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
Caterpillar
(NY:
CAT
)
716.63
+14.93 (+2.13%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 24, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Caterpillar
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
98
99
Next >
2 High-Flying Stocks to Target This Week and 1 That Underwhelm
January 25, 2026
Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices,...
Via
StockStory
Why a $3 Million Shift Toward International Equities Stands Out in a Mega-Cap Portfolio
↗
January 25, 2026
The iShares MSCI ACWI ex U.S. ETF offers diversified exposure to developed and emerging international equity markets through a single vehicle.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
Earnings, Tariffs and Other Key Things to Watch this Week
January 25, 2026
Markets face one of the most consequential weeks of 2026 with an extraordinary convergence of events including Wednesday's Federal Reserve meeting at 2:00pm, multiple speeches by President Trump on...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
DIA vs. VOOG: How Dow Jones Stability Compares to S&P 500 Growth
↗
January 24, 2026
Explore how sector focus and risk profiles set these two popular ETFs apart for investors seeking either growth or stability.
Via
The Motley Fool
Topics
ETFs
Stocks
DIA vs. IWM: DIA Combines Higher Yield With Lower Cost, While IWM Offers Greater Diversification
↗
January 24, 2026
Explore how portfolio concentration, sector tilt, and risk profiles set these two major ETFs apart for different investor priorities.
Via
The Motley Fool
Topics
ETFs
Stocks
Terex, Caterpillar, Titan International, Ryder, and Littelfuse Shares Are Falling, What You Need To Know
January 23, 2026
A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy...
Via
StockStory
Topics
Government
Stocks
World Trade
Exploring the top movers within the S&P500 index during today's session.
↗
January 23, 2026
Via
Chartmill
Dow 40,000: How the May 2024 Milestone Redefined the Narrative of American Economic Resilience
January 23, 2026
In May 2024, the financial world witnessed a historic realignment of market expectations as the Dow Jones Industrial Average (DJI) breached the 40,000-point threshold for the first time in its 128-year...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Friday's session: gap up and gap down stock in the S&P500 index
↗
January 23, 2026
Via
Chartmill
Cooling at the Source: Delayed November PPI Beats Expectations, Signaling Disinflationary Momentum for 2026
January 22, 2026
The long-awaited release of the November Producer Price Index (PPI) has finally provided a clear, if delayed, signal that wholesale inflation is continuing its downward trajectory. In a report that...
Via
MarketMinute
Topics
Economy
Government
The Barbell Bet: Balancing AI's High-Wire Growth with Cyclical Stability
January 22, 2026
As the calendar turns to December 3, 2025, the financial markets find themselves at a fascinating crossroads, grappling with the explosive, yet often volatile, ascent of artificial intelligence (AI)...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Blue-Chip Bruising: 3M and IBM Lead Dow’s Sharp Retreat as Market Sentiment Shifts
January 21, 2026
The stock market faced a jarring reality check on Tuesday, January 20, 2026, as two pillars of the Dow Jones Industrial Average suffered significant sell-offs, signaling a potential sea change in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rotation of 2026: Why Wall Street is Finally Ditching Mega-Cap Tech for Small and Mid-Cap Stars
January 21, 2026
As of January 21, 2026, the long-anticipated seismic shift in US equity markets has officially arrived. For nearly three years, the "Magnificent Seven" dominated the investment landscape, but the first...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Great Rotation: Wall Street’s ‘Old Economy’ Giants Overtake Tech Titans in 2026 Shift
January 20, 2026
As of January 20, 2026, a historic transformation is sweeping through the U.S. stock market, marking the most significant reallocation of capital since the post-pandemic recovery. Investors are...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
The 4.25% Anchor: Why Treasury Yields Stabilize as US Debt Hits 'Uncharted Territory'
January 19, 2026
As the calendar turns to mid-January 2026, a peculiar calm has settled over the bond market, even as the federal government’s balance sheet screams for attention. The 10-year Treasury yield, the...
