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 PTC
Recent news which mentions PTC
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
Executives Sell Around $200M Of 5 Stocks
June 07, 2022
Tickers
ALL
CG
PBF
PTC
Tags
VNOM
PBF
News
From
Benzinga
3 Disruptive Tech Stocks to Go All In on Now
June 06, 2022
Tickers
PRLB
PTC
SYK
Tags
Stocks to Buy
Market News
NYSE:PRLB,NASDAQ:PTC,NYSE:SYK
From
InvestorPlace
3 Hot Stocks That Can Live Up to Their Lofty Valuations
May 25, 2022
Tickers
CGNX
HON
PTC
Tags
Market News
HON
Recent Press Releases
From
Motley Fool
This High-Growth Stock Is About to Break Free
May 12, 2022
Tickers
PTC
Tags
PTC
Market News
Recent Press Releases
From
Motley Fool
3 Growth Stocks That Are Defying the Nasdaq in 2022
April 29, 2022
Tickers
HON
PLL
PTC
Tags
PTC
Market News
HON
From
Motley Fool
74 Biggest Movers From Yesterday
April 29, 2022
Tickers
AAP
ACCD
ACHR
AGRX
Tags
XBIO
LYTS
Benzinga
From
Benzinga
Why PTC Stock Skyrocketed Higher Today
April 28, 2022
Tickers
PTC
Tags
Market News
Recent Press Releases
PTC
From
Motley Fool
12 Information Technology Stocks Moving In Thursday's Intraday Session
April 28, 2022
Tickers
AIP
ATOM
CRGE
CSCW
Tags
CRGE
FARO
PTC
From
Benzinga
Mid-Day Market Update: Teladoc Health Drops Following Q1 Results; Swvl Holdings Shares Jump
April 28, 2022
Tickers
GOVX
IDAI
MXL
PTC
Tags
News
Commodities
SIOX
From
Benzinga
48 Stocks Moving In Thursday's Mid-Day Session
April 28, 2022
Tickers
AAP
ACCD
ACHR
ALGN
Tags
AMWL
Small Cap
RCMT
From
Benzinga
Recap: PTC Q2 Earnings
April 27, 2022
Tickers
PTC
Tags
BZI/Recaps
PTC
Earnings
From
Benzinga
Earnings Scheduled For April 27, 2022
April 27, 2022
Tickers
MXL
MYRG
NBR
NDLS
Tags
PLXS
ORLY
NOW
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
April 26, 2022
Tickers
PSTV
PSTX
PTC
PTGX
Tags
Z
BZI/ftw
VREX
From
Benzinga
3 Top Trends to Invest $10,000 in Right Now
April 12, 2022
Tickers
JCI
PTC
RTX
Tags
Recent Press Releases
Market News
PTC
From
Motley Fool
10 Robotics Stocks to Buy for 2022 and Beyond
April 04, 2022
Tickers
FANUY
IRBT
ISRG
NVDA
Tags
ZBRA
NVDA
IRBT
From
InvestorPlace
This Undervalued Dividend Stock Is a Great Buy in the Market Sell-Off
March 02, 2022
Tickers
ABB
ALSMY
DASTY
JCI
Tags
ABB
SMMNY
SBGSY
From
Motley Fool
Wall Street Can't Make Its Mind Up Over This Growth Stock
February 04, 2022
Tickers
ABB
C
GS
JPM
Tags
Recent Press Releases
ABB
PTC
From
Motley Fool
Market Sell-Off: An Unstoppable Growth Stock to Buy
February 02, 2022
Tickers
PTC
Tags
PTC
Market News
Recent Press Releases
From
Motley Fool
PTC (PTC) Q1 2022 Earnings Call Transcript
January 28, 2022
Tickers
PTC
Tags
Recent Press Releases
Market News
PTC
From
Motley Fool
PTC: Q1 Earnings Insights
January 26, 2022
Tickers
PTC
Tags
Earnings
PTC
BZI/Recaps
From
Benzinga
Earnings Scheduled For January 26, 2022
January 26, 2022
Tickers
ABT
ADP
ALRS
AMP
Tags
ARAY
HESM
PTC
From
Benzinga
PTC's Earnings Outlook
January 25, 2022
Tickers
PTC
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Got $10,000? 3 Top Fourth Industrial Revolution Stocks To Buy For the Long Term
January 11, 2022
Tickers
CARR
PTC
TRMB
Tags
Market News
TRMB
Recent Press Releases
From
Motley Fool
These tech stocks have fallen 20% to 51% from their 52-week highs. Should you consider buying now?
January 06, 2022
Tickers
AAPL
ADBE
ADSK
AMZN
Tags
INTC
GPN
PAYC
From
MarketWatch
These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022
December 29, 2021
Tickers
AAPL
ALK
AMZN
ATVI
Tags
TMUS
BA
ALK
From
MarketWatch
3 Reopening Stocks to Buy in December
December 17, 2021
Tickers
BA
CGNX
EADSY
PPG
Tags
Recent Press Releases
PPG
Market News
From
Motley Fool
Here's What Investors Need to Know About PTC's Earnings Report
December 15, 2021
Tickers
PTC
Tags
PTC
Recent Press Releases
Market News
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For December 14, 2021
December 14, 2021
Tickers
AAPL
ACI
ADBE
AKAM
Tags
ZS
ASO
PTC
From
Benzinga
Better Buy: PTC vs. Autodesk
December 07, 2021
Tickers
ADSK
PTC
Tags
ADSK
Market News
Recent Press Releases
From
Motley Fool
These are Wall Street’s 20 favorite stocks as the Fed’s Powell jolts the market with taper talk
November 30, 2021
Tickers
ALK
BSX
CI
CZR
Tags
LDOS
TFX
PYPL
From
MarketWatch
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.