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home
about us
Investment Approach
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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
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Sample Portfolio
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
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
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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AssetMark Financial Holdings, Inc. Common Stock
(NY:
AMK
)
35.24
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Sep 4, 2024
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AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
December 17, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
December 10, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
December 02, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 21, 2024
↗
February 21, 2024
Companies Reporting Before The Bell • Gatos Silver (NYSE:GATO) is estimated to report quarterly earnings at $0.09 per share on revenue of $83.00 million.
Via
Benzinga
Earnings Outlook For AssetMark Financial Hldgs
↗
February 20, 2024
Via
Benzinga
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform
November 21, 2024
TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
November 14, 2024
First State Bank Achieves Significant Results Through Innovative Collaboration
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
September 12, 2024
A suite of new strategies added to AssetMark platform to help advisors serve their clients.
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion
September 05, 2024
Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO
From
AssetMark, Inc.
Via
GlobeNewswire
July AMK Report
August 12, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite
August 12, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AMK Stock Earnings: AssetMark Financial Hldgs Meets EPS, Beats Revenue for Q2 2024
↗
July 18, 2024
AMK stock results show that AssetMark Financial Hldgs met analyst estimates for earnings per share but beat on revenue for the second quarter of 2024.
Via
InvestorPlace
AssetMark Reports $119.4B Platform Assets for Second Quarter 2024
July 18, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
June AMK Report
July 10, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
June 20, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
May AMK Report
June 10, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Announces 2024 Practice Excellence Award Recipients
June 03, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
April AMK Report
May 14, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AMK Stock Earnings: AssetMark Financial Hldgs Misses EPS, Beats Revenue for Q1 2024
↗
May 01, 2024
AMK stock results show that AssetMark Financial Hldgs missed analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
Via
InvestorPlace
AssetMark Reports $116.9B Platform Assets for First Quarter 2024
May 01, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against AssetMark Financial Holdings, Inc. and Encourages Investors to Contact the Firm
April 25, 2024
From
Schall Law
Via
GlobeNewswire
AssetMark Signs Definitive Agreement to be Acquired by GTCR
April 25, 2024
From
AssetMark Financial Holdings, Inc. and GTCR
Via
Business Wire
March AMK Report
April 10, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Honors Financial Advisors with Community Inspiration Award
April 01, 2024
AssetMark donates $60,000 in support of six financial advisors’ outstanding commitment to local charities
From
AssetMark, Inc.
Via
GlobeNewswire
February AMK Report
March 11, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements
March 04, 2024
The new eWealthManager® homepage aims to help advisors manage their businesses more efficiently
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Reports $108.9B Platform Assets for Fourth Quarter 2023
February 21, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
January AMK Report
February 12, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark to Announce Fourth Quarter 2023 Results on February 21, 2024
February 08, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
AssetMark Launches Tax Management Services to Help Advisors Unlock Tax Efficiencies for Their Clients
January 16, 2024
New services include tax transitions, tax-efficient rebalancing and loss harvesting
From
AssetMark, Inc.
Via
GlobeNewswire
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