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 PepsiCo Inc/
Recent news which mentions PepsiCo Inc/
< Previous
1
2
3
4
5
6
7
8
9
Next >
Why food giants are rushing into a world of mustard Skittles and caviar on a Pringle
October 27, 2023
Tags
Food Distributors
Nike Inc
Food and Beverage
From
CNBC.com News
Coca-Cola is about to report earnings. Here's what to expect
October 24, 2023
Tags
Breaking News: Business
Business
Coca/Cola Co
From
CNBC.com News
Jim Cramer says this earnings season might be 'a rough one'
October 12, 2023
Tags
Markets
Banks
Business News
From
CNBC.com News
Cramer breaks down Piper Sandler's teen survey, says the demographic is 'fickle' but essential
October 11, 2023
Tags
Markets
Investment strategy
Business News
From
CNBC.com News
5 things to know before the stock market opens Wednesday
October 11, 2023
Tags
Markets
Politics
Business News
From
CNBC.com News
Jim Cramer says it's too soon to tell how GLP-1 weight loss drugs will affect food stocks
October 10, 2023
Tags
Investing
Stock Picks
U/S/ Markets
From
CNBC.com News
Stocks making the biggest moves midday: Block, Truist, PepsiCo, Rivian and more
October 10, 2023
Tags
Block Inc
Unity Software Inc
stocks
From
CNBC.com News
Here are 20 stocks I'm watching Tuesday, including Lilly, AMD and Goldman Sachs
October 10, 2023
Tags
Advanced Micro Devices Inc
Charles Schwab Corp
Broadcom Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Palantir, PepsiCo, Rivian and more
October 10, 2023
Tags
Breaking News: Markets
Akero Therapeutics Inc
Market Insider
From
CNBC.com News
5 things to know before the stock market opens Tuesday
October 10, 2023
Tags
Markets
Politics
Earnings
From
CNBC.com News
PepsiCo beats Wall Street estimates, raises earnings outlook
October 10, 2023
Tags
PepsiCo Inc/
Dividends
Retail
From
CNBC.com News
Cramer's week ahead: Earnings season kicks off with Domino's, Walgreens and PepsiCo
October 06, 2023
Tags
Markets
Business News
Citigroup Inc
From
CNBC.com News
Here are 23 stocks I'm watching in the market, including Meta, Ford and Chipotle
October 04, 2023
Tags
Citi Trends Inc
Molson Coors Beverage Co
United Airlines Holdings Inc
From
CNBC.com News
Big Food vs. Big Pharma: Companies bet on snacking just as weight loss drugs boom
October 01, 2023
Tags
Breaking News: Business
CVS Health Corp
Business
From
CNBC.com News
Shoppers face higher orange juice prices as futures hit another record
September 27, 2023
Tags
Food and drink
Retail
PepsiCo Inc/
From
CNBC.com News
Recession vs soft landing is a 'million-dollar question,' expert says. Where top financial advisors say to invest now
September 15, 2023
Tags
Alphabet Inc
Retirement planning
Retirement
From
CNBC.com News
French grocery chain adds 'shrinkflation' labels to products in bid to shame supplier pricing
September 15, 2023
Tags
Retail industry
Food and Beverage
Food Products
From
CNBC.com News
For Western firms, the risk of leaving Russia could be higher than staying
September 11, 2023
Tags
Breaking News: Politics
Europe Politics
Unilever PLC
From
CNBC.com News
These 10 brands have the highest customer loyalty—Apple isn’t in the top 3
September 06, 2023
Tags
Intel Corp
Make It
Make It / Success
From
CNBC.com News
Cramer says these stocks do well in an economic slowdown
August 22, 2023
Tags
Stock markets
Business News
Mondelez International Inc
From
CNBC.com News
A consumer spending slowdown is coming in the second half of 2023
August 03, 2023
Tags
Small business
Consumer spending
Prices
From
CNBC.com News
Jim Cramer lists ten market themes to watch after the Fed's July hike
July 26, 2023
Tags
Carnival Corp
NVIDIA Corp
Lennar Corp
From
CNBC.com News
Coca-Cola says it's done raising prices in the U.S. and Europe this year
July 26, 2023
Tags
US: News
Retail
PepsiCo Inc/
From
CNBC.com News
Coca-Cola is about to report earnings. Here's what to expect
July 26, 2023
Tags
Food and drink
Coca/Cola Co
Retail
From
CNBC.com News
Cramer says keep it simple and wait for prices to drop
July 24, 2023
Tags
Meta Platforms Inc
Microsoft Corp
Business
From
CNBC.com News
Cramer disagrees with recent analyst downgrade of PepsiCo, says the company likely hasn't hit the top
July 18, 2023
Tags
Investment strategy
Food and Beverage
Business News
From
CNBC.com News
Jim Cramer doesn't see a recession on the horizon, says recent conjecture "just doesn't hold up under close scrutiny"
July 18, 2023
Tags
Mad Money
PepsiCo Inc/
Bank of America Corp
From
CNBC.com News
Stocks making the biggest premarket moves: Activision Blizzard, Chewy, Yelp, Tesla and more
July 17, 2023
Tags
Stock markets
Market Insider
Tesla Inc
From
CNBC.com News
WHO decision on aspartame could hurt diet soda sales or lead to new drink formulas
July 13, 2023
Tags
Food and Beverage
Health care industry
Retail industry
From
CNBC.com News
Stocks making the biggest moves premarket: Delta Air Lines, PepsiCo, MillerKnoll and more
July 13, 2023
Tags
Markets
Alphabet Inc
SoFi Technologies Inc
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
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.