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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client's Responsibilities
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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
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Evercore Inc. Class A Common Stock
(NY:
EVR
)
366.50
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 20, 2026
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This Stock Market Indicator Has Been 83% Accurate Since 1957, and It Signals a Big Move in 2024
↗
June 19, 2024
The S&P 500 has already advanced 15% in 2024, but history says the index could climb another 10% before the year ends.
Via
The Motley Fool
Topics
Stocks
Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor
June 17, 2024
From
Evercore
Via
Business Wire
Evercore Chairman and Chief Executive Officer John S. Weinberg to Participate in the Morgan Stanley U.S. Financials Conference on June 11
June 04, 2024
From
Evercore
Via
Business Wire
Evercore Hosts 3rd Annual Global Clean Energy & Transition Technologies Summit, June 11-12, 2024
May 23, 2024
From
Evercore
Via
Business Wire
Earnings Preview For Evercore
↗
January 30, 2024
Via
Benzinga
Why Dell Technologies Stock Jumped This Week
↗
May 17, 2024
A new deal with Tesla caught Wall Street's eye.
Via
The Motley Fool
Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group
May 09, 2024
From
Evercore
Via
Business Wire
EVR Stock Earnings: Evercore Beats EPS, Misses Revenue for Q1 2024
↗
April 24, 2024
EVR stock results show that Evercore beat analyst estimates for earnings per share but missed on revenue for the first quarter of 2024.
Via
InvestorPlace
Evercore Reports First Quarter 2024 Results; Increases Quarterly Dividend to $0.80 Per Share
April 24, 2024
From
Evercore Inc.
Via
Business Wire
Billionaire Warren Buffett Recently Cut This Stock From Berkshire Hathaway's Portfolio. It Just Dropped 53% In 1 Day. Here's What Investors Need to Know.
↗
April 17, 2024
The insurer was accused by a short-seller of "extensive" fraud.
Via
The Motley Fool
Evercore to Announce First Quarter 2024 Financial Results and Host Conference Call on April 24, 2024
April 10, 2024
From
Evercore
Via
Business Wire
Mark Lipacis Joins Evercore ISI as Senior Managing Director
April 03, 2024
From
Evercore
Via
Business Wire
Why Foot Locker Stock Was Soaring This Week
↗
March 29, 2024
Nike could come to the retailer's rescue.
Via
The Motley Fool
3 Stocks That Are Making Hedge Fund Managers Envious
↗
March 23, 2024
Hedge funds would be jealous of your gains if your cashed in on these three stocks, but get in before it's too late!
Via
InvestorPlace
A Once-in-a-Generation Investment Opportunity: 1 Artificial Intelligence (AI) Growth Stock to Buy Now and Hold Forever
↗
March 17, 2024
Recent developments in AI could have a profound impact on how we work and live. This company is tapping into that opportunity, which could create a windfall for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Cathie Wood and Warren Buffett Each Own This Artificial Intelligence (AI) Stock. 1 Wall Street Analyst Thinks It Could Surge by 26%.
↗
February 25, 2024
Amazon provides investors with a deep level of diversification from e-commerce, cloud computing, advertising, and artificial intelligence.
Via
The Motley Fool
Topics
Artificial Intelligence
Marcelo Pizzimbono Joins Evercore ISI as Head of Sales
February 12, 2024
From
Evercore
Via
Business Wire
Evercore Reports Fourth Quarter and Full Year 2023 Results; Quarterly Dividend of $0.76 Per Share
January 31, 2024
From
Evercore Inc.
Via
Business Wire
Sarah Bianchi Joins Evercore ISI as Senior Managing Director
January 30, 2024
From
Evercore
Via
Business Wire
Canoo: Buy, Sell, or Hold?
↗
January 18, 2024
The electric-vehicle maker reached a significant milestone but faces big questions about its future.
Via
The Motley Fool
Earnings Scheduled For January 31, 2024
↗
January 31, 2024
Companies Reporting Before The Bell • Novartis (NYSE:NVS) is likely to report quarterly earnings at $1.68 per share on revenue of $11.56 billion.
Via
Benzinga
Evercore to Announce Fourth Quarter and Full Year 2023 Financial Results and Host Conference Call on January 31, 2024
January 17, 2024
From
Evercore
Via
Business Wire
Neil Wolitzer Joins Evercore as Senior Managing Director in the Real Estate Investment Banking Group
January 16, 2024
From
Evercore
Via
Business Wire
The 3 Best Cybersecurity Stocks to Buy in January 2024
↗
January 11, 2024
Even government agencies aren’t fully prepared. That creates a substantial opportunity for some of the best cybersecurity stocks.
Via
InvestorPlace
Evercore Wealth Management Names Sean Brady Managing Director, Wealth and Fiduciary Advisor
January 11, 2024
From
Evercore
Via
Business Wire
Evercore ISI to Host 10th Annual Utility CEO Conference, January 11-12, 2024
January 05, 2024
From
Evercore
Via
Business Wire
Best Battery Stocks 2024: 3 to Add to Your Must-Buy List
↗
December 22, 2023
From new hardware to electric vehicles, you need to be exposed to the best battery stocks that will allow these industries to grow.
Via
InvestorPlace
Tammy Kiely Joins Evercore as Senior Managing Director in the Technology Investment Banking Practice in Menlo Park
December 21, 2023
From
Evercore
Via
Business Wire
Unilever's Glamorous Exit: Elida Beauty Finds a New Home With Yellow Wood Partners
↗
December 18, 2023
Unilever PLC (NYSE: UL) disclosed a binding offer to sell Elida Beauty Business to Yellow Wood Partners LLC
Via
Benzinga
Snowflake Stock: Headed to $235?
↗
December 03, 2023
Two analysts think this already-hot growth stock can soar much higher.
Via
The Motley Fool
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