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 BZI/IT
Recent news which mentions BZI/IT
< Previous
1
2
3
4
5
6
7
8
9
...
18
19
Next >
Corporate Officer Of Palantir Technologies Trades $3.9M In Company Stock
November 05, 2021
Tickers
PLTR
Tags
BZI/IT
Benzinga
Insider sells
From
Benzinga
Chief Product Officer Of Coinbase Global Trades $14M In Company Stock
November 05, 2021
Tickers
COIN
Tags
BZI/IT
Surojit Chatterjee
COIN
From
Benzinga
Notable Zoominfo Technologies Insider Makes $113M Sale
November 05, 2021
Tickers
ZI
Tags
Insider sells
ZI
Trading Ideas
From
Benzinga
Chair The Board And CEO Of Salesforce.Com Makes $20M Sale
November 05, 2021
Tickers
CRM
Tags
Insider sells
Trading Ideas
BZI/IT
From
Benzinga
Danaher Insider Sold $377M In Company Stock
November 05, 2021
Tickers
DHR
Tags
BZI/IT
Benzinga
Mitchell P Rales
From
Benzinga
Notable Seagen Insider Trades $7.4M In Company Stock
November 04, 2021
Tickers
SGEN
Tags
Trading Ideas
Insider sells
Benzinga
From
Benzinga
Liberty Siriusxm Gr Insider Makes $267M Stock Purchase
November 04, 2021
Tickers
LSXMA
Tags
Trading Ideas
LSXMA
Insider sells
From
Benzinga
Apple Insider Trades $3.7M In Company Stock
November 04, 2021
Tickers
AAPL
Tags
Market News
AAPL
News
From
Benzinga
President And CEO Of Arista Networks Makes $21M Sale
November 04, 2021
Tickers
ANET
Tags
News
Insider Trades
Jayshree Ullal
From
Benzinga
Chief Revenue Officer Of Snowflake Trades $13M In Company Stock
November 04, 2021
Tickers
SNOW
Tags
William Christopher Degnan
Market News
News
From
Benzinga
Chief Executive Officer Of Alphabet Makes $8.7M Sale
November 04, 2021
Tickers
GOOG
Tags
Sundar Pichai
Market News
GOOG
From
Benzinga
President, Tech. And Risk Ops Of Affirm Holdings Trades $36M In Company Stock
November 04, 2021
Tickers
AFRM
Tags
Insider Trades
News
Market News
From
Benzinga
Coinbase Global Insider Trades $25M In Company Stock
November 04, 2021
Tickers
COIN
Tags
Insider Trades
News
Market News
From
Benzinga
Mark Zuckergerg Trades $25M In FB Stock
November 04, 2021
Tickers
FB
Tags
News
Insider Trades
Market News
From
Benzinga
Notable Microsoft Insider Makes $18M Sale
November 04, 2021
Tickers
MSFT
Tags
MSFT
Trading Ideas
Insider sells
From
Benzinga
Notable Tesla Insider Trades $29M In Company Stock
November 04, 2021
Tickers
TSLA
Tags
Insider Trades
News
Market News
From
Benzinga
Notable Tradeweb Markets Insider Trades $18M In Company Stock
November 03, 2021
Tickers
TW
Tags
Market News
Insider Trades
News
From
Benzinga
Chief Executive Officer Of Axon Enterprise Trades $45M In Company Stock
November 03, 2021
Tickers
AXON
Tags
Patrick W Smith
Insider Trades
News
From
Benzinga
Roblox Insider Trades $2.1M In Company Stock
November 03, 2021
Tickers
RBLX
Tags
Craig Donato
Market News
News
From
Benzinga
Head Credit Group Of Ares Management Makes $8.6M Sale
November 03, 2021
Tickers
ARES
Tags
News
Insider Trades
Market News
From
Benzinga
Notable Seagen Insider Trades $7.4M In Company Stock
November 03, 2021
Tickers
SGEN
Tags
Benzinga
Todd E Simpson
BZI/IT
From
Benzinga
Notable Snowflake Insider Trades $3.7M In Company Stock
November 03, 2021
Tickers
SNOW
Tags
SNOW
Trading Ideas
Insider sells
From
Benzinga
Director Of Servicenow Trades $3.7M In Company Stock
November 03, 2021
Tickers
NOW
Tags
Jeffrey A Miller
Market News
NOW
From
Benzinga
Notable Roku Insider Trades $27M In Company Stock
November 03, 2021
Tickers
ROKU
Tags
Trading Ideas
Insider sells
Benzinga
From
Benzinga
Evpandpresident And Merck Animal Heallth Of Merck & Co Trades $11M In Company Stock
November 03, 2021
Tickers
MRK
Tags
Insider sells
Trading Ideas
MRK
From
Benzinga
Notable Hca Healthcare Insider Trades $39M In Company Stock
November 03, 2021
Tickers
HCA
Tags
Benzinga
BZI/IT
Trading Ideas
From
Benzinga
Microsoft Insider Trades $18M In Company Stock
November 03, 2021
Tickers
MSFT
Tags
Insider sells
Trading Ideas
MSFT
From
Benzinga
President And CEO Of Arista Networks Sold $16M In Stock
November 02, 2021
Tickers
ANET
Tags
Insider sells
Trading Ideas
ANET
From
Benzinga
Notable Salesforce.Com Insider Trades $14M In Company Stock
November 02, 2021
Tickers
CRM
Tags
Market News
CRM
Marc Benioff
From
Benzinga
Mark Zuckerberg Trades $17M In Facebook Stock
November 02, 2021
Tickers
FB
Tags
Mark Zuckerberg
FB
Trading Ideas
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
18
19
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.