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
3
4
5
6
7
8
9
...
32
33
Next >
EXCLUSIVE: June's 20 Most-Searched Tickers On Benzinga Pro — Where Do CoreWeave, Nvidia, Apple Stock Rank?
July 01, 2025
Tickers
AAPL
AI
AMD
APLD
Tags
HOOD
OKLO
AI
From
Benzinga
Quantum, AI, Nuclear: Three Frontiers, One Launchpad Powered By Defiance ETFs
July 01, 2025
Tickers
AI
IONQ
IONZ
OKLL
Tags
artificial intelligence
Sylvia Jablonski
OKLL
From
Benzinga
Meta's Superintelligence Lab Wants To Outthink The World—And Scale AI DNA Is All Over It
July 01, 2025
Tickers
AGI
AI
META
NEWS
Tags
Scale AI
META
Trading Ideas
From
Benzinga
Tesla Is One Of 'The Two Best Physical AI Plays,' Says Dan Ives As He Expects $2 Trillion In Valuation: 'We're Not Even Factoring Optimus'
July 01, 2025
Tickers
AI
EV
NEWS
NVDA
Tags
Market News
News
robot
From
Benzinga
Bill Gates Is Betting Two-Thirds Of His Foundation's Portfolio In These 3 Stocks
July 01, 2025
Tickers
AI
BRK
MSFT
QQQ
Tags
MSFT
The Gates Foundation Trust
Azure
From
Benzinga
Cathie Wood's Monday Moves: Loads Up On AMD Stock, Lightens Coinbase Crypto Bet
June 30, 2025
Tickers
AI
AMD
ARKF
ARKK
Tags
Markets
ARKF
ARKK
From
Benzinga
What Happened With Apple Stock Today?
June 30, 2025
Tickers
AAPL
AI
NEWS
SIRI
Tags
why it's moving
Movers
OpenAi
From
Benzinga
Microsoft Stock Could Soar 44% On AI Boom, Analyst Says — But There's A Catch
June 30, 2025
Tickers
AI
AMZN
AWS
GOOG
Tags
AWS
GOOG
Dynamics
From
Benzinga
Sam Altman Warns Users Not To Blindly Trust ChatGPT Despite Its Rising Fame, Says 'AI Hallucinates, It Should Be The Tech That You Don't Trust That Much'
June 29, 2025
Tickers
AI
NEWS
TECH
Tags
Top Stories
Benzinga
AI
From
Benzinga
Microsoft Urges Employees to Embrace In-House AI — Performance Reviews May Reflect Usage
June 29, 2025
Tickers
AI
MSFT
NEWS
Tags
News
AI
Market News
From
Benzinga
2 Artificial Intelligence (AI) Stocks (Besides Nvidia) to Buy Hand Over Fist for the Long Term
June 28, 2025
Tickers
AI
UPST
Tags
Market News
AI
UPST
From
Motley Fool
CRWV–CORZ Potential Deal Could Unlock $2.8 Billion Hidden Value For Bitcoin Miner, Says Morgan Stanley
June 27, 2025
Tickers
AI
BITCOMP
CORZ
CRWV
Tags
Bitcoin miner
market cap
Bitcoin
From
Benzinga
US Stocks Likely To Open Higher As Commerce Secretary Confirms Deal With China: Nike, Worthington Steel Surge Amid Upbeat Earnings
June 27, 2025
Tickers
AI
AOUT
APOG
CNVS
Tags
US Market Previes
Louis Navellier
China
From
Benzinga
SoftBank's Masayoshi Son Sets Sights On Artificial Super Intelligence Domination With Bets On OpenAI And Ampere: 'I'm All In'
June 27, 2025
Tickers
AI
AMZN
BABA
GOOG
Tags
MSFT
AMZN
SFTBY
From
Benzinga
Microsoft Shifts Top Security Role to AI War Room, Says Future Cyber Battles Will Be Fought in the Cloud With Bots, Not Firewalls
June 27, 2025
