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 BOX
Recent news which mentions BOX
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
Box CEO Compares AI With Mobiles In Mid-2000s — And Elon Musk Couldn't Agree More
July 19, 2023
Tickers
BOX
MSFT
TECH
TSLA
Tags
Benzinga
Tech
Microsoft
From
Benzinga
JPMorgan, Broadcom And 2 Other Stocks Insiders Are Selling
June 13, 2023
Tickers
AVGO
BOX
JPM
KO
Tags
Pre/Market Outlook
AVGO
Market News
From
Benzinga
Will generative AI complete the cloud transition? One prominent executive thinks so
June 09, 2023
Tickers
AMZN
BOX
GOOG
GOOGL
Tags
AMZN
BOX
INTC
From
MarketWatch
10 Information Technology Stocks With Whale Alerts In Today's Session
June 02, 2023
Tickers
AAPL
AI
AMD
BOX
Tags
AAPL
Market News
Options
From
Benzinga
The Latest Analyst Ratings for Box
May 31, 2023
Tickers
BOX
Tags
BZI/AAR
BOX
Market News
From
Benzinga
Why Box Shares Are Moving Higher After The Close
May 30, 2023
Tickers
BOX
Tags
Movers
Market News
BOX
From
Benzinga
Box stock jumps 7% as earnings and forecast beat across the board
May 30, 2023
Tickers
BOX
Tags
BOX
From
MarketWatch
Box: Q1 Earnings Insights
May 30, 2023
Tickers
BOX
Tags
Market News
Benzinga
BZI/Recaps
From
Benzinga
Earnings Scheduled For May 30, 2023
May 30, 2023
Tickers
ALAR
AMBA
API
BEST
Tags
BOX
FANH
VCNX
From
Benzinga
Nasdaq Futures Soar On High Hopes For Budget Deal: Why This Analyst Sees More Gains For Rest Of Year
May 30, 2023
Tickers
AI
AMBA
BOX
CGC
Tags
BOX
News
Pre/Market Outlook
From
Benzinga
HP, Lexicon Pharmaceuticals And 3 Stocks To Watch Heading Into Tuesday
May 30, 2023
Tickers
BOX
HPQ
LXRX
SKY
Tags
News
BOX
Penny Stocks
From
Benzinga
Investor Optimism Improves Following Rally in US Stocks
May 30, 2023
Tickers
BOX
HPQ
SKY
Tags
Market News
HPQ
Pre/Market Outlook
From
Benzinga
Nvidia and Best Buy suggested a pandemic-era tech bottleneck is ending. Now we see for sure
May 29, 2023
Tickers
AI
BBY
BOX
CRM
Tags
DG
VMW
NVDA
From
MarketWatch
Earnings Outlook For Box
May 29, 2023
Tickers
BOX
Tags
Earnings
BOX
Benzinga
From
Benzinga
Microsoft’s Nadella: AI is taking the computer age from ‘the bicycle to the steam engine’
May 23, 2023
Tickers
ADBE
BOX
GM
GOOG
Tags
MSFT
GOOGL
ADBE
From
MarketWatch
ServiceNow is latest technology company to make AI splash; ‘We need to build a billion apps,’ says CEO
May 16, 2023
Tickers
ADBE
BOX
CRM
GOOG
Tags
IBM
GOOGL
ADBE
From
MarketWatch
Google developer’s conference is all about AI
May 10, 2023
Tickers
ADBE
BOX
CRM
GOOG
Tags
BOX
SAP
NOW
From
MarketWatch
Google developers conference is all about AI
May 10, 2023
Tickers
ADBE
BOX
CRM
GOOG
Tags
IBM
WEN
MSFT
From
MarketWatch
Google Cloud makes AI ‘land grab’ with wave of enterprise partnerships
May 09, 2023
Tickers
BOX
CRM
GOOG
GOOGL
Tags
NOW
BOX
META
From
MarketWatch
Box to bring AI to a reluctant enterprise market
May 02, 2023
Tickers
BOX
CRM
DBX
JPM
Tags
JPM
DBX
NOW
From
MarketWatch
Dropbox, T-Mobile US And 2 Other Stocks Insiders Are Selling
April 13, 2023
Tickers
BOX
DBX
NTAP
TMUS
Tags
NTAP
TMUS
DBX
From
Benzinga
Tech execs didn’t just start talking about AI — but they are talking about it a lot more
March 06, 2023
Tickers
AI
AVGO
BBAI
BOX
Tags
RRC
DIN
EQR
From
MarketWatch
Why Cano Health Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
March 02, 2023
Tickers
AAN
ADV
AEHR
BHG
Tags
LION
DM
WOLF
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
March 02, 2023
Tickers
AEHR
BOX
CLMB
FOXO
Tags
TUYA
FOXO
MTC
From
Benzinga
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.