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 Okta Inc
Recent news which mentions Okta Inc
< Previous
1
2
3
Next >
Okta raises forecast as CEO says economic conditions were ‘better than we thought’
August 26, 2025
Tags
Breaking News: Technology
Breaking News: Earnings
Business
From
CNBC.com News
Palo Alto CEO Nikesh Arora confronts Wall Street skeptics after company’s biggest bet yet
August 05, 2025
Tags
Microsoft Corp
Alphabet Inc
The Edge
From
CNBC.com News
CyberArk shares jump as much as 18% on report of Palo Alto Networks takeover talks
July 29, 2025
Tags
Software
Palo Alto Networks Inc
Social media
From
CNBC.com News
Cramer's Lightning Round: SoFi is a buy
July 10, 2025
Tags
Investment Strategy
Stock markets
stocks
From
CNBC.com News
Clear CEO Caryn Seidman Becker on future of identity verification technology in daily life
July 02, 2025
Tags
Airport Services
AI / Artificial Intelligence
Uber Technologies Inc
From
CNBC.com News
Cramer's Lightning Round: 'It's the time to buy McDonald's'
June 27, 2025
Tags
Investment strategy
S&P 500
Monster Beverage Corp
From
CNBC.com News
Jim Cramer's top 10 things to watch in the stock market Wednesday
May 28, 2025
Tags
CNBC Investing Club: Cramer’s Morning Thoughts
Investment strategy
CNBC Investing Club: Analysis
From
CNBC.com News
Okta CEO Todd McKinnon on the security risks of agentic AI moving 'from prototypes to production'
May 27, 2025
Tickers
CEO
Tags
Cybersecurity
Stock Picks
Investment Strategy
From
CNBC.com News
Okta shares plunge 10% as company maintains guidance, citing macroeconomic uncertainties
May 27, 2025
Tags
Okta Inc
Earnings
Software
From
CNBC.com News
Cramer's week ahead: Earnings from Nvidia, Dell, Costco and Salesforce
May 23, 2025
Tags
Autozone Inc
NVIDIA Corp
Business
From
CNBC.com News
Palantir is soaring while its tech peers are sinking. Here's why
April 28, 2025
Tags
Amazon/com Inc
Palantir Technologies Inc
Apple Inc
From
CNBC.com News
Cloud software vendors Atlassian, Snowflake and Workday are betting on security startup Veza
April 28, 2025
Tags
Snowflake Inc/
Software
Venture Capital
From
CNBC.com News
Jim Cramer explains why these market themes are working right now
April 14, 2025
Tags
Mad Money
Agnico Eagle Mines Ltd
Business News
From
CNBC.com News
Okta pops more than 20% on strong earnings and guidance beat
March 04, 2025
Tags
Breaking News: Technology
Cybersecurity
Technology
From
CNBC.com News
Abnormal Security hires ex-ServiceNow exec as CFO as company starts prepping for IPO
January 22, 2025
Tickers
IPO
IPOS
Tags
Goldman Sachs Group Inc
ServiceTitan Inc
Reddit Inc
From
CNBC.com News
Okta shares pop 18% on earnings beat, strong guidance
December 03, 2024
Tags
Breaking News: Technology
Okta Inc
Earnings
From
CNBC.com News
Cramer's Lightning Round: Talen Energy is 'in good shape'
November 06, 2024
Tags
Stock markets
stocks
Investment Strategy
From
CNBC.com News
Microsoft is outsourcing its best AI, tech CEO says — and that's good news for Google
June 10, 2024
Tags
AI / Artificial Intelligence
Economy
Breaking News: Technology
From
CNBC.com News
Databricks acquires data-optimization startup Tabular in fresh challenge to Snowflake
June 04, 2024
Tags
Snowflake Inc/
Salesforce Inc
Alphabet Inc
From
CNBC.com News
Software stocks got pummeled this week after a cluster of troubling earnings reports
June 01, 2024
Tags
Gitlab Inc
Breaking News: Technology
Business
From
CNBC.com News
Stocks making the biggest moves after hours: Salesforce, UiPath, Capri, Pure Storage and more
May 29, 2024
Tags
Nutanix Inc
Okta Inc
Earnings
From
CNBC.com News
Cramer's Lighting Round: Dell is a buy
May 01, 2024
Tags
Business
S&P 500
Investment strategy
From
CNBC.com News
Tech's longtime highfliers are growing up by getting smaller
February 02, 2024
Tags
Apple Inc
Layoffs
Okta Inc
From
CNBC.com News
Zoom is cutting about 150 jobs, or close to 2% of its workforce
February 01, 2024
Tags
Microsoft Corp
Alphabet Inc
Technology
From
CNBC.com News
Okta to lay off 7% of staff, about 400 employees
February 01, 2024
Tags
Enterprise
Internet
Labor economy
From
CNBC.com News
CrowdStrike CEO George Kurtz on China, Microsoft and the SEC
December 14, 2023
Tags
MGM Resorts International
Europe News
Microsoft Corp
From
CNBC.com News
Okta hackers stole data on all customer support users, company says
November 28, 2023
Tags
MGM Resorts International
Internet
Enterprise
From
CNBC.com News
Okta cybersecurity breach wipes out more than $2 billion in market cap
October 23, 2023
Tags
Politics
Hacking
Technology
From
CNBC.com News
Okta shares fall after company says client files were accessed by hackers via its support system
October 20, 2023
Tags
Okta Inc
Breaking News: Technology
Technology
From
CNBC.com News
Jim Cramer sees a bull market in cybersecurity
October 09, 2023
Tags
Business News
Markets
Mad Money
From
CNBC.com News
< Previous
1
2
3
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.