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
)
596.52
-26.57 (-4.26%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 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
3
4
5
6
7
8
9
...
85
86
Next >
Wall Street's 2026 Vision: S&P 500 Targets Rise as AI Maturity and Rate Cuts Take Center Stage
December 31, 2025
As 2025 draws to a close, the financial world is looking toward a 2026 that many analysts believe will be defined by the maturation of artificial intelligence and a definitive shift in Federal Reserve...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
S&P 500 Defies Gravity in 2025: A 17% Surge Through the 'Tariff Storm' and AI Skepticism
December 31, 2025
As the final opening bell of 2025 rings across the floor of the New York Stock Exchange, investors are reflecting on a year that defied almost every bearish prediction. The S&P 500 is set to close the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Caterpillar Turned To AI As Construction Slowed — And Investors Rewarded It With Its Best Run In Years
↗
December 31, 2025
Via
Stocktwits
Topics
Artificial Intelligence
The 200,000 Floor: US Labor Market Tightens as Fed Prepares for 2026 Transition
December 31, 2025
As 2025 draws to a close, the United States labor market has delivered a final, surprising signal of resilience that complicates the Federal Reserve's path for the coming year. For the week ending...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
The Iron Bull: How US Markets Defied Geopolitical Gravity in 2025
December 31, 2025
As the final bells ring across the New York Stock Exchange today, December 31, 2025, investors are looking at a market that has done the unthinkable. Despite a year defined by the most aggressive trade...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
The 7,000 Threshold: S&P 500 Caps Historic 2025 With Technical Breakout
December 31, 2025
The S&P 500 index concluded 2025 on a high note, closing the final trading session of the year at 6,896.24. This performance marks a remarkable 19% annual gain, securing a rare "triple-peat" of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Betting on the 2026 Rebound: Bernstein Lifts Caterpillar Target as Industrial Resilience Takes Center Stage
December 30, 2025
As the final trading days of 2025 wind down, Bernstein has signaled a major shift in the industrial landscape, significantly raising its price target for Caterpillar Inc. (NYSE: CAT). Analyst Chad...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Peace Dividend Meets the Pivot: Markets Grapple with Ukraine Ceasefire Hopes and a Fractured Fed
December 30, 2025
As 2025 draws to a close, the global financial landscape is being reshaped by a rare convergence of seismic geopolitical shifts and a fundamental recalibration of U.S. monetary policy. The final week...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
S&P 500 Teeters on Edge of Three-Day Slide as Holiday Liquidity Vanishes
December 30, 2025
The S&P 500 (INDEXSP: .INX) is locked in a high-stakes technical tug-of-war this Tuesday, December 30, 2025, as it attempts to stave off its first three-day losing streak in over a month. After...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Blue-Chip Bulwark: Why the Dow Jones Resisted the 2025 Tech Pullback
December 30, 2025
As the final trading days of 2025 wind down, a stark divergence has emerged in the American financial landscape. While the tech-heavy Nasdaq Composite has spent the fourth quarter grappling with "AI...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Should You Buy the iShares S&P 500 ETF Before 2026, Even With the Stock Market at an All-Time High?
↗
December 30, 2025
History is clear about what investors should do heading into the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
BHP Group Receives Major Boost as Argus Upgrades Mining Giant to 'Buy' Amid Commodity Resurgence
December 30, 2025
In a significant move that has captured the attention of Wall Street, Argus Research analyst John Eade has officially upgraded BHP Group (NYSE: BHP) from "Hold" to "Buy," setting a bullish price target...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Is It Too Late To Buy Caterpillar After Its Bullish 2025 Run?
↗
December 29, 2025
With Caterpillar integrating artificial intelligence (AI) into its operations, experts believe this stock could push up further in the coming year.
