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 SERA
Recent news which mentions SERA
< Previous
1
2
3
Next >
12 Health Care Stocks Moving In Tuesday's Intraday Session
June 28, 2022
Tickers
AGRX
ANEB
DBTX
ENDP
Tags
Benzinga
GNTA
ENDP
From
Benzinga
Why Is Ceragon Networks Surging By 19%? 41 Stocks Moving In Tuesday's Mid-Day Session
June 28, 2022
Tickers
AGRX
AWH
BNTC
BOXD
Tags
NCTY
PEV
CGNT
From
Benzinga
This Healthcare Stock Jumps Around 188%, Here's 83 Biggest Movers From Yesterday
June 28, 2022
Tickers
AFIB
AGRX
AGTC
AMST
Tags
HLVX
EAR
BCAB
From
Benzinga
Carnival Surges Over 12%, Here's 75 Biggest Movers From Friday
June 27, 2022
Tickers
AFRI
AGTC
ANEB
ARL
Tags
EQOS
BSFC
RCL
From
Benzinga
Sera Prognostics Earnings Perspective: Return On Capital Employed
June 13, 2022
Tickers
SERA
Tags
Earnings
SERA
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Thursday
June 02, 2022
Tickers
ACOR
ADN
AERI
AFIB
Tags
Market News
AERI
LANDM
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
May 17, 2022
Tickers
ACLX
ADCT
ADTX
AFB
Tags
MHI
BHK
PMF
From
Benzinga
Sera Prognostics, Inc. (SERA) Q1 2022 Earnings Call Transcript
May 12, 2022
Tickers
SERA
Tags
SERA
Market News
Recent Press Releases
From
Motley Fool
Earnings Scheduled For May 10, 2022
May 10, 2022
Tickers
NVEI
NXST
OLO
OMER
Tags
PAX
RUBY
ZD
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 30, 2022
March 30, 2022
Tickers
ABM
ADV
AGL
AMZN
Tags
WSC
SMPL
SOVO
From
Benzinga
Looking Into Sera Prognostics's Return On Capital Employed
March 30, 2022
Tickers
SERA
Tags
Earnings
SERA
Market News
From
Benzinga
10 Biggest Price Target Changes For Wednesday
March 30, 2022
Tickers
COST
HST
IGMS
IMAB
Tags
IMAB
HST
Small Cap
From
Benzinga
Sera Prognostics, Inc. (SERA) Q4 2021 Earnings Call Transcript
March 30, 2022
Tickers
SERA
Tags
SERA
Market News
Recent Press Releases
From
Motley Fool
Earnings Scheduled For March 29, 2022
March 29, 2022
Tickers
AMPE
AREC
ASO
BCDA
Tags
MU
NBRV
CALM
From
Benzinga
75 Biggest Movers From Yesterday
March 22, 2022
Tickers
AA
AAMC
AKAN
ALLR
Tags
JCTCF
NEPT
NXGL
From
Benzinga
46 Stocks Moving In Monday's Mid-Day Session
March 21, 2022
Tickers
AA
AAMC
AKAN
ALNA
Tags
News
ALNA
NILE
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
March 16, 2022
Tickers
AESE
ARAV
AUID
BBU
Tags
DTIL
OPP
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
March 04, 2022
Tickers
SANA
SAP
SERA
SEV
Tags
ZIMV
VRA
VACC
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
March 01, 2022
Tickers
AAON
AMBC
AMBP
APLT
Tags
FREQ
OPRT
APLT
From
Benzinga
12 Health Care Stocks Moving In Monday's Intraday Session
January 31, 2022
Tickers
AMPH
BPTS
CALA
CFRX
Tags
PRVB
SRNE
AMPH
From
Benzinga
48 Biggest Movers From Yesterday
January 14, 2022
Tickers
BBIG
BBLN
CFLT
CLNN
Tags
Pre/Market Outlook
TSM
SPCE
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
November 19, 2021
Tickers
ABCL
ACGL
AIG
AJG
Tags
DRNA
RRC
MRTX
From
Benzinga
Sera Prognostics, Inc. (SERA) Q3 2021 Earnings Call Transcript
November 10, 2021
Tickers
SERA
Tags
Recent Press Releases
SERA
Market News
From
Motley Fool
The Daily Biotech Pulse: Aprea Jumps On ESMO Presentation, Verrica Sinks On Regulatory Setback, Aerie CEO Quits, J&J Touts Positive COVID-19 Booster Shot Data
September 21, 2021
Tickers
ABSI
ADTX
AERI
AFIB
Tags
TCRR
AMAM
FULC
From
Benzinga
12 Health Care Stocks Moving In Wednesday's Intraday Session
September 15, 2021
Tickers
AHPI
CYCC
FBRX
ICCC
Tags
FBRX
ICCC
SONN
From
Benzinga
12 Health Care Stocks Moving In Thursday's After-Market Session
September 09, 2021
Tickers
CBIO
CDXS
CORT
GMTX
Tags
Movers
IPHA
NURO
From
Benzinga
12 Health Care Stocks Moving In Friday's After-Market Session
September 03, 2021
Tickers
ANPC
CANO
CMMB
COCP
Tags
Benzinga
ENVB
OCUP
From
Benzinga
The Daily Biotech Pulse: Cellect Jumps On First Apograft Transplantation, AstraZeneca, European Commission Bury Legal Hatchet, Cassava Defends Itself
September 03, 2021
Tickers
ABT
ACRS
ADGI
APOP
Tags
PDSB
CERE
AZN
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 9, 2021
August 09, 2021
Tickers
AAON
ADCT
AMD
BIPC
Tags
CTIC
FXLV
FTSI
From
Benzinga
The Week Ahead In Biotech (Aug. 8-14): Jazz Pharma FDA Decision, Earnings Deluge and IPOs In The Spotlight
August 08, 2021
Tickers
ABCL
ABVC
ACHV
ADAP
Tags
DYAI
MRVI
AGEN
From
Benzinga
< Previous
1
2
3
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.