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 AI
Recent news which mentions AI
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
32
33
Next >
10 Information Technology Stocks With Whale Alerts In Today's Session
May 05, 2025
Tickers
AAPL
AI
AMD
CORZ
Tags
ZETA
BZI/AUOA
AAPL
From
Benzinga
Palantir Stock Is Trending Today: What's Going On?
May 05, 2025
Tickers
AI
NEWS
PLTR
Tags
Previews
why it's moving
Alex Karp
From
Benzinga
Leveraged ETFs Soar As Investors Seek 'Amplified Exposure And Quicker Returns:' Rate Bets, Tech Mania, And Geopolitical Shifts Drive Demand
May 05, 2025
Tickers
AI
EUAD
NEWS
QQQ
Tags
Markets
General
EUAD
From
Benzinga
Nvidia Reportedly Designs New AI Chips For Chinese Tech Giants, Meta Targets $1.4 Trillion Revenue From Generative AI By 2035 And More: Top AI Updates This Week
May 04, 2025
Tickers
AI
BABA
META
MSFT
Tags
MSFT
Benzinga
META
From
Benzinga
BigBear.ai Shares Slide After Worse-Than-Expected Q1 Report
May 01, 2025
Tickers
AI
BBAI
NEWS
TECH
Tags
After/Hours Center
why it's moving
artificial intelligence
From
Benzinga
Apple Reports 'Strong' Q2 Earnings: Revenue Beat, EPS Beat, Installed Base Hits All-Time High Across All Segments, $100 Billion Buyback And More
May 01, 2025
Tickers
AAPL
AI
NEWS
TECH
Tags
Tech
Tim Cook
Earnings
From
Benzinga
Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making 'Customers' Lives Easier And Better'
May 01, 2025
Tickers
AI
AMZN
AWS
NEWS
Tags
Tech
Earnings
AWS
From
Benzinga
Microsoft Stock Rallies On Q3 Strength Of Azure: Analyst Says Company Is 'Sole AI Leader In Both Apps And Infrastructure'
May 01, 2025
Tickers
AI
MSFT
TECH
Tags
Movers
TD Cowen
cloud stocks
From
Benzinga
Microsoft's Blockbuster Quarter Cements Goldman's Bullish AI, Cloud Thesis
May 01, 2025
Tickers
AI
ECON
MSFT
TECH
Tags
Earnings
Kash Rangan
Tech
From
Benzinga
2 AI Stocks to Buy and Hold for 10 Years
May 01, 2025
Tickers
AAPL
AI
AMZN
MSFT
Tags
MSFT
AMZN
Recent Press Releases
From
Motley Fool
Nvidia CEO Jensen Huang Sounds Alarm As 50% Of AI Researchers Are Chinese, Urges America To Reskill Amid 'Infinite Game'
May 01, 2025
Tickers
AI
NEWS
NVDA
TECH
Tags
Government
Entrepreneurship
Markets
From
Benzinga
Bloom Energy Reports Better-Than-Expected Q1 Results: Details
April 30, 2025
Tickers
AI
BE
NEWS
TECH
Tags
News
Market News
Movers
From
Benzinga
Meta Q1 Earnings: EPS Beat, Revenue Up 16%, AI Approaches 1 Billion Monthly Actives, Capital Expenditures Forecast Raised
April 30, 2025
Tickers
AI
META
NEWS
Tags
Benzinga
Top Stories
AI
From
Benzinga
Microsoft Q3 Earnings Highlights: Revenue Beat, EPS Beat, CEO Says 'Cloud And AI Are The Essential Inputs'
April 30, 2025
Tickers
AI
MSFT
NEWS
TECH
Tags
Satya Nadella
Microsoft cloud
Benzinga
From
Benzinga
Apple Q2 Earnings Preview: Analysts Remain Bullish But Warn Of 'Tariff Tornado' Hitting iPhone
April 30, 2025
Tickers
AAPL
AI
TECH
Tags
Apple Intelligence
Rosenblatt
Analyst Color
From
Benzinga
EXCLUSIVE: If Meta Is Forced To Divest Instagram, WhatsApp, Or Facebook, 43% Pick This Standout
April 30, 2025
Tickers
AI
FTC
GOOG
GOOGL
Tags
Mark Zuckerberg
Facebook
FTC
From
Benzinga
Can AI improve energy security? Industry executives think so, and many are already using the technology
April 30, 2025
Tickers
AI
NEWS
Tags
Power Grid
Business
AI
From
Green Power RSS Feed
Can AI improve energy security? Plenty of companies are already doing it
April 30, 2025
Tickers
AI
NEWS
Tags
Business
Power Grid
DTECH Data Centers
From
Geothermal Energy RSS Feed
Meta Platforms Q1 Earnings Preview: Analyst Expects Weak Guidance, Will Company Continue Streak Of Revenue Beats?
April 29, 2025
Tickers
AI
META
TECH
Tags
social media stocks
Instagram
WhatsApp
From
Benzinga
Microsoft Q3 Earnings Preview: Cloud, AI, Guidance Top Items Analysts Highlight To Watch
April 29, 2025
Tickers
AI
DIA
MSFT
SPY
Tags
DIA
Price Target
Dan Ives
From
Benzinga
What's Going On With IBM Stock Today?
April 29, 2025
Tickers
AI
BOX
IBM
NEWS
Tags
Briefs
why it's moving
BOX
From
Benzinga
Better Artificial Intelligence (AI) Stock: SoundHound AI vs. C3.ai
April 29, 2025
Tickers
AI
SOUN
Tags
Recent Press Releases
SOUN
Market News
From
Motley Fool
Microsoft Q3 Earnings: Azure May Rise 30% - That's Not Where 'CTOs Are Aggressively Spending' Analyst Warns
April 29, 2025
Tickers
AI
MSFT
TECH
Tags
Stephanie Link
Tech
Stories That Matter
From
Benzinga
Cathie Wood Chops Palantir: Ark Invest Dumps $9.1 Million Worth Of Stock, Also Sells Meta And Robinhood Shares
April 28, 2025
Tickers
AI
AMD
ARKK
ARKQ
Tags
AI
HOOD
Markets
From
Benzinga
Microsoft, Meta, Amazon, Apple Gear Up For 'AI Revolution' Week As Tariff Storm Brews
April 28, 2025
Tickers
AAPL
AI
AMZN
META
Tags
Top Stories
Benzinga
AI
From
Benzinga
Apple's AI Team Undergoes Major Restructuring Amidst Performance Concerns
April 27, 2025
Tickers
AAPL
AI
AMZN
NEWS
Tags
News
Market News
AMZN
From
Benzinga
Better AI Stock: BigBear.ai vs. C3.ai
April 26, 2025
Tickers
AI
BBAI
Tags
BBAI
Recent Press Releases
AI
From
Motley Fool
Waymo reports 250,000 paid robotaxi rides per week in U.S.
April 25, 2025
Tickers
AI
NEWS
TECH
Tags
Perspectives
Markets
Market News
From
Phil's Stock World
The Smartest Growth Stock to Buy With $20 Right Now
April 25, 2025
Tickers
AI
Tags
Market News
AI
Recent Press Releases
From
Motley Fool
Alphabet Q1 Earnings Highlights: Google Search, YouTube, Cloud Show 'Robust Momentum'
April 24, 2025
Tickers
AI
GOOG
GOOGL
NEWS
Tags
Google
Movers
Magnificent Seven
From
Benzinga
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
32
33
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.