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 WFC
Recent news which mentions WFC
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
The Uncertainty-Fueled Market Correction
March 18, 2025
Tickers
ADBE
AEO
ANSS
BAC
Tags
DOCU
DG
HPE
From
Motley Fool
Market Whales and Their Recent Bets on WFC Options
March 17, 2025
Tickers
WFC
Tags
Benzinga
Markets
WFC
From
Benzinga
Allegations of Inflated Prescription Drug Costs Spark Employee Lawsuit Against JPMorgan
March 15, 2025
Tickers
CVS
JNJ
JPM
NEWS
Tags
JPMorgan
Benzinga
Markets
From
Benzinga
$1000 Invested In Wells Fargo 5 Years Ago Would Be Worth This Much Today
March 13, 2025
Tickers
NEWS
WFC
Tags
News
Trading Ideas
WFC
From
Benzinga
What 7 Analyst Ratings Have To Say About Wells Fargo
March 13, 2025
Tickers
WFC
Tags
Analyst Ratings
Benzinga
Market News
From
Benzinga
Is the Market Bullish or Bearish on Wells Fargo?
March 13, 2025
Tickers
WFC
Tags
Benzinga
Short Sellers
Trading Ideas
From
Benzinga
This Wells Fargo Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
March 13, 2025
Tickers
CRVO
HLI
INTC
INVH
Tags
Analyst Ratings
HLI
Market News
From
Benzinga
Vanguard High Dividend Yield ETF vs Vanguard Dividend Appreciation ETF: Which Is Best for You?
March 11, 2025
Tickers
AAPL
ABBV
AVGO
BAC
Tags
AAPL
XOM
AVGO
From
Motley Fool
Wells Fargo Stock Is Down 7.5%: What's Going On?
March 10, 2025
Tickers
NEWS
WFC
Tags
WFC
News
Benzinga
From
Benzinga
Why JPMorgan Chase, Wells Fargo, and American Express Plunged Today
March 10, 2025
Tickers
AXP
JPM
WFC
Tags
Market News
Recent Press Releases
JPM
From
Motley Fool
Why Bank Stocks JPMorgan Chase and Wells Fargo Fell Today
March 07, 2025
Tickers
JPM
WFC
Tags
WFC
JPM
Recent Press Releases
From
Motley Fool
The Best Time In History To Be A White-Collar Criminal,' Says Popular Crypto Scam Investigator Coffeezilla
March 07, 2025
Tickers
BAC
JPM
NEWS
WFC
Tags
BAC
News
Startups Access
From
Benzinga
What's Going On With Wells Fargo (WFC) Stock?
March 04, 2025
Tickers
NEWS
WFC
Tags
WFC
why it's moving
Benzinga
From
Benzinga
CFPB Drops Zelle Fraud Reimbursement Case Against JPMorgan, Wells Fargo
March 04, 2025
Tickers
BAC
JPM
NEWS
WFC
Tags
Government
Elon Musk
Benzinga
From
Benzinga
Why Bank Stocks JPMorgan Chase, Wells Fargo, and Citigroup Are Getting Slammed Today
March 04, 2025
Tickers
C
JPM
REV
WFC
Tags
Market News
Recent Press Releases
REV
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
March 03, 2025
Tickers
AXP
BK
C
COIN
Tags
AXP
BK
MA
From
Benzinga
Should You Buy JPMorgan Chase While It's Below $270?
February 28, 2025
Tickers
BAC
C
JPM
WFC
Tags
BAC
Market News
C
From
Motley Fool
Trump's Tax Cut Could Add $4.6 Trillion To Deficit, With $48 Billion Tax Relief For Top 100 Firms: Robert Reich
February 18, 2025
Tickers
ABBV
ACI
BAC
BMY
Tags
Benzinga
VLO
WFC
From
Benzinga
'It Has Done Enormous Harm To The Country'—Crypto Leaders Celebrate As CFPB Is Shut Down
February 16, 2025
Tickers
BAC
COF
EFX
JPM
Tags
Benzinga
EFX
news access
From
Benzinga
Billionaire Warren Buffett Bet His Kids $10,000 He Wouldn't Gain Weight —And They Tried To Cash In By Sabotaging Him With Donuts
February 11, 2025
Tickers
BRK
NEWS
WFC
Tags
news access
WFC
Benzinga
From
Benzinga
Regulatory Freeze At CFPB: These ETFs Could Gain As Oversight Weakens
February 11, 2025
Tickers
BAC
BLK
C
EFX
Tags
SPGI
Sector ETFs
MS
From
Benzinga
JPMorgan, BofA, Equifax, And Others May Get Relief After CFPB Dissolution: Maryland Senator Says He Will Ensure It Continues To 'Fight For Consumers'
February 10, 2025
Tickers
BAC
COF
COIN
EFX
Tags
Brian Armstrong
HMC
RKT
From
Benzinga
Where Will SoFi Be in 5 Years?
February 07, 2025
Tickers
BAC
SOFI
WFC
Tags
Recent Press Releases
Market News
SOFI
From
Motley Fool
Stocks Edge Higher, Bank Giants Rally, Palantir Skyrockets: What's Driving Markets Thursday?
February 06, 2025
Tickers
AFL
AFRM
ALGN
ALL
Tags
LIN
JPM
SWKS
From
Benzinga
Wells Fargo Unusual Options Activity For February 06
February 06, 2025
Tickers
WFC
Tags
Markets
WFC
Benzinga
From
Benzinga
(WFC) - Analyzing Wells Fargo's Short Interest
February 05, 2025
Tickers
WFC
Tags
Market News
BZI/SHORTHIST
Benzinga
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
February 05, 2025
Tickers
AJG
CME
COIN
JPM
Tags
CME
KKR
OSCR
From
Benzinga
Wells Fargo Shares Are Up Today: What's Going On?
February 04, 2025
Tickers
NEWS
WFC
Tags
Benzinga
why it's moving
WFC
From
Benzinga
The Smartest Vanguard ETF to Buy With $1,000 Right Now
February 04, 2025
Tickers
AXP
BAC
BRK-B
GS
Tags
BAC
Market News
VFH
From
Motley Fool
Bessent Freezes Consumer Financial Protection Bureau Work Leaving Lawsuits Against JPMorgan, Bank Of America, Capital One In Limbo
February 03, 2025
Tickers
BAC
COF
JPM
NEWS
Tags
BAC
Market News
CFPB
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.