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
...
19
20
21
22
23
24
25
26
27
...
32
33
Next >
SoundHound AI's CEO On AI Agents Transforming The World: 'This Is An Inevitable Evolution'
February 28, 2025
Tickers
AI
SOUN
TECH
Tags
SOUN
Top Stories
Benzinga
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
February 28, 2025
Tickers
AAPL
AI
AMD
AVGO
Tags
AMD
NVDA
AI
From
Benzinga
IonQ CEO Fires Back At Nvidia's Jensen Huang: 'We Remain The 800 Pound Guerrilla'
February 28, 2025
Tickers
AI
AZN
GD
IONQ
Tags
Interview
Tech
Stories That Matter
From
Benzinga
Nvidia Wipes $375 Billion Of Investor Wealth In 2025: 'Margin Of Error Razor Thin,' Says Analyst Reiterating 'Buy On Dips' Call
February 28, 2025
Tickers
AI
NEWS
NVDA
QQQ
Tags
DeepSeek
Earnings
Chipmaker
From
Benzinga
US Stocks Likely To Open Higher Following A Sell-Off, 'This Choppy Start To 2025 Isn't Abnormal. Don't Panic,' Says Expert Highlighting Seasonal Weakness In The First Quarter After Elections
February 28, 2025
Tickers
AI
DELL
GTLS
HPQ
Tags
Pre/Market Outlook
US market preview
Stocks To Watch
From
Benzinga
Dell Technologies Projects $15 Billion AI Server Revenue For FY26, Raises Dividend By 18% Amid A Mixed Quarter
February 28, 2025
Tickers
AI
DELL
NEWS
SPY
Tags
Markets
PCs
Tech
From
Benzinga
SoundHound AI Says Polaris Speech Recognition Model Outperforms Google, OpenAI: Company Forays Into Energy Sector With 7-Figure Deal
February 28, 2025
Tickers
AI
GOOG
GOOGL
MSFT
Tags
Benzinga
SOUN
MSFT
From
Benzinga
Autodesk Shares Jump After Better-Than-Expected Q4 Results, Q1 Guidance Above Estimates
February 27, 2025
Tickers
ADSK
AI
NEWS
TECH
Tags
Benzinga
ADSK
Market News
From
Benzinga
SoundHound AI Q4 Earnings: Revenue Beat, EPS Beat, Raised Guidance Heading Into 'Era Of Agentic AI'
February 27, 2025
Tickers
AI
NEWS
SOUN
TECH
Tags
News
Market News
Guidance
From
Benzinga
Apollo Global Management In Talks To Lead $35 Billion Financing For Meta's AI Data Centers
February 27, 2025
Tickers
AI
META
NEWS
TECH
Tags
AI
Market News
Data Center
From
Benzinga
Why C3.ai Stock Is Sinking Today
February 27, 2025
Tickers
AI
Tags
Market News
AI
Recent Press Releases
From
Motley Fool
C3.ai Sees Stronger Revenue But Analyst Concerned Over Profitability And Scale
February 27, 2025
Tickers
AI
NEWS
TECH
Tags
Benzinga
Price Target
AI
From
Benzinga
Trump's Tariffs, Potential 'Stagflation': What's Driving Markets Thursday?
February 27, 2025
Tickers
ACHR
AI
BYND
CLOV
Tags
$BTC
SPY
DIA
From
Benzinga
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
February 27, 2025
Tickers
AI
GPUS
NVDA
TECH
Tags
Tech
Stories That Matter
Expert Ideas
From
Benzinga
Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?
February 27, 2025
Tickers
AI
AMZN
ANET
CSCO
Tags
Benzinga
Top Stories
GOOGL
From
Benzinga
Analyst Expectations For C3.ai's Future
February 27, 2025
Tickers
AI
Tags
AI
Market News
Analyst Ratings
From
Benzinga
Salesforce Looks Beyond CRM, Bets Big On 'Digital Labor Revolution:' CEO Marc Benioff Predicts A $12 Trillion Market, Says It Is 'Much Bigger Than Software'
February 27, 2025
Tickers
AI
CRM
NEWS
SPY
Tags
artificial intelligence
Broad U/S/ Equity ETFs
CRM
From
Benzinga
Snowflake Expands Microsoft, OpenAI Partnership: Will Include Other Prominent Models Like Anthropic's Claude, Meta's Llama, And DeepSeek
February 27, 2025
Tickers
AI
AZN
MSFT
NEWS
Tags
SPY
Analyst Ratings
AI
From
Benzinga
Jensen Huang's Nvidia Fuels 'AI Factory' Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years
February 27, 2025
Tickers
AI
AMD
INTC
NEWS
Tags
News
Data Center
KeyProj
From
Benzinga
Nvidia's Q4 Revenue, Earnings Beat Drives AI-Based Cryptos Higher Even As Major Coins Bleed
February 27, 2025
Tickers
AI
NEWS
NVDA
TRX
Tags
Market News
Kaito
News
From
Benzinga
C3.ai (AI) Q3 2025 Earnings Call Transcript
February 26, 2025
Tickers
AI
Tags
Market News
AI
Recent Press Releases
From
Motley Fool
C3.ai Posts 26% Revenue Growth
February 26, 2025
Tickers
AI
AMZN
MSFT
Tags
Market News
AI
MSFT
From
Motley Fool
MARA Holdings Q4 Earnings Highlights: Record Revenue, Net Income, Bitcoin Holdings Hit 44,893 BTC
February 26, 2025
Tickers
AI
BITCOMP
MARA
NEWS
Tags
artificial intelligence
Movers
MARA
From
Benzinga
C3.ai Q3 Earnings Highlights: Revenue Beat, EPS Beat, 'Significant Milestones' Achieved
February 26, 2025
Tickers
AI
AWS
NEWS
TECH
Tags
Tech
software stocks
Earnings
From
Benzinga
Snowflake Beats Q4 Estimates, Expands Microsoft Partnership To Include OpenAI Models
February 26, 2025
Tickers
AI
MSFT
NEWS
SNOW
Tags
Benzinga
AI
Earnings
From
Benzinga
Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'
February 26, 2025
Tickers
AI
NEWS
NVDA
TECH
Tags
Tech
Blackwell
Earnings
From
Benzinga
Salesforce Shares Sink After Q4 Revenues Miss Estimates, Weak FY26 Guidance: Details
February 26, 2025
Tickers
AI
CRM
NEWS
TECH
Tags
Earnings
Tech
Marc Benioff
From
Benzinga
Amazon Announces AI Features For Alexa: Will It Finally Turn Around Its Unprofitable Device Business?
February 26, 2025
Tickers
AI
AMZN
NEWS
TECH
Tags
artificial intelligence
Tech
Alexa
From
Benzinga
Nvidia Earnings On Deck, SMCI Regains Compliance: What's Driving Markets Wednesday?
February 26, 2025
Tickers
AI
AMC
BYND
CART
Tags
QQQ
CZR
Market Summary
From
Benzinga
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
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.