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
...
26
27
28
29
30
31
32
33
Next >
Were DocuSign's Q3 Earnings a Cause for Concern?
December 21, 2021
Tickers
ADBE
CRM
DBX
DOCU
Tags
DBX
Recent Press Releases
DOCU
From
Motley Fool
DocuSign Whale Trades For December 20
December 20, 2021
Tickers
DOCU
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Should You Buy the Adobe Stock Dip to Kick Off 2022?
December 20, 2021
Tickers
ADBE
ADSK
CRM
DOCU
Tags
ADBE
U
NVDA
From
Motley Fool
Market Sell-Off: 2 Tech Stocks to Buy Right Now
December 19, 2021
Tickers
DOCU
RDFN
Tags
RDFN
Market News
Recent Press Releases
From
Motley Fool
Where To Invest $10,000 in 2022 for Multibagger Potential
December 18, 2021
Tickers
ADBE
DOCU
EPAM
LTCH
Tags
EPAM
Market News
LTCH
From
Motley Fool
1 Top Tech Stock That's a Bargain Right Now
December 17, 2021
Tickers
DOCU
PTON
ZM
Tags
ZM
DOCU
Recent Press Releases
From
Motley Fool
Looking Into DocuSign's Recent Short Interest
December 16, 2021
Tickers
DOCU
Tags
Trading Ideas
Market News
Short Ideas
From
Benzinga
Looking At DocuSign's Recent Whale Trades
December 16, 2021
Tickers
DOCU
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
December 16, 2021
Tickers
ABNB
ACBI
ADNT
AGEN
Tags
ROST
IBKR
ZM
From
Benzinga
10 Biggest Price Target Changes For Thursday
December 16, 2021
Tickers
ABNB
APTV
DOCU
IGMS
Tags
Analyst Ratings
Benzinga
IGMS
From
Benzinga
Is Peloton Stock a Bargain Buy Today?
December 15, 2021
Tickers
DOCU
PTON
TDOC
ZM
Tags
Market News
PTON
ZM
From
Motley Fool
What I Did After My Portfolio Dove 5% in One Day
December 15, 2021
Tickers
DOCU
Tags
DOCU
Recent Press Releases
Market News
From
Motley Fool
7 Post-Covid Software Stocks to Snatch at a Steep Discount
December 14, 2021
Tickers
AMZN
BABA
CRM
DOCU
Tags
GOOGL
GOOG
ZM
From
InvestorPlace
3 Software Picks Poised For Accelerating Growth In 2022
December 14, 2021
Tickers
DOCU
INTA
PCOR
TECH
Tags
ZM
PCOR
Small Cap
From
Benzinga
Why Datadog, Zscaler, and Cloudflare Sank by Double-Digits Today
December 14, 2021
Tickers
ADBE
DDOG
DOCU
JPM
Tags
Market News
DOCU
DDOG
From
Motley Fool
Down 40%, Is DocuSign Stock a Buy Right Now?
December 14, 2021
Tickers
CRM
DOCU
Tags
CRM
Market News
Recent Press Releases
From
Motley Fool
This Foreboding Sign Looms Over DocuSign's Chart
December 14, 2021
Tickers
DOCU
Tags
DOCU
Markets
Movers
From
Benzinga
Asana Stock Is a Contrarian Buy, But This Dip Takes the Edge Off
December 14, 2021
Tickers
ASAN
DOCU
OPY
ZM
Tags
Stocks to Buy
ASAN
ZM
From
InvestorPlace
5 Tech Stocks Seeing Massive Insider Buying
December 12, 2021
Tickers
ASAN
DOCU
FB
SKLZ
Tags
Market News
Recent Press Releases
UBER
From
Motley Fool
Wall Street Headlines and a Look at Hot Toys for the Holidays
December 11, 2021
Tickers
BIRD
CMG
CRM
DASH
Tags
SQ
PYPL
DOCU
From
Motley Fool
How to Handle the Red in Your Portfolio
December 11, 2021
Tickers
AMZN
APLE
BMBL
CHGG
Tags
Z
AMZN
CHGG
From
Motley Fool
3 Weak Stocks to Dump on This Bounce
December 10, 2021
Tickers
DIS
DOCU
PTON
Tags
DOCU
DIS
Market News
From
InvestorPlace
The Unraveling in Pinterest Stock Isn’t Done, So Here’s the Trade to Make
December 09, 2021
Tickers
DOCU
PINS
PTON
TDOC
Tags
PTON
Trading Advice
ZM
From
InvestorPlace
3 High-Growth Stocks That Are Screaming Buys in December
December 09, 2021
Tickers
AMC
BYND
DOCU
JAZZ
Tags
JAZZ
AMC
BYND
From
Motley Fool
Why DocuSign Stock Keeps Popping Higher
December 09, 2021
Tickers
DOCU
Tags
Market News
Recent Press Releases
DOCU
From
Motley Fool
Should You Buy DocuSign Stock on the Dip?
December 09, 2021
Tickers
DOCU
Tags
Market News
DOCU
Recent Press Releases
From
Motley Fool
Why Did Shares of DocuSign Drop 11.5% in November?
December 08, 2021
Tickers
DOCU
Tags
Market News
Recent Press Releases
DOCU
From
Motley Fool
4 Top Stock Trades for Thursday: DWAC, BKKT, COST, DOCU
December 08, 2021
Tickers
BKKT
COST
DOCU
DWAC
Tags
BKKT
NASDAQ:DWAC,NYSE:BKKT,NASDAQ:COST,NASDAQ:DOCU
Market News
From
InvestorPlace
GameStop Plunges as Liquidity Squeeze Crushes Meme Assets
December 08, 2021
Tickers
BUZZ
DOCU
GME
NVDA
Tags
DOCU
GME
NYSE:GME,NASDAQ:DOCU,NYSEARCA:BUZZ,NASDAQ:TSLA,NASDAQ:NVDA,CCC:DOGE/USD
From
InvestorPlace
DocuSign Has Some Negotiating To Do
December 08, 2021
Tickers
ADBE
ARKF
ARKK
ARKW
Tags
CRM
Benzinga
ARKW
From
Benzinga
< Previous
1
2
...
26
27
28
29
30
31
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.