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 Wells Fargo
Recent news which mentions Wells Fargo
< Previous
1
2
3
4
5
6
Next >
'Still A Second-Half Story': Twilio Analysts React To Mixed Q1 Earnings
May 06, 2022
Tickers
JMP
TECH
TWLO
Tags
Michael Turrin
Analyst Ratings
JMP
From
Benzinga
'Pent-Up Demand Driving Strength': Airbnb Analysts React To Q1 Earnings Beat
May 04, 2022
Tickers
ABNB
Tags
Needham
Justin Post
Bank of America
From
Benzinga
5 AMD Analysts Weigh In On Blowout Q1 Earnings: Why 2 Reduced Price Targets
May 04, 2022
Tickers
AMD
Tags
Analyst Ratings
Market News
AMD
From
Benzinga
MGM Resorts Analysts React To Q1 Earnings Beat, LeoVegas Acquisition, Macau Weakness
May 03, 2022
Tickers
MGM
Tags
Credit Suisse
Thomas Allen
News
From
Benzinga
Why These Ford Analysts Are Concerned About Dearborn's Outlook
April 29, 2022
Tickers
AUTO
F
Tags
Analyst Color
Wells Fargo
Benzinga
From
Benzinga
'Long Road Of Rebuilding Begins': PayPal Analysts React To Mixed Q1 Earnings Report
April 28, 2022
Tickers
JMP
PYPL
Tags
John Davis
BMO Capital Markets
Josh Beck
From
Benzinga
Teladoc Analysts React To Shocking Q1 Losses, Rising BetterHelp Costs
April 28, 2022
Tickers
TDOC
Tags
TDOC
Analyst Color
Wells Fargo
From
Benzinga
Qualcomm Rallies Off Q2 Earnings: Takeaways From 4 Analysts
April 28, 2022
Tickers
QCOM
Tags
Trading Ideas
Chris Caso
QCOM
From
Benzinga
4 GM Analysts Break Down Q1 Earnings: 'This Is Just Borrowing From 2023'
April 27, 2022
Tickers
GM
Tags
Reiteration
Joseph Spak
GM
From
Benzinga
6 Microsoft Analysts Praise Q3 Earnings Beat, Azure Acceleration, Office 365 Momentum
April 27, 2022
Tickers
MSFT
Tags
Wedbush
Daniel Ives
News
From
Benzinga
Why These 4 Analysts Cut Carvana's Price Target
April 24, 2022
Tickers
CVNA
Tags
Brad Erickson
RBC Capital Markets
News
From
Benzinga
Tesla Is Extending Lead In EV 'Arms Race' But Risks Remain: 4 Analysts React To Record Q1
April 21, 2022
Tickers
EVS
GM
RBC
TSLA
Tags
Trading Ideas
EVs
Upgrades
From
Benzinga
Why This Analyst Believes Biogen Is 'Too Good to Ignore'
April 18, 2022
Tickers
BIIB
Tags
Wells Fargo
Analyst Color
Mohit Bansal
From
Benzinga
Wells Fargo Invests $3.5M to Convert Schools, Hospitals, Office Buildings into Affordable Homes
April 07, 2022
Tickers
WFC
Tags
Wells Fargo
Philanthropy & Cause Initiatives
NYSE:WFC
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Why This Analyst Believes Ollie's Bargain Outlet Is Headed For A Spike
April 04, 2022
Tickers
OLLI
Tags
OLLI
Price Target
Benzinga
From
Benzinga
5 Nike Analysts Praise Q3 Earnings Beat, Booming North American Sales Growth
March 22, 2022
Tickers
NKE
Tags
Market News
Analyst Ratings
Benzinga
From
Benzinga
Why Wells Fargo Is Turning Bearish On Southwestern Energy
March 14, 2022
Tickers
SWN
Tags
Analyst Color
Wells Fargo
Price Target
From
Benzinga
'Breaking The Mold For Security': 7 CrowdStrike Analysts React To Impressive Earnings Report
March 10, 2022
Tickers
CRWD
JMP
TECH
Tags
Cybersecurity
Analyst Color
Wells Fargo
From
Benzinga
Why Wells Fargo Is Turning Bullish On Arista Networks, Neutral On Cisco
March 10, 2022
Tickers
ANET
CSCO
TECH
Tags
Upgrades
Aaron Rakers
ANET
From
Benzinga
NAIHC Launches Housing Assistance Resource Hub for Native Homeowners
March 03, 2022
Tickers
WFC
Tags
Philanthropy & Cause Initiatives
Wells Fargo
NYSE:WFC
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Wells Fargo Donates to Humanitarian Relief in Ukraine, Support for U.S. Service Members
March 03, 2022
Tickers
WFC
Tags
Wells Fargo
Ukraine
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Enterprise Community Partners to Help Houses of Worship Build Thousands of Affordable Homes With $8.5 Million in Grants From Wells Fargo
February 24, 2022
Tickers
WFC
Tags
NYSE:WFC
Philanthropy & Cause Initiatives
Wells Fargo
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Identity Theft Resources for Black Communities
February 16, 2022
Tickers
NLOK
Tags
Diversity & Inclusion
Norton LifeLock
Identity Theft Resource Center
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Wells Fargo Donates $20 Million to Strengthen Small Businesses in Los Angeles
February 15, 2022
Tickers
WFC
Tags
Philanthropy & Cause Initiatives
anthony anderson
Wells Fargo
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Soil Health Institute Receives Grant From Wells Fargo to Develop DNA Sequence Based Indicators of Soil Health
February 15, 2022
Tickers
WFC
Tags
Environment
Wells Fargo
soil health institute
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Crypto Nears 'Hyper-Adoption' Phase And It's Not Too Late To Invest, Wells Fargo Says
February 10, 2022
Tags
Cryptocurrency
News
$BTC
From
Benzinga
Wells Fargo: Hyper-Adoption of Cryptocurrencies Could Occur
February 09, 2022
Tags
Ethereum
Wells Fargo
crypto channel
From
ETF Trends
Meaningful Investments and Support Keep Small Business Doors Open
January 31, 2022
Tickers
WFC
Tags
NYSE:WFC
small business
Open For Business Fund
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Wells Fargo Donates $20 Million to Strengthen Small Businesses in Atlanta
January 28, 2022
Tickers
WFC
Tags
NYSE:WFC
small business
Open For Business Fund
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Why Wells Fargo Is Bullish On Okta
January 06, 2022
Tickers
OKTA
Tags
Market News
Analyst Ratings
OKTA
From
Benzinga
< Previous
1
2
3
4
5
6
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.