Via
Talk Markets
Topics
Artificial Intelligence
The Great Rotation: Tech Megacaps Stumble as the 'Magnificent Seven' Drag Down Major U.S. Indices in Late 2025
December 29, 2025
As the final trading days of 2025 unfold, the "AI-at-any-cost" mantra that propelled the markets for nearly three years has hit a formidable wall. A collective retreat by the tech megacaps,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Great Tech Pivot: Investors Secure Gains as S&P 500 Retreats from Record Peaks
December 29, 2025
As the final trading days of 2025 unfold, a wave of profit-taking has swept through the technology sector, pulling the S&P 500 back from historic highs reached just before the holiday break. After a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Rebalancing: Tech’s Crown Slips as Investors Pivot for 2026
December 29, 2025
As the final trading days of 2025 draw to a close, a profound shift is recalibrating the landscape of Wall Street. The "Magnificent 7" dominance that defined the market for nearly three years is facing...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great Divergence: Why the Blue-Chip Dow Stands Firm as the Nasdaq’s AI Engine Sputters
December 29, 2025
As the final trading week of 2025 begins, a striking "Great Divergence" has emerged on Wall Street, defining the closing chapters of the year’s market narrative. On this Monday, December 29, 2025, the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
Dow Jones Slips from Record Highs as 2025 Trading Winds Down
December 29, 2025
The Dow Jones Industrial Average (NYSE: DJI) retreated from its historic peaks on Monday, December 29, 2025, as investors began the holiday-shortened final week of the year with a bout of...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
The Motley Fool Rule Breakers Besties of 2025
↗
December 29, 2025
It's time for a celebration of the episodes that educated, amused, and enriched in 2025.
Via
The Motley Fool
Blue-Chip Bull Run: Dow Jones Eyes 50,000 Milestone Amidst 2026 Technical Pivot
December 26, 2025
As the final bells of 2025 ring across the floor of the New York Stock Exchange, the Dow Jones Industrial Average (DJI) stands at a historic crossroads. After a year defined by a resilient "soft...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Steady Ascent: Dow Jones Navigates Year-End Calm with Blue-Chip Strength
December 26, 2025
The Dow Jones Industrial Average (DJIA) is concluding 2025 on a note of resilient stability, navigating the traditional "Santa Claus Rally" with a mixture of record-breaking peaks and strategic...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Dow Defies Gravity: Blue-Chip Index Eyes 50,000 Milestone Amid AI Surge and Fed Pivot
December 26, 2025
As of December 26, 2025, the Dow Jones Industrial Average is hovering at the edge of history, wavering just below the psychological bastion of 49,000. Following a holiday-shortened week that saw the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
S&P 500 Shatters Records in Post-Christmas Surge as Wall Street Eyes Historic ‘Three-Peat’
December 26, 2025
The S&P 500 index climbed to a fresh all-time high on Friday, December 26, 2025, as Wall Street extended its post-holiday momentum into what is traditionally known as the "Santa Claus Rally." Buoyed by...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Blue-Chip Breakout: Dow Jones Surges to Record Highs as 50,000 Milestone Looms
December 26, 2025
The Dow Jones Industrial Average (DJIA) has shattered previous records, closing at an unprecedented 48,731.16 on December 24, 2025. This historic milestone marks a significant psychological and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
S&P 500 Scales New Heights: Record-Breaking 2025 Sets the Stage for a High-Stakes 2026
December 26, 2025
The S&P 500 index has concluded 2025 on a historic high, defying early-year skepticism and navigating significant geopolitical shifts to reach unprecedented levels. As of the final full week of trading...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Over 300 Stocks Doubled in 2025!
↗
December 25, 2025
2025 has been an above-average year for stocks. And over 300 publicly traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are...
Via
The Motley Fool
Topics
Artificial Intelligence
Wall Street’s Historic Finale: S&P 500 and Dow Shatter Records to Close 2025
December 25, 2025
As the final opening bell of 2025 echoes through the canyons of Lower Manhattan, investors are celebrating a year that defied the skeptics and redefined the boundaries of the American bull market. On...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Bulls Charge Into 2026: S&P 500 and Dow Jones Teeter on Edge of Historic Breakouts
December 25, 2025
As the holiday season of 2025 draws to a close, the U.S. equity markets are delivering a gift to investors that few predicted during the volatile spring. The S&P 500 (INDEXSP: .INX) and the Dow Jones...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag
↗
December 25, 2025
Caterpillar Inc. is experiencing a significant stock rally driven by technical momentum, yet concerns remain about the sustainability of demand and underlying fundamentals as earnings reports...
Via
Talk Markets
The Hawkish Pivot: Fed Delivers Third Rate Cut Amid Market Record Highs and Economic Uncertainty
December 25, 2025
The Federal Reserve concluded its final meeting of 2025 on December 10 with a decision that left Wall Street both relieved and on edge. By implementing a 25-basis-point reduction, bringing the federal...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
< Previous
1
2
3
4
5
6
7
8
9
...
85
86
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.