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 United Parcel Service Inc
Recent news which mentions United Parcel Service Inc
< Previous
1
2
3
4
5
6
7
Next >
Go inside UPS' boot-camp for driver trainees who are set to hit the road this holiday season
November 19, 2021
Tickers
JOBS
Tags
United Parcel Service Inc
Jobs
Air Freight and Logistics
From
CNBC.com News
Embark CEO sees supply chain crisis as the 'inflection point' for autonomous trucking
November 11, 2021
Tags
Deutsche Post AG
Swift Transportation Co
Autos
From
CNBC.com News
More companies offer tuition assistance, student loan repayment to help with college costs
November 09, 2021
Tags
US: News
Employment
College
From
CNBC.com News
Dow transports' breakout to new highs indicates more gains ahead, strategist says
November 03, 2021
Tags
U/S/ Markets
Stock markets
Stock Picks
From
CNBC.com News
Stocks making the biggest moves midday: Lockheed Martin, Hasbro, Facebook and more
October 26, 2021
Tags
RealReal Inc
Stock markets
Centene Corp
From
CNBC.com News
What to watch today: Stock futures rise after S&P and Dow set new records
October 26, 2021
Tags
Verizon Communications Inc
Coinbase Global Inc
RealReal Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Polaris, UPS, Corning, Coinbase and more
October 26, 2021
Tags
Market Insider
Apple Inc
Eli Lilly and Co
From
CNBC.com News
Record out-of-stocks, shipping delays expected this holiday season. Here's who shoppers blame
October 20, 2021
Tags
Walmart Inc
Retail industry
Department Stores
From
CNBC.com News
Stocks making the biggest moves midday: UnitedHealth, Bank of America, Caterpillar and more
October 14, 2021
Tags
Caterpillar Inc
Markets
UnitedHealth Group Inc
From
CNBC.com News
What to watch today: Stock futures rise after S&P 500, Nasdaq broke 3-day losing streaks
October 14, 2021
Tags
Wells Fargo & Co
Walgreens Boots Alliance Inc
Johnson & Johnson
From
CNBC.com News
Stocks making the biggest moves premarket: UnitedHealth, Wells Fargo, Walgreens and more
October 14, 2021
Tags
Breaking News: Markets
Taiwan Semiconductor Manufacturing Co Ltd
stocks
From
CNBC.com News
5 things to know before the stock market opens Wednesday
October 13, 2021
Tags
Walmart Inc
Investing
Interest Rates
From
CNBC.com News
White House plan aims to help key West Coast ports stay open 24-7 to ease supply chain bottlenecks
October 13, 2021
Tags
Economy
Congress
Home Depot Inc
From
CNBC.com News
Home Depot hires Walmart delivery drivers to drop off paint and more to customers' doors
October 06, 2021
Tags
e/commerce
Retail industry
Walmart Inc
From
CNBC.com News
Amazon Air founder has a new start-up that aims to take on FedEx and UPS by speeding up shipping
October 05, 2021
Tags
US: News
General Motors Co
Walmart Inc
From
CNBC.com News
FedEx is flashing a bearish technical sign ahead of earnings, according to chart
September 16, 2021
Tags
Investment strategy
FedEx Corp
United Parcel Service Inc
From
CNBC.com News
Fewer deals and shipping delays: Here are some early predictions for the holiday season
September 14, 2021
Tags
Shopping malls
Home Depot Inc
Discounters
From
CNBC.com News
Amazon is now shipping cargo for outside customers in its latest move to compete with FedEx and UPS
September 04, 2021
Tags
Airlines
Technology
Retail sales
From
CNBC.com News
This map shows how Amazon is rapidly growing its air fleet across the U.S.
September 04, 2021
Tags
Air Transport Services Group Inc
US: News
Boeing Co
From
CNBC.com News
Many companies are offering generous tuition assistance so workers can go back to college
September 02, 2021
Tags
Personal Finance
College Planning
Student Loans
From
CNBC.com News
Alphabet's drones delivered 10,000 cups of coffee and 1,200 hot chickens in the last year
August 25, 2021
Tags
US: News
Alphabet Class A
Technology
From
CNBC.com News
Walmart launches delivery business to connect other local retailers with consumers
August 24, 2021
Tags
FedEx Corp
United Parcel Service Inc
Retail
From
CNBC.com News
Amazon opens its $1.5 billion air hub in Kentucky in latest push to speed deliveries
August 11, 2021
Tags
FedEx Corp
United Parcel Service Inc
e/commerce
From
CNBC.com News
Cramer says bet on these 'pseudo-lockdown stocks' as Wall Street worries about Covid delta variant
August 03, 2021
Tags
U/S/ Markets
S&P 500
Stock markets
From
CNBC.com News
DHL Express buys electric cargo planes for U.S. package delivery from start-up Eviation
August 03, 2021
Tags
Start/ups
Transportation
Industrials
From
CNBC.com News
Jim Cramer advises investors to stay the course after Tuesday's decline
July 27, 2021
Tags
Tesla Inc
Business
stocks
From
CNBC.com News
UPS CEO says U.S. deliveries slowed down last quarter as economy reopened
July 27, 2021
Tags
Markets
Mad Money
Investing
From
CNBC.com News
UPS stock slides after U.S. delivery volume declines
July 27, 2021
Tags
Breaking News: Markets
Investing
Markets
From
CNBC.com News
What to watch today: Wall Street dips after another day of record-high closes
July 27, 2021
Tags
F5 Networks Inc
3M Co
Visa Inc
From
CNBC.com News
5 things to know before the stock market opens Tuesday
July 27, 2021
Tags
Coronavirus
Microsoft Corp
Amazon/com Inc
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.