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
3
4
5
6
7
8
9
...
23
24
Next >
Micron Q3 Earnings Preview: AI In Focus, Analyst Says 'Only Positive News ... For Some Time To Come'
June 25, 2024
Tickers
AI
MU
TECH
Tags
Matt Bryson
Chip Stocks
Trading Ideas
From
Benzinga
Tesla Bull Says Stock's Nightmarish Lean Patch Will Likely End As Demand Turnaround Begins To Take Hold: This Upcoming Catalyst Is 'Key Historic Moment' For EV Maker
June 21, 2024
Tickers
EVS
NEWS
TSLA
Tags
Stories That Matter
Analyst Color
Benzinga
From
Benzinga
Elon Musk's $56B Payday Wins In Landslide: 'Next Chapter In The Tesla Growth Story'
June 14, 2024
Tickers
TSLA
Tags
Market News
Analyst Ratings
Movers
From
Benzinga
'Pop The Champagne Moment' For Tesla? Analyst Says Shareholders Spoke Out Loud For Elon Musk: Here's What To Expect At Thursday's Annual Meeting
June 13, 2024
Tickers
EVS
NEWS
TSLA
Tags
Markets
Trading Ideas
TSLA
From
Benzinga
Tesla Shareholders Meeting 2024 Preview: How To Watch, Elon Musk Compensation Package Explained, Analysts Thoughts On Future If Vote Fails
June 12, 2024
Tickers
NEWS
SPY
TSLA
Tags
Stories That Matter
Cantor Fitzgerald
Analyst Color
From
Benzinga
GameStop Analyst Lowers Price Target After 'Rambling Presentation By Roaring Kitty': Does Video Game Company Have 'Enough Runway To Appease Its Cult-Like Shareholders'?
June 12, 2024
Tickers
GME
Tags
Wedbush
$BTC
Top Stories
From
Benzinga
Apple, Nvidia, Or Microsoft, Who Will Reach $4 Trillion Valuation First? Top Analyst Lays Out Bull Thesis For Tim Cook's Company, Predicts Potential 270M iPhone Upgrades
June 12, 2024
Tickers
AAPL
MSFT
NEWS
NVDA
Tags
AI stocks
MSFT
Markets
From
Benzinga
Wedbush Analyst Dan Ives Says Apple's WWDC 2024 Keynote Lived Up To Its Hype: 'I Think It Was A Home Run'
June 10, 2024
Tickers
AAPL
NEWS
TECH
Tags
News
Wedbush
benzinga neuro
From
Benzinga
Ahead Of WWDC, Apple Analyst Foresees AI Integration Boosting Stock Value by $30-$40 Per Share: 'New AI Era For Cupertino Begins'
June 10, 2024
Tickers
AAPL
NEWS
TECH
Tags
OpenAi
Reiteration
Trading Ideas
From
Benzinga
Stitch Fix's Results Show 'Green Shoots' Emerging: Analysts Take A Look While Stock Jumps Higher
June 05, 2024
Tickers
SFIX
Tags
Trading Ideas
Reiteration
fashion
From
Benzinga
CrowdStrike Outperforms Peers Against Tough Macro In Q1, 10 Analysts Comment On 'Top Name To Own In Security'
June 05, 2024
Tickers
CRWD
Tags
Analyst Ratings
Alex Henderson
Piper Sandler
From
Benzinga
PVH, Parent Of Calvin Klein, Tommy Hilfiger, Impresses Analysts With Q1 Earnings Beat
June 05, 2024
Tickers
PVH
Tags
BMO Capital Makets
Brooke Roach
Goldman Sachs
From
Benzinga
Airbnb, Norwegian Cruise See Analyst Upgrades: Are Travel And Leisure Stocks The New Value Heaven?
