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 Ross Gerber
Recent news which mentions Ross Gerber
< Previous
1
2
3
4
5
6
7
Next >
GameStop Funding Source Of Roaring Kitty Questioned By Ross Gerber As Retailer Completes Over $2B Share Sale: 'Cohen Is Saved'
June 13, 2024
Tickers
GME
NEWS
Tags
Equities
Kaustubh Bagalkote
Roaring Kitty
From
Benzinga
GameStop Stock Falls 39% After Roaring Kitty Livestream Disappoints: 'He Had 3Yrs To Prepare,' 'Hard To Think Of A Catalyst To Drive $GME Back Up After This'
June 07, 2024
Tickers
GME
NEWS
Tags
Ross Gerber
Media
YouTube
From
Benzinga
Tesla CEO Elon Musk Justifies Diverting Nvidia Chips After Ross Gerber's Remark: 'Not A Matter Of Tucking A Few Computers Into A Corner'
June 06, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
News
Elon Musk
Tech
From
Benzinga
Cult Of Tesla Crumbling: Early 'Die-Hard' Backers Bail As Musk's EV Empire Faces Reality Check Amid Stock Slump
June 05, 2024
Tickers
EVS
FFND
GK
NEWS
Tags
mobility
electric vehicles
SPY
From
Benzinga
Tesla Investor Ross Gerber Thinks Elon Musk's Decision To Redirect Nvidia AI Chips To X, xAI Is A 'Weird Excuse'
June 05, 2024
Tickers
NEWS
TSLA
X
Tags
Markets
Nvidia Chips
Pooja Rajkumari
From
Benzinga
Ross Gerber Cautions 'Roaring Kitty' Over Short-Term Gamestop Position As He Has Many Enemies: 'He's Got To Sell The Options Soon'
June 04, 2024
Tickers
GME
NEWS
Tags
gamestop
Markets
Keith Gill
From
Benzinga
Nvidia Stock 'Fully Valued' According To Ross Gerber — Wedbush Analyst Dan Ives Says 'We Strongly Disagree'
May 21, 2024
Tickers
NEWS
NVDA
TECH
Tags
News
benzinga neuro
Ross Gerber
From
Benzinga
Tesla Investor Ross Gerber Calls Warren Buffett 'Tough As Nails Businessman' After Berkshire Hathaway Dumps Apple: 'Don't Let That Soft Mid Western Demeanor Fool You'
May 06, 2024
Tickers
AAPL
BRK
NEWS
TECH
Tags
BRK
Ross Gerber
benzinga neuro
From
Benzinga
Despite Tim Cook's Scant Details About iPhone AI, Tesla Investor Ross Gerber Thinks It Will Trigger 'Whole New Upgrade Cycle'
May 03, 2024
Tickers
AAPL
NEWS
TECH
Tags
Consumer Tech
artificial intelligence
Ross Gerber
From
Benzinga
Nvidia, Meta Among Tech Stocks That Stand To Benefit From 'Lots Of Infrastructure Spending On AI,' Says Tesla Bull Ross Gerber
April 26, 2024
Tickers
ASML
GOOG
GOOGL
META
Tags
Equities
Analyst Color
NVDA
From
Benzinga
Tesla's Strategic Pivot Post-Q1 Gets A Thumbs Up From Ross Gerber, Wedbush's Dan Ives Lauds Elon Musk's Leadership
April 24, 2024
Tickers
NEWS
TSLA
Tags
Gerber Kawasaki Wealth and Investment Management
Markets
Dan Ives
From
Benzinga
'Tesla Isn't Growing:' Investor Ross Gerber Predicts Bad Q1 Earnings And Pokes Holes In Growth Strategy
April 23, 2024
Tickers
NEWS
TECH
TSLA
Tags
Equities
electric vehicles
Kaustubh Bagalkote
From
Benzinga
Buy Or Subscribe Monthly To Tesla FSD? Ross Gerber Says This Option Would 'Not Be A Smart Use Of Money'
April 22, 2024
Tickers
EVS
GK
NEWS
TECH
Tags
GK
TSLA
Benzinga
From
Benzinga
Tesla Board's Credibility At Stake With $56B Elon Musk Pay Package Vote, Says Ross Gerber: 'Super Grateful For Tesla As An Investment'
April 18, 2024
Tickers
NEWS
TSLA
Tags
Equities
Markets
Kaustubh Bagalkote
From
Benzinga
Tesla Investor Ross Gerber Says He's Skeptic Of Elon Musk's Management Style As Cybertruck Deliveries Face Delay: 'Nobody Has Been Running The Ship'
