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 Breaking News: Technology
Recent news which mentions Breaking News: Technology
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
Next >
No ‘woke AI’ in Washington, Trump says as he launches American AI action plan
July 24, 2025
Tags
Law and Regulation
Regulations
AI / Artificial Intelligence
From
CNBC.com News
Estonia's tech elite are getting behind a European challenger to Robinhood
July 24, 2025
Tags
stocks
Venture capital
Investment strategy
From
CNBC.com News
Google's $85 billion capital spend spurred by cloud, AI demand
July 23, 2025
Tags
Breaking News: Technology
Technology
Alphabet Inc
From
CNBC.com News
Nvidia supplier SK Hynix second-quarter profit soars 69% to a record high, revenue also hits new highs
July 23, 2025
Tags
Technology
Markets
SK Hynix Inc
From
CNBC.com News
Watch: Trump delivers remarks on AI 'action plan' and signs executive orders
July 23, 2025
Tags
Breaking News: Politics
Breaking News: Technology
Technology
From
CNBC.com News
ServiceNow lifts guidance on AI growth
July 23, 2025
Tags
Software
Earnings
Artificial intelligence
From
CNBC.com News
IBM results beat expectations as the company pushes up full-year guidance
July 23, 2025
Tags
Earnings
US: News
Breaking News: Technology
From
CNBC.com News
Texas Instruments stock falls 12% as CEO warns of tariff concerns
July 23, 2025
Tags
Technology
Enterprise
Breaking News: Politics
From
CNBC.com News
Tesla set to report second-quarter earnings after the bell
July 23, 2025
Tags
Technology
Venture capital
Autos
From
CNBC.com News
Alphabet to report Q2 earnings after the bell
July 23, 2025
Tags
Breaking News: Technology
Alphabet Inc
Earnings
From
CNBC.com News
Amazon closes Shanghai AI research lab in latest cost-cutting move
July 23, 2025
Tags
Politics
US: News
Internet
From
CNBC.com News
Uber will let women drivers and riders request to avoid being paired with men starting next month
July 23, 2025
Tags
Breaking News: Technology
Transportation
Technology
From
CNBC.com News
CrowdStrike-backed compliance startup Vanta valued at $4 billion in new funding round
July 23, 2025
Tags
CrowdStrike Holdings Inc
Atlassian Corp
Business
From
CNBC.com News
Goldman Sachs and BNY join forces to transform $7.1 trillion money market industry with digital tokens
July 23, 2025
Tags
Banks
Crypto
Breaking News: Markets
From
CNBC.com News
Meta updates safety features for teens. More than 600,000 accounts linked to predatory behavior
July 23, 2025
Tags
Meta Platforms Inc
Technology
Internet
From
CNBC.com News
China's tech talent are making big strides — they're creating apps for the world
July 23, 2025
Tags
Technology: Trends
Markets
AI / Artificial Intelligence
From
CNBC.com News
Europe’s most valuable firm SAP flags U.S. trade slowdown but says Japan deal gives 'hope'
July 23, 2025
Tags
Earnings
Business News
Economy
From
CNBC.com News
Trump met with Amazon's Jeff Bezos at the White House last week
July 22, 2025
Tags
Amazon/com Inc
Technology
Internet
From
CNBC.com News
Texas Instruments' stock falls on weak forecast
July 22, 2025
Tags
Business
Technology
Texas Instruments Inc
From
CNBC.com News
AI startups raised $104 billion in first half of year, but exits tell a different story
July 22, 2025
Tickers
IPO
IPOS
Tags
Cryptocurrency
IPOs
FinTech
From
CNBC.com News
Amazon to buy AI company Bee that makes wearable listening device
July 22, 2025
Tags
Artificial intelligence
US: News
Breaking News: Technology
From
CNBC.com News
Wall Street is upbeat on tech megacaps, but big questions loom on AI spending, China, Trump tariffs
July 22, 2025
Tags
Earnings
Tesla Inc
The Edge
From
CNBC.com News
How companies are using body heat sensors to make offices more efficient and hospitable
July 22, 2025
Tags
Real Estate
Technology
Personnel
From
CNBC.com News
Microsoft poaches more Google DeepMind AI talent as it beefs up Copilot
July 22, 2025
Tags
Business
Enterprise
Meta Platforms Inc
From
CNBC.com News
Microsoft says Chinese hacking groups exploited SharePoint vulnerability in attacks
July 22, 2025
Tags
China Politics
Cybersecurity
Technology
From
CNBC.com News
OpenAI expands Oracle data center deal, says parts of Stargate 1 in Texas are operational
July 22, 2025
Tags
Breaking News: Business
AI Effect
Enterprise
From
CNBC.com News
Tesla Diner: Photos show opening of Musk's futuristic California drive-in
July 22, 2025
Tags
Business News
Tesla Inc
Media
From
CNBC.com News
Telegram's crypto wallet goes live to its 87 million U.S. users
July 22, 2025
Tags
Technology
FinTech
Coinbase Global Inc
From
CNBC.com News
The race to roll out solid-state batteries is picking up steam again
July 22, 2025
Tags
Technology
Auto Parts and Equipment
Breaking News: Technology
From
CNBC.com News
OpenAI plans to open first D.C. office next year
July 21, 2025
Tags
Breaking News: Business
AI Effect
Technology
From
CNBC.com News
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
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.