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 Oracle Corp/
Recent news which mentions Oracle Corp/
This is Oracle Corp.'s to-do list, two years after cementing record-shattering deal
May 04, 2023
Tags
Oracle Corporation
Larry Ellison
Software
From
Business Journals
Local startup Clapself wants to use AI to disrupt tech worker placement
April 11, 2023
Tickers
INNO
Tags
Oracle Corp/
Career & Workplace
Ramna Sharma
From
Business Journals
5 things: Pacific Coast Pasta Co. opens El Dorado Hills deli
April 10, 2023
Tags
5 Things to Know 2023
Retailing & Restaurants
McWhinney
From
Business Journals
SVB to split in two; Microsoft shelves campus expansion: The National Observer March 20, 2023
March 20, 2023
Tags
Oracle Corp/
University of Pennsylvania
Federal Deposit Insurance Corp/
From
Business Journals
Phillip Merrick of webMethods is back with new open source database software firm that's raised millions
March 07, 2023
Tickers
INNO
Tags
Information Technology
Oracle Corp/
Phillip Merrick
From
Business Journals
Minnesota tech, investing leaders launch holding firm Big Band Software
February 28, 2023
Tickers
INNO
Tags
Inno
Royal Street Ventures
Kevin McArdle
From
Business Journals
SFBT Digest: Property owners sue in S.F.; Chevron may let CEO stay longer
February 13, 2023
Tags
Ouster Inc/
Google
Roundup
From
Business Journals
Cary firm that works with Cisco, Oracle raises $70 million
January 23, 2023
Tickers
INNO
Tags
Cisco Systems Inc/
Technology
Oracle Corp/
From
Business Journals
Corteva's $1.2B deal; Oracle sheds campus space: The National Observer Dec. 8, 2022
December 08, 2022
Tags
Zillow Group Inc/
Redfin Corp/
Schneider National Inc/
From
Business Journals
Terran Orbital picks California; CEO says Emerson deal transformational: The National Observer Nov. 1, 2022
November 01, 2022
Tags
The National Observer
Oracle Corp/
Lockheed Martin Corp/
From
Business Journals
VA pushes back expansion of troubles Oracle Cerner system another six months
October 17, 2022
Tags
Oracle Cerner
Oracle Corporation
Health Care
From
Business Journals
Peabody merger talks; Intel, Oracle layoffs: The National Observer Oct. 13
October 13, 2022
Tags
Wells Fargo Bank, N/A/
Peabody Energy Corp/
The National Observer
From
Business Journals
Former Cerner president will be CEO of newly merged, renamed health care company
September 09, 2022
Tags
Information Technology
Technology
Castlight Health Inc/
From
Business Journals
Monday Digest: Startup to debut first robo-restaurant; Amazon's Bay Area pullback
August 22, 2022
Tags
Recruiting & Hiring
Nurx
Technology
From
Business Journals
TD to buy Cowen, SEC alleges crypto Ponzi scheme, Oracle layoffs: The National Observer August 3, 2022
August 03, 2022
Tags
Travel
Marriott International
PNC Financial Services Group Inc/
From
Business Journals
Permit filing discusses concept, construction of pedestrian bridge linking Germantown, Oracle campus
July 28, 2022
Tags
Commercial Real Estate
Infrastructure
Oracle Corporation
From
Business Journals
After The S&p 500 Fell Into A Bear Market On Monday, The Stock Market Was Modestly Higher On Tuesday.
June 14, 2022
Tickers
MSTR
Tags
Coinbase Global
News
NASDAQ: MSTR
From
Best Stocks
Ambition, gamified sales software, primed for surge with $15.5M Series B raise and Nashville Capital Network backing
October 29, 2021
Tickers
INNO
Tags
FedEx Corp/
Mark McWatters
Oracle Corp/
From
Business Journals
Greater Nashville Technology Council rolls out six-city ad blitz to attract tech workers
October 28, 2021
Tickers
CBRE
INNO
Tags
Ntt Data Services
Startups
Career & Workplace
From
Business Journals
These companies had the highest CEO-to-worker-pay ratios
October 28, 2021
Tags
Oracle Corp/
The Playbook
Google
From
Business Journals
Eyeing residential project, Proffitt Dixon Partners spends $32.5M on downtown state-owned land
October 15, 2021
Tags
Oracle Corp/
Construction
CRE Developers
From
Business Journals
Report: Oracle could buy 9 acres next to HQ in land swap
October 11, 2021
Tags
Government & Regulations
Oracle Corp/
Sabino Renteria
From
Business Journals
Dell Technologies names Shoshana Samuels new co-lead of Nashville office campus
September 16, 2021
Tickers
INNO
Tags
Dell Technologies
Henry Pile
Oracle Corp/
From
Business Journals
TikTok 'rapidly growing' in Seattle amid hiring spree
August 25, 2021
Tickers
INNO
Tags
TikTok
Joe Biden
Walmart
From
Business Journals
Amazon moves into first Nashville Yards tower as headcount eclipses 2,000
July 21, 2021
Tags
Technology
Amazon/com Inc/
Oracle Corp/
From
Business Journals
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.