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about us
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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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
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Nasdaq OMX Group
(NQ:
NDAQ
)
85.53
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Updated: 4:00 PM EDT, Mar 13, 2026
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All News about Nasdaq OMX Group
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Nasdaq's Earnings: A Preview
↗
July 19, 2022
Nasdaq (NASDAQ:NDAQ) is set to give its latest quarterly earnings report on Wednesday, 2022-07-20. Here's what investors need to know before the announcement. Analysts estimate that Nasdaq will report...
Via
Benzinga
Here's How Much $1000 Invested In Nasdaq 5 Years Ago Would Be Worth Today
↗
July 15, 2022
Nasdaq (NASDAQ:NDAQ) has outperformed the market over the past 5 years by 7.55% on an annualized basis producing an average annual return of 16.9%. Currently, Nasdaq has a market capitalization of...
Via
Benzinga
Looking Into Nasdaq's Recent Short Interest
↗
July 08, 2022
Nasdaq's (NASDAQ:NDAQ) short percent of float has risen 11.11% since its last report. The company recently reported that it has 1.94 million shares sold short, which is 1.7% of...
Via
Benzinga
The “Sleeper” Stock Quietly Beating Robinhood
↗
July 01, 2022
Learn why SCHW is the best stock for those looking to invest in financial companies. It’s quietly become one of America’s best-run banks.
Via
InvestorPlace
$100 Invested In Nasdaq 20 Years Ago Would Be Worth This Much Today
↗
June 30, 2022
Nasdaq (NASDAQ:NDAQ) has outperformed the market over the past 20 years by 5.01% on an annualized basis producing an average annual return of 12.11%. Currently, Nasdaq has a market capitalization of...
Via
Benzinga
Expert Ratings for Nasdaq
↗
May 19, 2022
Within the last quarter, Nasdaq (NASDAQ:NDAQ) has observed the following analyst ratings:
Via
Benzinga
Nasdaq: Q1 Earnings Insights
↗
April 20, 2022
Nasdaq (NASDAQ:NDAQ) reported its Q1 earnings results on Wednesday, April 20, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Expert Ratings for Nasdaq
↗
April 13, 2022
Analysts have provided the following ratings for Nasdaq (NASDAQ:NDAQ) within the last quarter:
Via
Benzinga
Insiders Are Selling Nasdaq And 3 Other Stocks
↗
June 29, 2022
US stock futures traded slightly lower this morning on Wednesday after recording sharp losses in the previous session. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Here's How Much $100 Invested In Nasdaq 10 Years Ago Would Be Worth Today
↗
June 22, 2022
Nasdaq (NASDAQ:NDAQ) has outperformed the market over the past 10 years by 10.7% on an annualized basis producing an average annual return of 21.71%. Currently, Nasdaq has a market capitalization of...
Via
Benzinga
Analyzing Nasdaq's Short Interest
↗
June 22, 2022
Nasdaq's (NASDAQ:NDAQ) short percent of float has risen 5.19% since its last report. The company recently reported that it has 1.62 million shares sold short, which is 1.42% of...
Via
Benzinga
Tech Stocks NFLX, AAPL, GOOGL, AMZN, META, TSLA Fall as Recession Fears Grow
↗
June 16, 2022
Tech stocks are down today as recession fears prompt a selloff. However, others may see this as a buy-the-dip opportunity.
Via
InvestorPlace
Investors Are Reportedly Looking To Gold And Mining Companies As Recession Potential Looms
↗
June 08, 2022
Photo provided by Pexels This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
If You Invested $100 In Nasdaq 10 Years Ago, Here's How Much You Would Have Today
↗
June 01, 2022
Nasdaq (NASDAQ:NDAQ) has outperformed the market over the past 10 years by 9.18% on an annualized basis producing an average annual return of 21.42%. Currently, Nasdaq has a market capitalization of...