May 28, 2024
Tickers
ABNB
ALK
BEDZ
BYD
Tags
casino companies
hotel
ALK
From
Benzinga
Apple's iPhone AI Moment 'Now Here For Cook,' Says Tech Bull: Cupertino And Microsoft Set To Hit $4 Trillion Market Capitalization By This Year
May 24, 2024
Tickers
AAPL
MSFT
NEWS
TECH
Tags
Consumer Tech
Dan Ives
artificial intelligence
From
Benzinga
Toast Is a Dominant Player With Impressive Momentum, Says Analyst
May 24, 2024
Tickers
NEWS
TOST
Tags
Moshe Katri
Wedbush
General
From
Benzinga
Hoka Maker Delivers 'Strong Upside' In Q4, 5 Analysts Raise Forecasts On Deckers Outdoor
May 24, 2024
Tickers
DECK
Tags
Telsey Advisory Group
Stifel
Wedbush
From
Benzinga
Wedbush Analyst Dan Ives Says Raising Apple Price Target To Reflect AI-Driven iPhone 16 Supercycle: 'WWDC A Key Moment Ahead'
May 23, 2024
Tickers
AAPL
NEWS
TECH
Tags
Global
News
Wedbush
From
Benzinga
After Nvidia's Blowout Quarter, Wedbush Analyst Dan Ives Says AI Revolution Will Lead To Trillion-Dollar Valuations In Tech: 'The Party's Just Getting Started'
May 22, 2024
Tickers
NEWS
NVDA
TECH
Tags
Market News
Jensen Huang
NVDA
From
Benzinga
Will Nvidia Fill Biggest Piece Of AI Monetization Puzzle With Q1 Earnings? Tech Bull Says 'Party's Just Getting Started With The Popcorn Getting Ready'
May 22, 2024
Tickers
AAPL
AMZN
BOTZ
GOOG
Tags
Long Ideas
News
Daniel Ives
From
Benzinga
Satya Nadella, Microsoft Leading 'AI Arms Race,' Says Tech Bull Amid Redmond's Slew Of New Copilot Announcements
May 22, 2024
Tickers
MSFT
NEWS
QCOM
TECH
Tags
Benzinga
Analyst Color
Tech
From
Benzinga
Nvidia Stock 'Fully Valued' According To Ross Gerber — Wedbush Analyst Dan Ives Says 'We Strongly Disagree'
May 21, 2024
Tickers
NEWS
NVDA
TECH
Tags
Market News
Gerber Kawasaki Wealth and Investment Management
Benzinga
From
Benzinga
Why Is Palo Alto Networks' Stock Tanking After Beat-And-Raise Quarter? 10 Analysts Weigh In On 'Positive Momentum'
May 21, 2024
Tickers
IBM
PANW
Tags
Reiteration
Rosenblatt Securities
Needham
From
Benzinga
'Renaissance Of Growth' Coming Back To Apple, Says Tech Bull Ahead Of WWDC Next Week: 'Key Moment For Cupertino'
May 21, 2024
Tickers
AAPL
MSFT
NEWS
TECH
Tags
Expert Ideas
Appleverse
Market News
From
Benzinga
'Well-Positioned' Rubrik Faces $34-Billion Cybersecurity Opportunity: 2 Analysts Bullish After IPO
May 20, 2024
Tickers
IPOS
RBRK
TECH
Tags
Goldman Sachs
Top Stories
Wedbush
From
Benzinga
Microsoft's Build Conference This Week To Showcase AI Push, New Products And More: Here's What Investors Should Know
May 20, 2024
Tickers
MSFT
NEWS
TECH
Tags
Expert Ideas
Analyst Ratings
Equities
From
Benzinga
Stanford's Apple Vision Pro Challenger AR Glasses, AI's Economic Impact And More: This Week In Artificial Intelligence
May 12, 2024
Tickers
AAPL
NEWS
NVDA
PLTR
Tags
Sam Altman
AAPL
Market News
From
Benzinga
AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says
May 10, 2024
Tickers
AAPL
AI
AMZN
CRM
Tags
GOOG
PLTR
NVDA
From
Benzinga
Unity Software Disappoints In Q1, 4 Analysts Provide Input On What To Expect In 'Back Half' Of 2024
May 10, 2024
Tickers
U
Tags
Analyst Ratings
Movers
Market News
From
Benzinga
Are Roblox's Woes Temporary? Analysts Cut Forecasts But Are Optimistic About Outlook
May 10, 2024
Tickers
RBLX
Tags
Reiteration
RBLX
Nick McKay
From
Benzinga
Apple Analyst Says Rumors Of In-House AI Chip 'Another Breadcrumb' Ahead Of WWDC: 'Cupertino Ready To Play Chess...While Others Playing Checkers'
May 10, 2024
Tickers
AAPL
NEWS
TECH
Tags
Reiteration
Tim Cook
artificial intelligence
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
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.