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 Stifel
Recent news which mentions Stifel
< Previous
1
2
3
4
5
6
Next >
Intel Attempts Turnaround, Analysts 'Remain On The Sidelines'
January 31, 2025
Tickers
AMD
INTC
NEWS
TECH
Tags
Aaron Rakers
Oppenheimer
Analyst Ratings
From
Benzinga
Tesla Analysts Highlight FSD, Robotaxis, New Vehicles For Growth: 'Elon Has Never Sounded So Bullish'
January 30, 2025
Tickers
AI
EVS
FSD
TSLA
Tags
Mark Delaney
artificial intelligence
EVs
From
Benzinga
IBM Posts Q4 Earnings Beat, Shifts Focus To Software As Analysts Raise Forecasts
January 30, 2025
Tickers
IBM
Tags
Benzinga
Matthew Swanson
Analyst Ratings
From
Benzinga
Starbucks Posts Earnings Beat: New CEO Will 'Fix The Business The Right Way,' Analyst Says
January 29, 2025
Tickers
SBUX
Tags
Logan Reich
Trading Ideas
Stifel
From
Benzinga
Royal Caribbean Cruises Posts Q4 Beat: 'A Compelling Long-Term Strategy,' Says Analyst
January 29, 2025
Tickers
RCL
VIK
Tags
Stifel
Trading Ideas
Earnings Beats
From
Benzinga
Qorvo's Outlook Shaped By Apple, Restructuring Moves, 6 Analysts Weigh In
January 29, 2025
Tickers
AAPL
QRVO
Tags
Ruben Roy
Market News
Price Target
From
Benzinga
Portillos 'Beefed Up' Focus To Improve Traffic Trends, Says Bullish Analyst
January 27, 2025
Tickers
PTLO
Tags
Movers
Upgrades
Trading Ideas
From
Benzinga
CSX Shares Slide As Q4 Revenues Fall Short, Impact From 'Operational Issues' Notes Analyst
January 24, 2025
Tickers
CSX
Tags
Trading Ideas
Stifel
transportation
From
Benzinga
Texas Instruments Recovery On Track As Analysts Monitor Industrial Sector Trends
January 24, 2025
Tickers
TECH
TXN
Tags
Cody Acree
Analyst Ratings
Melissa Fairbanks
From
Benzinga
Johnson & Johnson's MedTech Momentum Expected To Rebound In 2025 Despite Current Hurdles: Analyst
January 23, 2025
Tickers
JNJ
NEWS
Tags
Analyst Ratings
Jayson Bedford
JNJ
From
Benzinga
Procter & Gamble's Q2 Surge: Optimism Grows Amid Stable US Sales, Improving Trends In China
January 23, 2025
Tickers
NEWS
PG
Tags
Global
Expert Ideas
AI Generated
From
Benzinga
Sports Betting Company Flutter Gets Buy Rating During NFL Playoffs: 'Core Multi-Year Holding'
January 17, 2025
Tickers
FLUT
Tags
Sports Betting
Price Target
Market News
From
Benzinga
Tesla Stock 'Well Positioned To Deliver Robust Multi-Year Growth': Why Analyst Is Raising Price Target After Deliveries Miss
January 06, 2025
Tickers
AI
FSD
TSLA
Tags
Benzinga
TSLA
Cybercab
From
Benzinga
Wolverine World Wide Shares Up 156%, Analyst Expects Further Upside From 2025 Being An 'Inflection Year'
December 11, 2024
Tickers
WWW
Tags
Movers
Upgrades
Jim Duffy
From
Benzinga
MongoDB Posts Strong Q3 But Stock Falls: 'Solid Execution In Still A Choppy Macro,' Says Analyst
December 10, 2024
Tickers
MDB
TECH
Tags
Market News
truist sercurities
Needham
From
Benzinga
Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'
December 10, 2024
Tickers
ORCL
TECH
Tags
Brad Reback
ORCL
Brian Schwartz
From
Benzinga
ChargePoint Q3 Results Some Restructuring Benefits, Analysts Say: Expect 'Return To Growth In 2025'
December 05, 2024
Tickers
CHPT
Tags
Christopher Dendrinos
Mickey Legg
Needham
From
Benzinga
Okta Posts Q3 Beat, Guidance Miss: Analyst Says 'Sustainable Growth Remains Hazy'
December 04, 2024
Tickers
OKTA
TECH
Tags
Guggenheim Securities
Tech
John DiFuccci
From
Benzinga
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
December 04, 2024
Tickers
AI
CRM
TECH
Tags
Tech
Guggenheim Securities
JPMorgan
From
Benzinga
Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth
December 04, 2024
Tickers
AMZN
MRV
MRVL
Tags
Price Target
Reiteration
Harsh Kumar
From
Benzinga
Zscaler Posts Q1 Beat: 8 Analysts Express Concern Around CFO Retirement, Guidance
December 03, 2024
Tickers
ZS
Tags
Earnings Beats
Adam Borg
RBC Capital Markets
From
Benzinga
Intuit Posts Q1 Beat, Shares Tank On Disappointing Outlook: Analyst Says: 'Trends Beneath The Surface Were Mixed'
November 22, 2024
Tickers
INTU
Tags
Analyst Ratings
INTU
Oppenheimer
From
Benzinga
Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
November 15, 2024
Tickers
AMAT
Tags
C/J/ Muse
Market News
Long Ideas
From
Benzinga
McDonald's Q3 Earnings Preview: Trump Visit, E. Coli Outbreak In Focus, Analysts Highlight Global Scale, Franchise Strength
October 28, 2024
Tickers
MCD
Tags
Market News
TD Cowen
Expert Ideas
From
Benzinga
UPS Posts Q3 Beat, Cuts Revenue Outlook: 'Manufacturing Needs To Recover For Uncertainty To Subside,' Analyst Says
October 25, 2024
Tickers
UPS
Tags
Analyst Ratings
Ken Hoexter
UPS
From
Benzinga
Deckers Outdoor Posts Q2 Beat, Analysts Say Hoka Shoe Company Could Maintain 'Robust Growth Trajectory'
October 25, 2024
Tickers
DECK
Tags
Jim Duffy
Movers
Truist Securities
From
Benzinga
Las Vegas Sands Stock Seen As 'Overly Compelling' As Analysts Highlight Macau Recovery, Project Return To 'Pre-Pandemic Levels'
October 24, 2024
Tickers
ASIA
LVS
MACAU
Tags
Stories That Matter
Steven Wieczynski
Trading Ideas
From
Benzinga
Tesla Q3 'An Unexpectedly Good Quarter': 10 Analysts On Earnings, Margins, FSD, Robotaxis, More
October 24, 2024
Tickers
FSD
TSLA
Tags
Morgan Stanley
Bank of America
Goldman Sachs
From
Benzinga
Starbucks Analysts Bullish On CEO Brian Niccol After Tough Preannouncement: 'Zeroing In' On Right Issues
October 23, 2024
Tickers
COFFEE
NEWS
SBUX
Tags
SBUX
Stifel
coffee
From
Benzinga
McDonald's 'Well Positioned To Contain' E. Coli Outbreak: Analysts Say Impact Minimal Vs. Chipotle's 2015 Case
October 23, 2024
Tickers
CMG
JACK
MCD
Tags
Andrew Charles
E/Coli
Analyst Color
From
Benzinga
< Previous
1
2
3
4
5
6
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.