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 WRB
Recent news which mentions WRB
< Previous
1
2
3
4
5
Next >
WRB Stock Earnings: WR Berkley Beats EPS, Beats Revenue for Q1 2024
April 23, 2024
Tickers
WRB
Tags
WRB
Market News
Earnings Reports
From
InvestorPlace
Earnings Scheduled For April 23, 2024
April 23, 2024
Tickers
ADC
AEYE
AGR
APAM
Tags
RNST
PFC
AEYE
From
Benzinga
Demystifying WR Berkley: Insights From 8 Analyst Reviews
April 10, 2024
Tickers
WRB
Tags
Market News
Analyst Ratings
WRB
From
Benzinga
Where WR Berkley Stands With Analysts
February 27, 2024
Tickers
WRB
Tags
Benzinga
Analyst Ratings
Market News
From
Benzinga
3 Top Stock Picks from America’s Leading SMID-Cap Fund
February 07, 2024
Tickers
BRK-B
MKL
MORN
TFX
Tags
BRK/B
MUTF:EAASX,NASDAQ:MORN,NYSE:WRB,NYSE:MKL,NYSE:BRK/B,NYSE:TFX
Market News
From
InvestorPlace
Why Humana Shares Are Trading Lower By Over 11%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
January 25, 2024
Tickers
AAL
ADT
AFIB
AKTS
Tags
CISS
RR
EPIX
From
Benzinga
W. R. Berkley Analysts Increase Their Forecasts After Strong Q4 Earnings
January 25, 2024
Tickers
NEWS
WRB
Tags
Markets
WRB
Earnings
From
Benzinga
How EVs, High-Tech Vehicles Are Fueling Surge In Insurance Stocks
January 25, 2024
Tickers
ALL
EVS
IAK
KMPR
Tags
Tech
Mid Cap
electric vehicles
From
Benzinga
Alaska Air Posts Upbeat Earnings, Joins Xerox, United Rentals And Other Big Stocks Moving Higher On Thursday
January 25, 2024
Tickers
AAL
ADT
ALK
ALPN
Tags
ADT
Small Cap
big gainers
From
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
January 25, 2024
Tickers
ABL
CCG
EHTH
FANH
Tags
Market News
RELI
KMPR
From
Benzinga
Recap: WR Berkley Q4 Earnings
January 24, 2024
Tickers
WRB
Tags
Earnings
Market News
WRB
From
Benzinga
Earnings Scheduled For January 24, 2024
January 24, 2024
Tickers
ABT
ALRS
AMP
AMSC
Tags
CATY
CBAN
WRB
From
Benzinga
A Preview Of WR Berkley's Earnings
January 23, 2024
Tickers
WRB
Tags
Earnings
Market News
WRB
From
Benzinga
United Airlines To Rally Over 30%? Here Are 10 Top Analyst Forecasts For Tuesday
January 09, 2024
Tickers
CYBR
FIVE
FMC
JBLU
Tags
Analyst Ratings
XOM
Benzinga
From
Benzinga
WR Berkley's Ex-Dividend Date Is Friday, Here's What You Need To Know
December 12, 2023
Tickers
WRB
Tags
BZI/ExDiv
Benzinga
Dividends
From
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
October 24, 2023
Tickers
BHFAP
CNFR
HALL
HRTG
Tags
WRB
KFS
SPNT
From
Benzinga
Earnings Scheduled For October 23, 2023
October 23, 2023
Tickers
AAN
AGYS
ARE
BMRC
Tags
ARE
WASH
WSFS
From
Benzinga
Packaging Corp of America, Cleveland-Cliffs And 3 Stocks To Watch Heading Into Monday
October 23, 2023
Tickers
CLF
HIHO
PKG
PRST
Tags
Stocks to Watch
Earnings
Markets
From
Benzinga
Fear Among US Investors Is Growing: Here's Why
October 23, 2023
Tickers
AXP
CLF
PKG
SLB
Tags
PKG
WRB
SLB
From
Benzinga
Preview: WR Berkley's Earnings
October 20, 2023
Tickers
WRB
Tags
WRB
Earnings
Market News
From
Benzinga
Top 4 Financial Stocks That May Fall Off A Cliff
September 20, 2023
Tickers
GSHD
RSI
TPG
UBS
Tags
Markets
Trading Ideas
Overbought stocks
From
Benzinga
Earnings Scheduled For July 20, 2023
July 20, 2023
Tickers
AAL
ABT
AMTB
ASB
Tags
MAN
FPH
AAL
From
Benzinga
Preview: WR Berkley's Earnings
July 19, 2023
Tickers
WRB
Tags
Benzinga
BZI/EP
Earnings
From
Benzinga
The Latest Analyst Ratings for WR Berkley
July 17, 2023
Tickers
WRB
Tags
Market News
Analyst Ratings
WRB
From
Benzinga
WR Berkley's Ex-Dividend Date Is Friday, Here's What You Need To Know
June 20, 2023
Tickers
WRB
Tags
Benzinga
BZI/ExDiv
WRB
From
Benzinga
W. R. Berkley Hikes Dividend By 10% And Boosts Share Buyback Program
June 15, 2023
Tickers
WRB
Tags
Market News
News
Benzinga
From
Benzinga
Stocks That Hit 52-Week Lows On Thursday
May 25, 2023
Tickers
ROIC
SAVE
SBIG
SBSW
Tags
UCAR
SBIG
STEP
From
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
April 21, 2023
Tickers
BHFAM
FG
HALL
KINS
Tags
TIRX
KINS
Benzinga
From
Benzinga
Why Shares of W. R. Berkley Corporation Are Falling Today
April 21, 2023
Tickers
WRB
Tags
WRB
Market News
Recent Press Releases
From
Motley Fool
11 Financials Stocks Moving In Friday's Intraday Session
April 21, 2023
Tickers
ADOCR
AINC
CSTR
GHL
Tags
Benzinga
ADOCR
GHL
From
Benzinga
< Previous
1
2
3
4
5
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.