Via
Benzinga
Blue Ocean Technologies' CEO Says 24-Hour Stock Trading Is Coming
↗
May 31, 2022
Benzinga, a media and data provider bridging the gap between retail and institutional investors, will be bringing back its annual Global Fintech Awards event to New York City on...
Via
Benzinga
CrossTower Takes Aim At NFTs, Lending And Institutional Asset Management In Crypto
↗
May 30, 2022
Benzinga, a media and data provider bridging the gap between retail and institutional investors, will be bringing back its annual Global Fintech Awards event to New...
Via
Benzinga
Overvaluation Is An Obvious Mistake That Can And Should Be Avoided
↗
May 26, 2022
Massive overvaluation is vulnerable to even the hint of bad news. Almost any negative catalyst can cause havoc to the stock price.
Via
Talk Markets
Nasdaq Is a FCF Powerhouse Raising Its Dividend In the Middle of a Crash
↗
May 13, 2022
NDAQ stock could move at least 6.6% higher based on its powerful FCF and its growing dividend and free cash flow.
Via
InvestorPlace
Cyber Attacks Keep Coming — But An Upstart Internet Privacy and Secure Communications Company Says It Depends On Swiss Security and Privacy For Added Customer Protection
↗
May 13, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
DevvStream CEO Talks Blockchain And Carbon Credits Ahead Of NEO Exchange IPO
↗
May 09, 2022
If you are a living creature, you produce gas emissions, albeit in small amounts. On the other hand, if you’re a business, you emit far greater amounts. Some of the biggest sources of emissions include...
Via
Benzinga
Bitcoin 2022 Exclusive: Tapping Traditional Finance Expertise For Crypto Innovation
↗
April 22, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022. During...
Via
Benzinga
Bitcoin 2022 Exclusive: Building Symbiotic Relationships Between Old And New Finance
↗
April 22, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022. During...
Via
Benzinga
NYCE Breaks Third Real Estate Crowdfunding Recording During TEMPLE II Raise
↗
April 20, 2022
NYCE, a fintech geared toward real estate investing, formally achieved its third real estate crowdfunding record during its raise for TEMPLE II, the Phase II, and III of a 105-bed...
Via
Benzinga
Why Is AlloVir (ALVR) Stock Up 30% Today?
↗
April 20, 2022
AlloVir (ALVR) stock is taking off on Wednesday following an update from the U.S. Food and Drug Administration (FDA) on posoleucel.
Via
InvestorPlace
EXCLUSIVE From Bitcoin 2022: How To Increase Liquidity, Efficiency In Cryptocurrency Markets
↗
April 20, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022.
Via
Benzinga
When Is the Nasdaq Stock Split Date? What Will Happen to NDAQ Stock?
↗
April 20, 2022
Shares of NDAQ stock are in the spotlight after the company reported Q1 earnings. Nasdaq also announced a 3-for-1 stock split.
Via
InvestorPlace
Cboe's Market Recap: April 11 To April 15
↗
April 19, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. One quarter into 2022, the markets...
Via
Benzinga
Earnings Scheduled For April 20, 2022
↗
April 20, 2022
Companies Reporting Before The Bell • MarketAxess Holdings (NASDAQ:MKTX) is projected to report quarterly earnings at $1.68 per share on revenue of $186.63 million.
Via
Benzinga
Earnings Preview For Nasdaq
↗
April 19, 2022
Nasdaq (NASDAQ:NDAQ) is set to give its latest quarterly earnings report on Wednesday, 2022-04-20. Here's what investors need to know before the announcement. Analysts estimate that Nasdaq will report...
Via
Benzinga
Which Brokers And Exchanges Are Going All-In On Crypto, And Which One is Staying On The Sidelines?
↗
April 13, 2022
Bitcoin (CRYPTO: BTC) and other cryptocurrency prices have been under pressure in the past year as investors have rotated out of risk assets amid concerns about a potential economic slowdown and global...
Via
Benzinga
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