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 NASDAQ:SPNS
Recent news which mentions NASDAQ:SPNS
SPNS Stock Earnings: Sapiens Intl Corp Beats EPS, Beats Revenue for Q1 2024
May 08, 2024
Tickers
SPNS
Tags
NASDAQ:SPNS
Market News
SPNS
From
InvestorPlace
4 Software Stock Buys for Stability and Value
March 12, 2024
Tags
:KARO
NASDAQ:SSNC
:RMNI
From
StockNews.com
MSFT Earnings Impact: Buy or Hold Decision?
January 29, 2024
Tags
:YEXT
NASDAQ:MSFT
:SWI
From
StockNews.com
The Compelling Case for Adding SS&C Technologies (SSNC) to Your 2024 Portfolio
January 10, 2024
Tickers
SSNC
Tags
NASDAQ:SPNS
NASDAQ:CVLT
NASDAQ:SSNC
From
StockNews.com
Is E2open (ETWO) a Software Earnings Goldmine?
January 08, 2024
Tickers
ETWO
Tags
:ETWO
NASDAQ:SPNS
:YEXT
From
StockNews.com
Analyzing Microsoft (MSFT) Gains: 2024 Buy or Sell Opportunity?
December 22, 2023
Tickers
MSFT
Tags
NASDAQ:SPNS
NASDAQ:FFIV
NASDAQ:MSFT
From
StockNews.com
How Much Momentum Is Left in These Promising Software Stocks?
December 21, 2023
Tags
:DOCU
NASDAQ:SPNS
NYSE:SAP
From
StockNews.com
Why F5, Inc. (FFIV) is a Must-Have Software Stock for Your Portfolio?
December 01, 2023
Tickers
FFIV
Tags
:SWI
NASDAQ:FFIV
:YEXT
From
StockNews.com
3 Software Stocks With Download-Ready Gains
November 20, 2023
Tags
NASDAQ:SPNS
:MKTW
NASDAQ:DSGX
From
StockNews.com
3 Software Stocks With Promising Upside Potential
October 31, 2023
Tags
:SWI
NASDAQ:SPNS
NASDAQ:AGYS
From
StockNews.com
Investor's Dilemma: Should You Buy Microsoft (MSFT) Stock This Week?
October 13, 2023
Tickers
MSFT
Tags
NASDAQ:FFIV
NYSE:ORCL
NASDAQ:MSFT
From
StockNews.com
In-depth Analysis of Microsoft (MSFT): Reviewing the Software Stocks' Ratings
September 21, 2023
Tickers
MSFT
Tags
NASDAQ:SPNS
NASDAQ:FFIV
NYSE:VMW
From
StockNews.com
3 Top Software Stocks to Power Your Portfolio in September
August 30, 2023
Tags
NASDAQ:FFIV
NYSE:VMW
NASDAQ:SPNS
From
StockNews.com
3 Hot Software Stocks to Pick up This Week
August 22, 2023
Tags
NASDAQ:SPNS
NYSE:VMW
NASDAQ:FFIV
From
StockNews.com
Microsoft Corp. (MSFT): Yay or Nay for Investors?
August 21, 2023
Tickers
MSFT
Tags
NASDAQ:MSFT
NYSE:VMW
NASDAQ:FFIV
From
StockNews.com
Is Microsoft (MSFT) a Good Buy for August?
July 31, 2023
Tickers
MSFT
Tags
NASDAQ:SPNS
NASDAQ:MSFT
NYSE:VMW
From
StockNews.com
Don’t Miss Out on These 3 Strong Software Stocks
July 13, 2023
Tags
NASDAQ:SPNS
NASDAQ:FFIV
NYSE:VMW
From
StockNews.com
Is Microsoft (MSFT) a Strong Buy This Week?
July 13, 2023
Tickers
MSFT
Tags
NYSE:VMW
NASDAQ:MSFT
NYSE:HRB
From
StockNews.com
Is ServiceNow (NOW) the Best Software Stock to Buy This Week?
June 23, 2023
Tickers
NOW
Tags
NASDAQ:SPNS
NASDAQ:NVDA
NASDAQ:FFIV
From
StockNews.com
Should You Invest in Microsoft (MSFT) This Week?
June 22, 2023
Tickers
MSFT
Tags
NASDAQ:FFIV
NYSE:VMW
NASDAQ:MSFT
From
StockNews.com
3 Software Stocks to Consider Buying
May 22, 2023
Tags
NYSE:GDDY
NASDAQ:SPNS
NASDAQ:CSGS
From
StockNews.com
Could Microsoft Stock Help You Retire Early?
October 13, 2022
Tags
NASDAQ:SPNS
NYSE:VMW
NASDAQ:MSFT
From
StockNews.com
3 Software Stocks to Buy Now and 1 to Sell
September 21, 2022
Tags
NASDAQ:FFIV
NASDAQ:MSFT
NASDAQ:SPNS
From
StockNews.com
Heavy Call Buying in Microsoft, is It a Good Stock to Buy?
June 20, 2022
Tags
NASDAQ:SPNS
:STWRY
NASDAQ:DOX
From
StockNews.com
Should You Add Datadog Stock to Your Growth Portfolio?
June 18, 2022
Tags
:STWRY
NASDAQ:DOX
:DDOG
From
StockNews.com
5 A-Rated Technology Stocks to Buy This Month
June 13, 2022
Tags
NASDAQ:OTEX
:FJTSY
NASDAQ:SPNS
From
StockNews.com
Is HashiCorp a Buy Under $35?
June 10, 2022
Tags
NASDAQ:DOX
NYSE:HCP
:STWRY
From
StockNews.com
5 Tech Stocks Poised to Bounce Back
June 08, 2022
Tags
NASDAQ:NICE
NASDAQ:ACIW
NASDAQ:SPNS
From
StockNews.com
5 Software Stocks Rated 'Strong-Buy' For June 2022
June 01, 2022
Tags
NASDAQ:PRGS
NASDAQ:AMSWA
NASDAQ:SPNS
From
StockNews.com
Is RingCentral a Smart Software Stock to Invest in Now?
May 18, 2022
Tags
:STWRY
NYSE:VMW
NYSE:RNG
From
StockNews.com
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.