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 tri
Recent news which mentions tri
< Previous
1
2
3
4
5
Next >
This Caterpillar Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
August 19, 2025
Tickers
CAT
CCI
NEWS
PANW
Tags
Analyst Ratings
TRI
Market News
From
Benzinga
The Analyst Verdict: Thomson Reuters In The Eyes Of 6 Experts
August 19, 2025
Tickers
TRI
Tags
BZI/AAR
Benzinga
TRI
From
Benzinga
Why Thomson Reuters (TRI) Shares Are Trading Higher
August 15, 2025
Tickers
NEWS
TRI
Tags
Benzinga
why it's moving
Market News
From
Benzinga
Wall Street Recovers, Apple Rallies 6% On $100-Billion Gov Manufacturing Investment: What's Moving Markets Wednesday?
August 06, 2025
Tickers
AAPL
AFL
AIG
ALAB
Tags
JLL
Analyst Color
Stories That Matter
From
Benzinga
Thomson Reuters Stock Drops As Core Growth Holds Up, But Acquisitions And Print Weigh On Q2 Results
August 06, 2025
Tickers
NEWS
TRI
Tags
News
Market News
TRI
From
Benzinga
Earnings Scheduled For August 6, 2025
August 06, 2025
Tickers
AACG
ABNB
ACAD
ACB
Tags
SEER
JACK
SDGR
From
Benzinga
Earnings Preview For Thomson Reuters
August 05, 2025
Tickers
TRI
Tags
Earnings
Market News
TRI
From
Benzinga
10 Overvalued Dividend Stocks To Sell
July 24, 2025
Tickers
COST
CTAS
HEI
HWM
Tags
COST
TAC
ROL
From
TalkMarkets
Veritex Holdings, Sequans Communications, Canaan And Other Big Stocks Moving Higher On Monday
July 14, 2025
Tickers
CAN
DEFT
IREN
MARA
Tags
SY
SNDL
Intraday Update
From
Benzinga
FiscalNote Sells TimeBase To Thomson Reuters For $6.5M, Reaffirms 2025 Outlook
May 05, 2025
Tickers
IGV
NEWS
NOTE
TRI
Tags
Briefs
M&A
IGV
From
Benzinga
This Apple Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
May 02, 2025
Tickers
AAPL
ABNB
BDX
NEWS
Tags
Markets
BDX
News
From
Benzinga
Thomson Reuters Maintains Strong FY25 Outlook, Highlights Innovation, AI As Key Growth Drivers
May 01, 2025
Tickers
NEWS
TRI
Tags
TRI
Market News
Media
From
Benzinga
Earnings Scheduled For May 1, 2025
May 01, 2025
Tickers
AAMI
AAPL
ABNB
ACCO
Tags
BPMC
SKWD
BBAI
From
Benzinga
Thomson Reuters Q4 Earnings: Beats Estimates, Boosts Dividend 10%, CEO Highlights Strategic Growth
February 06, 2025
Tickers
NEWS
TRI
Tags
Market News
TRI
News
From
Benzinga
US Stocks Likely To Open Higher Ahead Of Amazon's Earnings: 'Buy The Dip' Mentality Remains Prevalent, Says Analyst
February 06, 2025
Tickers
AMD
AMZN
ARM
BMY
Tags
LLY
Stocks To Watch
FTNT
From
Benzinga
Earnings Scheduled For February 6, 2025
February 06, 2025
Tickers
AAMI
AB
AFRM
AGCO
Tags
UA
PBH
OTEX
From
Benzinga
This Dick's Sporting Goods Analyst Turns Bullish; Here Are Top 4 Upgrades For Wednesday
November 27, 2024
Tickers
DKS
EMBC
MLM
NEWS
Tags
Benzinga
top upgrades
EMBC
From
Benzinga
This CrowdStrike Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
November 27, 2024
Tickers
ARE
CRWD
KSS
NEWS
Tags
Benzinga
Downgrades
WDAY
From
Benzinga
Thomson Reuters Q3 Earnings: Legal, Corporate Segments Enjoy Revenue Boost As CEO Highlights AI Investment
November 05, 2024
Tickers
NEWS
TRI
Tags
Earnings
Guidance
Briefs
From
Benzinga
Russia Strikes Back At Ukraine's Ground Incursion Into Kursk
August 13, 2024
Tickers
FOX
NWSA
NYT
TRI
Tags
NWSA
Gazprom
Top Stories
From
Benzinga
Thomson Reuters Q2: Growth in Revenue and Big 3 Segments, CEO Confirms 2024 Investment Plans On Track, Highlights AI Potential
August 01, 2024
Tickers
NEWS
TRI
Tags
Market News
TRI
News
From
Benzinga
M&A Watch: 3 Canadian Companies That Should Be on American Firms’ Buy Lists
July 25, 2024
Tickers
BRK-B
DCBO
HERXF
LULU
Tags
Hot Stocks
NFLX
HERXF
From
InvestorPlace
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,200 Today
June 11, 2024
Tickers
NEWS
TRI
Tags
News
TRI
Market News
From
Benzinga
Thomson Reuters Triumphs in Q1 Backed by AI Product Roadmap and Strategic Acquisitions
May 02, 2024
Tickers
AIQ
DBAW
NEWS
TECH
Tags
Benzinga
Earnings
Tech
From
Benzinga
TRI Stock Earnings: Thomson Reuters Beats EPS, Beats Revenue for Q1 2024
May 02, 2024
Tickers
TRI
Tags
Earnings Reports
TRI
Market News
From
InvestorPlace
Thomson Reuters' $100M Yearly Investment Plan - Financial Strength And AI Innovation
March 12, 2024
Tickers
NEWS
TRI
Tags
Briefs
Markets
artificial intelligence
From
Benzinga
Monday Is Your Last Chance To Buy Thomson Reuters Before The Dividend Payout
February 15, 2024
Tickers
TRI
Tags
Dividends
Benzinga
Market News
From
Benzinga
RBC Capital Maintains Sector Perform Rating for Thomson Reuters: Here's What You Need To Know
February 09, 2024
Tickers
TRI
Tags
Market News
TRI
Benzinga
From
Benzinga
Earnings Scheduled For February 8, 2024
February 08, 2024
Tickers
ABG
ACB
AFRM
AIRC
Tags
FLO
RSI
LQDT
From
Benzinga
Earnings Preview For Thomson Reuters
February 07, 2024
Tickers
TRI
Tags
Earnings
BZI/EP
Benzinga
From
Benzinga
< 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.