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
Recent news which mentions Ubs
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
29
30
Next >
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,300 Today
December 11, 2023
Tickers
UBS
Tags
Benzinga
Market News
UBS
From
Benzinga
What Is Spoofing? Mullen Seeks Federal Charges for Alleged Market Manipulation.
December 08, 2023
Tickers
MULN
SCHW
UBS
Tags
SCHW
NASDAQ:MULN,NYSE:UBS,NYSE:SCHW
UBS
From
InvestorPlace
House financial panel chief McHenry won’t seek re-election, as Democrats could win control of chamber next year
December 05, 2023
Tickers
SBNY
UBS
XLF
Tags
BTCUSD
SBNY
CH:UBSG
From
MarketWatch
Why Shares of Plug Power Plunged 31.5% in November
December 04, 2023
Tickers
MS
PLUG
UBS
WFC
Tags
Recent Press Releases
MS
PLUG
From
Motley Fool
3 Top-Rated ESG Stocks That Analysts Are Loving Now
December 01, 2023
Tickers
ANGPY
CNQ
NEM
NVDA
Tags
NVDA
CNQ
Stocks to Buy
From
InvestorPlace
7 Top-Rated Blue-Chip Stocks That Analysts Are Loving Now
November 30, 2023
Tickers
AMAT
AMD
AMZN
DELL
Tags
NVDA
GPS
MS
From
InvestorPlace
3 Top-Rated Dividend Stocks That Analysts Are Loving Now
November 29, 2023
Tickers
EWBC
INVH
JEF
KO
Tags
OPY
UBS
INVH
From
InvestorPlace
$100 Invested In UBS Gr 5 Years Ago Would Be Worth This Much Today
November 29, 2023
Tickers
UBS
Tags
Trading Ideas
News
BZI/POD
From
Benzinga
3 Things You Need to Know If You Buy Plug Power Today
November 28, 2023
Tickers
C
PLUG
UBS
Tags
PLUG
Recent Press Releases
Market News
From
Motley Fool
Private credit bubble could lead to next financial crash, UBS chairman says
November 28, 2023
Tickers
UBS
Tags
UBS
From
MarketWatch
UBS chairman wants a ‘bloodless coup’ like Morgan Stanley’s when it’s time for Swiss bank’s new CEO
November 28, 2023
Tickers
MS
UBS
Tags
UBS
CH:UBSG
MS
From
MarketWatch
One bank exits the world’s systemically important as JPMorgan Chase again required to have top capital
November 27, 2023
Tickers
BAC
C
HSBC
JPM
Tags
HSBC
BAC
HK:3328
From
MarketWatch
Peering Into UBS Gr's Recent Short Interest
November 27, 2023
Tickers
UBS
Tags
Trading Ideas
Short Ideas
UBS
From
Benzinga
UBS CEO Eyes Private Buyer in Hypothetical Recovery Scenario, Touts As One Of The World's Safest Large Banks: Report
November 24, 2023
Tickers
UBS
Tags
AI Generated
General
News
From
Benzinga
Nvidia Forecast To Excel In Data Center, Gaming And Why Analysts Predict Strong Supply Improvement
November 16, 2023
Tickers
NVDA
TECH
TSM
UBS
Tags
Price Target
Benzinga
Stories That Matter
From
Benzinga
M. Klein and Creative Artists Agency form CAA Evolution investment bank aimed at sports and media deals
November 13, 2023
Tickers
C
UBS
Tags
C
UBS
From
MarketWatch
David Cameron’s return brings his role for fallen Greensill back to the fore
November 13, 2023
Tickers
UBS
Tags
UBS
From
MarketWatch
Are You A Wealthy Client Of UBS? If So, Crypto Futures ETF Trading Is Enabled In This City
November 10, 2023
Tickers
UBS
Tags
Top Stories
News
crypto trading
From
Benzinga
Why Moderna Stock Was Cratering This Week
November 10, 2023
Tickers
MRNA
MS
UBS
Tags
MS
MRNA
Recent Press Releases
From
Motley Fool
Looking Into UBS Gr's Recent Short Interest
November 09, 2023
Tickers
UBS
Tags
Trading Ideas
Short Ideas
UBS
From
Benzinga
Why Swiss Banking Giant UBS' Shares Are Rising Today
November 07, 2023
Tickers
UBS
Tags
News
Markets
Briefs
From
Benzinga
A wall of debt rolling over: Here’s what’s scaring Bridgewater’s co-CIO
November 07, 2023
Tickers
AAPL
AKAM
AMC
AMZN
Tags
AMC
AKAM
WE
From
MarketWatch
Earnings Scheduled For November 7, 2023
November 07, 2023
Tickers
OLPX
OM
ONTF
OSCR
Tags
SES
Earnings
PWSC
From
Benzinga
Tripadvisor stock surges as travel booker tops forecasts, and other stocks on the move
November 07, 2023
Tickers
RNG
SANM
TRIP
UBS
Tags
SANM
UBS
RNG
From
MarketWatch
UBS swings to $785 million loss, but hails $33 billion in new deposits
November 07, 2023
Tickers
UBS
Tags
UBS
CH:UBSG
From
MarketWatch
A Preview Of UBS Gr's Earnings
November 06, 2023
Tickers
UBS
Tags
Benzinga
Market News
BZI/EP
From
Benzinga
Ex-New York Fed head sees risk of four ‘fatal’ flaws in central bank’s thinking on pause
November 01, 2023
Tickers
COMP
DJIA
SPX
UBS
Tags
UBS
DJIA
COMP
From
MarketWatch
Why Investors Were Barking for Chewy Stock on Tuesday
October 31, 2023
Tickers
CHWY
MS
UBS
Tags
MS
Market News
Recent Press Releases
From
Motley Fool
The S&P 500's Current Valuation Is (Still) Quite Fair. Here's Why.
October 29, 2023
Tickers
JPM
UBS
Tags
^GSPC
UBS
JPM
From
Motley Fool
Peering Into UBS Gr's Recent Short Interest
October 24, 2023
Tickers
UBS
Tags
BZI/SHORTHIST
Market News
Short Sellers
From
Benzinga
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
29
30
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.