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
)
95.03
-1.36 (-1.42%)
Streaming Delayed Price
Updated: 9:55 AM 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 Wells Fargo
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
99
100
Next >
Are Wall Street Analysts Predicting Regions Financial Stock Will Climb or Sink?
November 05, 2025
Regions Financial has lagged the broader market over the past year, yet analysts still view the stock with cautious optimism, expecting steady performance ahead.
Via
Barchart.com
Topics
ETFs
These 3 Beaten-Down Consumer Goods Stocks Could Have Farther to Fall
↗
November 05, 2025
A couple of big names are carrying the consumer discretionary sector, while weakness abounds further down the ladder.
Via
The Motley Fool
Topics
ETFs
Economy
Q3 Earnings Roundup: Wells Fargo (NYSE:WFC) And The Rest Of The Diversified Banks Segment
November 04, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the diversified banks industry, including Wells Fargo (NYSE:WFC) and its peers.
Via
StockStory
US Jobs Data Looms: A Critical Test for the Dollar as Markets Brace for Volatility
November 04, 2025
Financial markets worldwide are on high alert, meticulously tracking the impending release of the latest US Jobs Data, a pivotal economic indicator poised to trigger significant currency swings. With...
Via
MarketMinute
Topics
Economy
Workforce
World Trade
Burlington Stores (BURL) Surges Amidst Strong Earnings and Strategic Optimism
November 04, 2025
Burlington Stores Inc. (NYSE: BURL) has recently captured the attention of financial markets, emerging as a top stock market mover with notable share price gains. The off-price retailer's robust...
Via
MarketMinute
Topics
Economy
Supply Chain
Exclusive Financing Opportunity Now Available for Home Comfort Upgrades
November 04, 2025
Via
AB Newswire
Wells Fargo Welcomes JetBlue as Newest Rewards Points Transfer Partner
November 04, 2025
From
Wells Fargo & Company
Via
Business Wire
U.S. Treasury Secretary Warns of 'Housing Recession,' Calls for Aggressive Fed Rate Cuts Amid Global Economic Repercussions
November 03, 2025
Washington D.C. – November 3, 2025 – U.S. Treasury Secretary Scott Bessent has issued a stark warning, declaring that the American housing market is currently in a "housing recession," a downturn he...
Via
MarketMinute
Topics
Economy
World Trade
U.S. Treasury Yields Soar: A Complex Dance for the Dollar, Gold, and Silver
November 03, 2025
The financial world is currently fixated on the dramatic surge in U.S. Treasury note yields, a development that has sent ripples across global currency and commodity markets. This pronounced upward...
Via
MarketMinute
Topics
Bonds
Economy
U.S. Treasury Yield Surge Bolsters Dollar, Pressures Gold and Silver Amidst Economic Uncertainty
November 03, 2025
The financial markets are currently gripped by a significant surge in U.S. Treasury note yields, a development sending ripple effects across global currency and commodity markets. This sharp ascent,...
Via
MarketMinute
Topics
Bonds
Economy
Why O'Reilly (ORLY) Shares Are Sliding Today
November 03, 2025
Shares of auto parts and accessories retailer O’Reilly Automotive (NASDAQ:ORLY) fell 3.8% in the afternoon session after investors continued to sell shares following its recent quarterly earnings...
Via
StockStory
Topics
Supply Chain
Why Charter (CHTR) Shares Are Trading Lower Today
November 03, 2025
Shares of cable, internet, and telephone services provider Charter (NASDAQ:CHTR) fell 5.6% in the afternoon session after the stock's negative momentum continued as the company reported disappointing...
Via
StockStory
Wells Fargo and Military Warriors Support Foundation Celebrate 10 Years of Veteran Vehicle Donations
November 03, 2025
From
Wells Fargo & Company
Via
Business Wire
Is Wall Street Bullish or Bearish on Amcor Stock?
November 03, 2025
Amcor has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Are Wall Street Analysts Bullish on Host Hotels & Resorts Stock?
