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 STEM
Recent news which mentions STEM
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
Next >
Stem's Return On Capital Employed Insights
May 17, 2023
Tickers
STEM
Tags
Earnings
BZI/ROCE
Benzinga
From
Benzinga
10X Potential: 7 Best Growth Stocks to Buy Now Under $10
May 11, 2023
Tickers
INDI
IONQ
OLO
PLTR
Tags
OLO
RKLB
IONQ
From
Motley Fool
Industrial and systems engineers head to New Orleans for major international conference
May 09, 2023
Tickers
STEM
Tags
Louisiana
Industrial Engineering
Norcross
From
PRLog
The 7 Most Undervalued Growth Stocks for Your May Buy List
May 08, 2023
Tickers
DAR
ESLT
FCX
IBRX
Tags
SDGR
NYSE:STEM,NASDAQ:IBRX,NYSE:DAR,NASDAQ:SDGR,NYSE:FCX,OTCMKTS:VWAGY,NASDAQ:ESLT
FCX
From
InvestorPlace
12 Industrials Stocks Moving In Friday's Intraday Session
May 05, 2023
Tickers
ACCO
ATSG
ATXG
FORR
Tags
FORR
STEM
VINO
From
Benzinga
12 Industrials Stocks Moving In Friday's Pre-Market Session
May 05, 2023
Tickers
AMBI
CETY
GDC
IEP
Tags
AMBI
Movers
VIEW
From
Benzinga
Stem: Q1 Earnings Insights
May 04, 2023
Tickers
STEM
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Short Interest Sector Focus: Technology Sector
May 02, 2023
Tickers
AI
DM
LAZR
MSTR
Tags
Trading Ideas
LAZR
AI
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
April 17, 2023
Tickers
INDB
INFY
INVZ
JG
Tags
MOFG
PFC
WSBC
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2023
April 06, 2023
Tickers
ALE
AMAT
AMBA
ATLX
Tags
XPO
IREN
BIOX
From
Benzinga
What To Know About B of A Securities's Downgrade of Stem
April 04, 2023
Tickers
STEM
Tags
Market News
Benzinga
STEM
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 4, 2023
April 04, 2023
Tickers
ABCB
AESI
ASND
AVAV
Tags
CVX
PYCR
AVAV
From
Benzinga
Etsy To Rally Around 30%? Here Are 10 Other Analyst Forecasts For Tuesday
April 04, 2023
Tickers
AVAV
AXP
DHR
ETSY
Tags
News
NOW
AXP
From
Benzinga
8 Analysts Have This to Say About Stem
April 03, 2023
Tickers
STEM
Tags
Analyst Ratings
Market News
STEM
From
Benzinga
The 10 Best Stocks to Buy in April 2023
April 01, 2023
Tickers
CRSP
CRWD
ETSY
GNRC
Tags
UNH
ETSY
STEM
From
Motley Fool
Tesla, RH, Rumble, Stem, Viking Therapeutics: Why These 5 Stocks Are Drawing Investors' Attention Today
March 29, 2023
Tickers
EVS
MU
RH
RUM
Tags
Markets
Sanjay Mehrotra
TSLA
From
Benzinga
Why Did STEM Stock Just Hit a Record Low?
March 29, 2023
Tickers
STEM
Tags
Today's Market
STEM
NYSE:STEM
From
InvestorPlace
12 Industrials Stocks Moving In Wednesday's Intraday Session
March 29, 2023
Tickers
AMBI
CHRB
ENVX
EVTL
Tags
KSCP
UNF
ISUN
From
Benzinga
Why Kodiak Sciences Shares Are Trading Higher By 18%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 29, 2023
Tickers
AGBA
AMBI
ANGN
ARCT
Tags
ANGN
WAVD
Trading Ideas
From
Benzinga
Why STEM Shares Are Nosediving
March 29, 2023
Tickers
STEM
Tags
Market News
News
Small Cap
From
Benzinga
UniFirst, Progress Software, SomaLogic And Other Big Stocks Moving Lower On Wednesday
March 29, 2023
Tickers
BLUE
DGICB
INNV
LOCO
Tags
SHCR
LOCO
Markets
From
Benzinga
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
March 29, 2023
Tickers
AGFY
AREB
AULT
HLGN
Tags
SYM
NEOV
NVVE
From
Benzinga
12-Stock Portfolio -- 25 Growth Stocks to Buy Now
March 19, 2023
Tickers
AMD
AXON
CELH
CRWD
Tags
INDI
CELH
SQ
From
Motley Fool
Vigil Family Foundation (VFF) Offers Northern New Mexico Students Renewable Energy Scholarships
March 15, 2023
Tickers
STEM
VFF
Tags
Taos
Steam
Scholarship
From
PRLog
10 Companies That Had Tons of Money in SVB When It Collapsed
March 13, 2023
Tickers
AEHR
BILL
DGII
ENTA
Tags
Market News
IRTC
SBNY
From
InvestorPlace
5 Best Growth Stocks to Buy Now Under $10 (AI Stocks to Buy)
March 07, 2023
Tickers
MQ
PLTR
RKLB
SOFI
Tags
RKLB
Market News
PLTR
From
Motley Fool
The Top 7 Growth Stocks in the Clean Energy Industry
March 06, 2023
Tickers
BP
CHPT
ENPH
GM
Tags
CHPT
NYSE:BP,NYSE:XOM,NASDAQ:ENPH,NYSE:LAC,NYSE:GM,NASDAQ:PLUG,NYSE:NEE,NASDAQ:SEDG,NYSE:STEM,NYSE:CHPT
ENPH
From
InvestorPlace
Metro Esports To Exhibit at leading Personal Development and Leadership Conference, The Best You Expo at Los Angeles Convention Center on March 3-5
March 02, 2023
Tickers
STEM
Tags
Esports
Gaming
Entrepreneurship
From
PRLog
Stem's Debt Overview
March 02, 2023
Tickers
STEM
Tags
Intraday Update
Benzinga
STEM
From
Benzinga
7 Super Speculative Stocks That Could Make You Very Rich
February 23, 2023
Tickers
AAPL
ALGM
ICAD
JD
Tags
MGM
Market News
Stocks to Buy
From
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
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.