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 Microsoft Corp/
Recent news which mentions Microsoft Corp/
< Previous
1
2
3
4
5
Next >
Report: Aurora ponders possible sale to Microsoft or Apple amid other options
September 02, 2022
Tickers
INNO
Tags
Aurora Innovation Inc/
Technology
Automotive
From
Business Journals
The National Beat: Tasmanian tigers, an $80M VC fund from the Packers and startup layoffs
August 25, 2022
Tickers
INNO
Tags
Technology
Bill Smith
Target
From
Business Journals
Seattle falls out of top 10 metros for tech job postings as Amazon, Microsoft slow hiring
August 23, 2022
Tickers
INNO
Tags
Software
Technology
Startups
From
Business Journals
Bill Gates-controlled investment fund buys $57 million in Ecolab, expanding stake
August 22, 2022
Tags
Manufacturing
Bill Gates
Microsoft Corp/
From
Business Journals
American Airlines cuts plans, LyondellBasell incentives, Boeing strike: The National Observer August 1, 2022
August 01, 2022
Tags
Twitter
Government & Regulations
LyondellBasell
From
Business Journals
Asurion layoffs, Boeing's megadeal with Delta: The National Observer July 20, 2022
July 20, 2022
Tags
Technology
Small Business Administration
Alphabet/Google LLC
From
Business Journals
Seattle-area CEOs back effort that would require schools to offer computer science education
July 14, 2022
Tickers
CODE
Tags
Information Technology
Education
Code
From
Business Journals
Bellevue startup SeekOut snags Qualtrics exec as chief product officer
July 13, 2022
Tickers
INNO
Tags
Qualtrics International Inc/
Claire Fang
Microsoft Corp/
From
Business Journals
More states are embracing pay transparency. Experts say businesses should take note.
June 19, 2022
Tags
Legal Services
Career & Workplace
Government & Regulations
From
Business Journals
Enchanted Rock chosen to develop renewable microgrid for Microsoft data center
June 17, 2022
Tickers
INNO
Tags
Renewable Energy
Sanjeev Kumar
Oil & gas
From
Business Journals
Former Expedia exec taking over as Remitly CFO
June 07, 2022
Tickers
INNO
Tags
Banking & Financial Services
Microsoft Corp/
Expedia Group
From
Business Journals
MuteMe's illuminated computer mute button gets Amazon placement
June 07, 2022
Tickers
INNO
Tags
Amazon/com Inc/
Technology
Parm Dhoot
From
Business Journals
Cloud security provider Hornetsecurity acquires Germany-based IT-Seal
May 24, 2022
Tickers
INNO
Tags
Mergers and Acquisitions
Microsoft Corp/
Inno
From
Business Journals
Microsoft to boost employee pay in effort to stop attrition
May 17, 2022
Tags
Human Resources
Microsoft Corp/
Career & Workplace
From
Business Journals
Salesforce says it will help employees move out of states that ban abortion
May 13, 2022
Tags
Politico LLC
Salesforce
Politics
From
Business Journals
How Peach Mindfulness is bringing users a simplified path to meditation
May 10, 2022
Tickers
INNO
Tags
Startups
Technology
Leslie Vaillancourt
From
Business Journals
Rose City Games' latest title lands on Xbox Game Pass
May 02, 2022
Tickers
INNO
Tags
Corey Warning
Technology
Will Lewis
From
Business Journals
Molly Brown is here to stay
May 02, 2022
Tickers
INNO
Tags
Inno
Microsoft Corp/
Molly Brown
From
Business Journals
Pittsburgh startup Make it Home Safe featured among select group of tech titans at CES on the Hill event
April 08, 2022
Tickers
INNO
Tags
Inno
Amazon/com Inc/
Technology
From
Business Journals
Apartment tower Asher opens in Water Street Tampa
April 05, 2022
Tags
Strategic Property Partners LLC
Lee Schaffler
Microsoft Corp/
From
Business Journals
Qualtrics rapidly grows Seattle presence with big space in 2+U tower
March 28, 2022
Tickers
INNO
Tags
T/Mobile US Inc/
Amazon
Inno
From
Business Journals
Trust linked to Billionaire Bill Gates, his daughter sells South Florida equestrian estate for $26M
March 24, 2022
Tags
Residential Real Estate
Jennifer Gates
Kevin Minco
From
Business Journals
Microsoft launches free hub for startup founders
March 08, 2022
Tickers
INNO
Tags
Microsoft Corp/
Inno
Microsoft Corporation
From
Business Journals
Reston cyber company Mandiant reaches $5.4B deal to sell to Google
March 08, 2022
Tags
Thomas Kurian
Microsoft Corp/
Banking & Financial Services
From
Business Journals
Constellation partners with Microsoft to reduce carbon emissions
March 07, 2022
Tags
Renewable Energy
Energy
Cloud Computing
From
Business Journals
Remitly hires Google, Microsoft vet as chief technology officer
February 28, 2022
Tickers
INNO
Tags
Technology
Karim Meghji
Ankur Sinha
From
Business Journals
U.S. Bank to keep Chaska data center open after move to cloud
February 24, 2022
Tags
Microsoft Corp/
Banking & Financial Services
U/S/ Bancorp
From
Business Journals
Acumatica names former Microsoft Office exec as CEO amid rapid growth
February 16, 2022
Tickers
INNO
Tags
Acumatica Inc/
Jon Roskill
Technology
From
Business Journals
Microsoft to fully reopen offices soon in move toward hybrid work
February 15, 2022
Tags
Technology
Human Resources
Career & Workplace
From
Business Journals
Imprint Engine triples HQ as industry shifts towards rewarding remote workers
February 08, 2022
Tickers
UBER
Tags
Media & Marketing
Microsoft Corp/
Uber
From
Business Journals
< Previous
1
2
3
4
5
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.