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 Block Inc
Recent news which mentions Block Inc
< Previous
1
2
3
4
5
6
7
8
Next >
RFK Jr.'s presidential bid gains boost from Silicon Valley elite
June 05, 2023
Tags
Mobile
Social media
Politics
From
CNBC.com News
Money stored in payment apps like Venmo may be more vulnerable than bank deposits, CFPB says
June 01, 2023
Tags
Block Inc
US Top News and Analysis
US Homepage
From
CNBC.com News
Jack Dorsey-backed Bluesky gains steam against Elon Musk's Twitter
May 11, 2023
Tags
FinTech
Social media
Cryptocurrency
From
CNBC.com News
Stocks making the biggest moves after hours: Apple, Carvana, DoorDash, Block and more
May 04, 2023
Tags
Market Insider
Apple Inc
Stock markets
From
CNBC.com News
Rent or buy? Here's how to make that decision in the current real estate market
April 26, 2023
Tags
Taxes
Savings
Student finances
From
CNBC.com News
Arrest made in stabbing death of Cash App founder Bob Lee, men reportedly knew each other
April 13, 2023
Tags
Bitcoin
Crypto
Energy
From
CNBC.com News
Stocks making the biggest moves midday: Micron, Pioneer Natural Resources, Block, AMC and more
April 10, 2023
Tags
Alphabet Inc
Breaking News: Markets
Nikola Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Micron, Pioneer Natural Resources, Tesla and more
April 10, 2023
Tags
Tesla Inc
Economy
Pioneer Natural Resources Co
From
CNBC.com News
Tipping in the United States has gotten out of control, experts say. Here's why
April 01, 2023
Tags
Food Retail
Retirement
Wage gap
From
CNBC.com News
Bitcoin is poised to blow up Africa's $86 billion banking system
March 26, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Technology
Block Inc
From
CNBC.com News
How this 26-year-old went from running bitcoin trading desks in Taco Bells to creating the largest crypto exchange in Africa
March 25, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
FinTech
Coinbase Global Inc
Cryptocurrency
From
CNBC.com News
Stocks making the biggest moves midday: Block, Deutsche Bank, GameStop, Activision and more
March 24, 2023
Tags
Economy
Finance
Regeneron Pharmaceuticals Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Deutsche Bank, Coinbase, Block, Marathon Oil and more
March 24, 2023
Tags
JPMorgan Chase & Co
U/S/ Markets
Exxon Mobil Corp
From
CNBC.com News
CNBC Daily Open: Janet Yellen changed the mood — again
March 24, 2023
Tags
Short selling
Market Outlook
Technology
From
CNBC.com News
CNBC Daily Open: Yellen changed the mood — again
March 23, 2023
Tags
Regional Banks
Market Outlook
Bank of England
From
CNBC.com News
Stocks making the biggest moves midday: Netflix, Block, Snap, KB Home and more
March 23, 2023
Tags
Markets
Block Inc
Meta Platforms Inc
From
CNBC.com News
For the Black community, bitcoin represents an opportunity for wealth preservation
February 24, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Investing
Investment strategy
From
CNBC.com News
Stocks making the biggest moves premarket: Beyond Meat, Sweetgreen, Adobe, Block and more
February 24, 2023
Tags
Finance
Economy
Warner Bros Discovery Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Block, Carvana, Boeing and more
February 23, 2023
Tags
stocks
Business
Markets
From
CNBC.com News
Block misses on earnings but beats on revenue, gross profit
February 23, 2023
Tags
Block Inc
Technology
Business
From
CNBC.com News
5 things to know before the stock market opens Tuesday
February 21, 2023
Tags
Investment strategy
Caesars Entertainment Inc
Papa John's International Inc
From
CNBC.com News
Dan Sundheim’s D1 Capital places new bets on home furnishing retailers, adds to big tech
February 14, 2023
Tickers
RH
Tags
T/Mobile US Inc
Block Inc
Markets
From
CNBC.com News
Stocks making the biggest moves midday: Sunrun, U.S. Bancorp, Alphabet, AT&T and more
January 25, 2023
Tags
Nasdaq Inc
Business
stocks
From
CNBC.com News
Market history says a recession could produce the next Airbnb or Slack
January 12, 2023
Tickers
IPO
IPOS
Tags
Airbnb Inc
Block Inc
Pinterest Inc
From
CNBC.com News
How to nominate a company for CNBC's 2023 Disruptor 50 list
January 11, 2023
Tags
CNBC Disruptor 50
Venture Capital
Snowflake Inc/
From
CNBC.com News
Stocks making the biggest moves midday: Tesla, Wynn, Traeger, Amazon and more
January 03, 2023
Tags
CVS Health Corp
Business
Citi Trends Inc
From
CNBC.com News
The fintech reckoning is upon us. Here’s what to expect next year
December 28, 2022
Tags
JPMorgan Chase & Co
Block Inc
Breaking News: Markets
From
CNBC.com News
Stocks making the biggest moves midday: Moderna, First Solar, Pinterest, Norwegian Cruise Line and more
December 13, 2022
Tags
Mobileye Global Inc
Gritstone Oncology Inc
Fortune Brands Home & Security Inc
From
CNBC.com News
Jack Dorsey’s Block backs bitcoin mining company that wants to bring 25-cent electricity to rural Africa
December 06, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Renewable Energy
Block Inc
Bitcoin
From
CNBC.com News
Tech's reality check: How the industry lost $7.4 trillion in one year
November 25, 2022
Tags
Cisco Systems Inc
LatAmGrowth SPAC
Amazon/com Inc
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
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.