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 tree
Recent news which mentions tree
< Previous
1
2
3
4
5
Next >
If Fed Cuts Interest Rates, Credit Card APRs 'Are Still Going To Be High' For Now, Economist Says
September 16, 2024
Tickers
BAC
COF
DFS
RKT
Tags
BAC
Benjamin Ayers
Market News
From
Benzinga
Mortgage Rates Fall To Lowest Level Since February 2023
September 11, 2024
Tickers
DVDN
IVR
MORT
RKT
Tags
Real Estate
RKT
mortgage rates
From
Benzinga
JPMorgan Just Raised Its Price Target on These 3 Stocks: August 2024
August 07, 2024
Tickers
ANF
SPOT
TREE
Tags
SPOT
ANF
TREE
From
InvestorPlace
7 Stocks to Buy if the Fed Finally Green Lights Rate Cuts
July 31, 2024
Tickers
CAT
COIN
ENPH
JPM
Tags
JPM
NEM
CAT
From
InvestorPlace
What 10 Analyst Ratings Have To Say About LendingTree
July 26, 2024
Tickers
TREE
Tags
BZI/AAR
TREE
Analyst Ratings
From
Benzinga
Lockheed Martin To Rally Over 14%? Here Are 10 Top Analyst Forecasts For Friday
July 26, 2024
Tickers
ABBV
COUR
DOW
IMAX
Tags
TREE
ABBV
TYL
From
Benzinga
TREE Stock Earnings: LendingTree Beats EPS, Beats Revenue for Q2 2024
July 25, 2024
Tickers
TREE
Tags
TREE
NASDAQ:TREE
Earnings Reports
From
InvestorPlace
AT&T Data Breach: Were You Affected?
July 12, 2024
Tickers
SNOW
T
TREE
Tags
SNOW
TREE
T
From
InvestorPlace
LendingTree Stock Is Losing Ground After Hours: Here's Why
June 20, 2024
Tickers
HACK
NEWS
SNOW
TECH
Tags
SNOW
hack
cybercrime
From
Benzinga
What 5 Analyst Ratings Have To Say About LendingTree
June 20, 2024
Tickers
TREE
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
JPMorgan Just Raised Its Price Target on These 3 Stocks
May 03, 2024
Tickers
DOW
SPOT
TREE
Tags
Market News
Stocks to Buy
TREE
From
InvestorPlace
A Glimpse Into The Expert Outlook On LendingTree Through 9 Analysts
May 01, 2024
Tickers
TREE
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Why H&E Equipment Services Shares Are Trading Lower By Around 18%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
April 30, 2024
Tickers
ADXN
AGBA
AKLI
ARCB
Tags
MAC
Benzinga
NRXP
From
Benzinga
LendingTree Stock Climbs On Better-Than-Expected Q1 Results, Guidance Above Estimates
April 30, 2024
Tickers
NEWS
TREE
Tags
News
TREE
Movers
From
Benzinga
TREE Stock Earnings: LendingTree Beats EPS, Beats Revenue for Q1 2024
April 30, 2024
Tickers
TREE
Tags
TREE
NASDAQ:TREE
Earnings Reports
From
InvestorPlace
Eli Lilly Increases FY24 Outlook, Joins Brinker International, Zebra Technologies, 3M And Other Big Stocks Moving Higher On Tuesday
April 30, 2024
Tickers
ACIW
AMKR
ATI
BLND
Tags
ETWO
AMKR
ST
From
Benzinga
Will Housing Prices Fall 20%? Why This Famous Analyst Sees a Huge Supply Glut Ahead.
April 10, 2024
Tickers
GS
TREE
Tags
Market News
GS
TREE
From
InvestorPlace
7 Stocks to Load up on Before Rate Cuts Send Them Soaring
April 04, 2024
Tickers
AAL
CCL
MMM
NWL
Tags
T
TSLA
CCL
From
InvestorPlace
1 Stock I Wouldn't Touch With a 10-Foot Pole
March 22, 2024
Tickers
ADBE
AFRM
AMZN
PYPL
Tags
TREE
Market News
PYPL
From
Motley Fool
LendingTree's Growth in Insurance and SEM Advertising Positions for Multi-Year Cycle, Says Analyst
February 28, 2024
Tickers
NEWS
TREE
Tags
Analyst Color
Benzinga
Price Target
From
Benzinga
ICU Medical To Rally Around 28%? Here Are 10 Top Analyst Forecasts For Wednesday
February 28, 2024
Tickers
ANF
APLS
AXON
ECL
Tags
IAS
ECL
TREE
From
Benzinga
Why Helix Energy Solutions Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
February 27, 2024
Tickers
AAN
AHCO
ALPP
ALT
Tags
Top Gainers
WDAY
Small Cap
From
Benzinga
Earnings Scheduled For February 27, 2024
February 27, 2024
Tickers
A
ACAD
ACHC
AEP
Tags
CYTK
CBRL
INSE
From
Benzinga
Why Airspan Networks Shares Are Trading Higher By Over 380%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
January 17, 2024
Tickers
ABAT
ACIC
ACXP
ADAG
Tags
KTRA
Benzinga
ACXP
From
Benzinga
SolarEdge Technologies, Calavo Growers, Fisker And Other Big Stocks Moving Lower On Wednesday
January 17, 2024
Tickers
ALEC
AXL
COMP
CVGW
Tags
SEDG
RR
TXG
From
Benzinga
Why RxSight Shares Are Trading Higher By 20%? Here Are Other Stocks Moving In Monday's Mid-Day Session
January 08, 2024
Tickers
AMAM
AMPE
ARBK
ARDX
Tags
BHG
BA
Markets
From
Benzinga
Jim Cramer: This Energy Firm Has 'Good Growth, Good Yield' But As For IonQ? Ixnay
January 04, 2024
Tickers
BWA
ETRN
IONQ
JBL
Tags
TREE
Long Ideas
News
From
Benzinga
Toronto Cannabis Co. Trees Seeks Creditor Protection, Here's What You Need To Know
December 26, 2023
Tickers
NEWS
TREE
Tags
Cannabis
News
TREE
From
Benzinga
Mortgage Stocks Pushed Higher On Thursday: Here's Why
December 14, 2023
Tickers
BAC
RKT
TREE
UWMC
Tags
Small Cap
RKT
BAC
From
Benzinga
Why Are Fintech Stocks Up Today?
December 14, 2023
Tickers
OPEN
PYPL
SOFI
SQ
Tags
SQ
SOFI
Today's Market
From
InvestorPlace
< Previous
1
2
3
4
5
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.