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
Latest News about 23andMe Holding Co/
Recent news which mentions 23andMe Holding Co/
23andMe co-founder lashes out at CEO Wojcicki after bankruptcy filing, says board lacked oversight
March 26, 2025
Tags
Health & Science
Breaking News: Technology
Breaking News: Business
From
CNBC.com News
With 23andMe entering bankruptcy, here's how to delete your genetic data
March 25, 2025
Tags
Venture capital
Technology
Breaking News: Technology
From
CNBC.com News
23andMe files for bankruptcy, Anne Wojcicki steps down as CEO
March 24, 2025
Tags
Health & Science
Technology
Breaking News: Technology
From
CNBC.com News
23andMe special committee again rejects CEO Wojcicki's take-private offer
March 03, 2025
Tags
Health & Science
Breaking News: Technology
Technology
From
CNBC.com News
Anne Wojcicki has a new offer to take 23andMe private, this time for $74.7 million
February 21, 2025
Tags
Health & Science
Technology
Breaking News: Business
From
CNBC.com News
23andMe is exploring strategic alternatives, looking to raise capital
January 28, 2025
Tags
Health & Science
Mobile
Breaking News: Technology
From
CNBC.com News
Digital health companies got pummeled by Wall Street in 2024 as industry adapts to post-Covid slowdown
December 24, 2024
Tags
Health & Science
Breaking News: Technology
Technology
From
CNBC.com News
23andMe reports sales decline day after announcing plans to cut 40% of workforce
November 12, 2024
Tags
Health & Science
Breaking News: Technology
Technology
From
CNBC.com News
23andMe appoints three new board members following abrupt resignations
October 29, 2024
Tags
Health care industry
Internet
Enterprise
From
CNBC.com News
Inside the fall of 23andMe
October 23, 2024
Tags
Business Failures
Health care industry
Business
From
CNBC.com News
23andMe CEO Anne Wojcicki 'surprised and disappointed' by board resignations: Read the memo
September 17, 2024
Tags
Breaking News: Technology
Technology
Breaking News: Business
From
CNBC.com News
23andMe CEO files proposal to take company private as stock craters
July 31, 2024
Tags
Technology
Breaking News: Technology
Mobile
From
CNBC.com News
23andMe CEO Anne Wojcicki considers taking company private
April 18, 2024
Tags
23andMe Holding Co/
Health care industry
Internet
From
CNBC.com News
23andMe considers splitting up company to revive stock price
February 08, 2024
Tags
Enterprise
Technology
Breaking News: Technology
From
CNBC.com News
Reproductive startup launches test to identify an embryo's genetic defects before an IVF pregnancy begins
December 05, 2023
Tags
23andMe Holding Co/
Sexual and reproductive health
Instacart (Maplebear Inc)
From
CNBC.com News
Alphabet dumps more than 90% of its stake in Robinhood
August 04, 2023
Tags
Breaking News: Technology
Technology
Alphabet Inc
From
CNBC.com News
Tech IPO drought reaches 18 months despite Nasdaq's sharp rebound in first half of 2023
June 29, 2023
Tickers
IPO
IPOS
Tags
US: News
Business
Uber Technologies Inc
From
CNBC.com News
Stocks making the biggest moves midday: Apple, Chevron, Bilibili, Hibbett & more
November 29, 2022
Tags
Finance
Apple Inc
Baidu Inc
From
CNBC.com News
Cramer's lightning round: Dropbox is a pass
August 09, 2022
Tags
Market Outlook
Investing
Business
From
CNBC.com News
Cramer's lightning round: I can't approve Bath & Body Works if it's in the mall
July 11, 2022
Tags
Business
Investment Strategy
Investing
From
CNBC.com News
Cramer's lightning round: Zuora is not a buy
June 10, 2022
Tags
Zuora Inc
Johnson Controls International PLC
Market Outlook
From
CNBC.com News
Cramer's lightning round: WW is not a buy
April 01, 2022
Tags
U/S/ Markets
Mad Money
Business News
From
CNBC.com News
These are the 2013 CNBC Disruptor 50 companies
March 30, 2022
Tags
Twilio Inc
Shopify Inc
23andMe Holding Co/
From
CNBC.com News
One of Google's earliest genetic experiments, 23andMe, paid off — here's what will make or break its future
January 25, 2022
Tags
GlaxoSmithKline PLC
Biotechnology
23andMe Holding Co/
From
CNBC.com News
Cramer's lightning round: NextEra Energy is a buy
January 20, 2022
Tags
Nextera Energy Inc
Sanofi SA
Market Outlook
From
CNBC.com News
What to watch today: Nasdaq set to drop as short and long bond yield rise
January 18, 2022
Tags
Credit Suisse Group AG
GlaxoSmithKline PLC
Activision Blizzard Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Alibaba, Citrix, 23andMe and others
January 18, 2022
Tags
Breaking News: Markets
Economy
Business
From
CNBC.com News
Cramer's lightning round: I prefer crypto over gold as a hedge
December 15, 2021
Tags
Market Outlook
Barrick Gold Corp
stocks
From
CNBC.com News
Stocks making the biggest moves midday: Boeing, Dollar Tree, Tesla and more
November 15, 2021
Tags
Goldman Sachs BDC Inc
Credit Suisse Group AG
Tesla Inc
From
CNBC.com News
Stocks making the biggest moves midday: J.B. Hunt, Charles Schwab, Virgin Galactic, 23andMe and more
October 15, 2021
Tags
Finance
Charles Schwab Corp
Truist Financial Corp
From
CNBC.com News
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.