November 03, 2025
Host Hotels & Resorts has trailed the broader market over the past year, and while analysts see potential ahead, their outlook remains measured given the company's slower growth backdrop.
Via
Barchart.com
Are Wall Street Analysts Predicting TJX Companies Stock Will Climb or Sink?
November 03, 2025
Fashion retail giant TJX Companies has notably outperformed the broader market over the past year, and analysts remain bullish on the stock’s prospects.
Via
Barchart.com
Are Wall Street Analysts Bullish on EQT Stock?
November 03, 2025
Energy giant EQT has significantly outperformed the broader market and the energy sector over the past year, and analysts remain bullish on the stock’s prospects.
Via
Barchart.com
Topics
Energy
What Are Wall Street Analysts' Target Price for Western Digital Stock?
November 03, 2025
Western Digital has significantly outpaced the broader market over the past year, and analysts remain strongly bullish on the stock’s prospects. However, the stock is currently trading above its mean...
Via
Barchart.com
Topics
Artificial Intelligence
What Are Wall Street Analysts' Target Price for Exelon Stock?
November 02, 2025
While Exelon has underperformed the S&P 500 Index over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
Energy
Stocks
Kiyosaki Sounds Alarm: "Massive Crash Beginning," Urges Shift to Gold, Silver, Bitcoin, and Ethereum
November 01, 2025
As global financial markets brace for potential turbulence, renowned author and financial commentator Robert Kiyosaki has once again issued a dire warning, asserting that a "massive crash" has begun....
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
The Boulder Group Successfully Closes 15th Net Leased Walgreens Deal in 2025
October 31, 2025
Via
AB Newswire
Mortgage Rates Take a Dive to 6.17%, Igniting Hope in the US Housing Market
October 31, 2025
October 31, 2025 – The United States housing market received a significant boost today as the 30-year fixed-rate mortgage (FRM) dipped to 6.17%. This unexpected decline, marking the lowest rate in over...
Via
MarketMinute
Topics
Bonds
Economy
Why Monro (MNRO) Stock Is Trading Lower Today
October 31, 2025
Shares of auto services provider Monro (NASDAQ:MNRO) fell 5.5% in the afternoon session after the stock's slide continued as it reported a 4.1% drop in quarterly sales and received a lower price target...
Via
StockStory
Fed Cuts Rates Amidst Government Shutdown, Gold Surges: A Market in Flux
October 31, 2025
Washington D.C., October 31, 2025 – The United States Federal Reserve, at its Federal Open Market Committee (FOMC) meeting on October 29, 2025, delivered a widely anticipated 25 basis point interest...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Why Everest Group Stock Was Wilting This Week
↗
October 31, 2025
Several analyst price target cuts closely followed the company's latest quarterly earnings release.
Via
The Motley Fool
Prediction: XRP (Ripple) Will Be Worth This Much by 2030
↗
October 31, 2025
XRP has outperformed the S&P 500, Nasdaq Composite, Bitcoin, and Ethereum during the past year.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Do Wall Street Analysts Like Microchip Technology Stock?
October 31, 2025
Semiconductor developer Microchip Technology has notably underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Federal Reserve Intervenes as Liquidity Concerns Mount, Halting QT and Cutting Rates in October 2025
October 30, 2025
In a significant move to avert a potential financial crisis, the Federal Reserve announced in October 2025 its decision to halt its three-year Quantitative Tightening (QT) program and cut interest...
Via
MarketMinute
Topics
Bonds
Economy
Financial Sector Tremors: S&P 500 Financials Stumble Amidst Macroeconomic Headwinds
October 30, 2025
New York, NY – October 30, 2025 – The S&P 500 Financials sector is experiencing a significant downturn today, October 30, 2025, as investors grapple with a confluence of macroeconomic headwinds. This...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Why MSCI (MSCI) Stock Is Trading Up Today
October 30, 2025
Shares of investment analytics provider MSCI (NYSE:MSCI) jumped 3.1% in the morning session after the company reported strong third-quarter financial results that topped expectations, which was...
Via
StockStory
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
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.