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 XE:SIE
Recent news which mentions XE:SIE
HelloFresh shares plunge to four-year low as problems in U.S. hit profits
November 16, 2023
Tags
UK:HOTC
UK:BRBY
XE:HFG
From
MarketWatch
Siemens Energy shares dive on German guarantee talks, profit warning
October 26, 2023
Tags
XE:SIE
XE:ENR
From
MarketWatch
Here’s what Ozempic, ASML and India’s fintech industry all have in common — and how one ETF takes advantage of all three
October 17, 2023
Tickers
ACWX
ASML
FERG
HDB
Tags
ASML
NVO
SPY
From
MarketWatch
Siemens blames sales miss on China’s economic woes
August 10, 2023
Tags
XE:SIE
From
MarketWatch
Siemens Energy’s shares slump as wind-turbine issues may cause $5 billion loss
August 07, 2023
Tags
XE:ENR
XE:SIE
From
MarketWatch
From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI.
May 30, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
PYPL
CRWD
FR:OR
From
MarketWatch
German stocks near fresh record on growth and energy cost optimism
May 18, 2023
Tickers
DAX
VGK
Tags
XE:SAP
DX:DAX
XE:SIE
From
MarketWatch
Fluence Energy’s stock surges after BofA abandons bearish stance on the pure-play ESS investor
May 17, 2023
Tickers
AES
FLNC
SPX
Tags
AES
SPX
XE:SIE
From
MarketWatch
20 AI stocks expected to post the highest compound annual sales growth through 2025
May 17, 2023
Tickers
AAPL
ADBE
AMBA
AMD
Tags
SNOW
GOOG
WOLF
From
MarketWatch
Siemens profit doubles on 18% sales growth
November 17, 2022
Tags
XE:SIE
From
MarketWatch
Nvidia unveils Lovelace gaming cards with a starting price of $899
September 20, 2022
Tickers
NVDA
SPX
WPP
Tags
UK:WPP
WPP
NVDA
From
MarketWatch
Siemens cuts outlook after swinging to $1.71 billion loss
August 11, 2022
Tags
XE:SIE
From
MarketWatch
This basket of stocks geared to the nuclear industry has outperformed the broader market by 15% this year
July 21, 2022
Tickers
D
DUK
NEE
Tags
D
XE:SIE
JP:6501
From
MarketWatch
Volkswagen close to selling stake in its U.S. EV recharging business to Siemens
June 27, 2022
Tags
XE:VOW
XE:SIE
From
MarketWatch
Siemens gets order for hydrogen-powered trains in Germany
June 26, 2022
Tags
XE:SIE
From
MarketWatch
How the pandemic turned used cars into hot commodities
March 11, 2022
Tickers
CARG
Tags
XE:SIE
CARG
From
MarketWatch
Biden and Siemens tout company’s plan to add 300 jobs, invest $54 million in U.S. manufacturing
March 04, 2022
Tickers
SIEGY
Tags
XE:SIE
SIEGY
From
MarketWatch
European stocks struggle on mega earnings day as Siemens, AstraZeneca, SocGen and Unilever report
February 10, 2022
Tickers
AZN
CS
MT
UL
Tags
XE:SIE
AZN
UL
From
MarketWatch
As Biden meets with CEOs on stalled Build Back Better plan, analysts ‘believe a $1T+ package is probable’
January 26, 2022
Tickers
CMI
CRM
ETSY
F
Tags
SIEGY
GM
F
From
MarketWatch
Goldman expects the bull market for ‘still-cheap’ Europe stocks to carry on in 2022
November 11, 2021
Tags
XX:SXXP
XE:DHER
UK:JMAT
From
MarketWatch
Bank of America turns bearish on European stocks, sees ‘anti-goldilocks’ shift ahead
October 01, 2021
Tickers
AZN
Tags
FR:EDF
UK:NG
AZN
From
MarketWatch
European stocks set for weakest monthly return in a year, as dollar steamrolls over the euro
September 30, 2021
Tickers
BHP
DEO
RIO
Tags
RIO
DX:DAX
DK:VWS
From
MarketWatch
COVID-19 testing demand sends Eurofins into top French stock market index
September 10, 2021
Tags
NL:ASML
XX:SXXP
FR:PX1
From
MarketWatch
European stocks struggle near record levels, as ECB meeting looms for next week
September 03, 2021
Tickers
AZN
Tags
DX:DAX
UK:AZN
UK:UKX
From
MarketWatch
These robotics and automation stocks could climb up to 68% in the next year
September 01, 2021
Tickers
AAPL
AMZN
ARKQ
BABA
Tags
BABA
AMZN
SPY
From
MarketWatch
TUI surges in Europe, where stocks near a ninth straight winning streak
August 12, 2021
Tickers
GRUB
SAP
Tags
XX:SXXP
XE:DHER
FR:PX1
From
MarketWatch
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.