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 3 Trial
Recent news which mentions Phase 3 Trial
< Previous
1
2
3
4
5
6
7
8
Next >
vTv Therapeutics Pulls The Plug On Psoriasis Candidate; Cuts Workforce By 65%
December 07, 2021
Tickers
VTVT
Tags
VTVT
Benzinga
General
From
Benzinga
AbbVie's Upadacitinib Hits Primary Goal In Induction Study In Patients With Crohn's Disease
December 06, 2021
Tickers
ABBV
Tags
Benzinga
ABBV
Phase 3 Trial
From
Benzinga
Biohaven's Zavegepant Pain Spray Aces Late-Stage Migraine Trial
December 06, 2021
Tickers
BHVN
Tags
Benzinga
Phase 3 Trial
Movers
From
Benzinga
Why Did Aeglea BioTherapeutics Shares Nosedived To 52-Week Low On Monday Premarket?
December 06, 2021
Tickers
AGLE
Tags
Briefs
Trading Ideas
Health Care
From
Benzinga
Mesoblast's Heart Failure Candidate Shows Treatment Benefit In High-Risk Patients
December 06, 2021
Tickers
MESO
Tags
Briefs
Biotech
Health Care
From
Benzinga
Bayer's Nubeqa Shows Prolonged Survival In Late-Stage Prostate Cancer Trial
December 03, 2021
Tickers
BAYRY
BAYZF
Tags
Benzinga
Phase 3 Trial
Health Care
From
Benzinga
Delcath Systems Reveals Initial Survival Data From Ocular Melanoma Trial
December 02, 2021
Tickers
DCTH
Tags
Biotech
Market News
News
From
Benzinga
RedHill Biopharma's Talicia For Bacterial Infections Shows Efficacy Irrespective of Patient BMI
December 02, 2021
Tickers
RDHL
Tags
Long Ideas
Market News
News
From
Benzinga
After FDA Rejection, Humanigen's COVID-19 Drug Hopeful Sees Some Light Of Good News
December 02, 2021
Tickers
HGEN
Tags
Movers
Phase 3 Trial
Trading Ideas
From
Benzinga
Amgen's Otezla Meets Primary Goal In Late-Stage Genital Psoriasis Study
December 02, 2021
Tickers
AMGN
Tags
General
Benzinga
Market News
From
Benzinga
Sage Therapeutics - Biogen Share One Year Zuranolone 50mg Data In Depression Patients
December 01, 2021
Tickers
BIIB
SAGE
Tags
SAGE
Biotech
BIIB
From
Benzinga
Scholar Rock Outlines Pivotal Apitegromab Trial Design In Spinal Muscular Atrophy Patients
December 01, 2021
Tickers
SRRK
Tags
Spinal Muscular Atrophy
Small Cap
Benzinga
From
Benzinga
BrainStorm Cell ALS Candidate Shows Benefit In Patients With Less Severe Disease
November 29, 2021
Tickers
BCLI
Tags
General
Benzinga
Market News
From
Benzinga
Krystal Biotech Shares More Than Double During Premarket Monday: What Investors Need To Know
November 29, 2021
Tickers
KRYS
Tags
Trading Ideas
Health Care
Briefs
From
Benzinga
NRx Pharma Skyrockets After BriLife COVID-19 Vaccine Data Against Delta Variant
November 26, 2021
Tickers
NRXP
Tags
COVID/19 Vaccine
Biotech
why it's moving
From
Benzinga
Updated Data Shows Merck's Oral COVID-19 Antiviral Cuts Hospitalization, Death Risk By 30%
November 26, 2021
Tickers
MRK
Tags
Market News
COVID/19 Coronavirus
why it's moving
From
Benzinga
Ocugen Shares Fall After Its Pivotal COVID-19 Vaccine Trial Put On FDA Hold
November 26, 2021
Tickers
OCGN
Tags
Short Ideas
Small Cap
Benzinga
From
Benzinga
Takeda's Maribavir Scores FDA Approval For Post-Transplant CMV Infection
November 24, 2021
Tickers
TAK
TKPHF
Tags
Phase 3 Trial
TAK
Health Care
From
Benzinga
Athenex To Present Subgroup Analysis Of Oral Paclitaxel-Encequidar Combo Data From Breast Cancer Trial
November 22, 2021
Tickers
ATNX
Tags
Biotech
Penny Stocks
General
From
Benzinga
Pfizer-BioNTech's COVID-19 Vaccine Shows 100% Effectiveness In Long Term Analysis In Adolescents
November 22, 2021
Tickers
BNTX
PFE
Tags
PFE
Benzinga
Movers
From
Benzinga
Gilead Files US Application For Bulevirtide In Severe Form Of Viral Hepatitis
November 19, 2021
Tickers
GILD
Tags
Health Care
Biotech
Briefs
From
Benzinga
Cassava Sciences Kickstarts Second Late-Stage Alzheimer's Trial With Simufilam
November 18, 2021
Tickers
SAVA
Tags
Biotech
SAVA
General
From
Benzinga
AstraZeneca's COVID-19 Antibody Shows 83% Protection Over Six Months
November 18, 2021
Tickers
AZN
PFE
Tags
News
Market News
COVID/19 Coronavirus
From
Benzinga
See Why Molecular Partners Shares Dropped To 52-Week Low During Tuesday Premarket?
November 16, 2021
Tickers
MOLN
NVS
Tags
why it's moving
News
Market News
From
Benzinga
PhaseBio's Shares Slide As Antiplatelet Candidate Shows Higher Rates Of Side Effect
November 15, 2021
Tickers
AZN
PHAS
Tags
General
News
Market News
From
Benzinga
Mesoblast's Remestemcel Shows Promising Action In Patients With Heart Failure
November 15, 2021
Tickers
MESO
Tags
MESO
General
News
From
Benzinga
Aditxt Acquisition-Partner's At-Home COVID-19 Drug Fails In Late-Stage Trial
November 12, 2021
Tickers
ADTX
Tags
Biotech
M&A
Penny Stocks
From
Benzinga
GSK, Vir's Intramuscularly-Administered Sotrovimab Shows Efficacy At Par With IV Route In COVID-19
November 12, 2021
Tickers
GSK
VIR
Tags
GSK
Phase 3 Trial
Health Care
From
Benzinga
Why Are Biogen Shares Gaining Today?
November 12, 2021
Tickers
BIIB
ESALF
ESALY
Tags
General
Market News
News
From
Benzinga
Why Are Cortexyme Shares Falling Today?
November 11, 2021
Tickers
CRTX
Tags
Health Care
Trading Ideas
Briefs
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.