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 >
Investors set their sights on upcoming inflation report as the bear market rally falters
June 03, 2022
Tags
Asia Markets
Verint Systems Inc
DocuSign Inc
From
CNBC.com News
Tech selloff puts Nasdaq on pace for worst day since June 2020
May 05, 2022
Tags
Netflix Inc
Technology
ETSY Inc
From
CNBC.com News
Stocks making the biggest moves midday: Chegg, Expedia, BP and more
May 03, 2022
Tags
Breaking News: Markets
Pfizer Inc
Nutrien Ltd
From
CNBC.com News
Jim Cramer on how 9 ‘pandemic plays’ that rallied Monday will perform going forward
April 04, 2022
Tags
Markets
U/S/ Markets
stocks
From
CNBC.com News
Hedge funds choosing 'fresh' stocks over obvious winners drove Thursday's rally, Jim Cramer says
March 24, 2022
Tags
stocks
Business
Markets
From
CNBC.com News
Stocks making the biggest moves midday: Meta, Rivian, Oracle, DocuSign and more
March 11, 2022
Tags
Oracle Corp
U/S/ Markets
Blink Charging Co
From
CNBC.com News
What to watch today: Futures jump on hopes of progress in Russia-Ukraine talks
March 11, 2022
Tags
General Motors Co
Ford Motor Co
Toyota Motor Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Oracle, Uber, Pearson and others
March 11, 2022
Tags
Toyota Motor Corp
Breaking News: Markets
Deutsche Bank AG
From
CNBC.com News
Stocks making the biggest moves after hours: Rivian, Oracle, DocuSign and more
March 10, 2022
Tags
U/S/ Markets
Oracle Corp
Markets
From
CNBC.com News
Cramer’s week ahead: Ulta has the best chance of 'roaring higher' during light earnings week
March 04, 2022
Tags
CrowdStrike Holdings Inc
Campbell Soup Co
Bumble Inc
From
CNBC.com News
Russia's Ukraine conflict, big inflation report will keep the stock market volatile in coming week
March 04, 2022
Tags
Stock markets
United Natural Foods Inc
Thor Industries Inc
From
CNBC.com News
Cramer: 'We're not in a world of the pandemic anymore' and many companies aren't ready
February 16, 2022
Tags
Airbnb Inc
Interest Rates
Coronavirus
From
CNBC.com News
Cloud stocks are off to a brutal start to 2022 as investors sour on pandemic's top performers
January 07, 2022
Tags
Shopify Inc
Enterprise
Business
From
CNBC.com News
Jim Cramer's 2022 outlook for the worst-performing Nasdaq 100 stocks in 2021
January 04, 2022
Tags
Investment Strategy
Business News
Peloton Interactive Inc
From
CNBC.com News
Nasdaq is poised to underperform S&P 500 for first time since 2016 as investors shun tech stocks
December 28, 2021
Tags
DocuSign Inc
Spotify Technology SA
Zillow Group Inc
From
CNBC.com News
What Jim Cramer is watching Thursday — Find the money makers
December 16, 2021
Tags
Zoom Video Communications Inc
Ford Motor Co
CNBC Investing Club: Newsletter
From
CNBC.com News
This new CNBC stock index will track shares integral to the lives and careers of younger generations
December 06, 2021
Tags
Investing
Netflix Inc
DocuSign Inc
From
CNBC.com News
The worst-performing tech stocks this week suggest the U.S. is done with Covid lockdowns
December 03, 2021
Tags
Asana Inc
Consumer electronics
HP Inc
From
CNBC.com News
Stocks making the biggest moves midday: DocuSign, Didi, Nvidia, Tesla and more
December 03, 2021
Tags
U/S/ Markets
NVIDIA Corp
stocks
From
CNBC.com News
What Jim Cramer is watching in the market Friday, including the latest pandemic stock disaster
December 03, 2021
Tags
Amazon/com Inc
DocuSign Inc
Zillow Group Inc
From
CNBC.com News
DocuSign shares set to plunge 30% after the company gave weak guidance
December 03, 2021
Tags
Citi Trends Inc
Markets
DocuSign Inc
From
CNBC.com News
5 things to know before the stock market opens Friday
December 03, 2021
Tags
Economy
Business News
Tesla Inc
From
CNBC.com News
Stocks making the biggest moves before the bell: Docusign, Didi Global, Moderna and more
December 03, 2021
Tags
DiDi Global Inc
Investing
Technology
From
CNBC.com News
DocuSign plunges almost 30% after e-signature company issues weak fourth-quarter guidance
December 02, 2021
Tags
Technology
DocuSign Inc
Business
From
CNBC.com News
Stocks making the biggest moves after hours: Ulta, Marvell, DocuSign and more
December 02, 2021
Tags
DocuSign Inc
Ulta Beauty Inc
Market Insider
From
CNBC.com News
Stocks making the biggest moves before the bell: Delta, Moderna, Zoom Video, Microsoft & more
November 26, 2021
Tags
DiDi Global Inc
Southwest Airlines Co
Alibaba Group Holding Ltd
From
CNBC.com News
Work-from-home stocks wane in November. One trader sees more pain ahead
November 24, 2021
Tags
Investment Strategy
Peloton Interactive Inc
Stock markets
From
CNBC.com News
Stocks making the biggest moves midday: Netflix, Nike, Southwest Gas, Charles Schwab and more
October 05, 2021
Tags
U/S/ Markets
Hess Corp
FedEx Corp
From
CNBC.com News
Stocks making the biggest moves midday: Didi Global, Nvidia, PagerDuty and more
September 03, 2021
Tags
DiDi Global Inc
DocuSign Inc
Pagerduty Inc
From
CNBC.com News
What to watch today: S&P 500 looks higher ahead of jobs report
September 03, 2021
Tags
Aurora Cannabis Inc
DiDi Global Inc
Hewlett Packard Enterprise Co
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.