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
(TSX:
BRK
)
36.31
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 14, 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 BRK
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
58
59
Next >
Warren Buffett Just Bought 6 Brand-New Stocks -- Here's Exactly What They Are
↗
August 15, 2025
Investors recently got a look at Berkshire Hathaway's stock portfolio, and there were some surprises.
Via
The Motley Fool
Dow Futures Rise As Wall Street Eyes A Strong Weekly Close: INTC, AAPL, UNH, BRK, AMAT Among Stocks To Watch
↗
August 15, 2025
Via
Stocktwits
Topics
Stocks
Bill Gates Leans Heavily On Warren Buffett's Playbook, Pumps More Into Berkshire — 67% Of His Foundation's Portfolio Sits In Just These 3 Stocks
↗
August 15, 2025
Gates Foundation's Q2 13F shows a 41% jump in its Berkshire Hathaway stake. See how Bill Gates bets 67% of the $47B fund on 3 stocks.
Via
Benzinga
These Were the 5 Biggest Companies in 2019, and Here Are the 5 Biggest Companies Now
↗
August 15, 2025
Tech stocks have dominated in recent years, with one stock rocketing 4,000% since 2019.
Via
The Motley Fool
Topics
Artificial Intelligence
Which High-Conviction Stock Picks Are Set to Soar in the Coming Years? Amazon (AMZN) Is One.
↗
August 15, 2025
These companies all have great long-term growth potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Should You Buy Berkshire Hathaway Stock, Even Though It's Down 10% Since Warren Buffett Announced He's Retiring as CEO?
↗
August 15, 2025
Warren Buffett's retirement sent Berkshire plunging, but did it really deserve the drop?
Via
The Motley Fool
Topics
Retirement
Is UnitedHealth Group a Buy After Warren Buffett Enters the Picture?
↗
August 15, 2025
The Oracle of Omaha just took a $1.6 billion stake in the battered healthcare giant, sending shares soaring 9% after hours.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
August 15, 2025
The Oracle of Omaha's investing strategies have stood the test of time.
Via
The Motley Fool
Topics
Electric Vehicles
Government
Nu Holdings Stock Pops 10% In Pre-Market Trading — What's Driving It?
↗
August 15, 2025
Nu Holdings Ltd. (NYSE:NU) shares are trading nearly 10% higher in Friday's pre-market trading, even as the company reported mixed earnings for the second quarter. NU is surging to new heights. Get...
Via
Benzinga
Should You Buy Berkshire Hathaway Stock While It's Under $500? Warren Buffett Gives Investors a Clear Answer.
↗
August 15, 2025
Investors can confidently buy Berkshire stock whenever Warren Buffett repurchases shares, but the buybacks stopped four quarters ago.
Via
The Motley Fool
Topics
Government
World Trade
Market Monitor News August 15 BMO - Hot PPI, Cooler Mood: Intel pops on state‑stake rumor while Deere trips over tariffs
↗
August 15, 2025
A hot July PPI jolted rate‑cut euphoria but didn’t derail a fresh S&P 500 record close. Under the hood, Intel surged on talk Washington may take a stake, Deere slid on a weaker outlook and rising...
Via
Chartmill
Topics
Stocks
World Trade
UnitedHealth Surges 11% As Michael Burry's Options Play, Warren Buffett's New Stake Signal Bold Rebound Bet
↗
August 15, 2025
UnitedHealth Group surged 10.69% after-hours following disclosure that Michael Burry, Warren Buffett have taken significant positions.
Via
Benzinga
UnitedHealth Jumps After-Hours As Warren Buffett, Michael Burry Pile Into Battered Stock — Retail Traders See ‘Monster Day’ Ahead
↗
August 14, 2025
Berkshire’s investment marks its first UnitedHealth stake since 2010, while Burry’s position includes high-leverage call options alongside direct share purchases.
Via
Stocktwits
Buffett Reveals UnitedHealth Stake, Trims Apple In Berkshire Hathaway Q2 13F Filing
↗
August 14, 2025
A look at the updated Berkshire Hathaway portfolio after the second quarter, including a new stake in UnitedHealth.
Via
Benzinga
Buffett's Stealthy Stock Picks: Occidental Petroleum And The Oracle's Quiet Wins
↗
August 14, 2025
Buffett's stealthy stock picks are like a ninja's moves: secretive but deadly effective. His recent bets on OXY and VRSN hint at potential upside.
