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 Adobe Inc/
Recent news which mentions Adobe Inc/
< Previous
1
2
3
4
5
6
Next >
Stocks making the biggest moves midday: Meta, Maxar Technologies, Ford, Goldman Sachs and more
December 16, 2022
Tags
Maxar Technologies Inc
Alibaba Group Holding Ltd
stocks
From
CNBC.com News
Adobe stock jumps on earnings beat, optimism on Figma buy
December 16, 2022
Tags
Technology
Mergers and Acquisitions
Adobe Inc/
From
Business Journals
Stocks making the biggest moves premarket: Accenture, Winnebago, Maxar Technologies and more
December 16, 2022
Tags
Markets
Scholastic Corp
Winnebago Industries Inc
From
CNBC.com News
5 things to know before the stock market opens Friday
December 16, 2022
Tags
Politics
Technology
Adobe Inc/
From
CNBC.com News
Adobe stock climbs on a more profitable quarter than predicted
December 15, 2022
Tags
Breaking News: Technology
Breaking News: Earnings
US: News
From
CNBC.com News
Cramer’s week ahead: Don’t let the Fed’s meeting obscure investing opportunities
December 09, 2022
Tags
Eli Lilly and Co
Investment strategy
Business
From
CNBC.com News
Adobe cuts 100 jobs amid growing tech layoffs
December 07, 2022
Tags
Adobe Inc/
Technology
From
Business Journals
Salesforce executive exits help push stock to its lowest point since March 2020
December 05, 2022
Tags
Breaking News: Technology
Enterprise
Business
From
CNBC.com News
TBJ Plus: Raleigh, Durham among top cities for remote workers; Home price collapse?; Tough time for Tar Heels
November 28, 2022
Tags
College Sports
Goldman Sachs Group Inc/ (The)
Career & Workplace
From
Business Journals
Jim Cramer says these 10 tech and software stocks can make a comeback
November 22, 2022
Tags
Investing
Markets
Business News
From
CNBC.com News
Microsoft brings casual games Minesweeper and Solitaire to Teams to spruce up virtual meetings
November 16, 2022
Tags
Cisco Systems Inc
Enterprise
Business
From
CNBC.com News
Best Stocks To Buy Now: November 16, 2022
November 15, 2022
Tickers
ADBE
ATVI
GILD
TXG
Tags
Gilead Sciences
Adobe Inc/
Best Stocks to Buy Now
From
Best Stocks
Antitrust regulators probe Adobe's $20B plan to acquire Figma
November 03, 2022
Tags
Venture capital
Startups
Technology
From
Business Journals
After leading $20 billion Figma deal, Adobe's David Wadhwani is in prime spot to be next CEO
October 31, 2022
Tags
HashiCorp Inc
Technology
McDonald's Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Procter & Gamble, Travelers, Nasdaq and more
October 19, 2022
Tags
Nasdaq Inc
Breaking News: Markets
United Airlines Holdings Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Netflix, United Airlines, Adobe and more
October 18, 2022
Tags
United Airlines Holdings Inc
Finance
U/S/ Markets
From
CNBC.com News
Adobe stock jumps on estimates for next year as strong dollar cuts into growth
October 18, 2022
Tags
Adobe Inc/
Technology
Earnings
From
CNBC.com News
Jim Cramer says to avoid stocks in the ‘house of pain’ Nasdaq 100 index
October 12, 2022
Tags
Investing
Markets
Business News
From
CNBC.com News
Microsoft launches Designer, its answer to highly valued startup Canva
October 12, 2022
Tags
Alphabet Class A
Breaking News: Technology
Microsoft Corp
From
CNBC.com News
Why Silicon Valley is so excited about awkward drawings done by artificial intelligence
October 08, 2022
Tags
Entertainment
Mobile
Start/ups
From
CNBC.com News
Adobe’s Figma deal brings new users to open-source challenger Penpot, which just raised $8 million
September 28, 2022
Tags
Cisco Systems Inc
Enterprise
Business
From
CNBC.com News
Top Wall Street analysts name their best stock ideas to ride out the market turbulence
September 25, 2022
Tags
Weekend Brief
Investment strategy
Caterpillar Inc
From
CNBC.com News
Here's Bret Taylor's first big technical move at Salesforce since becoming co-CEO last year
September 20, 2022
Tags
Alphabet Class A
Breaking News: Technology
Enterprise
From
CNBC.com News
Cramer's 3 reasons why profitable tech stocks are getting hit in the market
September 19, 2022
Tags
Business
Investment strategy
Adobe Inc/
From
CNBC.com News
Antitrust questions hang over Adobe's $20B Figma purchase
September 19, 2022
Tags
Venture capital
Adobe Inc/
Meta Platforms Inc
From
Business Journals
Stocks making the biggest moves in the premarket: AutoZone, Take-Two Interactive, bluebird bio and more
September 19, 2022
Tags
GSK plc
Earnings
Adobe Inc/
From
CNBC.com News
Stocks making the biggest moves midday: FedEx, Adobe, Boeing and more
September 16, 2022
Tags
FirstEnergy Corp
CrowdStrike Holdings Inc
Netflix Inc
From
CNBC.com News
Tech 'capitulation': BofA top banker Rick Sherlund predicts breakout in mergers due to troubled economy
September 15, 2022
Tickers
IPO
Tags
Interest Rates
Finance
Fast Money
From
CNBC.com News
$20 billion Figma deal is a historic coup for startup investors in an otherwise miserable year
September 15, 2022
Tags
Snowflake Inc/
Cloudflare Inc
Venture Capital
From
CNBC.com News
Stocks making the biggest moves midday: Netflix, Adobe, Wynn Resorts, Humana and more
September 15, 2022
Tags
Breaking news
Adobe Inc/
Deckers Outdoor Corp
From
CNBC.com News
< Previous
1
2
3
4
5
6
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.