April 16, 2024
Tickers
BYDDF
BYDDY
EVS
NEWS
Tags
BYDDF
Global
Elon Musk
From
Benzinga
'F Inflation!' — Tesla Investor Ross Gerber And Critic Gordon Johnson Clash On True Cost Of EV Versus 'Evil Gas Car'
April 12, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
mobility
electric vehicles
Model 3
From
Benzinga
Ross Gerber Blames Elon Musk's 'Toxic' Behavior For Tesla's 'Crappy' Q1 Sales, Calls For Board Shakeup
April 03, 2024
Tickers
EVS
GK
NEWS
TECH
Tags
Markets
Media
Ross Gerber
From
Benzinga
Hyundai, Kia Gunning For Tesla With Low-Cost EVs, But Ross Gerber Says They Are 'Not As Good'
April 01, 2024
Tickers
BYDDY
EVS
HYMTF
KIMTF
Tags
electric vehicles
KIMTF
Kaustubh Bagalkote
From
Benzinga
Tesla Bull Says EV Giant Already Has A $25K Car: 'It's Called A Used Model Y'
March 30, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
TSLA
Benzinga
Tech
From
Benzinga
Jeffrey Sonnenfeld Calls Disney's Bob Iger A Magic-Wielding 'Wizard' Amid Ongoing Proxy Battle
March 28, 2024
Tickers
DIS
NEWS
Tags
Benzinga
Robert Iger
Nelson Peltz
From
Benzinga
Tesla Investor Ross Gerber Questions Reddit's Business Model: 'Isn't This Really A Tech Non Profit?'
March 28, 2024
Tickers
NEWS
RDDT
TECH
Tags
News
benzinga neuro
Ross Gerber
From
Benzinga
Tesla Bull Highlights 'Wonderful Opportunity' For Short Seller Hindenburg Research: This Time, It's Trump's Media Company
March 27, 2024
Tickers
DJT
NEWS
TECH
Tags
Donald Trump
Muddy Waters Research
Politics
From
Benzinga
Tesla Investor Mocks Elon Musk After Lawsuit Against CCDH Thrown Out: 'Free Speech Absolutist Loses Case To Silence Free Speech'
March 27, 2024
Tickers
NEWS
TECH
TSLA
X
Tags
twitter
social media
People In Tech
From
Benzinga
'Consumers Are Not Going To Hybrids': Ross Gerber Believes Tesla's 'Phenomenally Performing' Batteries Make EVs The Top Choice
March 26, 2024
Tickers
EVS
NEWS
TM
TSLA
Tags
TM
Market News
electric vehicles
From
Benzinga
Tesla Bear Wonders If Price Hike Warnings Are Signs Of Looming Production Slump: 'Simply An Also-Ran Auto Company After All?'
March 25, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
electric vehicles
mobility
Stories That Matter
From
Benzinga
Tesla Bull Ross Gerber Says DOJ's Apple Lawsuit Is 'Just About Money:' 'Has The DOJ Ever Won Any Of These Cases?'
March 22, 2024
Tickers
AAPL
NEWS
NVDA
TECH
Tags
Equities
Legal
Market News
From
Benzinga
'Gambling Is Not Investing:' Ross Gerber Reacts To Trader Who Nearly Wiped Out His Margin Account By Holding Onto Tesla Stock In 2022
March 21, 2024
Tickers
EVS
NEWS
TECH
TSLA
Tags
EVs
Ross Gerber
mobility
From
Benzinga
Fund Managers Left Puzzled By Tesla's Price Hike Warning: 'Hard To Read Between The Lines' Or 'Kind Of An Old Trick'
March 20, 2024
Tickers
NEWS
TECH
TSLA
Tags
mobility
Equities
electric vehicles
From
Benzinga
Tesla Bull Slams Tim Cook On Apple Sports App: 'How Many Apple Cars Type Mistakes Can You Make'
March 20, 2024
Tickers
AAPL
EVS
NEWS
TECH
Tags
Sports
Market News
mobility
From
Benzinga
Tesla Investor Ross Gerber Backs Ozempic's Potential To Reduce Monthly Food Expenses — Less Eating, More Saving
March 20, 2024
Tickers
NEWS
NVO
Tags
Kaustubh Bagalkote
wegovy
eli lilly
From
Benzinga
< Previous
1
2
3
4
5
6
7
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.