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Caterpillar’s AI Transformation: How the Industrial Giant Conquered the Dow in 2025
January 19, 2026
As of January 19, 2026, Caterpillar Inc. (NYSE: CAT) stands as the undisputed titan of the Dow Jones Industrial Average, capping off a historic 12-month run that saw its share price surge nearly 62%....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
The Great Equitization: How the 'Average Stock' Dethroned Tech Giants in 2026
January 19, 2026
As of January 19, 2026, the financial landscape has undergone a profound transformation. After years of dominance by a handful of mega-cap technology titans, the market has finally embraced a "Great...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Is Nvidia Stock a Buy Now?
↗
January 19, 2026
The chipmaker's history of success will strengthen its investment case for some types of investors while weakening it with others.
Via
The Motley Fool
Topics
Artificial Intelligence
How Caterpillar Stock Stands To Benefit From Data Center Buildout In 2026
↗
January 19, 2026
For investors, Caterpillar shares’ exposure to AI-driven energy demand adds a “fresh” layer to its traditional construction and mining narrative.
Via
Talk Markets
The Great Convergence: Magnificent Seven Earnings Lead Erodes as S&P 493 Takes the Torch in 2026
January 19, 2026
As Wall Street observes Martin Luther King Jr. Day and U.S. cash markets remain closed, the prevailing narrative of the 2026 fiscal year has become impossible to ignore: the "Great Convergence." For...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great American Rebound: Why 2026 is Set to See U.S. Stocks Retake the Global Throne
January 19, 2026
As the first month of 2026 unfolds, the narrative in global financial markets is shifting from the international outperformance seen last year back to the perceived safety and growth of the United...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The 'CapEx Supernova': How the One Big Beautiful Bill is Powering a 2026 Earnings Boom
January 19, 2026
As we enter the first quarter of 2026, the American economic landscape has undergone a tectonic shift. The "One Big Beautiful Bill" (OBBBA), signed into law on July 4, 2025, has transitioned from a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Better Blue-Chip ETF: Vanguard's VOO vs. State Street's DIA
↗
January 18, 2026
Explore how differences in sector focus, diversification, and cost structure set these two blue-chip ETFs apart for investors.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
DIA vs. VUG: Is Dow Stability or Big Tech Growth the Better Choice for Investors?
↗
January 17, 2026
Explore how portfolio composition, income, and diversification set these two leading ETFs apart for investors with different priorities.
Via
The Motley Fool
Topics
ETFs
Stocks
100 Tech Leaders or 30 Industry Titans: QQQ vs. DIA Showdown
↗
January 17, 2026
Explore how portfolio makeup, sector focus, and yield set these flagship ETFs apart for investors seeking income or growth.
Via
The Motley Fool
Topics
ETFs
Stocks
The US Uncertainty Gap: Why American CEOs Are Freezing Capital in 2026
January 16, 2026
As the world’s financial elite gather for the annual World Economic Forum in Davos, a stark divergence has emerged in the global executive psyche. While much of the world is cautiously eyeing a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
The Great Rotation of 2026: Dow Hits Records as Big Tech Braces for an 'Efficiency Era' Valuation Reset
January 16, 2026
In a week defined by dramatic market divergence, the U.S. stock market has undergone one of its most significant structural shifts in years. As of January 16, 2026, a massive migration of capital is...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
SVOLT Energy Showcases High-Safety, High-Performance EV Batteries for Global Markets
January 16, 2026
Via
Binary News Network
Topics
Economy
Electric Vehicles
Supply Chain
Here's How Much $100 Invested In Caterpillar 20 Years Ago Would Be Worth Today
↗
January 16, 2026
Via
Benzinga
Tema ETFs Adds $8 Million to an Industrial Stock Up 63% This Past Year
↗
January 16, 2026
Powell Industries designs and manufactures custom electrical systems for critical infrastructure in heavy industry and utilities worldwide.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
98
99
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.