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 NYSE:MIXT
Recent news which mentions NYSE:MIXT
Is UiPath a Hidden Gem in the Automation Sector?
October 02, 2024
Tags
:PATH
:DOCU
:CCCS
From
StockNews.com
Does Palantir’s AI Push Make It a Buy Now?
September 13, 2024
Tags
:DOCU
:PLTR
NASDAQ:MSFT
From
StockNews.com
Is Twilio a Buy as Demand for Cloud Communications Grows?
August 16, 2024
Tags
NYSE:MIXT
NYSE:TWLO
:VMEO
From
StockNews.com
DOCU Pre-Earnings Watch: Is There Potential Upside?
March 04, 2024
Tags
:DOCU
:VMEO
:INFA
From
StockNews.com
3 Software Stocks to Snatch up This Week
January 25, 2024
Tags
NASDAQ:SSNC
:YEXT
NYSE:MIXT
From
StockNews.com
Informatica (INFA): A Software Gem Ready to Surge - Here's Why
December 08, 2023
Tickers
INFA
Tags
:DOCU
:VMEO
:INFA
From
StockNews.com
3 Software Stocks to Follow and Buy This Week
October 25, 2023
Tags
NYSE:MIXT
:EVCM
:DOCU
From
StockNews.com
Unlock Savings Potential With These 3 Software Stocks
October 09, 2023
Tags
:EVCM
:VMEO
NYSE:MIXT
From
StockNews.com
Should Investor Buy DocuSign (DOCU) Before Earnings?
September 06, 2023
Tickers
DOCU
Tags
NASDAQ:MSFT
NYSE:CRM
:VMEO
From
StockNews.com
Is C3.Ai (AI) a Strong Buy or Sell Before Earnings This Week?
September 05, 2023
Tickers
AI
Tags
NYSE:NEWR
NYSE:MIXT
NYSE:AI
From
StockNews.com
Fall Into September With These Buy-Rated Software Stocks
September 04, 2023
Tags
NASDAQ:PCYG
NYSE:MIXT
:DOCU
From
StockNews.com
3 Best Software Picks for Good Investments in September
August 30, 2023
Tags
NYSE:MIXT
:INFA
:VMEO
From
StockNews.com
Should Investors Buy, Sell or Hold Palantir Technologies (PLTR)?
August 23, 2023
Tickers
PLTR
Tags
NYSE:NEWR
NYSE:MIXT
:INFA
From
StockNews.com
4 Software Stocks Signalling BUY to Investors
August 22, 2023
Tags
NYSE:IGV
:DOCU
NYSE:NEWR
From
StockNews.com
3 Quality Software Stocks Investors Are Buying Before August
July 27, 2023
Tags
NYSE:CCL
NASDAQ:SPLK
:INFA
From
StockNews.com
3 Software Stocks to Buy for a Tech-Savvy Portfolio
July 21, 2023
Tags
NYSE:MIXT
:INFA
:SGPYY
From
StockNews.com
Is UiPath, Inc. (PATH) Becoming the Next Hot Software Stock to Buy?
July 20, 2023
Tickers
PATH
Tags
NYSE:MIXT
:INFA
:SGPYY
From
StockNews.com
3 Software Stocks to Buy Now for Profits
May 11, 2023
Tags
NYSE:MIXT
NASDAQ:DSGX
:VMEO
From
StockNews.com
Is This the End of the ChatGPT-Inspired Rally in This Stock?
April 06, 2023
Tags
NYSE:AI
NYSE:MIXT
:INFA
From
StockNews.com
Is Palantir Technologies A "Buy" After Q2 Earnings Report?
August 22, 2022
Tags
:SGPYY
NYSE:MIXT
:PLTR
From
StockNews.com
Is This Software Stock a Buy on Its Downtrend?
August 04, 2022
Tags
:SGPYY
:INFA
NYSE:MIXT
From
StockNews.com
Vimeo Down More Than 85% in a Year! Is It a Bargain?
July 05, 2022
Tags
:VMEO
:SGPYY
NYSE:MIXT
From
StockNews.com
Palantir's Latest Plunge Makes it a Stock to Avoid
July 04, 2022
Tags
:PLTR
NYSE:MIXT
:SGPYY
From
StockNews.com
Is Palantir Technologies a Buy Around $10?
June 27, 2022
Tags
:PLTR
:INFA
NYSE:MIXT
From
StockNews.com
Is This Enterprise AI Stock a Good Buy?
June 13, 2022
Tags
NASDAQ:DSGX
:INFA
NYSE:MIXT
From
StockNews.com
Is 2U Stock a Buy Under $10?
June 03, 2022
Tags
NASDAQ:TWOU
:SGPYY
NYSE:MIXT
From
StockNews.com
3 SaaS Stocks to Snatch Up in June
June 01, 2022
Tags
NASDAQ:DSGX
NYSE:MIXT
:INFA
From
StockNews.com
Should You Buy the Dip in Palantir?
May 15, 2022
Tags
NYSE:MIXT
:SGPYY
:PLTR
From
StockNews.com
Should You Buy Automation Company UiPath Following the Stock's More than 70% Drop
April 29, 2022
Tags
NYSE:MIXT
:PATH
NASDAQ:DSGX
From
StockNews.com
Is Arqit Quantum a Good SaaS Stock to Buy on the Dip?
April 26, 2022
Tags
NYSE:MIXT
NASDAQ:DSGX
:ARQQ
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.