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 DBX
Recent news which mentions DBX
< Previous
1
2
3
4
5
6
7
8
Next >
What 8 Analyst Ratings Have To Say About Dropbox
May 09, 2023
Tickers
DBX
Tags
DBX
BZI/AAR
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 8, 2023
May 08, 2023
Tickers
AA
AAL
ACRV
ALB
Tags
Market News
CCOI
FRO
From
Benzinga
AMC Entertainment & Warner Bros Earnings, Broadcom CEO Proposes To Pitch EU Regulators Over VMware Deal, Apple & Meta Brace For Virtual Reality Competition: Today's Top Stories
May 05, 2023
Tickers
AAPL
AFLYY
AMC
APO
Tags
HMC
Top Stories
M&A
From
Benzinga
Dropbox Beats On Q1, Maintains Long-Term Outlook
May 05, 2023
Tickers
DBX
TECH
Tags
Market News
Equities
Tech
From
Benzinga
Carvana, Apple, Coinbase and Lyft shift after earnings, and other stocks on the move
May 05, 2023
Tickers
AAPL
BILL
BKNG
COIN
Tags
EXPE
AAPL
DASH
From
MarketWatch
Dropbox: Q1 Earnings Insights
May 04, 2023
Tickers
DBX
Tags
Earnings
DBX
BZI/Recaps
From
Benzinga
Don't Underestimate Dropbox
May 03, 2023
Tickers
DBX
Tags
DBX
Recent Press Releases
Market News
From
Motley Fool
When Will Investors Stop Doubting Dropbox?
May 03, 2023
Tickers
DBX
Tags
Market News
Recent Press Releases
DBX
From
Motley Fool
Box to bring AI to a reluctant enterprise market
May 02, 2023
Tickers
BOX
CRM
DBX
JPM
Tags
CRM
DBX
JPM
From
MarketWatch
What Is Going On With Dropbox Stock Today
April 27, 2023
Tickers
DBX
TECH
Tags
News
Movers
Market News
From
Benzinga
Dropbox Layoffs 2023: What to Know About the Latest DBX Job Cuts
April 27, 2023
Tickers
DBX
Tags
DBX
NASDAQ:DBX
Today's Market
From
InvestorPlace
Dropbox to cut 16% of staff, citing slowing growth and a need for AI-focused talent
April 27, 2023
Tickers
DBX
Tags
DBX
From
MarketWatch
Dropbox, T-Mobile US And 2 Other Stocks Insiders Are Selling
April 13, 2023
Tickers
BOX
DBX
NTAP
TMUS
Tags
NTAP
Trading Ideas
TMUS
From
Benzinga
These Stocks Generate Tons of Cash
April 12, 2023
Tickers
BYD
DBX
GM
Tags
BYD
Recent Press Releases
GM
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
April 05, 2023
Tickers
AAPL
AI
CRM
DBX
Tags
INTC
U
Benzinga
From
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
March 16, 2023
Tickers
BLND
BOXL
BTOG
CISO
Tags
MAPS
RBBN
DBX
From
Benzinga
Is DocuSign Stock a Buy Now?
March 11, 2023
Tickers
ADBE
DBX
DOCU
Tags
DBX
DOCU
Market News
From
Motley Fool
7 High-Risk, High-Reward Stocks to Buy in March
March 08, 2023
Tickers
AI
ASAN
CSV
DBX
Tags
AI
FVRR
DBX
From
InvestorPlace
Top 5 Tech Stocks That Are Preparing To Pump In March
March 01, 2023
Tickers
CISO
DBX
QMCO
RSI
Tags
News
Pre/Market Outlook
Penny Stocks
From
Benzinga
Dropbox Stock Is Dropping Again: Here's Why Now Is a Perfect Time to Buy
February 22, 2023
Tickers
DBX
Tags
DBX
Recent Press Releases
Market News
From
Motley Fool
Why Universal Electronics Shares Are Trading Lower By 30%? Here Are Other Stocks Moving In Friday's Mid-Day Session
February 17, 2023
Tickers
ALB
AMAM
AMCX
APGN
Tags
AMAM
ISEE
UEIC
From
Benzinga
Analyst Expectations for Dropbox's Future
February 17, 2023
Tickers
DBX
Tags
BZI/AAR
DBX
Market News
From
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
February 16, 2023
Tickers
BTCM
BTCS
CGNX
CPTN
Tags
PDFS
DBX
CPTN
From
Benzinga
Another ‘Volmageddon’? JPMorgan becomes the latest to warn about an increasingly popular short-term options strategy.
February 16, 2023
Tickers
AAPL
ALB
AMAT
AMC
Tags
AAPL
NIO
UK:BRN00
From
MarketWatch
Earnings Scheduled For February 16, 2023
February 16, 2023
Tickers
AEL
AEM
AL
ALE
Tags
TSEM
ELME
VNT
From
Benzinga
Insiders Selling Signet Jewelers, BJ's Wholesale Club And 2 Other Stocks
January 27, 2023
Tickers
BJ
DBX
KMI
SIG
Tags
Pre/Market Outlook
Insiders Selling
News
From
Benzinga
3 Tech Stocks With More Potential Than Any Cryptocurrency
January 26, 2023
Tickers
DBX
GOOG
GOOGL
SPOT
Tags
GOOG
Market News
GOOGL
From
Motley Fool
‘It is an employer’s market’: Tech layoffs may have turned the Great Resignation into the Great Recommitment
January 23, 2023
Tickers
AAPL
AMZN
COIN
CRM
Tags
AMZN
INTC
SCHW
From
MarketWatch
What's Going On With Dropbox Stock After Hours?
January 19, 2023
Tickers
DBX
Tags
Movers
Market News
News
From
Benzinga
DocuSign Stock: Bear vs. Bull
January 19, 2023
Tickers
ADBE
BOX
CRM
DBX
Tags
Recent Press Releases
ADBE
DBX
From
Motley Fool
< 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.