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 VATE
Recent news which mentions VATE
< Previous
1
2
Next >
Earnings Scheduled For August 5, 2025
August 05, 2025
Tickers
ACEL
ACHC
ACLS
ACRE
Tags
ACLS
TDC
TOST
From
Benzinga
12 Industrials Stocks Moving In Monday's Intraday Session
June 02, 2025
Tickers
FGI
GWH
HCAI
HKPD
Tags
Market News
ZONE
BZI/TFM
From
Benzinga
12 Industrials Stocks Moving In Wednesday's Intraday Session
May 28, 2025
Tickers
CETY
FTEK
GTI
GWH
Tags
GTI
Movers
JFB
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Intraday Session
May 27, 2025
Tickers
CAPT
CETY
EOSE
JYD
Tags
BZI/TFM
Market News
CETY
From
Benzinga
Earnings Scheduled For May 6, 2025
May 06, 2025
Tickers
ACA
ACLS
ADM
AEP
Tags
TDC
MFA
PTCT
From
Benzinga
12 Industrials Stocks Moving In Monday's Pre-Market Session
April 21, 2025
Tickers
AREB
BIYA
FGI
GTI
Tags
Market News
BZI/TFM
SPAI
From
Benzinga
Earnings Scheduled For March 31, 2025
March 31, 2025
Tickers
ACOG
AQMS
BCLI
BHST
Tags
PRPO
DUOT
TLPH
From
Benzinga
12 Industrials Stocks Moving In Monday's Pre-Market Session
February 10, 2025
Tickers
BURU
CLIK
FBGL
HCAI
Tags
BURU
CLIK
ILAG
From
Benzinga
12 Industrials Stocks Moving In Friday's Pre-Market Session
January 31, 2025
Tickers
BURU
HTCO
IPWR
KITT
Tags
VATE
VSTS
Benzinga
From
Benzinga
How Is The Market Feeling About Innovate?
January 28, 2025
Tickers
VATE
Tags
Market News
BZI/SHORTHIST
Short Ideas
From
Benzinga
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
January 22, 2025
Tickers
EHGO
GPUS
GTEC
IPWR
Tags
IPWR
SATL
BZI/TFM
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
January 21, 2025
Tickers
BGLC
CRGO
FTAI
MWG
Tags
FTAI
ZBAI
Benzinga
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
January 21, 2025
Tickers
ACCO
AMPX
BAER
CRGO
Tags
BZI/TFM
SES
Market News
From
Benzinga
Why INNOVATE Shares Are Trading Higher By Over 19%; Here Are 20 Stocks Moving Premarket
January 21, 2025
Tickers
ATPC
BDMD
CGBS
CRKN
Tags
IROQ
Premarket Movers
FFWM
From
Benzinga
How Is The Market Feeling About Innovate?
August 22, 2024
Tickers
VATE
Tags
Market News
BZI/SHORTHIST
VATE
From
Benzinga
VATE Stock Earnings: Innovate Beats Revenue for Q2 2024
August 07, 2024
Tickers
VATE
Tags
Market News
NYSE:VATE
VATE
From
InvestorPlace
12 Industrials Stocks Moving In Thursday's Intraday Session
June 06, 2024
Tickers
AIRJ
BGLC
BURU
FRGT
Tags
PEGY
Benzinga
VATE
From
Benzinga
12 Industrials Stocks Moving In Wednesday's After-Market Session
June 05, 2024
Tickers
ACCO
ACHR
BURU
GETR
Tags
TTC
GETR
BZI/TFM
From
Benzinga
VATE Stock Earnings: Innovate Reported Results for Q1 2024
May 07, 2024
Tickers
VATE
Tags
Earnings Reports
VATE
Market News
From
InvestorPlace
12 Industrials Stocks Moving In Wednesday's Intraday Session
May 01, 2024
Tickers
ASTE
CNDT
ELWS
GETR
Tags
GIC
CNDT
SWVL
From
Benzinga
12 Industrials Stocks Moving In Monday's Intraday Session
March 11, 2024
Tickers
ATIF
EH
ELWS
GWAV
Tags
LGCL
VATE
SGBX
From
Benzinga
12 Industrials Stocks Moving In Wednesday's After-Market Session
March 06, 2024
Tickers
GWAV
HDSN
HOVR
JAN
Tags
JAN
Market News
BZI/TFM
From
Benzinga
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
March 06, 2024
Tickers
CHPT
DM
JAN
LASE
Tags
ROMA
Movers
SMR
From
Benzinga
Why SOPHiA GENETICS Shares Are Trading Lower By 19%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
March 05, 2024
Tickers
AIMD
AISP
ALB
APGE
Tags
News
AS
POWL
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Intraday Session
March 05, 2024
Tickers
ASTR
AVAV
CECO
JAN
Tags
VSTE
SATL
BZI/TFM
From
Benzinga
Earnings Scheduled For March 4, 2024
March 04, 2024
Tickers
AKYA
AVAV
AVDL
CARA
Tags
CRGY
PAY
AVDL
From
Benzinga
12 Industrials Stocks Moving In Monday's Pre-Market Session
February 26, 2024
Tickers
ADN
BEST
BGLC
CISS
Tags
Benzinga
SGBX
VATE
From
Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
February 13, 2024
Tickers
BGLC
JAN
JBLU
JCSE
Tags
BGLC
JBLU
JCSE
From
Benzinga
12 Industrials Stocks Moving In Monday's Pre-Market Session
February 12, 2024
Tickers
AWIN
DCFC
HYLN
JCSE
Tags
JTAI
BZI/TFM
Market News
From
Benzinga
12 Industrials Stocks Moving In Thursday's After-Market Session
January 25, 2024
Tickers
ADSE
AREB
CISS
DCFC
Tags
Market News
BZI/TFM
RR
From
Benzinga
< Previous
1
2
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.