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 breakingNewsGlobal
Recent news which mentions breakingNewsGlobal
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
JPMorgan Chase is set to report fourth-quarter earnings. Here’s what the Street expects
January 12, 2024
Tags
Banks
Earnings
Morgan Stanley
From
CNBC.com News
Citigroup to close global distressed-debt business as part of CEO Jane Fraser's overhaul
December 20, 2023
Tags
Banks
Investment strategy
Investing
From
CNBC.com News
Citigroup employees, on edge over layoffs, told they can work remotely until the new year
December 15, 2023
Tags
Banks
Breaking News: Markets
Business News
From
CNBC.com News
Regulators caught Wells Fargo, other banks in probe over mortgage pricing discrimination
December 11, 2023
Tags
Bank of America Corp
Investing
JPMORGAN DRN
From
CNBC.com News
Wall Street CEOs say proposed banking rules will hurt small businesses, low-income Americans
December 06, 2023
Tags
Bank of America Corp
Regulations
Blackstone Inc
From
CNBC.com News
Wells Fargo CEO warns of severance costs of nearly $1 billion in fourth quarter as layoffs loom
December 05, 2023
Tags
Banks
Breaking News: Investing
Finance
From
CNBC.com News
Jamie Dimon says JPMorgan Chase would exit China if ordered to
November 29, 2023
Tags
JPMORGAN DRN
Breaking News: Markets
Investing
From
CNBC.com News
These regional banks are at greatest risk of being taken over by rivals, according to KBW
November 27, 2023
Tags
Western Alliance Bancorp
Fifth Third Bancorp
Webster Financial Corp
From
CNBC.com News
Goldman Sachs paid pro golfer Patrick Cantlay more than $1 million annually, sources say
November 22, 2023
Tickers
GOLF
Tags
Breaking News: Investing
Business
Finance
From
CNBC.com News
Citigroup mulls deep job cuts for CEO Jane Fraser’s corporate overhaul, called 'Project Bora Bora'
November 06, 2023
Tags
Bank of America Corp
Layoffs
Breaking News: Investing
From
CNBC.com News
Amazon to unveil buy now, pay later option from Affirm for small business owners
November 02, 2023
Tags
Breaking News: Technology
Investment strategy
Retail industry
From
CNBC.com News
JPMorgan Chase shares slip after bank says CEO Jamie Dimon is selling 1 million shares
October 27, 2023
Tags
Investment strategy
Investing
Breaking News: Markets
From
CNBC.com News
Bank branches inside supermarkets are closing 7 times faster than other locations
October 27, 2023
Tags
Walmart Inc
Banks
Breaking News: Markets
From
CNBC.com News
Big banks are quietly cutting thousands of employees, and more layoffs are coming
October 19, 2023
Tags
Wells Fargo & Co
breakingNewsGlobal
Citigroup Inc
From
CNBC.com News
Bank of America is set to report third-quarter earnings — here's what the Street expects
October 17, 2023
Tags
Investing
Finance
Breaking News: Investing
From
CNBC.com News
Goldman Sachs is set to report third-quarter earnings — here's what Wall Street expects
October 17, 2023
Tags
Banks
Earnings
Morgan Stanley
From
CNBC.com News
Bank earnings kick off with JPMorgan, Wells Fargo amid concerns about rising rates, bad loans
October 12, 2023
Tags
Goldman Sachs Group Inc
Business News
Breaking News: Markets
From
CNBC.com News
Goldman Sachs warns of hit to third-quarter earnings on deal to offload GreenSky
October 11, 2023
Tags
Investing
Investment strategy
Breaking News: Markets
From
CNBC.com News
These regional banks are at risk of being booted from the S&P 500
October 11, 2023
Tags
Banks
Newell Brands Inc
breakingNewsGlobal
From
CNBC.com News
This trade is where big investors are hiding out amid choppy markets, Goldman Sachs says
October 06, 2023
Tags
Bonds
Banks
breakingNewsGlobal
From
CNBC.com News
Why borrowing costs for nearly everything are surging, and what it means for you
October 05, 2023
Tags
Banks
Investment strategy
Business News
From
CNBC.com News
Citigroup CEO Jane Fraser sees 'cracks’ emerging among some consumers as savings dry up
September 29, 2023
Tags
Breaking News: Markets
Investing
Investment strategy
From
CNBC.com News
Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors
September 18, 2023
Tags
JPMORGAN DRN
Investing
Finance
From
CNBC.com News
JPMorgan Chase to offer online payroll services as it steps up fight with Square, PayPal
September 14, 2023
Tags
FinTech
Banks
Breaking News: Markets
From
CNBC.com News
Goldman Sachs is in the spotlight as tech firms test IPO market
September 13, 2023
Tags
Morgan Stanley
Banks
Breaking News: Technology
From
CNBC.com News
Jamie Dimon says it's a 'huge mistake' to think economy will boom with so many risks out there
September 11, 2023
Tags
breakingNewsGlobal
Finance
Breaking News: Investing
From
CNBC.com News
Goldman Sachs CEO David Solomon sees Wall Street rebound if tech IPOs perform
September 07, 2023
Tags
Banks
breakingNewsGlobal
Finance
From
CNBC.com News
Regulators unveil plans to force regional banks to raise debt in case of failure
August 29, 2023
Tags
Banks
Breaking News: Markets
Investing
From
CNBC.com News
Goldman Sachs unloads another business acquired under CEO David Solomon
August 28, 2023
Tags
Banks
breakingNewsGlobal
Finance
From
CNBC.com News
Fitch warns it may be forced to downgrade dozens of banks, including JPMorgan Chase
August 15, 2023
Tags
Truist Financial Corp
Corporate bonds
Bank of America Corp
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
10
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.