike Hickey
Price Target
Analyst Ratings
From
Benzinga
Airbnb's Margins Under Pressure Despite Q3 Beat, Analysts Caution
November 08, 2024
Tickers
ABNB
Tags
JPMorgan
Scott Devitt
Eric Sheridan
From
Benzinga
Rivian Stock 'Long-Term Winner' In Gas-To-Electric Transition: Analyst
November 08, 2024
Tickers
RIVN
VWAGY
Tags
Analyst Ratings
electric pickup trucks
Alexander Potter
From
Benzinga
Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
November 07, 2024
Tickers
ARM
TECH
Tags
KeyBanc Capital Markets
Trading Ideas
Needham
From
Benzinga
Lyft's Bookings Guidance Bests Uber, Analyst Says: 'Better Than Feared'
November 07, 2024
Tickers
DASH
DOOR
LYFT
UBER
Tags
mobility
DOOR
Bernie McTernan
From
Benzinga
DraftKings Q3 Earnings Highlights: NFL In Focus, Will Missouri Legalization Factor Into Guidance?
November 06, 2024
Tickers
DKNG
FLUT
NFL
Tags
Fanduel
Earnings
Trading Ideas
From
Benzinga
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
November 01, 2024
Tickers
AMZN
AWS
TECH
Tags
Nicholas Jones
Amazon Prime
AMZN
From
Benzinga
Intel Struggles With Market Share, Profitability: Q3 Analyst Insights
November 01, 2024
Tickers
INTC
NEWS
TECH
Tags
KeyBanc Capital Markets
semiconductors
Needham
From
Benzinga
Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'
November 01, 2024
Tickers
AAPL
AI
TECH
Tags
Needham
Tim Cook
Wamsi Mohan
From
Benzinga
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
October 30, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
Laura Martin
Brian Nowak
Jason Hlefstein
From
Benzinga
PayPal Shares Tank After Q3 Results, Analysts Say Management Is 'Executing Well' On Re-Alignment Initiatives
October 30, 2024
Tickers
PYPL
Tags
Market News
Alex Markgraff
PYPL
From
Benzinga
ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery
October 29, 2024
Tickers
ON
SHL
Tags
SHL
Quinn Bolton
JPMorgan
From
Benzinga
Alphabet Q3 Earnings Preview: Antitrust Probe, 2024 Election, Streak Of Revenue Beats And More For Investors To Watch
October 28, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
Department of Justice
Benzinga
Wedbush
From
Benzinga
Tesla Q3 'An Unexpectedly Good Quarter': 10 Analysts On Earnings, Margins, FSD, Robotaxis, More
October 24, 2024
Tickers
FSD
TSLA
Tags
Wedbush
Colin Rusch
Reiteration
From
Benzinga
Similarweb Analyst Initiates Coverage, Praises Tel Firm For 'Rapidly Improving Profitability'
October 21, 2024
Tickers
SMWB
Tags
Market News
SMWB
Benzinga
From
Benzinga
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
October 18, 2024
Tickers
NFL
NFLX
Tags
Needham
media stocks
Trading Ideas
From
Benzinga
Disney's Streaming Surge, Epic Games Deal Among Key Growth Drivers, Says Analyst
September 26, 2024
Tickers
CHTR
DIS
NEWS
Tags
Stories That Matter
Analyst Ratings
Analyst Color
From
Benzinga
Flutter Analyst Sees 'Significant Earnings Power' With Growing Duopoly, Sports Betting Market Size: 'Add It To The Bet Slip'
September 23, 2024
Tickers
DKNG
FLUT
Tags
Price Target
FLUT
Analyst Ratings
From
Benzinga
Apple Revenue Growth 'Just Too Slow For Investors To Get Excited About': Analyst Highlights Advertising As Future Catalyst
September 19, 2024
Tickers
AAPL
TECH
Tags
Price Target
Laura Martin
Analyst Color
From
Benzinga
DraftKings, Sportsbooks Could Benefit From Week 2 NFL Underdogs Winning
September 16, 2024
Tickers
DKNG
FLUT
NFL
PENN
Tags
Bernie McTernan
Trading Ideas
Sports
From
Benzinga
Amazon E-Commerce Is A 'Loss-Leader' ... Its Real Money Is In 'Services,' Says Analyst
September 12, 2024
Tickers
AMZN
CLIX
FDIS
ONLN
Tags
ecommerce
AMZN
FDIS
From
Benzinga
Apple Analysts Mixed After Glowtime Event: iPhone 16 Could 'Drive Upgrades,' But 'Next Year Will Be Better'
September 10, 2024
Tickers
AAPL
TECH
Tags
iPhone
Morgan Stanley
Oppenheimer
From
Benzinga
DraftKings Wins In Week 1 NFL Season, App Moves Up Rankings: 'A Good Weekend For The Sportsbooks'
September 09, 2024
Tickers
DKNG
FLUT
GENI
NFL
Tags
Cincinnati Bengals
Bernie McTernan
Sports
From
Benzinga
Docusign Reports Beat-And-Raise Quarter, But These Analysts Have Some Concerns
September 06, 2024
Tickers
DOCU
Tags
Top Stories
Needham
Scott Berg
From
Benzinga
Zscaler Delivers Upbeat Q4 Guidance: 7 Analysts Cut Forecasts On 'Incremental Risk'
September 04, 2024
Tickers
ZS
Tags
ZS
KeyBanc Capital Markets
Adam Borg
From
Benzinga
DraftKings Stock Ahead Of 2024 NFL Season: Analyst Says Promos 'More Aggressive Than Last Year'
September 03, 2024
Tickers
DIS
DKNG
ESPN
FLUT
Tags
Analyst Color
Analyst Ratings
Price Target
From
Benzinga
SentinelOne Posts Q2 Beat, 6 Analysts Cite Benefits Of CrowdStrike Customer Churn: 'Outage Was A Net Positive'
August 28, 2024
Tickers
CRWD
S
TECH
Tags
DA Davidson
Trevor Walsh
KeyBanc Capital Markets
From
Benzinga
Peloton Pedals Back To Profit: Analysts Weigh In On Company's Growth Plan
August 23, 2024
Tickers
PTON
Tags
JPMorgan
Doug Anmuth
Macquarie Equity Research
From
Benzinga
Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
August 23, 2024
Tickers
WDAY
Tags
Needham
Scott Berg
Trading Ideas
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.