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 Phase 1 Trial
Recent news which mentions Phase 1 Trial
< Previous
1
2
3
4
5
6
7
8
Next >
Mustang Bio Secures $2M NIH Grant For CAR T Cell Therapy Development
November 01, 2021
Tickers
MBIO
Tags
Financing
Benzinga
Movers
From
Benzinga
Why Did HCW Biologics Shares More Than Double Today?
October 28, 2021
Tickers
HCWB
Tags
Penny Stocks
Pancreatic Cancer
Briefs
From
Benzinga
Edgewise Therapeutics Posts Data From Early-Stage Muscle Wasting Disease Trial
October 28, 2021
Tickers
EWTX
Tags
Benzinga
General
Duchenne Muscular Dystrophy
From
Benzinga
Nurix Shares Gain On Encouraging Early Data From Blood Cancer Trial
October 27, 2021
Tickers
NRIX
Tags
Phase 1 Trial
News
Market News
From
Benzinga
Provention Bio Reveals Early Data For Coxsackievirus B Vaccine Candidate
October 26, 2021
Tickers
PRVB
Tags
Health Care
PRVB
Biotech
From
Benzinga
4D Molecular's Fabry Disease Candidate Shows Early Proof-Of-Concept
October 26, 2021
Tickers
FDMT
Tags
Briefs
Biotech
Health Care
From
Benzinga
Sio Gene Shares Gain As Genetic Nerve Cell Disorder Gene Therapy Trial Shows Encouraging Action
October 21, 2021
Tickers
SIOX
Tags
Movers
Briefs
Trading Ideas
From
Benzinga
Zai Lab Posts Encouraging Data From Early-Stage Plaque Psoriasis Trial
October 21, 2021
Tickers
ZLAB
Tags
ZLAB
Benzinga
General
From
Benzinga
AstraZeneca Pulls Plug On MCL-1 Cancer Drug Trial
October 20, 2021
Tickers
ABBV
AMGN
AZN
AZNCF
Tags
RHHVF
Benzinga
AZN
From
Benzinga
Rocket Pharma Posts Interim Data From Immunodeficiency Disorder Gene Therapy Trial
October 20, 2021
Tickers
RCKT
Tags
RCKT
Phase 2 Trial
Health Care
From
Benzinga
Dermata Stock Jumps On Positive Psoriasis Candidate Data
October 19, 2021
Tickers
DRMA
Tags
Briefs
Trading Ideas
Health Care
From
Benzinga
Vertex Unveils First Patient Results On Potential Diabetes Treatment
October 18, 2021
Tickers
VRTX
Tags
Benzinga
Briefs
Health Care
From
Benzinga
Repare Therapeutics Reveals Early Efficacy Data From Lead Program In Solid Tumor Setting
October 11, 2021
Tickers
RPTX
Tags
Solid Tumor
Small Cap
General
From
Benzinga
Turning Point Reveals Early Repotrectinib Data In NTRK+ Advanced Solid Tumors
October 08, 2021
Tickers
TPTX
Tags
Briefs
Trading Ideas
Health Care
From
Benzinga
Relay Therapeutics Highlights Interim Data From Bile Duct Cancer Trial
October 08, 2021
Tickers
RLAY
Tags
Health Care
Biotech
RLAY
From
Benzinga
Nkarta Expects Initial Data From CAR NK Cell Therapy In Blood Cancer In 2022
October 08, 2021
Tickers
NKTX
Tags
Briefs
Health Care
myelodysplastic syndrome
From
Benzinga
Allogene Craters To 52-Week Low On FDA Clinical Hold Of CAR-T Trials, Drags Peers As Well
October 08, 2021
Tickers
ALLO
AUTL
CLLS
MXCT
Tags
AUTL
Biotech
Market News
From
Benzinga
Bicycle Therapeutics Stock Falls After Interim Data Of Toxin Conjugates In Ovarian Cancer Trial
October 07, 2021
Tickers
BCYC
Tags
Small Cap
Benzinga
Health Care
From
Benzinga
ORIC Pharma's Shares Plunge As Initial ORIC-101 Data In Prostate Cancer Fails To Impress Investors
October 07, 2021
Tickers
ORIC
Tags
Benzinga
Small Cap
Movers
From
Benzinga
Why Did Prelude Therapeutics Stock Tumble To 52-Week Low Today?
October 07, 2021
Tickers
PRLD
Tags
Small Cap
Benzinga
Movers
From
Benzinga
Amgen Highlights Lumakras Combination Data From Solid Tumor Trials
October 07, 2021
Tickers
AMGN
Tags
General
Benzinga
colorectal cancer
From
Benzinga
Why Are Merus Shares Soaring Thursday?
October 07, 2021
Tickers
MRUS
Tags
Briefs
Health Care
Trading Ideas
From
Benzinga
Intellia To Test Second CRISPR Therapeutic In Hereditary Angioedema Patients
October 06, 2021
Tickers
NTLA
Tags
News
Phase 1 Trial
Market News
From
Benzinga
4D Molecular To Test Its Wet AMD Gene Therapy In Patients
October 06, 2021
Tickers
FDMT
Tags
gene therapy
General
News
From
Benzinga
Unity Biotechnology Stock Falls After Updated Data From Wet AMD Candidate
October 05, 2021
Tickers
UBX
Tags
Penny Stocks
Diabetic Macular Edema
Biotech
From
Benzinga
Precigen Posts Additional Interim Data From Type 1 Diabetes Trial
October 01, 2021
Tickers
PGEN
PRVB
Tags
Biotech
PRVB
Penny Stocks
From
Benzinga
Here's Why Editas Stock Dropped After Data From CRISPR-Based Retinal Disorder Candidate
September 29, 2021
Tickers
EDIT
Tags
Briefs
Gene Editing
Health Care
From
Benzinga
Adagio's COVID-19 Candidate Shows Prolonged Half-Life, Neutralization At Six Months
September 29, 2021
Tickers
ADGI
AZN
AZNCF
MRNA
Tags
AZN
Benzinga
Movers
From
Benzinga
See Why Altimmune Stock Plunged After Obesity Trial Data
September 28, 2021
Tickers
ALT
Tags
ALT
Biotech
why it's moving
From
Benzinga
Pfizer Joins Influenza Vaccine Race, Kick Starts Early-Stage Trial
September 28, 2021
Tickers
BNTX
PFE
Tags
Influenza Vaccine
BNTX
Health Care
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
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.