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 TD Cowen
Recent news which mentions TD Cowen
Green Apron, Red Flag? Starbucks Analysts Wonder About $500 Million Investment As Sales Slump
July 30, 2025
Tickers
COFFEE
SBUX
Tags
Earnings
Stories That Matter
Benzinga
From
Benzinga
Darden Restaurants Sets Up 2026 Guidance: Analyst Expects A 'Beat And Raise' Year
June 23, 2025
Tickers
DRI
UBER
Tags
Movers
Analyst Ratings
Stephens
From
Benzinga
Starbucks' Green Apron Expansion To Boost Service—But Squeeze Earnings Through 2027
June 23, 2025
Tickers
SBUX
Tags
Expert Ideas
Market News
Analyst Ratings
From
Benzinga
How Chipotle Plans To Bounce Back From Weak Sales And Hit $4M Per Store
June 18, 2025
Tickers
CMG
Tags
Benzinga
Reiteration
Analyst Color
From
Benzinga
Michael Saylor's Strategy Nears 600,000 Bitcoin After $1 Billion Buy Funded By High-Yield IPO, Says TD Cowen Sees 'Very Safe' Upside
June 18, 2025
Tickers
BITCOMP
MSTR
NEWS
STRK
Tags
TD Cowen
MSTR
benzinga neuro
From
Benzinga
Palo Alto Networks Posts Solid 3Q, Next Gen Security Momentum Strong Despite Macro Uncertainty
May 21, 2025
Tickers
PANW
Tags
Reiteration
JMP Securities
PANW
From
Benzinga
Trip.com Posts Q1 Earnings Beat: Analysts Highlight Solid Execution, Resilient Demand
May 20, 2025
Tickers
TCOM
Tags
Reiteration
Trading Ideas
Fawne Jiang
From
Benzinga
TJX Companies Q1 Preview: Report Could Reflect Durable Earnings Growth
May 20, 2025
Tickers
TJX
Tags
Previews
TJ Maxx
Reiteration
From
Benzinga
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
May 01, 2025
Tickers
AI
MSFT
TECH
Tags
KeyBanc
Market News
Movers
From
Benzinga
Taco Bell Parent Yum Brands Under Pressure, Expects Chicken Nuggets To Drive Q2 Traffic
May 01, 2025
Tickers
YUM
Tags
Analyst Color
Eric Gonzalez
Price Target
From
Benzinga
First Watch Sees Brighter 2025 With Improved Marketing, Lower Egg Costs, Says Analyst
April 01, 2025
Tickers
FWRG
Tags
Price Target
Benzinga
FWRG
From
Benzinga
Why Did MTSR Stock Surge 15% On The Worst Trading Day Of 2025? Here's What Has Happened Since Its Listing
March 04, 2025
Tickers
MTSR
NEWS
ONEQ
Tags
TD Cowen
Market Summary
MTSR
From
Benzinga
McDonald's: E. Coli Continues To Infect Results; Analysts Expect Value Offerings, Marketing To Drive Performance
February 11, 2025
Tickers
MCD
Tags
Analyst Color
Eric Gonzalez
Price Target
From
Benzinga
Cava Group Posts Q3 Beat: 'Notable Tangible Sales Drivers,' Analysts Say, Raise Forecasts
November 13, 2024
Tickers
CAVA
FOOD
Tags
Andrew Charles
Trading Ideas
Reiteration
From
Benzinga
Yum! Brands Misses Q3 Sales As Analysts See Risk Of More Store Closures From Middle East Tensions
November 06, 2024
Tickers
YUM
Tags
Andrew Charles
Trading Ideas
Reiteration
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
Expert Ideas
Restaurants
Analyst Ratings
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
Top Stories
Wedbush
franchises
From
Benzinga
Pepsi Fights Back Against Shrinkflation: Why Your Chip Bags Will Be Fuller In The Future
October 16, 2024
Tickers
FOOD
NEWS
PEP
Tags
shrinkflation
Benzinga
Market News
From
Benzinga
Not Paying Your Bills? Wall Street Worries That Too Many Credit Card Balances Are Turning Delinquent
September 17, 2024
Tickers
ALLY
BAC
COF
ENVA
Tags
BAC
ENVA
Market News
From
Benzinga
Chipotle CEO Brian Niccol Jumps Ship To Starbucks, 6 Analysts Weigh Implications: 'Undeniable Victory'
August 14, 2024
Tickers
CMG
NEWS
SBUX
Tags
Top Stories
Nick Setyan
SBUX
From
Benzinga
Chipotle Addresses Negative Feedback On Portions, 9 Analysts Still Cut Forecasts After Better-Than-Expected Earnings Results
July 25, 2024
Tickers
CMG
Tags
Price Target
Benzinga
Jake Bartlett
From
Benzinga
Domino's Plans To Cut Store Openings 'Come As A Surprise': Analyst
July 20, 2024
Tickers
DPZ
UBER
Tags
Goldman Sachs
Restaurants
TD Cowen
From
Benzinga
Ethereum ETF Approval To Spur 'A Basket Of Crypto Tokens Within A Year,' Says TD Cowen
May 27, 2024
Tickers
NEWS
Tags
Cryptocurrency
News
$ETH
From
Benzinga
Starbucks Presents A 'Bitter Bean To Swallow': Analysts Cut Forecasts After FQ2 Results
May 01, 2024
Tickers
COFFEE
SBUX
Tags
Restaurants
Expert Ideas
Chris O'Cull
From
Benzinga
Domino's Pizza Succeeds In Driving More Traffic: Analysts Revise Forecasts After Q1 Results
April 30, 2024
Tickers
DPZ
UBER
Tags
Andrew Charles
UBER
Reiteration
From
Benzinga
Chipotle Mexican Grill Is In A 'League Of Their Own': 7 Analysts Revise Forecasts After Q1 Results
April 25, 2024
Tickers
CMG
Tags
Stories That Matter
KeyBanc Capital Markets
Analyst Color
From
Benzinga
Loss Of Investor Appetite Justified? McDonald's Analysts Dig Into Q4 Print: 'We Are Pleased'
February 05, 2024
Tickers
MCD
NEWS
Tags
Trading Ideas
Andrew Charles
Reiteration
From
Benzinga
Starbucks Fails To Serve Hot Results, Brewing Analyst Concerns Over China Sales, Boycott Effects
January 31, 2024
Tickers
COFFEE
NEWS
SBUX
Tags
Andrew Charles
Reiteration
General
From
Benzinga
Cannabis 2024: Experts Weigh In, What To Expect From DC And Business Outlook 'Exciting Point In Time'
December 27, 2023
Tickers
NEWS
SAM
Tags
FloraWorks
minor cannabinoids
Cannabis
From
Benzinga
Cannabis Vs. Alcohol: Wall Street Analyst-Led Research Shows $29B Cannabis Surge, 18M New Users
December 18, 2023
Tickers
TD
Tags
Vivien Azer
Expert Ideas
Cannabis
From
Benzinga
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.