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
Wells Fargo
(NY:
WFC
)
96.38
+1.18 (+1.24%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 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 Wells Fargo
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Why Circle Stock Is Falling—and Why Some Analysts See Big Upside
↗
November 24, 2025
Via
MarketBeat
The Digital Tsunami: How AI, Automation, and Data Analytics are Reshaping the Core of Financial Services
November 24, 2025
The financial services sector is currently undergoing a profound and unprecedented digital transformation, extending far beyond the realm of wealth management. Driven by the relentless advancements in...
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Why Merck (MRK) Stock Is Trading Up Today
November 24, 2025
Shares of global pharmaceutical company Merck (NYSE:MRK) jumped 4.1% in the afternoon session after Wells Fargo upgraded the stock to "Overweight" from "Equal-Weight," citing confidence in the...
Via
StockStory
Topics
Artificial Intelligence
Economy
Gold Shines Bright: Rate Cut Bets and Weaker Dollar Fuel Historic Rally
November 24, 2025
The global financial markets are witnessing a remarkable surge in gold prices, with the precious metal currently trading around an impressive $4,076.58 USD per troy ounce as of November 24, 2025. This...
Via
MarketMinute
Topics
ETFs
Economy
World Trade
Deere Q4 Earnings Seen Under Pressure Amid Weak Farmer Sentiment
↗
November 24, 2025
According to Fiscal.ai data, Wall Street expects Deere to post fiscal fourth-quarter earnings of $3.81 per share on revenue of $9.81 billion.
Via
Stocktwits
Topics
ETFs
Economy
World Trade
Zymeworks Stock Sees Surge In Retail Chatter After Royalty Pivot, Cancer Trial Win Sparks Target Price Hikes
↗
November 24, 2025
Strong new Phase 3 Ziihera data boosted confidence in upcoming regulatory milestones.
Via
Stocktwits
Are Wall Street Analysts Bullish on Essex Property Stock?
November 24, 2025
Essex Property has trailed the broader market over the past year and Wall Street analysts are cautious about its future growth potential.
Via
Barchart.com
The Hits Keep on Coming for Tesla Investors
↗
November 22, 2025
Investors often know when it rains it pours, and Tesla just received a little more bad news from a critical market.
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
World Trade
Billionaire Warren Buffett Owns 6 Dow Jones Stocks. Here's My Top Buy for 2026.
↗
November 22, 2025
This dividend-paying growth stock is a top buy for investors seeking a high-quality company at a favorable value.
Via
The Motley Fool
Topics
Credit Cards
Stocks
Quantum Computing Stocks: How the Quantum Computing Players Stack Up by Patents (Yes, Nvidia Has Such Patents)
↗
November 22, 2025
IBM, Alphabet, and Microsoft (in that order) had the most U.S. quantum computing patents awarded in 2024.
Via
The Motley Fool
Topics
Intellectual Property
Why City Holding (CHCO) Stock Is Up Today
November 21, 2025
Shares of regional banking company City Holding (NASDAQ:CHCO) jumped 2.9% in the afternoon session after comments from a key Federal Reserve official boosted hopes for an interest rate cut. New York...
Via
StockStory
Topics
Economy
Ross Stores and Zumiez Shares Are Soaring, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official boosted investor optimism for a potential interest rate cut.
Via
StockStory
Topics
Economy
September Jobs Report Ignites Fiery Fed Debate Over December Rate Cut
November 21, 2025
The U.S. labor market presented a perplexing and pivotal report in September 2025, revealing a stronger-than-expected nonfarm payroll gain that nonetheless coincided with an unwelcome rise in the...
Via
MarketMinute
Topics
Bonds
Economy
Government
Gold Plummets to $4,025 as Robust Jobs Data and Hawkish Fed Minutes Quash Rate Cut Hopes
November 21, 2025
Gold (XAU/USD) prices have experienced a significant downturn, tumbling to approximately $4,025 per ounce on November 21, 2025. This sharp decline, marking its lowest level since early November, comes...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Federal Reserve's December Dilemma: Market Hopes Soar for Rate Cut Amidst Economic Crosscurrents
November 21, 2025
The financial markets are abuzz with renewed optimism as the prospect of a Federal Reserve interest rate cut in December 2025 gains traction, sending ripples of anticipation through the US stock...
