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 UBS Group AG
Recent news which mentions UBS Group AG
< Previous
1
2
3
4
5
6
7
Next >
Stocks making the biggest premarket moves: Dollar General, Salesforce, Palantir and more
August 31, 2023
Tags
Business
UBS Group AG
Palantir Technologies Inc
From
CNBC.com News
5 things to know before the stock market opens Thursday
August 31, 2023
Tags
Personnel
Berkshire Hathaway Inc
Politics
From
CNBC.com News
CNBC Daily Open: Jobs growth slowed down. Markets shot up
August 31, 2023
Tickers
JOBS
Tags
Asia Markets
Jobs
World Markets
From
CNBC.com News
UBS posts $29 billion second-quarter profit in first results since Credit Suisse takeover
August 31, 2023
Tags
Wall Street
Investing
Markets
From
CNBC.com News
Stocks making the biggest moves midday: Best Buy, Big Lots, Coinbase, Nio and more
August 29, 2023
Tags
Markets
Citi Trends Inc
NIO Inc
From
CNBC.com News
Stocks making the biggest moves premarket: 3M, CrowdStrike, Xpeng and more
August 28, 2023
Tags
Finance
Alibaba Group Holding Ltd
3M Co
From
CNBC.com News
Here are the 18 stocks Jim Cramer is watching, including a big Goldman call on AI names
August 22, 2023
Tags
Hasbro Inc
Markets
Alphabet Inc
From
CNBC.com News
5 things to know before the stock market opens Tuesday
August 15, 2023
Tags
NVIDIA Corp
Investment strategy
Business News
From
CNBC.com News
Stocks making the biggest moves midday: News Corp, Alibaba, Applied Materials and more
August 11, 2023
Tags
Markets
Kura Oncology Inc
Lam Research Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Six Flags, UBS, IonQ, Archer Aviation and more
August 11, 2023
Tags
Finance
Breaking News: Markets
Six Flags Entertainment Corp
From
CNBC.com News
UBS ends Credit Suisse dependence on Swiss central bank loan
August 11, 2023
Tags
Markets
Politics
UBS Group AG
From
CNBC.com News
Moody's cuts ratings of 10 U.S. banks and puts some big names on downgrade watch
August 08, 2023
Tags
UBS Group AG
U/S/ Markets
Wall Street
From
CNBC.com News
Stocks making the biggest moves midday: SoFi, ON Semiconductor, Disney, Sweetgreen and more
July 31, 2023
Tags
Piper Jaffray Companies
Goodrx Holdings Inc
Market Insider
From
CNBC.com News
Deutsche Bank beats expectations despite 27% drop in profit, jump in costs
July 26, 2023
Tags
Finance
Investment strategy
Banks
From
CNBC.com News
Swiss National Bank opts for smaller rate hike, but says more are likely
June 22, 2023
Tags
Prices
Europe Economy
Economy
From
CNBC.com News
Why Charles Schwab became a financial 'supermarket'
June 17, 2023
Tags
Business
JPMorgan Chase & Co
SoFi Technologies Inc
From
CNBC.com News
62% of student loan borrowers 'live for today' when it comes to spending—why that's a problem
June 12, 2023
Tags
UBS Group AG
Make It / Become Debt/Free
Make It
From
CNBC.com News
UBS says it has completed the takeover of stricken rival Credit Suisse
June 12, 2023
Tags
Credit Suisse Group AG
Banks
Breaking News: Europe
From
CNBC.com News
UBS and the Swiss governmen sign loss protection agreement over Credit Suisse takeover
June 09, 2023
Tags
Banks
UBS Group AG
Credit Suisse Group AG
From
CNBC.com News
Why wealthy Americans love UBS, the secretive Swiss banking giant
June 02, 2023
Tags
Credit Suisse Group AG
Wall Street
Economy
From
CNBC.com News
Global debt nears record highs as rate hikes trigger 'crisis of adaptation,' top trade body says
May 18, 2023
Tags
Europe Markets
Central Banks
The Fed
From
CNBC.com News
UBS expects $17 billion hit from Credit Suisse rescue, flags hasty due diligence
May 17, 2023
Tags
Europe Markets
Acquisitions
Breaking News: Investing
From
CNBC.com News
These retailers are most at risk for a margin squeeze this earnings season thanks to cautious consumers, heavy promotions
May 16, 2023
Tags
Foot Locker Inc
Earnings
Apparel Retail
From
CNBC.com News
UBS announces Credit Suisse CEO Koerner to join board after emergency rescue
May 09, 2023
Tags
Europe Markets
Breaking News: Investing
Acquisitions
From
CNBC.com News
Fed report shows banks worried about conditions ahead, with focus on slowing economy and deposit outflows
May 08, 2023
Tags
Economy
JPMorgan Chase & Co
Markets
From
CNBC.com News
We're in the AOL phase of artificial intelligence, tech CEO says, as industry raves about A.I.
May 02, 2023
Tags
Internet
Uber Technologies Inc
Media
From
CNBC.com News
Swiss National Bank to face Credit Suisse and climate protests at fraught AGM
April 28, 2023
Tags
Central Banks
Central banking
Oil and Gas
From
CNBC.com News
Deutsche Bank logs 11th straight quarterly profit, reveals job cuts
April 27, 2023
Tags
Europe Markets
Europe Economy
Wall Street
From
CNBC.com News
CNBC Daily Open: Big Tech surpasses expectations
April 26, 2023
Tags
Earnings
Alphabet Inc
Western Alliance Bancorp
From
CNBC.com News
CNBC Daily Open: Big tech beats expectations
April 25, 2023
Tags
Banks
World Markets
Asia Markets
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
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.