Tickers
AI
MSFT
NEWS
Tags
Benzinga
MSFT
AI
From
Benzinga
Amazon's Ring Launches AI-Powered Video Descriptions To Enhance Home Security
June 26, 2025
Tickers
AI
AMZN
MSFT
RING
Tags
Jamie Siminoff
MSFT
AMZN
From
Benzinga
Pony AI Stock Pops On Report Uber Is In Talks With Travis Kalanick To Invest In Potential Deal
June 26, 2025
Tickers
AI
NEWS
PONY
TECH
Tags
Top Stories
Benzinga
AI
From
Benzinga
The Analyst Verdict: C3.ai In The Eyes Of 11 Experts
June 26, 2025
Tickers
AI
Tags
Market News
Analyst Ratings
AI
From
Benzinga
Amazon Loses Top AI Leader In High-Stakes Talent Shuffle
June 26, 2025
Tickers
AI
AMZN
AWS
META
Tags
Rajesh Sheth
AWS
Tech
From
Benzinga
The AI Quant Tool From Microsoft Everyone's Suddenly Talking About
June 26, 2025
Tickers
AI
MSFT
TECH
Tags
Tech
Market News
AI
From
Benzinga
Google Future Divides Wall Street As AI Hype Meets Skepticism
June 26, 2025
Tickers
AAPL
AI
GOOGL
META
Tags
Expert Ideas
Top Stories
Benzinga
From
Benzinga
Jensen Huang Closes In On Top 10 Richest List With Nvidia Stock At New Highs: Here's How Much He Needs
June 26, 2025
Tickers
AI
NVDA
Tags
billionaires
Bloomberg Billionaires Index
semiconductors
From
Benzinga
AI Panic Feels Like 2008 Global Financial Crisis All Over Again, Shapiro Says As Retail Sales Plunge 4%
June 26, 2025
Tickers
AI
AMZN
MSFT
NEWS
Tags
QQQ
SPY
AI
From
Benzinga
Billionaire David Tepper Dumps Nvidia, Slashes 'Magnificent 7' Holdings — But Bets Big On These 2 AI And Blockchain Plays
June 26, 2025
Tickers
AAPL
AI
AMD
AMZN
Tags
TSLA
hedge fund
Appaloosa
From
Benzinga
Microsoft Is 'Playing Chess, And Others Are Playing Checkers:' Dan Ives Says MSFT Could Be A $5 Trillion Company In 18 Months
June 26, 2025
Tickers
AI
MSFT
QQQ
SPY
Tags
artificial intelligence
Daniel Ives
MSFT
From
Benzinga
Micron Q3 Earnings: Revenue, EPS Beat Estimates As Data Center Revenue More Than Doubles, Strong Guidance On Rising AI-Driven Demand
June 25, 2025
Tickers
AI
MU
NEWS
Tags
Trading Ideas
Benzinga
Top Stories
From
Benzinga
The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia
June 25, 2025
Tickers
AI
AMD
ARM
AVGO
Tags
LRCX
Analyst Ratings
AI
From
Benzinga
CoreWeave IPO Was 'Fantastic Entry Point,' But Stock Now 'A Little Overheated'
June 25, 2025
Tickers
AI
CRWV
MSFT
TECH
Tags
HC Wainwright
semiconductors
artificial intelligence
From
Benzinga
AI Will Disrupt 25% Of US Jobs By 2030—And The Fed Can't Save Them, Economist Warns
June 25, 2025
Tickers
AI
AMZN
FDN
FTEC
Tags
labor market
Craig Shapiro
job
From
Benzinga
Microsoft Stock Poised For 23% Rally As AI Monetization Gains Steam, Dan Ives Says
June 25, 2025
Tickers
AI
MSFT
NEWS
NVDA
Tags
Daniel Ives
Wedbush Securities
artificial intelligence
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
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.