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 TRUP
Recent news which mentions TRUP
< Previous
1
2
...
6
7
8
9
10
11
12
13
Next >
Short Interest Sector Focus: Financial Services Sector
September 23, 2022
Tickers
ECPG
FRBK
HCI
LMND
Tags
ECPG
Market News
UPST
From
Benzinga
Is This Beaten-Down Growth Stock a Buy?
September 23, 2022
Tickers
TRUP
Tags
Market News
TRUP
Recent Press Releases
From
Motley Fool
KB Home, Darden Restaurants And Other Big Losers From Thursday
September 23, 2022
Tickers
ABNB
APE
BALL
CVNA
Tags
ENVX
DRI
Top Losers
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
September 21, 2022
Tickers
BHG
BRP
DGICB
HRTG
Tags
Movers
Trading Ideas
BHG
From
Benzinga
General Mills, Apollo Medical And Some Other Big Stocks Moving Higher On Wednesday
September 21, 2022
Tickers
AMEH
BYND
FREY
GIS
Tags
Trading Ideas
TELL
AMEH
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 21, 2022
September 21, 2022
Tickers
ACB
ACET
ADCT
AJG
Tags
GOSS
ANET
ACB
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
September 16, 2022
Tickers
AFGC
BHFAL
EHTH
FGF
Tags
WDH
Market News
FGF
From
Benzinga
Where to Invest $5,000 Right Now
September 14, 2022
Tickers
ABT
TRUP
Tags
Recent Press Releases
TRUP
Market News
From
Motley Fool
Insurance Stocks Moving In Thursday's Intraday Session
September 01, 2022
Tickers
CNA
EHTH
FNHC
GOCO
Tags
Movers
Trading Ideas
SAFT
From
Benzinga
Short Interest Sector Focus: Financial Services Sector
August 29, 2022
Tickers
ECPG
FRBK
LMND
MARA
Tags
SOFI
Trading Ideas
LMND
From
Benzinga
Why Everbridge Jumped Over 17%; Here Are 90 Biggest Movers From Friday
August 29, 2022
Tickers
AAPL
ACLS
ACON
AFRM
Tags
Market News
ALLO
Communications Equipment
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
August 25, 2022
Tickers
BHF
CNFR
FANH
HGTY
Tags
BHF
TRUP
FANH
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
August 18, 2022
Tickers
BHG
FGFPP
FNHC
HALL
Tags
HGTY
Trading Ideas
LMND
From
Benzinga
Despite Some Big Losers, These Growth Stocks Are Keeping the Nasdaq Bull Market Going
August 11, 2022
Tickers
ENVX
ME
MQ
SONO
Tags
ME
Recent Press Releases
TRUP
From
Motley Fool
Coinbase, Trade Desk, H&R Block And Some Other Big Gainers From Wednesday
August 11, 2022
Tickers
ABCL
AFRM
APP
ARRY
Tags
COIN
Big Gainers From Wednesday
Market News
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
August 04, 2022
Tickers
AGO
FGF
FGFPP
HGTY
Tags
FGFPP
TRUP
PLMR
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 4, 2022
August 04, 2022
Tickers
AMX
ATHM
BALL
BXP
Tags
Intraday Update
MED
CAC
From
Benzinga
Recap: Trupanion Q2 Earnings
August 03, 2022
Tickers
TRUP
Tags
Market News
Earnings
Benzinga
From
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
August 03, 2022
Tickers
BHG
DGICB
FNHC
LMND
Tags
TRUP
DGICB
MRAI
From
Benzinga
Trupanion's Earnings Outlook
August 02, 2022
Tickers
TRUP
Tags
Benzinga
TRUP
BZI/EP
From
Benzinga
Short Interest Sector Focus: Financial Services Sector
July 27, 2022
Tickers
BWAC
ECPG
HCI
LMND
Tags
OWL
Small Cap
Benzinga
From
Benzinga
3 Top Stocks You Probably Didn't Know Warren Buffett Owns
July 27, 2022
Tickers
BRK-A
BRK-B
DG
MKL
Tags
BRK/A
Market News
BRK/B
From
Motley Fool
Insurance Stocks Moving In Friday's Intraday Session
July 22, 2022
Tickers
ACGLO
ALL
BHFAO
FANH
Tags
MRAI
FANH
TRUP
From
Benzinga
7 Best Bull Market Stocks to Buy Now
July 22, 2022
Tickers
AMZN
BLK
CARR
F
Tags
F
PYPL
TRUP
From
InvestorPlace
3 Monster Growth Stocks That Can Turn $200,000 Into $1 Million by 2030
July 03, 2022
Tickers
CCHWF
CRLBF
NIO
TRUP
Tags
Market News
CRLBF
TRUP
From
Motley Fool
3 Stocks That Can Generate Life-Changing Wealth in 20 Years
June 12, 2022
Tickers
ETSY
SE
TRUP
Tags
Market News
SE
ETSY
From
Motley Fool
Stocks That Hit 52-Week Lows On Friday
June 10, 2022
Tickers
SOUN
SPCB
SPNE
SPNS
Tags
52/Week Lows
WRBY
TKC
From
Benzinga
Down 58% From Its High, Is This Growth Stock a Buy?
June 03, 2022
Tickers
TRUP
Tags
TRUP
Recent Press Releases
Market News
From
Motley Fool
Insurance Stocks Moving In Wednesday's Intraday Session
May 25, 2022
Tickers
AFGE
BHG
CIA
FNHC
Tags
Trading Ideas
Movers
HUIZ
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
May 24, 2022
Tickers
BHF
BHG
FANH
HGTY
Tags
Benzinga
MHLD
TIG
From
Benzinga
< Previous
1
2
...
6
7
8
9
10
11
12
13
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.