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 UNFI
Recent news which mentions UNFI
< Previous
1
2
3
4
5
6
7
8
Next >
Moderna To Rally Around 30%? Here Are 10 Other Analyst Forecasts For Monday
March 13, 2023
Tickers
COIN
DRI
FCN
JPM
Tags
FCN
Pre/Market Outlook
Trading Ideas
From
Benzinga
7 Stocks to Buy in March 2023
March 12, 2023
Tickers
DQ
ERF
HCC
HHS
Tags
Stocks to Buy
ERF
MTDR
From
InvestorPlace
S&P 500 Logs Weekly Loss As Investors Digest Latest Jobs Data
March 10, 2023
Tickers
ADBE
ECON
FDX
LEN
Tags
XPEV
Small Cap
Benzinga
From
Benzinga
United Natural Foods Earnings Perspective: Return On Capital Employed
March 10, 2023
Tickers
UNFI
Tags
BZI/ROCE
Benzinga
Earnings
From
Benzinga
Analyst Expectations for United Natural Foods's Future
March 09, 2023
Tickers
UNFI
Tags
Analyst Ratings
UNFI
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 9, 2023
March 09, 2023
Tickers
ABM
BIGC
BLCO
CRGO
Tags
LDI
Initiation
ABM
From
Benzinga
Top 5 Consumer Staples Stocks That Could Lead To Your Biggest Gains In March
March 09, 2023
Tickers
AVO
FREE
HRL
RSI
Tags
Small Cap
Benzinga
Consumer staples stocks
From
Benzinga
Crude Oil Down 1.5%; Campbell Soup Posts Upbeat Earnings
March 08, 2023
Tickers
ARLO
CPB
DHC
DSEY
Tags
Earnings
Markets
Eurozone
From
Benzinga
Why Miromatrix Medical Shares Are Trading Lower By 40%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
March 08, 2023
Tickers
AMBI
ANGH
ARLO
BEST
Tags
SFIX
Mid/Day Movers
SNCR
From
Benzinga
Dow Drops Over 100 Points; Kimball International Shares Spike Higher
March 08, 2023
Tickers
ARLO
DSEY
INBS
KBAL
Tags
Mid Day Market Update
Eurozone
KBAL
From
Benzinga
Why United Natural Foods Stock Crashed 27.5% on Wednesday
March 08, 2023
Tickers
UNFI
Tags
Market News
UNFI
Recent Press Releases
From
Motley Fool
Stocks Edge Higher; US Trade Deficit Widens In January
March 08, 2023
Tickers
DSEY
FRO
INBS
KBAL
Tags
Market News
UNFI
News
From
Benzinga
Why United Natural Foods Shares Are Plunging Today
March 08, 2023
Tickers
UNFI
Tags
Market News
UNFI
News
From
Benzinga
2 Stocks on Smart Investors' Radar Wednesday Morning
March 08, 2023
Tickers
BRK-A
BRK-B
OXY
UNFI
Tags
Recent Press Releases
BRK/B
OXY
From
Motley Fool
Nasdaq, S&P 500 Futures Point To Cautious Optimism As Traders Look Ahead To More Of Powell, ADP Private Payrolls Report
March 08, 2023
Tickers
CPB
CRWD
MDB
OXY
Tags
Benzinga
Small Cap
MDB
From
Benzinga
Earnings Scheduled For March 8, 2023
March 08, 2023
Tickers
ABM
ADES
ASAN
ASRT
Tags
GLRE
Market News
OPT
From
Benzinga
Campbell Soup, United Natural Foods And 3 Stocks To Watch Heading Into Wednesday
March 08, 2023
Tickers
ABM
BASE
CPB
SFIX
Tags
News
UNFI
Market News
From
Benzinga
Investor Optimism Declines Further Following Powell's Comments
March 08, 2023
Tickers
ABM
CPB
UNFI
Tags
Markets
CNN Business Fear & Greed Index
Earnings
From
Benzinga
Earnings Outlook For United Natural Foods
March 07, 2023
Tickers
UNFI
Tags
Benzinga
BZI/EP
Market News
From
Benzinga
An earnings recession seems inevitable, but it might not last long
March 06, 2023
Tickers
AOUT
BF-B
CPB
DJIA
Tags
ULTA
BF/B
ORCL
From
MarketWatch
The 7 Most Promising Consumer Goods Stocks for 2023
February 08, 2023
Tickers
ADM
BG
INGR
KO
Tags
BG
ADM
Stocks to Buy
From
InvestorPlace
Alphabet, Micron Technology And 2 Other Stocks Insiders Are Selling
January 26, 2023
Tickers
GOOG
MU
RL
UNFI
Tags
Insider Trades
Trading Ideas
Insider Selling
From
Benzinga
Overview Of Value Stocks In The Consumer Defensive Sector
January 20, 2023
Tickers
ANDE
COE
HLF
IBA
Tags
BZI/VS
HLF
ANDE
From
Benzinga
Kellogg, United Natural Foods And 2 Other Stocks Insiders Are Selling
December 22, 2022
Tickers
K
NUE
TER
UNFI
Tags
Markets
NUE
Insider Selling
From
Benzinga
Most Oversold Stocks In Consumer Staples Sector: Herbalife, United Natural Foods And More
December 12, 2022
Tickers
APPH
HLF
MDVL
TTCF
Tags
Markets
TTCF
HLF
From
Benzinga
Why Prometheus Biosciences Shares Are Trading Higher By Over 184%? Here Are 55 Stocks Moving In Wednesday's Mid-Day Session
December 07, 2022
Tickers
ALVO
ANGH
ASO
BIVI
Tags
WBEV
Markets
MMAT
From
Benzinga
Why United Natural Foods Stock Was Slumping Today
December 07, 2022
Tickers
UNFI
Tags
Recent Press Releases
Market News
UNFI
From
Motley Fool
United Natural Foods Plunges Post Mixed Q1 Performance
December 07, 2022
Tickers
UNFI
Tags
why it's moving
News
UNFI
From
Benzinga
United Natural Foods, Ollie's Bargain, Smith & Wesson Brands And Some Other Big Stocks Moving Lower On Wednesday
December 07, 2022
Tickers
BFLY
CDMO
CVNA
DDI
Tags
MNSO
SKIL
Small Cap
From
Benzinga
Earnings Scheduled For December 7, 2022
December 07, 2022
Tickers
AI
ALOT
ASO
CPB
Tags
ASO
BZI/UE
KRKR
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
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.