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 UL
Recent news which mentions UL
< Previous
1
2
...
5
6
7
8
9
10
11
12
Next >
Indonesia's Cooking Oil Export Ban Could Further Raise Costs For Likes of Nestle, Mondelez, Unilever
April 25, 2022
Tickers
MDLZ
NSRGY
SPY
TLT
Tags
News
NSRGY
UL
From
Benzinga
7 Bear Market Stocks to Buy if You’re Feeling Fearful
April 22, 2022
Tickers
DEO
KMB
LMT
PNW
Tags
Stocks to Buy
KMB
PNW
From
InvestorPlace
Ben & Jerry's Urges Senate To Improve Country's 'Half Baked' Approach To Cannabis Justice
April 18, 2022
Tickers
UL
Tags
Markets
Benzinga
News
From
Benzinga
10 Consumer Staples Stocks to Buy and Hold in the Search for Safety
April 14, 2022
Tickers
BUD
CASY
CL
COST
Tags
CASY
COST
BUD
From
InvestorPlace
2 High-Yielding Stocks Trading Near Multiyear Lows
March 23, 2022
Tickers
GILD
UL
Tags
GILD
Recent Press Releases
Market News
From
Motley Fool
5 Unexpected Sources of Retirement Income
March 20, 2022
Tickers
ABBV
ABNB
CVX
ENB
Tags
Market News
SNY
LYFT
From
Motley Fool
10 Smart Stocks to Buy on the Recent Market Correction
March 17, 2022
Tickers
ADP
AMD
C
CAT
Tags
Market News
TGT
Stocks to Buy
From
InvestorPlace
7 Safe Investments for Seniors to Consider in 2022
March 16, 2022
Tickers
ED
ENB
KMB
MMM
Tags
Market News
KMB
ED
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2022
March 14, 2022
Tickers
ACRX
AEP
AZEK
BABA
Tags
OXY
OLN
IPGP
From
Benzinga
More Non-US Companies Restricted Services In Russia After US Counterparts
March 10, 2022
Tickers
CS
HTCMF
HTCMY
MDLZ
Tags
Media
Market News
PG
From
Benzinga
Philip Morris Suspends Investment In Russia
March 09, 2022
Tickers
IMBBY
KO
MCD
NSRGY
Tags
MCD
Benzinga
KO
From
Benzinga
Unilever, Kraft Heinz Suspend Exports, Investments In Russia
March 09, 2022
Tickers
KHC
UL
Tags
KHC
Briefs
General
From
Benzinga
This Carbon Solutions Firm Looks To Go Public Via $2.2B SPAC Merger With AMCI
March 08, 2022
Tickers
AMCIW
BASFY
COTY
IPOS
Tags
News
COTY
Market News
From
Benzinga
Yale professor is keeping tabs on companies still operating in Russia despite Ukraine invasion — and the list includes some household names
March 08, 2022
Tickers
AAPL
AXP
CAT
COTY
Tags
DE
KO
HON
From
MarketWatch
Stocks That Hit 52-Week Lows On Tuesday
March 08, 2022
Tickers
SELB
SEMR
SFE
SFIX
Tags
Trading Ideas
Y
SVC
From
Benzinga
Ben & Jerry's Israeli Manufacturer Sues Over License Termination: Report
March 03, 2022
Tickers
UL
Tags
Market News
UL
News
From
Benzinga
3 of the Best Dividend Stocks to Buy for March 2022
February 26, 2022
Tickers
IIPR
LC
UL
WBA
Tags
WBA
IIPR
Market News
From
Motley Fool
As Supreme Court weighs abortion, ‘the corporate response behind the scenes is growing.’ Here’s what 3 companies are thinking.
February 18, 2022
Tickers
TJX
UL
YELP
Tags
YELP
TJX
UL
From
MarketWatch
Want $3,500 in Annual Income? Invest $75,000 in These 3 Stocks
February 17, 2022
Tickers
AQN
CTRE
UL
Tags
Recent Press Releases
AQN
Market News
From
Motley Fool
Influential fund manager Green Century tells big insurers to drop Big Oil
February 16, 2022
Tickers
C
CB
COST
HIG
Tags
KO
C
COST
From
MarketWatch
‘Companies can no longer look the other way’: Is it time for corporate America to throw down the gauntlet on abortion?
February 16, 2022
Tickers
AAPL
DIS
LYFT
MTCH
Tags
DIS
SQ
ZM
From
MarketWatch
Complete List: Here Are All The Companies With Super Bowl LVI Commercials
February 14, 2022
Tickers
AMCX
AMZN
BKNG
BMWYY
Tags
Zendaya
General
Larry David
From
Benzinga
London stocks struggle after stronger-than-expected UK economic growth data
February 11, 2022
Tickers
BCS
GSK
NWG
UL
Tags
BCS
UK:GSK
UL
From
MarketWatch
AstraZeneca buoys FTSE 100 while Unilever slips on margin guidance
February 10, 2022
Tickers
AZN
UL
Tags
UK:ULVR
UK:UKX
UK:AZN
From
MarketWatch
European stocks struggle on mega earnings day as Siemens, AstraZeneca, SocGen and Unilever report
February 10, 2022
Tickers
AZN
CS
MT
UL
Tags
NL:MT
XX:SXXP
NQ00
From
MarketWatch
Earnings Scheduled For February 10, 2022
February 10, 2022
Tickers
ACB
AFRM
AHH
ALNY
Tags
LIVE
NOTV
TGH
From
Benzinga
Glaxo's Q4 Pharma Sales Jump 20% Boosted By COVID-19 Treatment; Prepares For Spin-Off
February 09, 2022
Tickers
GILD
GSK
UL
Tags
GSK
Biotech
Benzinga
From
Benzinga
A Look Into Unilever's Price Over Earnings
February 08, 2022
Tickers
UL
Tags
Benzinga
Intraday Update
BZI/PE
From
Benzinga
AT&T and 4 more unloved dividend stocks to buy in a ‘risk-off’ era
January 31, 2022
Tickers
DISCA
GS
JPM
MMP
Tags
T
NL:UNA
NVS
From
MarketWatch
Amazon, Costco, and the Art of Pricing Power
January 31, 2022
Tickers
AAPL
AMZN
BYND
COST
Tags
BYND
HLT
SPOT
From
Motley Fool
< Previous
1
2
...
5
6
7
8
9
10
11
12
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.