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 Stephen Weiss
Recent news which mentions Stephen Weiss
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
CNBC's Final Trades: Fidelity National, Deere And Why You Should 'Take A Look At The Health Care Sector'
August 16, 2022
Tickers
DE
FN
Tags
Virtus Investment Partners
Joseph Terranova
Long Ideas
From
Benzinga
CNBC's Final Trades: Adobe, Pinnacle, This Automotive Stock And More
August 12, 2022
Tickers
ADBE
ITA
PNW
Tags
PNW
Joshua Brown
Long Ideas
From
Benzinga
CNBC's Final Trades: iShares Telecom, Nvidia, Uber, And This Big Three Automaker
August 09, 2022
Tickers
F
IYZ
NVDA
UBER
Tags
Benzinga
Kevin O'Leary
Media
From
Benzinga
CNBC's Final Trades: Iron Mountain, Porsche And This Health Care Company
August 05, 2022
Tickers
IRM
MRK
Tags
Trading Ideas
Markets
MRK
From
Benzinga
CNBC's Final Trades: Nvidia, Consumer Discretionary And These 3 Energy Plays
July 28, 2022
Tickers
DVN
EPD
IYC
NVDA
Tags
IYC
Degas Wright
DVN
From
Benzinga
CNBC's Final Trades: Boeing, Apple, Amazon And This Short-Term Play
July 25, 2022
Tickers
AAPL
AMZN
BA
SHV
Tags
Stephen Weiss
Jim Lebenthal
AAPL
From
Benzinga
CNBC's Final Trades: Delta Air Lines, Devon Energy, Uranium Miners And This Shorting Opportunity
July 19, 2022
Tickers
DAL
DVN
TLT
Tags
Requisite Capital Management
Long Ideas
CNBC
From
Benzinga
CNBC's Final Trades: Shake Shack, Compass Diversified Holdings, NXP Semiconductors And This Shorting Opportunity
July 15, 2022
Tickers
CODI
NXPI
SHAK
TLT
Tags
Jenny Harrington
Benzinga
Cerity Partners
From
Benzinga
Here's What You Should Short Ahead Of Banking Earnings This Week: CNBC's Final Trades
July 12, 2022
Tickers
MRK
WYNN
Tags
Cerity Partners
Benzinga
WYNN
From
Benzinga
CNBC's Final Trades: Buy Coca-Cola And Health Care, Short These Two
June 30, 2022
Tickers
AMD
KO
XLV
Tags
Trading Ideas
Short Hills Capital Partners
Liz Young
From
Benzinga
CNBC's Final Trades: UnitedHealth, WideOpenWest And This Company That's 'Minting Cash'
June 28, 2022
Tickers
DVN
UNH
WOW
Tags
WOW
Jenny Harrington
Benzinga
From
Benzinga
CNBC's Final Trades: Uranium, Cash, Union Pacific And This Other Transportation Company
June 15, 2022
Tickers
FDX
UNP
Tags
Media
UNP
Ritholtz Wealth Management
From
Benzinga
CNBC's Final Trades: Sabra Health Care, Eli Lilly, FedEx And This Way To Gain EV Exposure
June 10, 2022
Tickers
CHPT
FDX
LLY
SBRA
Tags
Benzinga
Rob Sechan
Jenny Harrington
From
Benzinga
CNBC's Final Trades: Marathon Petroleum, HealthEquity, Cash And This Fast Food Major
June 09, 2022
Tickers
HQY
MPC
WEN
Tags
Joseph Terranova
Virtus Investment Partners
Long Ideas
From
Benzinga
CNBC's Final Trades: Visa, ChargePoint, Nvidia And This Logistics Company
June 03, 2022
Tickers
CHPT
NVDA
V
XPO
Tags
Trading Ideas
Markets
Short Hills Capital Partners
From
Benzinga
CNBC's Final Trades: Financials, Treasury Bond ETF, Eli Lilly And This Shorting Opportunity
June 02, 2022
Tickers
EBAY
LLY
TLT
Tags
Long Ideas
CNBC
Joseph Terranova
From
Benzinga
CNBC's Final Trades: Costco Wholesale, Zoetis, BlackBerry, Walt Disney And This Energy Stock
May 29, 2022
Tickers
BB
COST
DIS
OVV
Tags
BB
Short Hills Capital Partners
Trading Ideas
From
Benzinga
CNBC's Final Trades: Charter Communications, T Rowe Price Group, Citigroup And This Shorting Opportunity
May 26, 2022
Tickers
C
CHTR
TLT
TROW
Tags
Benzinga
Pete Najarian
Short Ideas
From
Benzinga
CNBC's Final Trades: TJX Companies, JPMorgan Chase, NXP Semiconductors And This Bitcoin Play
May 20, 2022
Tickers
BITCOMP
JPM
NXPI
TJX
Tags
Trading Ideas
NXPI
Short Hills Capital Partners
From
Benzinga
CNBC's Final Trades: Enterprise Products Partners, BHP Group, Progressive And This Stock That Should Be Sold Now
May 19, 2022
Tickers
BHP
DOCS
EPD
PGR
Tags
PGR
Short Ideas
EPD
From
Benzinga
CNBC's Final Trades: Iqvia Holdings, AutoZone, Occidental Petroleum And These Undervalued Picks
May 16, 2022
Tickers
AZO
IQV
OXY
XPO
Tags
Trading Ideas
Short Hills Capital Partners
Shannon Saccocia
From
Benzinga
CNBC's Final Trades: Starbucks, Interactive Brokers, This ETF And This Crypto
May 10, 2022
Tickers
IBKR
JEPI
SBUX
Tags
Requisite Capital Management
Joseph Terranova
Virtus Investment Partners
From
Benzinga
Is Bitcoin On Its Way to $25,000? Brace Yourself For The Answer
May 09, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Markets
Trading Ideas
$BTC
From
Benzinga
CNBC's Final Trades: Lumen Technologies, US Dollar, Cinemark Holdings And This Energy Stock
May 09, 2022
Tickers
CNK
CVX
LUMN
Tags
Long Ideas
CNBC
Short Hills Capital Partners
From
Benzinga
CNBC's Final Trades: Honeywell International, Merck And More
May 05, 2022
Tickers
HON
MRK
QQQ
VGSH
Tags
Jason Snipe
MRK
Trading Ideas
From
Benzinga
CNBC's Final Trades: SL Green Realty, Apple, Micron And This Telecom Major
April 29, 2022
Tickers
AAPL
MU
SLG
VOD
Tags
Short Hills Capital Partners
VOD
Trading Ideas
From
Benzinga
CNBC's Final Trades: Bank of America, Cleveland-Cliffs, Energy, Cash And More
April 26, 2022
Tickers
BAC
CLF
MAR
Tags
Requisite Capital Management
Joseph Terranova
Virtus Investment Partners
From
Benzinga
CNBC's Final Trades: Wholesale, VMware, Volkswagen And This Divided Yield Investment Option
April 24, 2022
Tickers
COST
SHY
VMW
Tags
Long Ideas
Joshua Brown
CNBC
From
Benzinga
CNBC's Final Trades: US Dollar, Energy Transfer, ONEOK And This Leading Tech Stock
April 19, 2022
Tickers
ET
IBM
OKE
Tags
Virtus Investment Partners
ET
Joseph Terranova
From
Benzinga
CNBC's Final Trades: Charles Schwab, iShares 1-3 Year Treasury Bond ETF, And This Oil Stock
April 16, 2022
Tickers
NFLX
NOV
SCHW
SHY
Tags
CNBC
Long Ideas
Joshua Brown
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
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.