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 Mergers and acquisitions
Recent news which mentions Mergers and acquisitions
< Previous
1
2
...
26
27
28
29
30
31
32
33
Next >
Ergonomic desk maker Ergotron sold to Sterling Group of Texas for $650 million
June 08, 2022
Tags
Mergers and Acquisitions
Manufacturing
The Sterling Group
From
Business Journals
Becton Dickinson buys NC technology company for $1.5B
June 08, 2022
Tickers
INNO
Tags
Rob Kill
Parata Systems
Medical Devices
From
Business Journals
ARC Physical Therapy+ expands into Arkansas for first time, opens 29th clinic
June 07, 2022
Tags
Matt Condon
Health Care
Mergers and Acquisitions
From
Business Journals
Total Secure Technology expands with Monterey acquisition
June 06, 2022
Tags
Cybersecurity
Technology
Jon Cooper
From
Business Journals
The Federal Trade Commission sues to block HCA deal
June 06, 2022
Tags
Hospitals
Insurance
HCA Healthcare Inc/
From
Business Journals
TBJ Plus: Durham women earn major dollars; Triangle Restaurant Week begins; Musk threatens Twitter deal
June 06, 2022
Tags
Social media
Diversity, Equity and Inclusion
Sporting Venues
From
Business Journals
Becton Dickinson buys Durham technology company for $1.5B
June 06, 2022
Tags
Parata Systems
Rob Kill
Insurance
From
Business Journals
Mobile mechanic service Wrench acquires California-based competitor
June 03, 2022
Tickers
INNO
Tags
Ed Petersen
Wrench Inc/
Technology
From
Business Journals
Insurance brokerage Starkweather & Shepley acquires Conn. benefits firm
June 03, 2022
Tags
Professional Services
Mergers and Acquisitions
Property & Casualty Insurance
From
Business Journals
San Jose app marketing startup Gummicube was acquired by a Portland firm
June 01, 2022
Tickers
INNO
Tags
Technology
Startups
Mergers and Acquisitions
From
Business Journals
FE International Leads Acquisition of AnswerThePublic, a Keyword Research Tool SaaS Business, by NP Digital
June 01, 2022
Tags
FE International
online business
NP Digital
From
PRUnderground
May M&A Roundup: Sweat patches, corporate training and crowdfunding
June 01, 2022
Tickers
INNO
Tags
Venture capital
Inno
Mergers and Acquisitions
From
Business Journals
Chinese electric car start-up WM Motor files to go public in Hong Kong
June 01, 2022
Tickers
IPOS
Tags
China Markets
Finance
Deals & IPOs
From
CNBC.com News
Brighter Electrical acquires Look Electrical
May 31, 2022
Tickers
MA
Tags
Florida
arizona
Electrical contracting
From
PRUnderground
Months after key acquisition, apparel company adding distribution center in Greater Cincinnati
May 31, 2022
Tags
Mergers and Acquisitions
From
Business Journals
All the Tampa Bay tech promotions, acquisitions and relocations in May
May 31, 2022
Tickers
INNO
Tags
Venture capital
Inno
Mergers and Acquisitions
From
Business Journals
GlaxoSmithKline to buy vaccine developer with 'potentially disruptive technology' in deal worth up to $3.3B
May 31, 2022
Tags
Bill & Melinda Gates Foundation
Pharmaceuticals
Insurance
From
Business Journals
Report: Qualcomm CEO says he wants a piece of ARM's upcoming IPO
May 31, 2022
Tags
QUALCOMM Incorporated
Mergers and Acquisitions
Technology
From
Business Journals
Zurn shareholders approve issuing stock for $1.56 billion Elkay acquisition
May 26, 2022
Tags
Mergers and Acquisitions
Todd Adams
Manufacturing
From
Business Journals
HackEDU acquires North Carolina-based and cybersecurity education peer
May 26, 2022
Tickers
INNO
Tags
Inno
Cybersecurity
Technology
From
Business Journals
Medtronic forming kidney care company with DaVita, misses on earnings
May 26, 2022
Tags
Manufacturing
Medtronic
Medical Devices
From
Business Journals
Puppet CEO exits following sale to Perforce Software
May 25, 2022
Tickers
INNO
Tags
Yvonne Wassenaar
Software
Inno
From
Business Journals
General Mills sells Helper, Suddenly Salad businesses to Eagle Foods
May 25, 2022
Tags
General Mills Inc/
Manufacturing
Banking & Financial Services
From
Business Journals
Cloud security provider Hornetsecurity acquires Germany-based IT-Seal
May 24, 2022
Tickers
INNO
Tags
Daniel Hofmann
Yannic Ambach
David Kelm
From
Business Journals
Red Elephant continuing as e-commerce company after CU Ventures buyout: Behind the Deal
May 24, 2022
Tickers
INNO
Tags
Jake Dehne
Inno
Richard Koenings
From
Business Journals
Columbia tech company Rekor Systems to acquire Southern Traffic Services for $14.5M
May 24, 2022
Tickers
INNO
Tags
Inno
Rekor Systems Inc/
Mergers and Acquisitions
From
Business Journals
Three-time Fast 50 company Agforce Transport Services sells to CGB
May 24, 2022
Tags
Logistics & Transportation
Shipping & Logistics
Michael Preisinger
From
Business Journals
Report: Broadcom may pay $60B for VMware in a deal to be announced Thursday
May 23, 2022
Tags
Software
Semiconductors
Mergers and Acquisitions
From
Business Journals
Luminar's stock is down 44% since it went public. Here's why CEO Austin Russell still thinks it was a good deal.
May 23, 2022
Tags
Venture capital
Logistics & Transportation
Technology
From
Business Journals
Reports: Broadcom in talks to buy VMware in deal that could top $40B
May 23, 2022
Tags
Broadcom Inc/
Mergers and Acquisitions
Technology
From
Business Journals
< 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.