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 DOCU
Recent news which mentions DOCU
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
32
33
Next >
Key Indexes Fall In Premarket Action
May 31, 2022
Tickers
AAPL
AMZN
AUY
CBRL
Tags
SJM
CHWY
HRL
From
Benzinga
Why MongoDB, HubSpot, and DocuSign Fell Hard Today
May 24, 2022
Tickers
DOCU
HUBS
MDB
SNAP
Tags
DOCU
Recent Press Releases
SNAP
From
Motley Fool
7 Top Tech Stocks to Buy and Hold for the Long Haul
May 23, 2022
Tickers
CRM
DOCU
MCHP
MSFT
Tags
CRM
Stocks to Buy
DOCU
From
InvestorPlace
Why DocuSign Shares Are Moving Higher After Hours
May 23, 2022
Tickers
DOCU
ZM
Tags
Movers
Earnings
why it's moving
From
Benzinga
3 Growth Stocks That Could Triple
May 23, 2022
Tickers
DOCU
OKTA
SE
ZM
Tags
OKTA
ZM
Recent Press Releases
From
Motley Fool
The Nasdaq Is Down 27%: It's Time to Buy These 3 Stocks
May 21, 2022
Tickers
AAPL
CFLT
DOCU
DUOL
Tags
GOOGL
Market News
DUOL
From
Motley Fool
Check This Indicator Before Buying Growth Stocks
May 18, 2022
Tickers
DOCU
SHOP
SOFI
SPOT
Tags
NYSE:SPOT,NYSE:SHOP,Nasdaq:DOCU,Nasdaq:SOFI
SPOT
Market News
From
InvestorPlace
Stock Market Sell-Off: 2 Top Growth Stocks to Buy Right Now
May 18, 2022
Tickers
ABNB
ADBE
DOCU
Tags
Market News
ABNB
ADBE
From
Motley Fool
Looking At DocuSign's Recent Whale Trades
May 17, 2022
Tickers
DOCU
Tags
Options
Market News
BZI/UOA
From
Benzinga
Investing Mistakes Were Made on Wall Street, and Now Opportunity Abounds
May 16, 2022
Tickers
AMZN
CHWY
DOCU
ENPH
Tags
KO
ROKU
LULU
From
InvestorPlace
These 6 Nasdaq-100 Stocks Jumped More Than 10% Friday
May 13, 2022
Tickers
CRWD
DOCU
LCID
OKTA
Tags
Market News
LCID
CRWD
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
May 13, 2022
Tickers
AAPL
AMD
DOCU
MRVL
Tags
DOCU
ZS
PANW
From
Benzinga
A Mixed Bag of Travel Trends
May 12, 2022
Tickers
ABNB
ADBE
CSGP
DIS
Tags
DIS
CSGP
zoom
From
Motley Fool
Why DocuSign Stock Got Pummeled Today
May 09, 2022
Tickers
DOCU
Tags
Market News
DOCU
Recent Press Releases
From
Motley Fool
Why Snowflake, DocuSign, and Okta Fell Hard Today (Again)
May 06, 2022
Tickers
DOCU
OKTA
SNOW
Tags
OKTA
Recent Press Releases
DOCU
From
Motley Fool
What Are Whales Doing With DocuSign
May 06, 2022
Tickers
DOCU
Tags
Benzinga
BZI/UOA
DOCU
From
Benzinga
These 13 Nasdaq-100 stocks had the biggest swings up and down after the Fed raised rates. Should you be scared off?
May 05, 2022
Tickers
ABNB
BKNG
COMP
CRWD
Tags
NDX
CTSH
MRNA
From
MarketWatch
Why Technology Stocks Crashed Today
May 05, 2022
Tickers
DOCU
OKTA
ZM
Tags
DOCU
Recent Press Releases
OKTA
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
May 04, 2022
Tickers
AAPL
COUP
CRM
CRSR
Tags
COUP
INTC
Benzinga
From
Benzinga
This Is What Whales Are Betting On DocuSign
May 04, 2022
Tickers
DOCU
Tags
Markets
Market News
Options
From
Benzinga
Why DocuSign Stock Keeps Going Down
May 03, 2022
Tickers
DOCU
Tags
DOCU
Recent Press Releases
Market News
From
Motley Fool
Why This Analyst Is Bullish On Tech, But Bearish On DocuSign
May 03, 2022
Tickers
DOCU
Tags
Market News
Wedbush
Analyst Ratings
From
Benzinga
Omicron caused spike in deaths in vaccinated people, analysis finds, though unvaccinated remain most at risk
May 03, 2022
Tickers
DOCU
PFE
Tags
DOCU
PFE
From
MarketWatch
Analyst Ratings for DocuSign
May 03, 2022
Tickers
DOCU
Tags
DOCU
BZI/AAR
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 3, 2022
May 03, 2022
Tickers
API
ARGX
CANO
CHGG
Tags
CL
KOF
NYCB
From
Benzinga
These stocks soared during the pandemic, and then crashed. Ten are now expected to double in price.
May 02, 2022
Tickers
APPN
ARKK
BILI
BLDP
Tags
TWLO
DOCU
DDD
From
MarketWatch
Many tech stocks that have crashed are still too expensive to buy
April 29, 2022
Tickers
AAPL
AMD
AMZN
DOCU
Tags
ROKU
VZ
RKLB
From
MarketWatch
10 Information Technology Stocks Whale Activity In Today's Session
April 27, 2022
Tickers
ADBE
ADP
DOCU
IIVI
Tags
DOCU
MSFT
BZI/AUOA
From
Benzinga
These 21 large-cap stocks have now crashed at least 50%
April 26, 2022
Tickers
ALGN
BIIB
CDAY
COMP
Tags
MTCH
ALGN
GNRC
From
MarketWatch
CNBC's Final Trades: Integer Holdings, Electric Vehicles, Vistra And This Leisure Stock
April 21, 2022
Tickers
DOCU
DRIV
ITGR
JNJ
Tags
MAR
DRIV
Long Ideas
From
Benzinga
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
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.