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 Wedbush
Recent news which mentions Wedbush
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
23
24
Next >
Amazon Rallies Off Q4 Earnings: 'Another Impressive Beat' Signals Market Dominance
February 02, 2024
Tickers
AMZN
NEWS
Tags
Benzinga
Price Target
Earnings
From
Benzinga
Fidelity Raises X Valuation: Here's How Much It's Fallen From Elon Musk's Twitter Purchase Price
February 01, 2024
Tickers
META
NEWS
SNAP
TECH
Tags
Stories That Matter
Tech
ARK Invest
From
Benzinga
Elon Musk's Compensation Is 'Tornado Situation' For Tesla: Analyst Calls For New Plan To Satisfy CEO, Shareholders
January 31, 2024
Tickers
EVS
TSLA
Tags
Stories That Matter
Kathaleen McCormick
Analyst Color
From
Benzinga
Starbucks Fails To Serve Hot Results, Brewing Analyst Concerns Over China Sales, Boycott Effects
January 31, 2024
Tickers
COFFEE
NEWS
SBUX
Tags
Analyst Ratings
Stephens
Earnings
From
Benzinga
7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
January 31, 2024
Tickers
AI
AMD
INTC
NEWS
Tags
AI
Reiteration
semiconductors
From
Benzinga
'Jaw Dropper:' Tesla Analysts, Investors Unpack Fallout From CEO's $55B Pay Plan Collapse While Musk Laments 'Parasitic Load' Of Being A Public Company
January 31, 2024
Tickers
NEWS
TSLA
Tags
Daniel Ives
Top Stories
News
From
Benzinga
Wedbush's Dan Ives Lauds Microsoft's 'Masterpiece Quarter,' Says CEO Nadella's Guidance 'Should Be Hung In The Louvre'
January 31, 2024
Tickers
MSFT
TECH
Tags
Expert Ideas
Analyst Ratings
Equities
From
Benzinga
Apple Faces 'Prove Me' Moment With 'Bear Noise Building' Ahead Of Q1 Results, Says Bullish Analyst
January 31, 2024
Tickers
AAPL
NEWS
TECH
Tags
Reiteration
Wedbush
Top Stories
From
Benzinga
GM Reignites Street Confidence In 'Key Quarter' For Automaker
January 30, 2024
Tickers
AUTO
EVS
GM
NEWS
Tags
Stories That Matter
Earnings
Analyst Color
From
Benzinga
Apple Vision Pro Hits Stores Friday: iPhone-Like Frenzy Missing For AR Headset, But Analysts Expect 500K-600K Sales This Year
January 30, 2024
Tickers
AAPL
AI
AR
TECH
Tags
AI
Markets
artificial intelligence
From
Benzinga
Block Focuses On Increasing Efficiency And Profitability, Says Bullish Analyst
January 30, 2024
Tickers
SQ
Tags
Stories That Matter
Analyst Color
Benzinga
From
Benzinga
Microsoft Q2 Earnings Preview: Artificial Intelligence, Gaming, More Key Items To Watch
January 29, 2024
Tickers
AI
MSFT
TECH
Tags
Price Target
Benzinga
Analyst Color
From
Benzinga
Tesla Stock Rescue Plan: Analyst Lays Out 10 Items For Musk To Consider Including AI, Buyback, Acquisitions
January 26, 2024
Tickers
AI
AUTO
TSLA
Tags
Benzinga
Price Target
Analyst Ratings
From
Benzinga
Intel Has A Tough Road Ahead: What 4 Analysts Think Of Q4 Earnings, Guidance
January 26, 2024
Tickers
INTC
NEWS
TECH
Tags
Downgrades
John Vinh
Analyst Color
From
Benzinga
Wedbush Analyst Says 'Bit Surprised' After Intel's First-Quarter Guidance Falls Short By Over $1B
January 25, 2024
Tickers
INTC
Tags
Wedbush
Matt Bryson
Market News
From
Benzinga
