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 LRNZ
Recent news which mentions LRNZ
CrowdStrike Expands Protection For NVIDIA Enterprise AI Factories
June 11, 2025
Tickers
CRWD
LRNZ
NEWS
NVDA
Tags
News
Top Stories
NVDA
From
Benzinga
Tech ETFs At The Forefront Of The Current Market Rally
May 10, 2025
Tickers
CRPT
DAPP
LRNZ
QQQ
Tags
CRPT
QQQ
Market News
From
TalkMarkets
Cloudflare Boosts Japan Security Services With Rakuten Mobile Partnership
April 24, 2025
Tickers
LRNZ
NET
NEWS
SPRX
Tags
NET
Equities
Market News
From
Benzinga
Why Is CrowdStrike Stock Gaining Today?
March 25, 2025
Tickers
CIBR
CRWD
LRNZ
NEWS
Tags
Movers
Analyst Ratings
Equities
From
Benzinga
CrowdStrike Falcon Platform Expands Risk Prioritization Capabilities To Network Devices: Details
March 24, 2025
Tickers
CIBR
CRWD
LRNZ
NEWS
Tags
LRNZ
Briefs
AI Generated
From
Benzinga
What's Going On With CrowdStrike Stock On Wednesday?
March 19, 2025
Tickers
CRWD
LRNZ
NEWS
Tags
News
Top Stories
General
From
Benzinga
Cloudflare Launches Cloudforce One And Security Posture Management For Real-Time Threat Response
March 18, 2025
Tickers
LRNZ
NET
NEWS
SPRX
Tags
News
Top Stories
AI Generated
From
Benzinga
CrowdStrike Teams Up With Accenture & Dicker Data: Big Moves To Simplify Cybersecurity
March 12, 2025
Tickers
AIPI
CRWD
LRNZ
NEWS
Tags
AI Generated
Top Stories
News
From
Benzinga
What's Going On With CrowdStrike Stock On Thursday?
March 06, 2025
Tickers
CRWD
LRNZ
NEWS
TECH
Tags
Movers
Equities
Market News
From
Benzinga
Voyage AI Acquisition Adds Advanced Tech, Talent to MongoDB's AI Capabilities: Analyst
February 25, 2025
Tickers
LCG
LRNZ
MDB
NEWS
Tags
Market News
Equities
Movers
From
Benzinga
What's Going On With CrowdStrike Stock Today?
February 20, 2025
Tickers
CRWD
LRNZ
NEWS
Tags
Stories That Matter
Benzinga
why it's moving
From
Benzinga
Cloudflare Introduces One-Click Tool To Combat Image Deepfakes And Misinformation
February 03, 2025
Tickers
LRNZ
NET
NEWS
SPRX
Tags
Movers
Market News
Equities
From
Benzinga
CrowdStrike Unveils Insider Risk Services To Reduce Costs From Insider Threats: Details
January 15, 2025
Tickers
CRWD
LRNZ
NEWS
TECH
Tags
Briefs
LRNZ
Top Stories
From
Benzinga
Cloudflare Opens New Lisbon HQ, Supporting 350+ Employees
October 18, 2024
Tickers
LRNZ
NET
NEWS
SPRX
Tags
LRNZ
SPRX
Benzinga
From
Benzinga
Cloudflare Taps ServiceNow Executive To Drive $5B Growth Ambition - What's Going On?
October 10, 2024
Tickers
LRNZ
NET
NEWS
SPRX
Tags
Market News
Equities
Movers
From
Benzinga
CrowdStrike Expands Marketplace, Falcon-Integrated Solutions Boost Cybersecurity Ecosystem
October 03, 2024
Tickers
AIPI
CRWD
LRNZ
NEWS
Tags
Benzinga
LRNZ
Briefs
From
Benzinga
CrowdStrike Partners With Dazz To Streamline Cloud Security; Launches Financial Services Subsidiary
September 18, 2024
Tickers
AIPI
AMZN
CRWD
LRNZ
Tags
ZS
LRNZ
Briefs
From
Benzinga
CrowdStrike, Amazon, And NVIDIA Team Up To Empower Cybersecurity Startups
September 16, 2024
Tickers
AIPI
AMZN
CRWD
LRNZ
Tags
AI Generated
NVDA
AIPI
From
Benzinga
CrowdStrike Issues Statement Following Massive Outage That Stemmed From Content Update For Windows Hosts: 'This Was Not A Cyberattack'
July 20, 2024
Tickers
CIBR
CRWD
LRNZ
MSFT
Tags
Benzinga
Technology
Tech
From
Benzinga
CrowdStrike Shares Trim Heavy Losses As Microsoft Announces Resolution Of Global Tech Outage: 'This Is Clearly A Major Black Eye'
July 19, 2024
Tickers
AAL
AAPL
AIPI
CIBR
Tags
DAL
AAPL
Equities
From
Benzinga
What's Going On With Software Company Samsara Shares Today?
June 07, 2024
Tickers
FPX
IOT
LRNZ
NEWS
Tags
Movers
Market News
Equities
From
Benzinga
Snowflake CEO Targets AI Acquisitions To Boost Growth: Report
June 05, 2024
Tickers
AMZN
CLOU
LRNZ
MSFT
Tags
Benzinga
AMZN
Stories That Matter
From
Benzinga
Snowflake & NVIDIA Team Up For AI Revolution: Details
June 04, 2024
Tickers
CLOU
LRNZ
NEWS
NVDA
Tags
Equities
Market News
Contracts
From
Benzinga
Snowflake's GenAI Initiatives Drive Investor Interest: Analyst Sees Strong Revenue Growth Ahead
May 29, 2024
Tickers
AI
CLOU
LRNZ
NEWS
Tags
SNOW
CLOU
Trading Ideas
From
Benzinga
EXCLUSIVE: Investing In AI? Diversify 'Beyond The Likes Of NVIDIA' Says WisdomTree's CIO
May 21, 2024
Tickers
AI
ANEW
ARM
ASML
Tags
QCOM
TER
THNQ
From
Benzinga
Snowflake Set to Acquire Reka AI for Over $1B, Expanding Its Generative AI Offerings
May 17, 2024
Tickers
AI
GOOG
GOOGL
LRNZ
Tags
Market News
Media
Benzinga
From
Benzinga
Why Datadog Stock Tanked After Q1 Earnings?
May 07, 2024
Tickers
DDOG
LRNZ
NEWS
TECH
Tags
Movers
Market News
Stories That Matter
From
Benzinga
Intel Spinoff Mobileye Revenue Falls Amid Supply Chain Reset, CEO Optimistic About Recovery
April 25, 2024
Tickers
INTC
LOUP
LRNZ
MBLY
Tags
Movers
Market News
LOUP
From
Benzinga
EXCLUSIVE: TrueMark Investment CEO Reveals Strategy To Beat Markets With Actively Managed ETFs
March 05, 2024
Tickers
AI
AIQ
AMD
BOTZ
Tags
ROBT
AI
New ETFs
From
Benzinga
Disruptive Tech Theme of the Week: 7 Disruptive Themes for 2024
December 18, 2023
Tickers
AI
AIQ
BATT
BUG
Tags
HACK
IHAK
CHAT
From
ETF Trends
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.