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 PT Changes
Recent news which mentions PT Changes
< Previous
1
2
...
26
27
28
29
30
31
32
33
Next >
These Analysts Cut Their Forecasts On Cognex Following Q2 Results
August 02, 2024
Tickers
CGNX
NEWS
Tags
Benzinga
Price Target
Markets
From
Benzinga
DoorDash Analysts Boost Their Forecasts After Strong Sales
August 02, 2024
Tickers
DASH
NEWS
Tags
Analyst Ratings
Market News
PT Changes
From
Benzinga
These Analysts Revise Their Forecasts On Atlassian After Q4 Results
August 02, 2024
Tickers
NEWS
TEAM
Tags
Earnings
Markets
Trading Ideas
From
Benzinga
These Analysts Cut Their Forecasts On Snap After Weak Sales
August 02, 2024
Tickers
NEWS
SNAP
Tags
Price Target
Benzinga
SNAP
From
Benzinga
Microchip Technology Analysts Slash Their Forecasts After Q1 Results
August 02, 2024
Tickers
MCHP
NEWS
Tags
MCHP
Markets
Earnings
From
Benzinga
Apple To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Friday
August 02, 2024
Tickers
AAPL
AER
AMZN
CNP
Tags
Pre/Market Outlook
CNP
News
From
Benzinga
These Analysts Revise Their Forecasts On Waters After Q2 Results
August 01, 2024
Tickers
NEWS
WAT
Tags
Benzinga
Price Target
Markets
From
Benzinga
Exact Sciences Analysts Slash Their Forecasts After Q2 Results
August 01, 2024
Tickers
EXAS
NEWS
Tags
Analyst Ratings
Market News
PT Changes
From
Benzinga
These Analysts Boost Their Forecasts On Kraft Heinz After Upbeat Earnings
August 01, 2024
Tickers
KHC
NEWS
Tags
News
KHC
Market News
From
Benzinga
These Analysts Cut Their Forecasts On Marriott After Q2 Results
August 01, 2024
Tickers
MAR
NEWS
Tags
Analyst Ratings
PT Changes
Market News
From
Benzinga
T-Mobile Analysts Raise Their Forecasts After Better-Than-Expected Q2 Results
August 01, 2024
Tickers
NEWS
TMUS
Tags
Market News
PT Changes
Analyst Ratings
From
Benzinga
These Analysts Boost Their Forecasts On Match Group Following Upbeat Sales
August 01, 2024
Tickers
MTCH
NEWS
Tags
Benzinga
Price Target
Markets
From
Benzinga
Mastercard Analysts Increase Their Forecasts Following Upbeat Results
August 01, 2024
Tickers
MA
NEWS
Tags
MA
PT Changes
Market News
From
Benzinga
Meta To Rally Around 35%? Here Are 10 Top Analyst Forecasts For Thursday
August 01, 2024
Tickers
ALL
DAWN
GEV
GKOS
Tags
analyst forecasts
GEV
Analyst Ratings
From
Benzinga
These Analysts Revise Their Forecasts On Repligen Following Q2 Results
July 31, 2024
Tickers
NEWS
RGEN
Tags
Trading Ideas
Earnings
Markets
From
Benzinga
These Analysts Increase Their Forecasts On S&P Global Following Better-Than-Expected Earnings
July 31, 2024
Tickers
NEWS
SPGI
Tags
Analyst Ratings
Market News
PT Changes
From
Benzinga
Watsco Analysts Increase Their Forecasts Following Q2 Results
July 31, 2024
Tickers
NEWS
WSO
Tags
News
Market News
PT Changes
From
Benzinga
These Analysts Raise Their Forecasts On Leidos Following Strong Earnings
July 31, 2024
Tickers
LDOS
NEWS
Tags
Earnings
Markets
Trading Ideas
From
Benzinga
Mondelez Analysts Boost Their Forecasts After Upbeat Earnings
July 31, 2024
Tickers
MDLZ
NEWS
Tags
MDLZ
Markets
Earnings
From
Benzinga
Merck Analysts Slash Their Forecasts After Q2 Results
July 31, 2024
Tickers
MRK
NEWS
Tags
Price Target
Benzinga
Trading Ideas
From
Benzinga
These Analysts Cut Their Forecasts On CarParts.com Following Q2 Loss
July 31, 2024
Tickers
NEWS
PRTS
Tags
Price Target
Benzinga
Markets
From
Benzinga
Benchmark Electronics Analysts Increase Their Forecasts After Better-Than-Expected Earnings
July 31, 2024
Tickers
BHE
NEWS
Tags
Price Target
Benzinga
BHE
From
Benzinga
These Analysts Boost Their Forecasts On Gartner Following Upbeat Earnings
July 31, 2024
Tickers
IT
NEWS
Tags
PT Changes
Market News
Analyst Ratings
From
Benzinga
Skyworks Solutions Analysts Boost Their Forecasts After Q3 Results
July 31, 2024
Tickers
NEWS
SWKS
Tags
Benzinga
SWKS
Price Target
From
Benzinga
Microsoft To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Wednesday
July 31, 2024
Tickers
CNO
EA
HUBB
IQ
Tags
Trading Ideas
MSFT
Markets
From
Benzinga
Woodward Analysts Slash Their Forecasts After Q3 Results
July 30, 2024
Tickers
NEWS
WWD
Tags
Price Target
Benzinga
Trading Ideas
From
Benzinga
These Analysts Slash Their Forecasts On Lattice Semiconductor After Downbeat Earnings
July 30, 2024
Tickers
LSCC
NEWS
Tags
Trading Ideas
Earnings
LSCC
From
Benzinga
Integra LifeSciences Analysts Cut Their Forecasts After Q2 Results
July 30, 2024
Tickers
IART
NEWS
Tags
News
Market News
PT Changes
From
Benzinga
Symbiotic Analysts Slash Their Forecasts After Weak Earnings
July 30, 2024
Tickers
NEWS
SYM
Tags
SYM
News
Analyst Ratings
From
Benzinga
GE Aerospace To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday
July 30, 2024
Tickers
AMKR
FFIV
GE
HOLX
Tags
FFIV
analyst forecasts
AMKR
From
Benzinga
< Previous
1
2
...
26
27
28
29
30
31
32
33
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.