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 Hagens Berman Sobol Shapiro LLP
Nutex Health (NUTX) Faces Investor Lawsuit Over Alleged Revenue Inflation Scheme -- Hagens Berman
October 15, 2025
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
NUTX
SYM 2-DAY DEADLINE ALERT: Symbotic (SYM) Investors with Losses Encouraged to Contact Hagens Berman Before Feb. 3rd, 2025 Deadline in Securities Class Action
February 01, 2025
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
SYM
FTAI Aviation Ltd. (NASDAQ: FTAI) Faces Intensified Scrutiny Following Second Short-Seller Report Amid Investor Class Action – Hagens Berman
January 31, 2025
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
FTAI
ASP Isotopes (ASPI) Accused of Deceiving Investors with Bogus Nuclear Tech Claims – Hagens Berman
January 30, 2025
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
ASPI
Novo Nordisk (NVO) Faces Securities Class Action After Weight Loss Therapy Trial Data Disappoints, Analyst Questions Trial’s Design – Hagens Berman
January 30, 2025
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
NVO
iLearningEngines (AILE) Faces Investor Class Action - Hagens Berman
November 24, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
AILE
Esteemed Publishers’ Rights Law Firm Dazi Launches HBSS France, Expanding Global Antitrust Initiative
November 04, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Evolv Technologies (EVLV) Shares Crash After Admitting To Improper Revenue Recognition – Hagens Berman
October 25, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
EVLV
Toronto-Dominion Bank (TD) Hit with Securities Class Action Over AML Failures – Hagens Berman
October 24, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
TD
Super Micro Computer (SMCI) Faces Multiple Legal Fronts Amid Financial Allegations - Hagens Berman
October 24, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
SMCI
After Losing Over $16 Billion Of Market Capitalization Edwards Lifesciences (EW) Faces Investor Class Action – Hagens Berman
October 24, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
EW
Acadia Healthcare (ACHC) Stock Plummets Again on Reported Veterans Affairs Department Investigation - Hagens Berman
October 23, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
ACHC
Contact Hagens Berman by June 28, 2024 Deadline to Join Class Action Against Malibu Boats (MBUU)
May 09, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
MBUU
SSR Mining (SSRM) Stock Drop After Landslide at Çöpler Mine Triggers Investor Lawsuit – Hagens Berman
May 03, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
SSRM
Akero Therapeutics (AKRO) Slides After Failed Trial, Hit With Class Action Lawsuit – Hagens Berman
May 02, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
AKRO
Hagens Berman: Consumers Sue Family Dollar for Selling Massive Numbers of Allegedly Adulterated Medicines and Other Unsafe Products
February 21, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Hagens Berman Asks Federal Judge to Inform Owners: Pacifica Hybrid Minivans Still at Risk of Spontaneous Fire Post-Recall
January 29, 2024
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
STLA
Hagens Berman: Nation’s Prominent Plaintiff-Side Law Firms Unite Against the “Appalling Rise” of Antisemitism Across Law School and College Campuses
November 15, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Hagens Berman: Federal Court Certifies Class of NCAA College Athletes in Name, Image and Likeness Class-Action Lawsuit
September 22, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
NSSC CLASS ACTION ALERT: Hagens Berman Alerts Napco Security Technologies (NSSC) Investors to Pending Improper Accounting-Related Securities Fraud Lawsuit, Encourages Investors with Substantial Losses to Contact Firm’s Attorneys
September 18, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
GlobeNewswire
Tickers
NSSC
Hagens Berman: Multiple Class-Action Lawsuits Filed After 2023 MOVEit Data Breach Affecting More Than 40 Million People
August 16, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
PRGS
Hagens Berman: Owners of Hyundai, Kia and Genesis Electric Vehicles Sue Over Defect Causing Rampant Charging Failure
July 26, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
HYMTF
OTC
Hagens Berman: Class Action Accuses AbbVie Inc. of Unfair Pricing of Autoimmune Drug Humira Following 470% Cost Increase
April 26, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
ABBV
Hagens Berman: Area Residents Sue Port of Seattle, Alaska Air Group and Delta Air Lines for Toxic Pollution
April 19, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
DAL
Leading Consumer Rights Law Firm Hagens Berman Launches Investigation into Fire Insurance Exchange
March 07, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Hagens Berman: Owners of Ford Escapes and Broncos Sue Over Dangerous Defect That Sparks Spontaneous Fires
February 17, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
F
Hagens Berman: Parents of 25-Year-Old California Woman Killed in Ford Super Duty Roof Crush Accident Seek Justice in Lawsuit Against Automaker
February 10, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
F
Hagens Berman: Las Vegas Hotel Operators Sued for Alleged Scheme to Illegally Inflate Hotel Room Rates to Record Highs
January 25, 2023
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Tickers
MGM
Hagens Berman Investigating Washington-Based Debt Collection Company for Data Breach Affecting 3.7 Million People
November 30, 2022
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
Hagens Berman: Class-Action Lawsuit Accuses Amazon of Implementing Illegal Tactics to Trick Prime Customers into Contracts
November 09, 2022
From
Hagens Berman Sobol Shapiro LLP
Via
Business Wire
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.