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 Stock Picks
Recent news which mentions Stock Picks
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
32
33
Next >
Jim Cramer says the stock market is a 'work in progress' towards a rate cut
June 04, 2024
Tags
U/S/ Markets
Investing
Stock Picks
From
CNBC.com News
Jim Cramer explains why Dell is a buy on the dip
June 03, 2024
Tags
Investing
Dell Technologies Inc
U/S/ Markets
From
CNBC.com News
Cramer says investors should accept market weakness and 'just wait' for rate cuts
June 03, 2024
Tags
Stock Picks
Business News
U/S/ Markets
From
CNBC.com News
Cramer's Lighting Round: Amazon 'has a lot of room to go higher'
June 03, 2024
Tags
Investment strategy
Business
Market Outlook
From
CNBC.com News
Cramer says to buy Costco after the stock's post-earnings dip
May 31, 2024
Tags
Stock Picks
Business News
U/S/ Markets
From
CNBC.com News
Cramer's Lighting Round: 'You've got a winner' with Astra Zeneca
May 31, 2024
Tags
Business News
Hawaiian Electric Industries Inc
Stock Picks
From
CNBC.com News
Cramer's week ahead: Labor report, plus Gitlab and Crowdstrike earnings
May 31, 2024
Tags
Stock Picks
U/S/ Markets
Brown/Forman Corp
From
CNBC.com News
How East West Bancorp has gained an edge by serving the Asian American community
May 31, 2024
Tags
stocks
Markets
Breaking News: Markets
From
CNBC.com News
Cramer's Lightning Round: Beyond Meat is 'too risky'
May 30, 2024
Tags
Stock markets
Riot Platforms Inc
Investment strategy
From
CNBC.com News
Best Buy CEO explains how the company is preparing to sell new AI-enabled computers
May 30, 2024
Tickers
CEO
Tags
Business News
Lenovo Group Ltd
CEO
From
CNBC.com News
Cramer says enterprise software sector's prominence may be winding down
May 30, 2024
Tags
Stock Picks
Business News
U/S/ Markets
From
CNBC.com News
Chipotle CEO discusses viral TikTok trend, company's first-ever stock split
May 29, 2024
Tickers
CEO
Tags
Business News
Stock Picks
CEO
From
CNBC.com News
Cramer's Lightning Round: 'Stay away' from Crown Castle
May 29, 2024
Tickers
OKLO
Tags
Investing
U/S/ Markets
Business News
From
CNBC.com News
After revenue miss, Salesforce CEO details the 'measured' buying environment for enterprise software companies
May 29, 2024
Tags
Investment strategy
Business
Salesforce Inc
From
CNBC.com News
Cramer explains why some are skeptical of Nvidia's ballooning market cap
May 29, 2024
Tags
Amazon/com Inc
U/S/ Markets
Microsoft Corp
From
CNBC.com News
Cramer's Lightning Round: Apple is a buy
May 28, 2024
Tags
stocks
Markets
Mad Money
From
CNBC.com News
Jim Cramer explains why stock splits can bring gains
May 28, 2024
Tags
Chipotle Mexican Grill Inc
U/S/ Markets
Investing
From
CNBC.com News
Cramer examines the bull cases for Nvidia as it sets new highs
May 28, 2024
Tags
U/S/ Markets
Investing
Stock Picks
From
CNBC.com News
Cramer's week ahead: Earnings from Costco, Dell, Ulta and Dollar General
May 24, 2024
Tags
Gap Inc
Costco Wholesale Corp
Business
From
CNBC.com News
Cramer's Lighting Round: Sell AMC
May 24, 2024
Tags
S&P 500
Moderna Inc
Inspire Medical Systems Inc
From
CNBC.com News
After a better-than-expected quarter, Cramer's optimistic on Macy's turnaround
May 24, 2024
Tags
Investing
U/S/ Markets
Business News
From
CNBC.com News
Charles Schwab CEO says inflation is the 'number one concern' among investors
May 23, 2024
Tags
Investment Strategy
Mad Money
Charles Schwab Corp
From
CNBC.com News
Cramer's Lightning Round: Sigma Lithium is 'too dicey'
May 23, 2024
Tags
Business News
Sony Group Corp
Eli Lilly and Co
From
CNBC.com News
Jim Cramer warns against trading Nvidia after blowout quarter
May 23, 2024
Tags
U/S/ Markets
Amazon/com Inc
Microsoft Corp
From
CNBC.com News
Snowflake CEO talks collaboration with Nvidia: 'There's a lot to come'
May 22, 2024
Tags
Business News
Stock Picks
Investing
From
CNBC.com News
Cramer's Lightning Round: 'I would not be a buyer' of Corning
May 22, 2024
Tags
Kratos Defense and Security Solutions Inc
U/S/ Markets
Investing
From
CNBC.com News
Williams-Sonoma CEO explains how the company deals with a difficult housing market
May 22, 2024
Tickers
CEO
Tags
stocks
Markets
Breaking News: Business
From
CNBC.com News
Cramer says recent data shows the economy has cooled since the Fed's last meeting
May 22, 2024
Tags
Investing
U/S/ Markets
Business News
From
CNBC.com News
Cramer's Lightning Round: Lazard is a buy
May 21, 2024
Tags
Stock markets
Business
stocks
From
CNBC.com News
Lowe's CEO explains why the company is partnering with Big Tech
May 21, 2024
Tickers
CEO
Tags
stocks
Markets
Mad Money
From
CNBC.com News
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
32
33
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.