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home
about us
Investment Approach
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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
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
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Back Dated Performance Reports
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TAV Program
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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
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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
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TAF® Program
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Balchem Corporation - Common Stock
(NQ:
BCPC
)
157.02
UNCHANGED
Streaming Delayed Price
Updated: 1:00 PM EST, Dec 24, 2025
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Statement on new EU choline chloride anti-dumping measures
December 22, 2025
EU producers laud EU for addressing choline chloride dumping by China; measures will help preserve jobs and secure feed supply chain
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corp. (NASDAQ:BCPC) Passes the Caviar Cruise Quality Investing Screen
↗
December 18, 2025
Balchem Corp. exemplifies quality investing with high returns on capital, strong cash flow, low debt, and a durable competitive advantage.
Via
Chartmill
Balchem Director Sells 8,000 Shares for $1.2 Million a Week Before a Dividend Hike
↗
December 12, 2025
Balchem, a leader in specialty ingredients serving the food, pharmaceutical, and animal health markets, just reported insider selling activity.
Via
The Motley Fool
Topics
Regulatory Compliance
Balchem Corporation Announces Dividend
December 10, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem's Earnings Outlook
↗
October 20, 2025
Via
Benzinga
Earnings Scheduled For July 31, 2025
↗
July 31, 2025
Via
Benzinga
Balchem Corporation to Present at Baird’s 55th Annual Global Industrial Conference on November 12, 2025
October 30, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corp (NASDAQ:BCPC): A High-Quality Stock Identified by the Caviar Cruise Screen
↗
October 23, 2025
Balchem (BCPC) is a high-quality stock with strong financial health, a 32% ROIC, and robust cash flow conversion, making it a top pick for long-term investors.
Via
Chartmill
Balchem (BCPC) Q3 2025 Earnings Call Transcript
↗
October 21, 2025
Balchem (BCPC) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Why Balchem Stock Jumped Today
↗
October 21, 2025
This behind-the-scenes nutrition company is capitalizing on "better for you" trends.
Via
The Motley Fool
Earnings Scheduled For April 24, 2025
↗
April 24, 2025
Via
Benzinga
What's Next: Balchem's Earnings Preview
↗
April 23, 2025
Via
Benzinga
Balchem Corp (NASDAQ:BCPC) Reports Record Q3 2025 Earnings, Topping Analyst Estimates
↗
October 21, 2025
Balchem Corp reports record Q3 2025 earnings, beating analyst estimates for both revenue and EPS. The stock rose on the strong results.
Via
Chartmill
Balchem Corporation Reports Third Quarter 2025 Financial Results
October 21, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation Announces Quarterly Conference Call for Third Quarter 2025 Financial Results on October 21, 2025
October 07, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation to Present at the H.C. Wainwright 27th Annual Global Investment Conference on September 9, 2025
August 26, 2025
From
Balchem Corporation
Via
GlobeNewswire
Earnings Scheduled For October 21, 2025
↗
October 21, 2025
Via
Benzinga
Balchem (BCPC) Q2 EPS Jumps 16.5%
↗
August 01, 2025
Via
The Motley Fool
Topics
Economy
Market Turbulence: A Deep Dive into Companies Hitting 52-Week Lows Amidst Divergent Trends
October 02, 2025
October 2, 2025 – While the broader U.S. stock market has recently celebrated record highs, propelled by fervent optimism in artificial intelligence (AI) innovation and the anticipation of forthcoming...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Balchem Corp (NASDAQ:BCPC) Reports Q2 2025 Earnings In Line With Estimates, Shares Rise Slightly in Pre-Market Trading
↗
July 31, 2025
Balchem Corp (BCPC) reported Q2 2025 earnings in line with estimates, with revenue at $255.5M and EPS at $1.27. Shares rose slightly in pre-market trading.
Via
Chartmill
Balchem Corporation Reports Second Quarter 2025 Financial Results
July 31, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation Announces Quarterly Conference Call for Second Quarter 2025 Financial Results on July 31, 2025
July 17, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation to Present at the CJS Annual New Ideas Summer Conference on July 10, 2025
June 26, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation to Present at the Wells Fargo Industrials and Materials Conference on June 11, 2025
May 28, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation to Participate in the dbAccess Global Consumer Conference on June 4, 2025
May 21, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation Reports First Quarter 2025 Financial Results
April 24, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation Releases 2024 Sustainability Report
April 22, 2025
From
Balchem Corporation
Via
GlobeNewswire
Balchem Corporation Announces Quarterly Conference Call for First Quarter 2025 Financial Results on April 24, 2025
April 11, 2025
From
Balchem Corporation
Via
GlobeNewswire
Is BALCHEM CORP (NASDAQ:BCPC) a Strong Candidate for Quality Investing?
↗
March 08, 2025
A fundamental analysis of (NASDAQ:BCPC): Why Quality Investors May Find BALCHEM CORP (NASDAQ:BCPC) Attractive.
Via
Chartmill
Balchem Corporation to Participate in the BNP Paribas Exane 13th Consumer Ingredients Conference on March 11, 2025
February 25, 2025
From
Balchem Corporation
Via
GlobeNewswire
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