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 DocuSign Inc
Recent news which mentions DocuSign Inc
< Previous
1
2
3
Next >
Clear CEO Caryn Seidman Becker on future of identity verification technology in daily life
July 02, 2025
Tags
DocuSign Inc
Travel
Okta Inc
From
CNBC.com News
Cramer's Lightning Round: 'Stay away from Workday'
June 25, 2025
Tags
DocuSign Inc
Investing
S&P 500
From
CNBC.com News
DocuSign stock tanks 18% after company cuts billings outlook
June 06, 2025
Tags
Enterprise
Internet
DocuSign Inc
From
CNBC.com News
Shares of DocuSign surge 14% on strong earnings, AI boost
March 14, 2025
Tags
DocuSign Inc
Internet
Mobile
From
CNBC.com News
Cramer's week ahead: Labor report, plus Gitlab and Crowdstrike earnings
May 31, 2024
Tags
Investment Strategy
Lululemon Athletica Inc
THE JM SMUCKDRN
From
CNBC.com News
DocuSign chief says company wants to stay public after reports of private equity takeover interest
May 22, 2024
Tickers
LAW
Tags
Technology
Mergers and acquisitions
Breaking News: Technology
From
CNBC.com News
Ericsson will cut 1,200 jobs in Sweden
March 25, 2024
Tags
Amazon/com Inc
Cisco Systems Inc
eBay Inc
From
CNBC.com News
DocuSign to lay off 6% of workforce, or about 440 jobs
February 06, 2024
Tags
DocuSign Inc
Layoffs
Internet
From
CNBC.com News
DocuSign shares spike on report company is exploring a sale
December 15, 2023
Tags
DocuSign Inc
Breaking News: Technology
Technology
From
CNBC.com News
Cramer's Lightning Round: Sell Seagen
November 03, 2023
Tags
Stock markets
KLA Corp
Mad Money
From
CNBC.com News
Stocks making the biggest moves midday: Kroger, DocuSign, Planet Labs, First Solar and more
September 08, 2023
Tickers
RH
Tags
Market Insider
First Solar Inc
Business
From
CNBC.com News
Stocks making the biggest moves before the bell: Kroger, DocuSign, Snowflake, Adobe and more
September 08, 2023
Tickers
RH
Tags
Kroger Co
RH
stocks
From
CNBC.com News
Stocks making the biggest moves after hours: DocuSign, Smartsheet, Planet Labs and more
September 07, 2023
Tickers
RH
Tags
RH
stocks
Vinfast Auto Ltd
From
CNBC.com News
Here are the 13 stocks Jim Cramer is watching, including Eli Lilly, McDonald's
September 07, 2023
Tags
DocuSign Inc
elf Beauty Inc
Investing
From
CNBC.com News
Today's top AI firms may not be the best long-term investments, advisor says
August 26, 2023
Tags
DocuSign Inc
Investing
Technology: Companies
From
CNBC.com News
Stocks making the biggest moves midday: Sonoma Pharmaceuticals, Braze, Adobe and more
June 09, 2023
Tags
Market Insider
Economy
Business
From
CNBC.com News
Stocks making the biggest moves premarket: Target, Tesla, General Motors, DocuSign and more
June 09, 2023
Tags
Adobe Inc/
Markets
Finance
From
CNBC.com News
DocuSign shares rise on earnings beat and strong guidance
June 08, 2023
Tags
Breaking News: Technology
US: News
Technology
From
CNBC.com News
Stocks making the biggest moves after hours: DocuSign, General Motors, Vail Resorts and more
June 08, 2023
Tags
Breaking News: Markets
Stock markets
General Motors Co
From
CNBC.com News
Google is making it easier to log in to its services without a password
May 03, 2023
Tags
Consumer electronics
US: News
Apple Inc
From
CNBC.com News
Silicon Valley Bank signed exclusive banking deals with some clients, leaving them unable to diversify
March 12, 2023
Tags
Wells Fargo & Co
Edgio Inc
Technology
From
CNBC.com News
Stocks making the biggest moves midday: Signature Bank, First Republic, Oracle and more
March 10, 2023
Tags
Oracle Corp
stocks
Caterpillar Inc
From
CNBC.com News
Stocks making the biggest moves premarket: SVB Financial, Allbirds, DocuSign and more
March 10, 2023
Tags
Gap Inc
Zions Bancorporation NA
Oracle Corp
From
CNBC.com News
Stocks making the biggest moves after hours: SVB Financial, Oracle, Gap and more
March 09, 2023
Tags
SVB Financial Group
Market Insider
Economy
From
CNBC.com News
Stocks making the biggest moves midday: Home Depot, DocuSign, General Mills and more
February 21, 2023
Tags
HSBC Holdings PLC
General Mills Inc
Generac Holdings Inc
From
CNBC.com News
Stocks making the biggest moves midday: Twilio, Tripadvisor, Boston Beer, Roku and more
February 16, 2023
Tags
West Pharmaceutical Services Inc
Roku Inc
Virgin Galactic Holdings Inc
From
CNBC.com News
Stocks making the biggest moves midday: Netflix, Lululemon, DocuSign and more
December 09, 2022
Tickers
RH
Tags
Beyond Meat Inc
Amerisourcebergen Corp
Carvana Co
From
CNBC.com News
Stocks making the biggest moves premarket: Lululemon, Costco, Broadcom and others
December 09, 2022
Tickers
RH
Tags
Market Insider
Economy
Amerisourcebergen Corp
From
CNBC.com News
Stocks making the biggest moves after hours: Lululemon, Costco and more
December 08, 2022
Tags
Costco Wholesale Corp
Markets
DocuSign Inc
From
CNBC.com News
After leading $20 billion Figma deal, Adobe's David Wadhwani is in prime spot to be next CEO
October 31, 2022
Tags
DocuSign Inc
Informatica Inc
Adobe Inc/
From
CNBC.com News
< Previous
1
2
3
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.