Tesla Bull Rues 'Train Wreck' Earnings Call, Slashes Price Target By 10%: 'Dead Wrong Expecting Musk And Team To Step Up Like Adults In The Room'
January 25, 2024
Tickers
NEWS
TECH
TSLA
Tags
Trading Ideas
Gary Black
Elon Musk
From
Benzinga
$3,500 Apple Headset? No Problem! Apple Vision Pro Blows Past Expectations, Wedbush Upgrades 2024 Sales Prediction
January 25, 2024
Tickers
AAPL
GOOG
GOOGL
NEWS
Tags
Trading Ideas
GOOGL
Top Stories
From
Benzinga
Homebuilder Shares Hang In Balance As Credit-Stretched Consumers Await Rate Cuts
January 24, 2024
Tickers
DHI
LEN
NEWS
PHM
Tags
Benzinga
Price Target
Earnings
From
Benzinga
Tesla Q4 Earnings Preview: Earnings Estimates, What Analysts Are Saying, Cybertruck Remains Key Focus For Shareholders
January 22, 2024
Tickers
AUTO
EVS
NEWS
TECH
Tags
Trading Ideas
Elon Musk
Gene Munster
From
Benzinga
Elon Musk's Tesla Ownership Remark Is 'Just More Drama' And 'Won't Bear Fruit... Musk Is Tesla And Tesla Is Musk,' Analyst Says
January 16, 2024
Tickers
AI
EVS
TSLA
Tags
artificial intelligence
EVs
Dan Ives
From
Benzinga
Home Depot Should Witness Demand Growth In 2024, Says Bullish Analyst
January 10, 2024
Tickers
HD
Tags
Movers
Analyst Ratings
Long Ideas
From
Benzinga
Wedbush's Dan Ives Says, 'Tech Stocks Will Be Up 25% In 2024' — Predicts Nasdaq At 20K
January 01, 2024
Tickers
AAPL
GOOG
MSFT
NEWS
Tags
AAPL
Market News
Equities
From
Benzinga
Small Cap Restaurant Stocks On Sale: 4 Stocks To Buy For 2024, 2 To Avoid
December 21, 2023
Tickers
BROS
CAKE
CAVA
CMG
Tags
Restaurant stocks
Market News
CAVA
From
Benzinga
Micron Technology Guidance Reflects Strong Pricing Rebound: 10 Analysts Deep Dive Into Q1 Earnings
December 21, 2023
Tickers
MU
NVDA
TECH
Tags
Piper Sandler
Analyst Ratings
Hans Mosesmann
From
Benzinga
Giga Mexico Could Produce Sub-$30K Car, Model Y, Batteries And Cybertruck: New Details Highlight Importance Of New Factory
December 20, 2023
Tickers
TSLA
Tags
Trading Ideas
Electric Vehicle Stocks
Elon Musk
From
Benzinga
Apple To Hit $4 Trillion Market Cap In 2024: Why Analyst Calls Now The 'Golden Opportunity' To Own The Stock
December 20, 2023
Tickers
AAPL
TECH
Tags
iPhone
Reiteration
Trading Ideas
From
Benzinga
2024 Predictions For Apple, Tesla, 'Magnificent 7' And Musk From Analyst Dan Ives: It's AI's '1995 Moment'
December 19, 2023
Tickers
AAPL
AI
AMZN
CRWD
Tags
The Magnificent Seven
NASDAQ 100
CYBR
From
Benzinga
Get Ready: Dan Ives Expects Tesla's Sub-$30K Car To Debut Next Year, Sees Robust 2024 For EV Giant
December 19, 2023
Tickers
EVS
TECH
TSLA
Tags
Analyst Color
Benzinga
Stories That Matter
From
Benzinga
Tesla Locked In a 'WWE-Like' Standoff In Scandinavia, Says Analyst: Why This Swedish Union Battle Is Important For The EV Giant
December 17, 2023
Tickers
TSLA
Tags
mobility
electric vehicles
Wedbush
From
Benzinga
Apple Analyst Raises Price Target To $250, Foresees $4 Trillion Valuation By End Of 2024: 'Stage Set For Renaissance Of Growth'
December 11, 2023
Tickers
AAPL
TECH
Tags
Analyst Color
Benzinga
Price Target
From
Benzinga
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
23
24
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.