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 oppenheimer
Recent news which mentions oppenheimer
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
Costco Executes Well Despite Uncertainty, Analyst Says: 'Stock Isn't Cheap, But Its Strategic Position Is Extremely Rare'
March 08, 2024
Tickers
COST
Tags
Price Target
Truist
Goldman Sachs
From
Benzinga
Marvell Technology's Q4 Had 'More Bad Than Good': 7 Analysts Explore Earnings As Shares Slip
March 08, 2024
Tickers
AMZN
GOOG
MRVL
NEWS
Tags
Cantor Fitzgerald
Analyst Color
Benzinga
From
Benzinga
Broadcom Is A Buy For 'AI, Dividends And M&A Benefits,' Analyst Says: Takeaways From Q4 Earnings
March 08, 2024
Tickers
AVGO
GOOG
META
NEWS
Tags
Movers
BofA Securities
Trading Ideas
From
Benzinga
Costco Q2 Earnings Preview: Membership Fee Increase Could Be Coming, Hot Dog & Soda Combo To Stay The Same
March 06, 2024
Tickers
COST
Tags
Trading Ideas
Market News
China
From
Benzinga
CrowdStrike Shares Explode On Q4 Earnings: 12 Analysts Revise Their Forecasts
March 06, 2024
Tickers
CRWD
NEWS
PANW
ZS
Tags
Price Target
RBC Capital Markets
Earnings
From
Benzinga
Betting On The Oscars: 'Oppenheimer,' 'Barbie' Success Could Mean Big Payouts For Bettors
March 04, 2024
Tickers
AAPL
ABC
CMCSA
DIS
Tags
Sports Betting
Robert Downey Jr/
Emma Stone
From
Benzinga
Okta Is 'Seeing Strength With Large Customers': 7 Of These 9 Analysts Raise Their Stock Forecast
February 29, 2024
Tickers
MSFT
NEWS
OKTA
TECH
Tags
News
Gregg Moskowitz
Mizuho Securities
From
Benzinga
Salesforce Gains Momentum With GenAI Platform, Here's What 9 Analysts Have To Say
February 29, 2024
Tickers
CRM
NEWS
Tags
Gregg Moskowitz
News
Mizuho Securities
From
Benzinga
First Solar Bookings Were 'Subdued' In Q4: 9 Analysts Examine Earnings, Outlook
February 28, 2024
Tickers
FSLR
NEWS
Tags
Piper Sandler
Mizuho Securities
News
From
Benzinga
Zoom Faces Ongoing Macro Challenges: 6 Analysts Takeaways On Q4 Earnings
February 27, 2024
Tickers
NEWS
ZM
Tags
Stories That Matter
Analyst Color
Mark Murphy
From
Benzinga
Unity Software Downgraded On Heels Of Portfolio Reset, 5 Analysts Provide Key Takeaways
February 27, 2024
Tickers
NEWS
U
Tags
Kash Rangan
Piper Sandler
News
From
Benzinga
Analysts Bullish On Intuit's AI Strategy Following Solid Q4 Performance
February 23, 2024
Tickers
INTU
NEWS
Tags
Price Target
Oppenheimer
Earnings
From
Benzinga
Block Re-Focuses On Cash App, 8 Analysts Provide Their Takeaways From Q4 Results
February 23, 2024
Tickers
NEWS
SQ
Tags
SQ
Analyst Ratings
Top Stories
From
Benzinga
Nvidia Is Still 'Stepping On The AI Accelerator': 7 Analysts Size Up Q4 Results, Supply And Demand Dynamics
February 22, 2024
Tickers
NVDA
TECH
Tags
Benzinga
Analyst Color
Stories That Matter
From
Benzinga
4 Etsy Analysts Stand Firm On Ratings Post-Q4 Earnings: Point To Buyer Growth, Fee Expansion Prospects
February 22, 2024
Tickers
ETSY
NEWS
Tags
KeyBanc Capital Markets
Movers
ETSY
From
Benzinga
Palo Alto Networks' Near-Term Just Got Messier: What 10 Analysts Are Saying
February 21, 2024
Tickers
NEWS
PANW
Tags
Rob Owens
JMP Securities
Downgrades
From
Benzinga
SolarEdge Technologies' Q4 Miss Could Be Due To Structural Issues: 7 Analysts Provide Their Takeaways
February 21, 2024
Tickers
NEWS
SEDG
Tags
Oppenheimer
Guggenheim Securities
BMO Capital Markets
From
Benzinga
Coinbase Q4 Earnings Preview: Analysts Estimates, Bitcoin ETF Impact, International Expansion And More
February 14, 2024
Tickers
BITCOMP
COIN
USD-BITSTAMP
Tags
Reiteration
Cryptocurrency
Oppenheimer
From
Benzinga
DraftKings Q4 Earnings Preview: Analysts Estimates, Profitability Guidance, NFL Betting, Super Bowl LVIII And Taylor Swift Could Come Into Focus
February 13, 2024
Tickers
DKNG
FLUT
NFL
PENN
Tags
Super Bowl LVIII
FLUT
Trading Ideas
From
Benzinga
Expedia Stock Tanks After Q4 Earnings, CEO Departure: 'Solid Execution Is Critical'
February 09, 2024
Tickers
EXPE
NEWS
Tags
Oppenheimer
Analyst Color
Justin Post
From
Benzinga
PayPal Stock Dives After Q4 Earnings: Management 'Set A Low Bar' For 2024, Says Analyst
February 08, 2024
Tickers
NEWS
PYPL
Tags
KeyBanc Capital Markets
Movers
BofA Securities
From
Benzinga
Roblox Bookings Growth Stands Out; These 4 Analysts Deep Dive Into Q4 Print
February 08, 2024
Tickers
NEWS
RBLX
Tags
News
Expert Ideas
Bernie McTernan
From
Benzinga
Analyst Sees 'Improving' Short-Term Rental Market Ahead Of Earnings: What You Need To Know
February 06, 2024
Tickers
ABNB
BKNG
EXPE
NEWS
Tags
Benzinga
Previews
TRIP
From
Benzinga
McDonald's Downgrade 'Driven By Lack Of Earnings Catalysts,' 3 Analysts Discuss Q4 Print
February 06, 2024
Tickers
MCD
NEWS
Tags
Downgrades
News
Stories That Matter
From
Benzinga
Meta Platforms Analysts Raise Expectations After Q4 Earnings Beat: 'Growth, Profits, Buyback & Dividends All In One'
February 02, 2024
Tickers
AI
META
SNAP
Tags
Expert Ideas
Roth MKM
Eric Sheridan
From
Benzinga
6 Apple Analysts Size Up Q1 Results, iPhone Sales: 'Major Step In The Right Direction,' 'Some Good And Bad News'
February 02, 2024
Tickers
AAPL
AI
TECH
Tags
Technology Stocks
Reiteration
Goldman Sachs
From
Benzinga
Amazon Rallies Off Q4 Earnings: 'Another Impressive Beat' Signals Market Dominance
February 02, 2024
Tickers
AMZN
NEWS
Tags
Long Ideas
Scott Devitt
Movers
From
Benzinga
Qualcomm Beat Q1 Expectations: Why One Analyst Flags Huawei As A 'Key Risk Factor'
February 01, 2024
Tickers
AAPL
NEWS
QCOM
Tags
News
Piper Sandler
Benzinga
From
Benzinga
3 Analysts Dissect Qorvo Earnings Beat, Predict Margins 'Are Likely To Contract'
February 01, 2024
Tickers
NEWS
QRVO
Tags
Expert Ideas
News
Movers
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
Trading Ideas
Market News
AI
From
Benzinga
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.