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 Lyft Inc/
Recent news which mentions Lyft Inc/
Daily Digest: Former Birkenstock footprint takes new shape, Tesla launches taxis without the robo
July 31, 2025
Tags
Lyft Inc/
Commercial Real Estate
Motive Technologies Inc/
From
Business Journals
Daily Digest: BART grapples with major outage; New twist for $125 million Bay Area listing
May 09, 2025
Tags
Cloudflare Inc/
Logistics & Transportation
Roundup
From
Business Journals
Daily Digest: Uber, Lyft's AI deactivations; Bay Area billionaire leads push to buy of Boston Celtics
March 21, 2025
Tags
Uber Technologies Inc/
Lyft Inc/
Technology
From
Business Journals
Daily Digest: Retailer to shutter swath of Bay Area stores; OSHA hits Tesla with 'serious' violation
February 12, 2025
Tags
Retailing
Roundup
UCSF Benioff Children's Hospital Oakland
From
Business Journals
Daily Digest: Lyft's new robotaxi plans; Realtor.com rolls out of Bay Area
February 10, 2025
Tags
Adobe Inc/
Netflix Inc/
Technology
From
Business Journals
Lyft’s Big Bet: Robotaxis Set to Hit Dallas by 2026
February 10, 2025
Tickers
NEWS
Tags
Lyft Inc/
33
News
From
Wall Street Pit
Eventbrite CEO Julia Hartz sees her job as fighting loneliness
February 03, 2025
Tags
Executive Profiles
Lyft Inc/
David Risher
From
Business Journals
Lyft Shares Spike on Robust Earnings Forecast Powered by Record Trips
November 07, 2024
Tickers
LYFT
NEWS
Tags
News
33
Lyft Inc/
From
Wall Street Pit
Daily Digest: Meta's math called into question; OpenAI's for-profit move
November 05, 2024
Tags
Technology
Meta Platforms Inc/
Five9 Inc/
From
Business Journals
Daily Digest: High-end Moroccan restaurant closes doors; Robinhood opens election trades
October 28, 2024
Tags
General Catalyst
Lyft Inc/
Roundup
From
Business Journals
Daily Digest: High-rise pitched for shuttered Nob Hill site; S.F. condo project dies
October 18, 2024
Tags
Stripe Inc/
Roundup
Commercial Real Estate
From
Business Journals
Daily Digest: State Farm to shed 1 million policies; AI chipmaker's IPO
October 01, 2024
Tags
Stanford University
Roundup
State Farm Fire & Casualty Insurance Co/
From
Business Journals
Daily Digest: Lyft restructures; Is Salesforce back on M&A track?
September 04, 2024
Tags
Technology
Lyft Inc/
Udemy, Inc/
From
Business Journals
Daily Digest: Salesforce pushes office return; NerdWallet restructures
July 31, 2024
Tags
Waymo LLC
Roundup
NerdWallet Inc/
From
Business Journals
Daily Digest: Downtown building defaults; Local MLS dodges suit
June 28, 2024
Tags
Commercial Real Estate
Armanino Foods of Distinction Inc/
Lyft Inc/
From
Business Journals
Daily Digest: Google to purge browsing history data; Law targets employee 'right-to-disconnect'
April 02, 2024
Tags
United Airlines
Roundup
The Boeing Co/
From
Business Journals
Lyft expands option for women riders to match with women drivers
November 06, 2023
Tags
Transportation
Lyft Inc/
Logistics & Transportation
From
Business Journals
Daily Digest: Uber, Lyft to pay huge wage-theft settlement; DoorDash surges
November 02, 2023
Tags
Lyft Inc/
Uber Technologies Inc/
Battery Ventures LP
From
Business Journals
Daily Digest: Free use of X platform could end; Square CEO to depart
September 19, 2023
Tags
Block Inc/
Lyft Inc/
Roundup
From
Business Journals
Daily Digest: Authors file lawsuit against OpenAI; Lyft rolls out new feature for women
September 12, 2023
Tags
Lyft Inc/
Roundup
Technology
From
Business Journals
Daily Digest: Musk rebrands Twitter; Gap names new Athleta CEO
July 24, 2023
Tags
Twitter
Roundup
The Gap Inc/
From
Business Journals
Daily Digest: People's Park builder bails out; Who is Twitter's new CEO?
May 12, 2023
Tags
Meta Platforms Inc/
Dropbox Inc/
Technology
From
Business Journals
Daily Digest: Best Places to Work in Bay Area revealed; Slew of big firms post earnings
May 05, 2023
Tags
Technology
Roundup
FTV Capital
From
Business Journals
New Lyft CEO warns workforce that major layoffs are coming next week
April 21, 2023
Tags
Logistics & Transportation
Uber Technologies Inc/
Transportation
From
Business Journals
Lyft co-founders Logan Green, John Zimmer leaving management roles
March 27, 2023
Tags
Lyft Inc/
Transportation
Logistics & Transportation
From
Business Journals
Minneapolis bike rental service Nice Ride Minnesota will lose sponsor Blue Cross Blue Shield
November 23, 2022
Tags
Lyft Inc/
Sona Iliffe/Moon
Local Transit
From
Business Journals
'No one's hiding from this': Small companies, biotechs impacted by national wave of tech layoffs
November 10, 2022
Tickers
INNO
Tags
Twitter
Lyft Inc/
Unisys Corp/
From
Business Journals
Growing Atlanta startup allows gig workers to rent cars
November 09, 2022
Tickers
INNO
Tags
DoorDash Inc/
Automotive
Inno
From
Business Journals
Tuesday Digest: CEO successor named at Levi's; a Twitter paywall?
November 08, 2022
Tags
Government & Regulations
Roundup
Brex Inc/
From
Business Journals
Citing insurance costs, Lyft sheds hundreds of staff in new round of layoffs
November 03, 2022
Tags
Lyft Inc/
Twitter
Chime
From
Business Journals
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.