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 SYM
Recent news which mentions SYM
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
How Is The Market Feeling About Symbotic?
January 14, 2025
Tickers
SYM
Tags
Market News
BZI/SHORTHIST
SYM
From
Benzinga
Should You Buy Symbotic Stock Right Now in 2025?
January 09, 2025
Tickers
SYM
Tags
SYM
Market News
Recent Press Releases
From
Motley Fool
Is Symbotic an Undervalued Growth Stock?
January 08, 2025
Tickers
SYM
Tags
Recent Press Releases
Market News
SYM
From
Motley Fool
ChatGPT Moment For Robotics Is Around The Corner Says Nvidia CEO
January 07, 2025
Tickers
ARAY
ARBE
AUR
GFAI
Tags
KRKNF
RR
NVDA
From
Benzinga
2 Nasdaq Artificial Intelligence (AI) Stocks to Buy Before They Soar as Much as 153% in 2025, According to Certain Wall Street Analysts
January 04, 2025
Tickers
AI
ASML
SYM
Tags
ASML
Recent Press Releases
Market News
From
Motley Fool
Is Artificial Intelligence Stock Symbotic a Buy?
December 10, 2024
Tickers
SYM
Tags
Market News
Recent Press Releases
SYM
From
Motley Fool
An Investor's Guide to the Artificial Intelligence (AI) Value Chain
December 09, 2024
Tickers
AI
AIQ
AMD
AMZN
Tags
NBIS
SERV
GTLB
From
Motley Fool
2 Nasdaq Stocks to Buy Before They Soar as Much as 115% in 2025, According to Certain Wall Street Analysts
December 08, 2024
Tickers
SIRI
SYM
Tags
SYM
Market News
Recent Press Releases
From
Motley Fool
9 Industrials Stocks Whale Activity In Today's Session
December 05, 2024
Tickers
AXON
BA
BE
DAL
Tags
UAL
BA
AXON
From
Benzinga
10 Industrials Stocks Whale Activity In Today's Session
December 03, 2024
Tickers
BE
DAL
JOBY
LDOS
Tags
DAL
RKLB
UPS
From
Benzinga
Market Whales and Their Recent Bets on SYM Options
December 02, 2024
Tickers
SYM
Tags
Benzinga
Markets
Market News
From
Benzinga
Why Is Symbotic Stock Crashing, and Should You Buy the Dip?
December 02, 2024
Tickers
SYM
Tags
Recent Press Releases
Market News
SYM
From
Motley Fool
Reddit, Grab And Autodesk Are Among Top 11 Large-Cap Losers Last Week (Nov 25-Nov 29): Are The Others In Your Portfolio?
December 01, 2024
Tickers
ADSK
BBD
DELL
GRAB
Tags
HTHT
DELL
Large Cap
From
Benzinga
Symbotic Unusual Options Activity
November 29, 2024
Tickers
SYM
Tags
Benzinga
Markets
Market News
From
Benzinga
AI Stock Symbotic Plunged 36% on Wednesday Due to Accounting Errors. What Should Investors Do?
November 29, 2024
Tickers
SYM
Tags
Recent Press Releases
Market News
SYM
From
Motley Fool
Symbotic, Unusual Machines, VCI Global, Pony AI, Tesla: Why These 5 Stocks Are On Investors' Radars Today
November 27, 2024
Tickers
EVS
NEWS
PONY
SYM
Tags
Shivdeep Dhaliwal
Market News
Equities
From
Benzinga
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
November 27, 2024
Tickers
AQMS
DDD
FTCI
GOGL
Tags
PDYN
AQMS
PGHL
From
Benzinga
Nasdaq Down Over 100 Points; HP Shares Plunge
November 27, 2024
Tickers
HPQ
IREN
NEWS
OTLK
Tags
UMAC
OTLK
IREN
From
Benzinga
Dow Falls Over 100 Points; US Crude Oil Stocks Decline
November 27, 2024
Tickers
HPQ
IREN
NEWS
OTLK
Tags
News
SYM
Commodities
From
Benzinga
Robotics Company Symbotic Stock Plummets Over 30% After Delayed Filing And Revenue Errors - What's Going On?
November 27, 2024
Tickers
NEWS
SYM
Tags
General
News
SYM
From
Benzinga
Jim Cramer: Linde Is A 'Terrific' Company, Sees Another Stock Up 75% As 'Not Done'
November 26, 2024
Tickers
BN
LIN
NEWS
SYM
Tags
Stories That Matter
LIN
Benzinga
From
Benzinga
Super Micro Computer, Snowflake And MicroStrategy Are Among Top 10 Large-Cap Gainers Last Week (Nov 18-Nov 22): Are The Others In Your Portfolio?
November 24, 2024
Tickers
AS
DDOG
ESTC
MSTR
Tags
AS
Trading Ideas
SNOW
From
Benzinga
3 Millionaire-Maker Artificial Intelligence (AI) Stocks
November 23, 2024
Tickers
AI
LMND
SERV
SYM
Tags
SYM
SERV
Market News
From
Motley Fool
Should Investors Buy Symbotic Stock Right Now?
November 21, 2024
Tickers
SYM
Tags
SYM
Market News
Recent Press Releases
From
Motley Fool
8 Industrials Stocks Whale Activity In Today's Session
November 20, 2024
Tickers
ACHR
CAT
DRS
FIX
Tags
GE
CAT
Benzinga
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
November 19, 2024
Tickers
DFLI
GTI
IPDN
MVST
Tags
TRU
NCNC
SWVL
From
Benzinga
Stock Of The Day: Symbotic Soars — But For How Long?
November 19, 2024
Tickers
SYM
TECH
Tags
Topics
SYM
Top Stories
From
Benzinga
What's Going On With Symbotic Shares Today?
November 19, 2024
Tickers
NEWS
SYM
Tags
SYM
News
Movers
From
Benzinga
Energizer, C3.ai, Insmed And Other Big Stocks Moving Higher On Tuesday
November 19, 2024
Tickers
AI
ALMS
APLD
APLS
Tags
ENR
Benzinga
Mid/Day Movers
From
Benzinga
Nvidia To Rally More Than 19%? Here Are 10 Top Analyst Forecasts For Tuesday
November 19, 2024
Tickers
BTDR
FTNT
FUN
GWRE
Tags
GWRE
Analyst Ratings
PT Changes
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
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.