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
Articles published by Caleres
< Previous
1
2
3
4
Next >
Caleres Names Its First Ever Chief Design & Product Officer, Natelle Baddeley
September 11, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres to Participate in the Piper Sandler Growth Frontiers Conference on September 12
September 07, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Reports Second Quarter 2023 Results and Maintains Full Year 2023 Outlook
August 31, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Declares Regular Quarterly Dividend
August 24, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres to Announce Second Quarter 2023 Results on August 31
August 08, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
LifeStride Celebrates America's #1 Pump, THE PARIGI
June 20, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Reports First Quarter 2023 Results
June 01, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Declares Regular Quarterly Dividend
May 25, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Awarded on the USA Today America’s Climate Leaders 2023 List
May 24, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres to Announce First Quarter 2023 Results on June 1
May 17, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Veronica Beard and Dr. Scholl’s Shoes Launch Fresh Summer Capsule
May 03, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Sam Edelman Launches ReLove Initiative: A Resell Program
May 01, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Highlights Progress Toward 2025 Environmental, Social & Governance Commitments
April 20, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Allen Edmonds’ Evolution Continues with New Store Concept in Boston
March 29, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Bridal Legend Pnina Tornai’s First Shoe Collaboration with Category Leader Naturalizer Drops
March 20, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Reports Fourth Quarter and Full Year 2022 Results
March 14, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Declares Regular Quarterly Dividend
March 09, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Dr. Scholl’s Shoes and RE/DONE Launch Capsule Collection
March 07, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Art Meets Craft: Allen Edmonds Collaborates with Raleigh Denim Workshop for Drop 02 of its Legend Series
March 02, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Expects Record Annual Sales and Adjusted Earnings Per Share for Fiscal Year 2022
February 15, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Reiterates Fiscal Year 2022 Outlook
January 09, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres to Participate in the 25th Annual ICR Conference
January 03, 2023
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Declares Regular Quarterly Dividend
December 08, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Awarded on Newsweek’s America’s Most Responsible Companies 2023 List
December 07, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Franco Sarto Eco-Conscious Boot Honored with Accessories Council Design Excellence Award
December 05, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Famous Footwear Partners with Ticket to Dream Foundation to Provide Essentials to over 60,000 Foster Children this Giving Tuesday through the Holiday Season
November 29, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Reports Strong Results in Third Quarter 2022
November 22, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres Named a Top 20 Finalist for 2022 NACD Diversity, Equity & Inclusion Awards
November 16, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Caleres to Announce Third Quarter 2022 Results on November 22
November 08, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
Five Caleres Brands Awarded on Newsweek’s Best Online Shops 2023 List
October 13, 2022
From
Caleres
Via
Business Wire
Tickers
CAL
< Previous
1
2
3
4
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.