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 Apple Inc/
Recent news which mentions Apple Inc/
< Previous
1
2
3
4
Next >
Daily Digest: Apple's $100 billion U.S. manufacturing push, Google gets hacked
August 06, 2025
Tags
Salesforce Inc/
Google LLC
Apple Inc/
From
Business Journals
Daily Digest: Compass sues Zillow; Former OpenAI exec Mira Murati scores $2 billion for new startup
June 23, 2025
Tags
Roundup
Kleiner Perkins
Redfin
From
Business Journals
Daily Digest: End of an era at Fisherman's Wharf, Scale AI eyes record funding from Meta
June 09, 2025
Tags
Microsoft Corp/
Roundup
Apple Inc/
From
Business Journals
Daily Digest: Instacart names new CEO, value of Elon Musk's brain company Neuralink soars
May 28, 2025
Tags
Technology
Maplebear Inc/ dba Instacart
PitchBook
From
Business Journals
Daily Digest: Former DoorDash driver pleads guilty to $2.5M scheme; Hackers infiltrate Coinbase
May 15, 2025
Tags
Apple Inc/
Roundup
Kleiner Perkins
From
Business Journals
Daily Digest: Trump floats bringing back Alcatraz; UC Regents name new president
May 05, 2025
Tags
Government & Regulations
Roundup
Apple Inc/
From
Business Journals
Daily Digest: Sam Altman's new high-tech S.F. storefront; Tesla denies plans to replace Musk
May 01, 2025
Tags
Palantir Technologies
Foundation Capital
LendingClub Corp/
From
Business Journals
Daily Digest: Deel escalates feud with Rippling; Wells Fargo's latest win
April 28, 2025
Tags
Apple Inc/
Amazon
Deel Inc/
From
Business Journals
Daily Digest: Wells Fargo makes tech hiring push; Jack Dorsey says 'delete all IP law'
April 14, 2025
Tags
Google LLC
Mainspring Energy
Eaze
From
Business Journals
Daily Digest: Stock shock hits Bay Area companies; S.F. mall loses more stores
April 03, 2025
Tags
Technology
Nvidia Corp/
Gilead Sciences Inc/
From
Business Journals
Daily Digest: Big tech layoffs at Autodesk, HP; $30 million S.F. home sold
February 28, 2025
Tags
HP Inc/
Menlo Ventures
Technology
From
Business Journals
Daily Digest: SEC closes Robinhood investigation; Apple to hire 20K workers
February 24, 2025
Tags
Salesforce Inc/
Apple Inc/
Zendesk
From
Business Journals
Daily Digest: Oakland finances in spotlight; Bay Area dominates Forbes list
November 19, 2024
Tags
Twist Bioscience Corp/
Alphabet Inc/
Robinhood Markets Inc/
From
Business Journals
Daily Digest: San Francisco gets a new mayor; Nvidia overtakes Apple as world's most valuable company
November 06, 2024
Tags
Government & Regulations
Roundup
Nvidia Corp/
From
Business Journals
Daily Digest: Waymo raises its largest round ever; Western White House sells
October 25, 2024
Tags
Roundup
Apple Inc/
PitchBook
From
Business Journals
Daily Digest: New S.F. housing project debuts; Tech titans lose pricey battle
September 10, 2024
Tags
General Catalyst
Sequoia Capital
Apple Inc/
From
Business Journals
Daily Digest: Big tech firm weighs drastic action; Former Google CEO behind startup's $320 million raise
August 30, 2024
Tags
Intel Corp/
Okta Inc/
San Francisco 49ers
From
Business Journals
Daily Digest: Big burger brands shuffle in and out of East Bay; Arizona company relocates HQ to Bay Area
August 28, 2024
Tags
Roundup
Food & Lifestyle
Retailing & Restaurants
From
Business Journals
Daily Digest: Wall Street crash hits Bay Area stocks; AI chipmaker nabs $640 million
August 05, 2024
Tags
Salesforce Inc/
Roblox Corp/
Google
From
Business Journals
Daily Digest: Ex-tech exec's new wine company; Waymo curbs waitlist
June 26, 2024
Tags
Roundup
Google
Amazon
From
Business Journals
Daily Digest: OpenAI hires former Nextdoor CEO; Musk fumes over Apple
June 11, 2024
Tags
Apple Inc/
Technology
Roundup
From
Business Journals
Daily Digest: AI startup in talks for $600M raise; The Bay Area's next Nasdaq debut
June 10, 2024
Tags
Technology
Workday Inc/
Southwest Airlines
From
Business Journals
Daily Digest: Developer to offload S.F. project; Nonprofit loses city contract
May 30, 2024
Tags
Roundup
Apple Inc/
Google
From
Business Journals
Daily Digest: United reboots SFO routes; Tesla's rollout in China
April 29, 2024
Tags
Cloudflare Inc/
Travel & Tourism
Roundup
From
Business Journals
Daily Digest: Warfield conversion hits snag; Push for more Treasure Island homes
March 11, 2024
Tags
Commercial Real Estate
FibroGen Inc/
Getaround
From
Business Journals
Daily Digest: More retail trouble in Union Square; Prologis makes big data hire
March 07, 2024
Tags
Google
Apple Inc/
Epic Games
From
Business Journals
Daily Digest: Sam Altman's new fundraising quest; Tech stocks on wild ride
February 09, 2024
Tags
PayPal Holdings Inc/
Pure Storage Inc/
Technology
From
Business Journals
Daily Digest: DocuSign in acquisition crosshairs; Financial giant to cut 20K jobs
January 12, 2024
Tags
DocuSign Inc/
Silicon Valley Bank
Technology
From
Business Journals
8 things to know: Baltimore City council advances bills to boost affordable housing
November 16, 2023
Tags
8 Things You Need to Know 2022
Constellation Energy Corp/
Apple Inc/
From
Business Journals
Daily Digest: More insurers to exit Calif. market; Pinterest pops on Wall Street
October 31, 2023
Tags
Flexport Inc/
Pinterest Inc/
Apple Inc/
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.