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 Alphabet Inc/
Recent news which mentions Alphabet Inc/
< Previous
1
2
3
4
Next >
How to make Triangle Business Journal a preferred source on Google
August 26, 2025
Tags
Alphabet Inc/
From
Business Journals
Daily Digest: OpenAI's $6.5 billion deal is done, CEO of cloud-seeding company under fire
July 10, 2025
Tags
Technology
Airbnb Inc/
Vanguard
From
Business Journals
Daily Digest: Castro Theatre restarts bookings, top Apple AI exec departs for Meta
July 08, 2025
Tags
Sabre
Roundup
Apple
From
Business Journals
Google's AI Overviews Features Sparks New Antitrust Battle With European Publishers: Report
July 05, 2025
Tickers
GOOG
GOOGL
TECH
Tags
Benzinga
European Union
Foxglove Legal Community Interest Company
From
Benzinga
Daily Digest: End of an era at Fisherman's Wharf, Scale AI eyes record funding from Meta
June 09, 2025
Tags
Roundup
Apple Inc/
Technology
From
Business Journals
Levi's sells off iconic Dockers brand
May 22, 2025
Tags
Deel Inc/
Roundup
Airbnb Inc/
From
Business Journals
Daily Digest: OpenAI buys Jony Ive’s AI devices startup, Levi's sells off iconic Dockers brand
May 21, 2025
Tags
Alphabet Inc/
State Farm Fire & Casualty Insurance Co/
Waymo LLC
From
Business Journals
Daily Digest: Deel escalates feud with Rippling; Wells Fargo's latest win
April 28, 2025
Tags
Wells Fargo Wealth Management
Waymo LLC
Workday Inc/
From
Business Journals
Opinion: AI boom can transform Washington, if lawmakers fix tax code
March 25, 2025
Tags
Technology
Government & Regulations
Andy Jassy
From
Business Journals
Daily Digest: S.F. Giants sell 10% stake; New Yerba Buena Island housing
March 18, 2025
Tags
Roundup
San Francisco International Airport
Starbucks Coffee Co/
From
Business Journals
Daily Digest: Crypto office deal falls apart; Bay Area tech stocks take hit
March 10, 2025
Tags
Meta Platforms Inc/
State Farm Fire & Casualty Insurance Co/
Alphabet Inc/
From
Business Journals
Daily Digest: Stripe lays off hundreds; What is Project Stargate?
January 22, 2025
Tags
Roundup
JPMorgan Chase & Co/
Oracle
From
Business Journals
Daily Digest: Oyster recall hits S.F.; Wells Fargo leaves climate group
December 20, 2024
Tags
Technology
Rigetti Computing, Inc/
Roundup
From
Business Journals
Daily Digest: Amazon opens new S.F. AI lab; Google's quantum leap
December 10, 2024
Tags
Roundup
JPMorgan Chase & Co/
Technology
From
Business Journals
Nvidia shares cool; DOJ leans on $20B Chrome sale
November 21, 2024
Tags
Alphabet Inc/
Semiconductors
Artificial Intelligence
From
Business Journals
Daily Digest: Alaska adds international route from SFO; Nvidia shares cool
November 21, 2024
Tags
Travel & Tourism
Travel
Google LLC
From
Business Journals
Daily Digest: Oakland finances in spotlight; Bay Area dominates Forbes list
November 19, 2024
Tags
UCSF Benioff Children's Hospital Oakland
Roundup
Salesforce Inc/
From
Business Journals
Daily Digest: Waymo raises its largest round ever; Western White House sells
October 25, 2024
Tags
Google LLC
T/ Rowe Price Group Inc/
Microsoft Corp/
From
Business Journals
Daily Digest: New SFO routes set for takeoff; S.F. Amazon workers unionize
October 02, 2024
Tags
Accel/KKR LLC
Roundup
Alphabet Inc/
From
Business Journals
Daily Digest: Autodesk slips into controversy; S.F. sues deepfake porn sites
August 16, 2024
Tags
Technology
Costco Wholesale Corp/
Oakland Athletics
From
Business Journals
Daily Digest: Wall Street crash hits Bay Area stocks; AI chipmaker nabs $640 million
August 05, 2024
Tags
Chevron Corp/
Intel Corp/
Google
From
Business Journals
Daily Digest: Big winery files for bankruptcy; Stanford reveals plans for Notre Dame development
July 25, 2024
Tags
Commercial Real Estate
Roundup
Wells Fargo Bank N/A/
From
Business Journals
Daily Digest: Ex-tech exec's new wine company; Waymo curbs waitlist
June 26, 2024
Tags
Technology
Apple Inc/
Roundup
From
Business Journals
Daily Digest: Tech titans plan 'Stargate' supercomputer; A's Coliseum extension
April 01, 2024
Tags
Microsoft Corp/
Twilio Inc/
Roundup
From
Business Journals
Daily Digest: DoorDash takes to the skies with drone deal; Alaska adds new Bay Area routes
March 21, 2024
Tags
Google
Alphabet Inc/
Roundup
From
Business Journals
Daily Digest: Recology reps admit computer hack; Allbirds takes dive
November 13, 2023
Tags
Alphabet Inc/
Carta
Recology Inc/
From
Business Journals
Personal experience informs Google executive's work in accessibility and disability inclusion
August 21, 2023
Tags
Technology
Alphabet Inc/
Human Resources
From
Business Journals
Virtual try-on comes to Google shopping
June 16, 2023
Tags
Technology
Alphabet Inc/
From
Business Journals
Top Bay Area tech execs huddle at White House amid calls for AI guard rails
May 04, 2023
Tickers
INNO
Tags
Startups
Alphabet Inc/
Venture capital
From
Business Journals
California's legislature is considering forcing autonomous trucks to have human operators on board
May 01, 2023
Tickers
INNO
Tags
Inno
Technology
40 Under 40
From
Business Journals
< Previous
1
2
3
4
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.