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 AVLR
Recent news which mentions AVLR
TPG, Thoma Bravo Express Takeover Interest For This Cloud Application Provider
September 29, 2022
Tickers
AVLR
TECH
WK
ZEN
Tags
Media
Market News
AVLR
From
Benzinga
Here's How Xero And Avalara Are Bringing 'Peace Of Mind On Sales Tax'
September 01, 2022
Tickers
AVLR
XROLF
Tags
Frank Hanzlik
Fintech
Xero
From
Benzinga
Xero Small Business Insights Brings Data Innovation To The US And Canada
August 30, 2022
Tickers
AVLR
GOOG
GOOGL
IBM
Tags
Market News
Steve Vamos
Interview
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 29, 2022
August 29, 2022
Tickers
AERI
APLE
AVLR
AZN
Tags
HT
SEAT
AERI
From
Benzinga
Avalara's Return on Invested Capital Overview
August 29, 2022
Tickers
AVLR
Tags
Market News
Benzinga
AVLR
From
Benzinga
Analyst Ratings for Avalara
August 29, 2022
Tickers
AVLR
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 24, 2022
August 24, 2022
Tickers
AERI
ANET
AVB
AVLR
Tags
NOTE
CYXT
AVB
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 16, 2022
August 16, 2022
Tickers
AGFY
ALKS
APTX
AVLR
Tags
RPID
ZM
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 15, 2022
August 15, 2022
Tickers
AEL
APD
ASO
AVLR
Tags
RCMT
TFC
PAA
From
Benzinga
5 Analysts Have This to Say About Avalara
August 09, 2022
Tickers
AVLR
Tags
BZI/AAR
AVLR
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 9, 2022
August 09, 2022
Tickers
AAWW
AMTX
ARGO
AVLR
Tags
BC
Downgrades
CRSP
From
Benzinga
Merger Monday brings fresh hope to investment bankers facing talk of head count reductions
August 08, 2022
Tickers
AVLR
BAC
C
CFG
Tags
GS
WHR
BAC
From
MarketWatch
Vista Equity To Scoop Avalara At 27% Premium
August 08, 2022
Tickers
AVLR
TECH
Tags
Market News
News
AVLR
From
Benzinga
Recap: Avalara Q2 Earnings
August 08, 2022
Tickers
AVLR
Tags
Benzinga
Earnings
Market News
From
Benzinga
Here's Why Needham Continues To See 105% Upside To Avalara Post Its Analyst Day
June 29, 2022
Tickers
AVLR
TECH
Tags
Analyst Ratings
Market News
AVLR
From
Benzinga
7 Great Growth Stocks That Could Double Your Investment
May 31, 2022
Tickers
AMD
AMZN
AVLR
CRM
Tags
AMZN
INTC
NASDAQ:INTC,NYSE:ORCL,NYSE:CRM,NASDAQ:NVDA,NASDAQ:TTD,NASDAQ:SBUX,NYSE:AVLR,NASDAQ:AMD,NASDAQ:AMZN
From
InvestorPlace
Avalara's Return on Invested Capital Overview
May 26, 2022
Tickers
AVLR
Tags
Market News
Benzinga
AVLR
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on
May 24, 2022
Tickers
ADT
ALB
AVLR
BILL
Tags
Market News
DLR
DOX
From
InvestorPlace
Mizuho Maintains Buy Rating for Avalara: Here's What You Need To Know
May 06, 2022
Tickers
AVLR
Tags
AVLR
Analyst Ratings
BZI/AAR/UPDATE
From
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
May 06, 2022
Tickers
AVLR
BILL
CETXP
CFLT
Tags
GBOX
BZI/TFM
Benzinga
From
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
May 05, 2022
Tickers
APPN
AVLR
BILL
BLZE
Tags
BZI/TFM
Benzinga
CRNC
From
Benzinga
Avalara: Q1 Earnings Insights
May 05, 2022
Tickers
AVLR
Tags
AVLR
BZI/Recaps
Earnings
From
Benzinga
BMO Capital Maintains Outperform Rating for Avalara: Here's What You Need To Know
April 28, 2022
Tickers
AVLR
Tags
BZI/AAR/UPDATE
Analyst Ratings
Benzinga
From
Benzinga
Where Avalara Stands With Analysts
April 25, 2022
Tickers
AVLR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 25, 2022
April 25, 2022
Tickers
A
ABR
AGNC
ALNY
Tags
AN
AZEK
FUBO
From
Benzinga
These 20 highly rated stocks are expected to rise at least 70% over the next year
April 19, 2022
Tickers
AGR
AVLR
AZEK
CDK
Tags
TWLO
ZIMV
SCCO
From
MarketWatch
Want to Get Rich Off of Taxes? Buy This Growth Stock Right Now
April 18, 2022
Tickers
AVLR
ETSY
SAP
SHOP
Tags
Market News
VERX
TRI
From
Motley Fool
Analyst Ratings For Avalara
March 21, 2022
Tickers
AVLR
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
March 11, 2022
Tickers
ACLX
ADAG
AMWL
ANIK
Tags
Intraday Update
ZEPP
DIDI
From
Benzinga
Where Avalara Stands With Analysts
February 11, 2022
Tickers
AVLR
Tags
BZI/AAR
AVLR
Market News
From
Benzinga
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.