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 Patrick Harker
Recent news which mentions Patrick Harker
US, Russia Begin Ukrainian Peace Talks, Intel Shares Surge: What's Driving Markets Tuesday?
February 18, 2025
Tickers
AVGO
AXSM
BIDU
BMBL
Tags
QQQ
Cryptocurrency
MDT
From
Benzinga
Wall Street Looks To Pause After S&P's Record Performance As Fed Rate-Cut Euphoria Fades And Hard-Landing Fears Surface
September 20, 2024
Tickers
FDX
LEN
NEWS
NKE
Tags
Markets
Previews
Pre/Market Outlook
From
Benzinga
Fed Officials Signal Openness To Rate Cuts Ahead Of Powell's Jackson Hole Speech: 'Timing Seems Appropriate'
August 22, 2024
Tickers
ECON
QQQ
SPY
Tags
Broad U/S/ Equity ETFs
Patrick Harker
Top Stories
From
Benzinga
S&P 500 Eyes 6th Straight Win, But Investor Sentiment Remains Cautious Ahead Of Data Deluge, Walmart Earnings And Other Key Events
August 15, 2024
Tickers
BABA
BRK
COHR
CSCO
Tags
DE
SIRI
Economics
From
Benzinga
Fed's Harker Advocates For Single Rate Cut In 2024, Cites 'Very Welcome' May CPI Report
June 18, 2024
Tickers
NEWS
Tags
Market News
Inflation
Federal Reserve
From
Benzinga
Wall Street Set For Cautious Start After Record Run Last Week: Fed Speeches, Manufacturing Data In Focus, Expert Flags Key Stock Catalyst
June 17, 2024
Tickers
ADSK
LEN
LZB
NEWS
Tags
Trading Ideas
Top Stories
LZB
From
Benzinga
Nasdaq, S&P 500 Futures Sag On Rate Worries, Mixed Earnings: Analyst Touts 2 Data Points For Possible Recovery
October 20, 2023
Tickers
ALV
AXP
CMA
CSX
Tags
Previews
CSX
Markets
From
Benzinga
Wall Street Set For Mixed Open As Tesla's Q3 Blow Blunts Netflix Earnings Cheer: Analyst Sees 'Sustainable' S&P 500 Recovery Off This Support Level
October 19, 2023
Tickers
ALK
AVGO
BX
CSX
Tags
interest rate
NFLX
Movers
From
Benzinga
US Stocks Set For Weak Open Ahead Of Tesla Q3 Print: Why This Analyst Is Skeptical Of S&P 500 Recovery To Early 2022 High
October 18, 2023
Tickers
AA
ABT
DFS
JBHT
Tags
Earnings
LVS
Benzinga
From
Benzinga
US Stock Futures Slide As Traders Look Past Positive Earnings News Flow; Analysts Predict Year-End Rally And Strong 2024 Ahead
October 17, 2023
Tickers
ACI
BAC
BK
GS
Tags
Jeremy Siegel
Benzinga
SPY
From
Benzinga
US Stocks On Track For A Strong Start To Week, Buoyed By Earnings Optimism: Analyst Flags 13-14% Upside As Bull Market Enters Its Second Year
October 16, 2023
Tickers
JNJ
NFLX
NVAX
NVDA
Tags
NFLX
Movers
JNJ
From
Benzinga
US Stock Futures Mixed As Traders Digest Earnings, Oil Rally; JPMorgan, UnitedHealth Top Expectations
October 13, 2023
Tickers
ATVI
BLK
C
DG
Tags
SPY
QQQ
Benzinga
From
Benzinga
S&P 500, Nasdaq Futures Point to Another Gloomy Start Amid Rate-Hike Worries — But One Analyst Still Sees A Rosy 2024
September 07, 2023
Tickers
AAPL
ABM
AI
CHPT
Tags
Benzinga
Futures
RH
From
Benzinga
Fed's Harker Breaks Ranks With Powell, Rejects Further Rate Increases, Signaling Board Dissent
August 25, 2023
Tickers
FOMC
SPY
UUP
Tags
Fed
Jackson Hole
Patrick Harker
From
Benzinga
Rate Hikes No More? Philly Fed's Harker Says Fed Has Done Enough
August 24, 2023
Tickers
SPY
Tags
News
Top Stories
Patrick Harker
From
Benzinga
Nasdaq, S&P 500 Futures Rally Ahead Of Inflation Data; Why This Analyst Sounds Out Caution About Stock Valuations
August 10, 2023
Tickers
ALRM
BABA
CARG
CYBR
Tags
TTD
SPY
QQQ
From
Benzinga
Soft Landing ... What About Long Landing? Harker Hints At Pause, Traders Expect Rate Cut In 7 Months
August 08, 2023
Tickers
CPI
Tags
Economics
Benzinga
Macro Economic Events
From
Benzinga
Small-Cap Slide Ahead? US Stocks Set For Weaker Open On Inflation Anxiety: Analysts Warn 'Mild' Recession Still Likely
August 08, 2023
Tickers
AKAM
BYND
CHGG
EXPD
Tags
PARA
Markets
Pre/Market Outlook
From
Benzinga
US Stocks Eye Rebound After Big Earnings, But Inflation Data Looms: Analyst Says 3 Factors Can Take S&P 500 Past 4,800
August 07, 2023
Tickers
AAPL
ADTN
AMD
BNTX
Tags
Michelle Bowman
Fundstrat
BNTX
From
Benzinga
Inflation Fears Prompt 2 Fed Officials To Push For More Rate Hikes Ahead Of Central Bank's Silent Period
April 20, 2023
Tags
Fed rate hike
Benzinga
Economics
From
Benzinga
As FOMC Meet Nears, Here's What Different Fed Officials Think About Rate-Hike Pace
January 18, 2023
Tags
Economics
Esther George
Benzinga
From
Benzinga
Lower Rate Hikes Ahead? How Fed Officials Reacted To December Inflation Data
January 12, 2023
Tickers
QQQ
SPY
Tags
QQQ
Market News
SPY
From
Benzinga
Philadelphia Fed president expects tightened conditions in 2022, predicts as many as four rate hikes
January 13, 2022
Tags
Government & Regulations
Patrick Harker
From
Business Journals
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.