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 Oatly Group AB
Recent news which mentions Oatly Group AB
Oatly shares pop as oat milk maker brings dairy-free flavors to Carvel ice cream shops
January 22, 2024
Tags
Food and Beverage
Food and drink
Restaurants
From
CNBC.com News
Vita Coco wants its coconut water be your cocktail mixer — and your hangover cure
February 10, 2023
Tags
Diageo PLC
Allbirds Inc
PepsiCo Inc/
From
CNBC.com News
Stocks making the biggest moves midday: Microsoft, Moderna, Mobileye, Chegg and more
January 18, 2023
Tags
Market Insider
Gap Inc
Chegg Inc
From
CNBC.com News
Stocks making the biggest moves premarket: United Airlines, Moderna, IBM and more
January 18, 2023
Tags
stocks
Stock markets
Business
From
CNBC.com News
Stocks making the biggest moves midday: Oatly, Amazon, Hasbro and more
November 14, 2022
Tags
Biogen Inc
Hasbro Inc
Datadog Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Hasbro, Oatly, Advanced Micro Devices and more
November 14, 2022
Tags
Teva Pharmaceutical Industries Ltd
Amazon/com Inc
Earnings
From
CNBC.com News
Jim Cramer's 'dirty dozen' stocks that underscore the carnage in the IPO market
September 27, 2022
Tags
Markets
Business News
Mad Money
From
CNBC.com News
Stocks making the biggest moves midday: Rent the Runway, Meta, Oatly, Adobe & more
September 13, 2022
Tags
Credit Suisse Group AG
Finance
Markets
From
CNBC.com News
Stocks making the biggest moves premarket: Rent the Runway, Oracle, Wolfspeed and more
September 13, 2022
Tags
Market Insider
Oatly Group AB
Nintendo Co Ltd
From
CNBC.com News
The plant-based food industry is facing a reset as Beyond Meat and Oatly shares suffer
May 14, 2022
Tags
Maple Leaf Foods Inc
Food and Beverage
Retail
From
CNBC.com News
Russia's Ukraine conflict, big inflation report will keep the stock market volatile in coming week
March 04, 2022
Tags
Campbell Soup Co
Ulta Beauty Inc
Vera Bradley Inc
From
CNBC.com News
Stocks making the biggest moves midday: American Airlines, Gap, Moderna and more
November 30, 2021
Tags
HSBC Holdings PLC
Norwegian Cruise Line Holdings Ltd
Pfizer Inc
From
CNBC.com News
What to watch today: Dow futures drop sharply as omicron fears resurface
November 30, 2021
Tags
Philip Morris International Inc
British American Tobacco PLC
Dollar Tree Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Regeneron, Moderna, Dollar Tree and more
November 30, 2021
Tags
Meta Platforms Inc
Twitter Inc
Markets
From
CNBC.com News
What Cramer is watching in the market Monday, including a big tech trend emerging
November 22, 2021
Tags
ETSY Inc
Microsoft Corp
Breaking News: Markets
From
CNBC.com News
Stocks making the biggest moves midday: Nvidia, Kohl's, Macy's and more
November 18, 2021
Tags
U/S/ Markets
Breaking News: Markets
Bath & Body Works Inc
From
CNBC.com News
Chobani files to go public through initial public offering as its yogurt sales rise
November 17, 2021
Tickers
IPO
Tags
Lifestyle
Vita Coco Company Inc
Deals & IPOs
From
CNBC.com News
What Jim Cramer is watching in the market Tuesday
November 16, 2021
Tags
Investing
Palo Alto Networks Inc
UnitedHealth Group Inc
From
CNBC.com News
Stocks making the biggest moves midday: Boeing, Dollar Tree, Tesla and more
November 15, 2021
Tags
Breaking News: Markets
23andMe Holding Co/
Economy
From
CNBC.com News
What Jim Cramer is watching in the market Monday
November 15, 2021
Tags
Chevron Corp
Deere & Co
Cisco Systems Inc
From
CNBC.com News
What to watch today: Dow set to jump 100 points after breaking 5-week winning streak
November 15, 2021
Tags
Royal Dutch Shell PLC
Boeing Co
morning brief
From
CNBC.com News
Stocks making the biggest moves in the premarket: Oatly, Tesla, Dollar Tree and more
November 15, 2021
Tags
Earnings
US: News
EVGO Inc/
From
CNBC.com News
Pricier shipping containers and port delays haven't slowed Vita Coco's growth, co-CEO says
October 21, 2021
Tickers
IPO
IPOS
Tags
Mergers and acquisitions
Retail industry
Breaking News: Business
From
CNBC.com News
Stocks making the biggest moves midday: Marathon Oil, General Motors, Oatly and more
October 08, 2021
Tags
Devon Energy Corp
Finance
Altice USA Inc
From
CNBC.com News
What to watch today: Stock futures bounce around after disappointing employment report
October 08, 2021
Tags
Nike Inc
Accolade Inc
morning brief
From
CNBC.com News
Stocks making the biggest moves premarket: Tesla, Quidel, Chubb and more
October 08, 2021
Tags
Allogene Therapeutics Inc
Quidel Corp
Business
From
CNBC.com News
Stocks making the biggest moves midday: Apple, Cigna, Affirm and more
September 10, 2021
Tags
Investing
Aspen Aerogels Inc
Markets
From
CNBC.com News
What to watch today: Markets look lower on concerns over China growth and Fed taper
August 16, 2021
Tags
Coinbase Global Inc
Chipotle Mexican Grill Inc
Seagate Technology Holdings PLC
From
CNBC.com News
Stocks making the biggest moves in the premarket: Sonos, MicroStrategy, Seagate Technology, and more
August 16, 2021
Tags
Seagate Technology Holdings PLC
Earnings
Microstrategy Inc
From
CNBC.com News
Minorities and women are finally getting a seat at the IPO underwriting table
August 14, 2021
Tickers
IPO
IPOS
Tags
Marqeta Inc
Airbnb Inc
JPMorgan Chase & Co
From
CNBC.com News
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.