Via
Benzinga
Buffett's $4.8B Mystery Stock: UPS, FedEx, Caterpillar... Or A Total Curveball?
↗
August 14, 2025
Warren Buffett's mystery stock purchase has sparked speculation and a frenzy. The only certain clue is that it's not a bank, insurer, or consumer products company.
Via
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
August 14, 2025
Investors often look to Warren Buffett's investment portfolio for a source of ideas. Here are two Buffett stocks I'd buy today, plus one stock to avoid.
Via
The Motley Fool
'Sit In The Boat' And Wait For 1 Or 2 Trades A Year: Larry McDonald Says Charlie Munger, David Tepper, Einhorn Follow The Same Playbook
↗
August 14, 2025
The founder of The Bear Traps Report, Lawrence McDonald, says that some of the world's leading investors share a common philosophy.
Via
Benzinga
The Best Trillion-Dollar Stock to Invest $1,000 in Right Now
↗
August 14, 2025
There are 10 trillion-dollar companies right now, but this one looks like an excellent value.
Via
The Motley Fool
Should You Buy Berkshire Hathaway While It's Below $470?
↗
August 13, 2025
The conglomerate's shares have fallen by roughly 15% from their 52-week high.
Via
The Motley Fool
Topics
Retirement
Berkshire Hathaway 13F Preview: Did Buffett Trim Apple—And Will The Mystery Stock Be Revealed?
↗
August 13, 2025
Warren Buffett has requested confidentiality in a new Berkshire Hathaway position. Will investors find out the stock Thursday?
Via
Benzinga
2 Possible Reasons Warren Buffett Shunned His Favorite Stock for the Fourth Straight Quarter, Despite Sitting on $344 Billion in Cash
↗
August 13, 2025
Buffett is preparing to step down as CEO of Berkshire Hathaway at the end of 2025.
Via
The Motley Fool
Billionaire Warren Buffett Is Buying Shares of One of Wall Street's Premier (and Cheapest) Legal Monopolies, Yet Again
↗
August 13, 2025
Berkshire Hathaway's billionaire chief increased his company's stake in this unique business to more than 37%!
Via
The Motley Fool
Topics
Regulatory Compliance
If You'd Invested $1,000 in Berkshire Hathaway Stock 5 Years Ago, Here's How Much You'd Have Today
↗
August 12, 2025
Buying and holding quality stocks is a better bet than chasing hot growth trends.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
The 'Only Thing' That Charlie Munger Got Wrong Was This, Says Kevin O'Leary — But Credits Warren Buffet Ally For Shaping His Investing Style
↗
August 12, 2025
Kevin O’Leary, a prominent investor and a regular on “Shark Tank,” has recently expressed his disagreement with the late Charlie Munger‘s views on certain investment avenues.
Via
Benzinga
These Are the Largest Financial Stocks by Market Cap. Here Are the 3 I'd Buy Today.
↗
August 12, 2025
Even though they are among the most valuable financial stocks, these three look like bargains.
Via
The Motley Fool
Is Occidental Petroleum a Buy on the Dip?
↗
August 12, 2025
Occidental Petroleum is focused on growing, with the help of Warren Buffett, as it looks to compete with the industry's largest players.
Via
The Motley Fool
Warren Buffett Just Issued a $344 Billion Ominous Warning to Wall Street -- but Are Investors Paying Attention?
↗
August 12, 2025
One figure from Berkshire Hathaway's latest operating results appears to be a telltale sign of trouble to come for the stock market.
Via
The Motley Fool
Topics
World Trade
Warren Buffett's Berkshire Hathaway Lags Market By 25% Since Exit Announcement, Worst Gap Since 2020
↗
August 12, 2025
Berkshire Hathaway has posted its worst quarterly underperformance against the S&P 500 since 2020, lagging the benchmark by approximately 25%
Via
Benzinga
Topics
Stocks
2026 Mortgage Rates: Refinancing Rates Hit Over 5-Month Low, Berkshire Hathaway Makes This Prediction For The Housing Market
↗
August 11, 2025
Data from Bank of America shows that the refinancing rate for a 30-year fixed mortgage is now down to 6.625% for a current loan balance of $200,000.
Via
Stocktwits
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
58
59
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.