Via
MarketMinute
Topics
Bonds
Economy
Walmart A ‘Must-Own’ Stock — Wall Street Analysts Raise Price Targets After Solid Q3 Results
↗
November 20, 2025
Stocktwits sentiment shifted to ‘extremely bullish’ from ‘bullish,’ with the WMT ticker trending among the top 10 on the platform.
Via
Stocktwits
Topics
Economy
Federal Reserve at a Crossroads: Mixed Signals and Economic Data Cloud December Rate Outlook
November 20, 2025
The Federal Reserve finds itself at a pivotal juncture, grappling with a deeply divided Federal Open Market Committee (FOMC) and an economic landscape shrouded in uncertainty. Following two consecutive...
Via
MarketMinute
Topics
Bonds
Economy
Workforce
Wells Fargo Names Saul Van Beurden to Lead Artificial Intelligence; Kleber Santos to Expand Responsibilities and Serve as Co-CEO of Consumer Banking and Lending with Van Beurden
November 20, 2025
From
Wells Fargo & Company
Via
Business Wire
Corporate America Unleashes Record Share Buybacks: A Trillion-Dollar Bet on Shareholder Value
November 20, 2025
New York, NY – November 20, 2025 – Corporate America is in the midst of an unprecedented wave of share buyback programs, with U.S. corporate repurchases projected to hit a staggering $1 trillion to...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
AI at the Edge: Revolutionizing Real-Time Intelligence with Specialized Silicon
November 19, 2025
The landscape of artificial intelligence is undergoing a profound transformation as computational power and data processing shift from centralized cloud servers to the very edge of networks. This...
Via
TokenRing AI
Topics
Artificial Intelligence
Political Crosswinds Batter the Federal Reserve: Trump's Pressure and the Peril of Eroding Independence
November 19, 2025
The Federal Reserve, the independent arbiter of U.S. monetary policy, finds itself increasingly at the epicenter of a political storm, facing intensified pressure from figures like former President...
Via
MarketMinute
Topics
Bonds
Economy
Government
Real Estate Market Navigates Shifting Tides: Ripple Effects on Financial Stocks and the Broader Economy
November 19, 2025
The global real estate market is currently experiencing a significant recalibration, marked by easing mortgage rates, increasing inventory, and a notable moderation in home price appreciation. As of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Q3 2025 Earnings: AI Fuels Growth Amidst Shifting Consumer Tides and Cautious Optimism
November 19, 2025
The third quarter 2025 earnings season has largely concluded, painting a picture of corporate resilience and strategic adaptation in the face of evolving economic conditions. Overall, the S&P 500...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Why Carvana (CVNA) Stock Is Trading Up Today
November 19, 2025
Shares of online used car dealer Carvana (NYSE: CVNA) jumped 1.2% in the afternoon session after its CEO, Ernie Garcia, outlined the company's ambitious growth strategy at Wells Fargo's 9th Annual TMT...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Why Is Dycom (DY) Stock Rocketing Higher Today
November 19, 2025
Shares of telecommunications company Dycom (NYSE:DY) jumped 8.3% in the afternoon session after the company reported strong third-quarter 2025 results that surpassed expectations and provided an upbeat...
Via
StockStory
Topics
Artificial Intelligence
Nvidia's Earnings: A Global Market Bellwether for the AI Revolution
November 19, 2025
Today, November 19, 2025, after the U.S. stock market closes, Nvidia (NASDAQ: NVDA) is poised to unveil its Q3 Fiscal 2026 earnings, an event widely anticipated to be a pivotal moment for global...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Revvity Stock Outlook: Is Wall Street Bullish or Bearish?
November 19, 2025
Revvity has notably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Cooper Companies Stock: Analyst Estimates & Ratings
November 19, 2025
While Cooper Companies has underperformed relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Via
Barchart.com
Federal Reserve's Internal Rifts Cast a Shadow of Uncertainty Over Interest Rate Path
November 18, 2025
Washington D.C. – November 18, 2025 – A deepening divide within the Federal Reserve's ranks regarding the nation's economic trajectory and the necessity of future interest rate adjustments is sending...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
Financial Sector on Edge: Bank Stocks Nearing Critical Support Levels Signal Potential Broader Market Tremors
November 18, 2025
As the global economy navigates a complex landscape of persistent inflation, evolving monetary policies, and geopolitical uncertainties, a palpable tension is building within the financial sector....
Via
MarketMinute
Topics
Bonds
Economy
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
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.