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 Palantir Technologies Inc
Recent news which mentions Palantir Technologies Inc
< Previous
1
2
3
4
5
6
7
8
9
Next >
Police detain six outside Palantir office at protest over deportations, military work
June 26, 2025
Tags
Policy
Technology
Government Agencies
From
CNBC.com News
This artificial intelligence subcategory is undergoing a 'golden age,' says long-time tech analyst Dan Ives
June 18, 2025
Tags
Stock markets
Economy
Finance
From
CNBC.com News
OpenAI wins $200 million U.S. defense contract
June 16, 2025
Tags
Defense Contractors
US: News
Breaking News: Technology
From
CNBC.com News
Palantir CEO Karp says AI is dangerous and 'either we win or China will win'
June 05, 2025
Tags
Technology
Palantir Technologies Inc
Policy
From
CNBC.com News
Palantir teams up with Fannie Mae in AI push to sniff out mortgage fraud
May 28, 2025
Tags
Technology
Markets
Palantir Technologies Inc
From
CNBC.com News
Palantir CEO Alex Karp sells more than $50 million in stock
May 23, 2025
Tags
Enterprise
Palantir Technologies Inc
Technology
From
CNBC.com News
Microsoft employees say emails with 'Gaza,' 'Palestine,' or 'genocide' won't send
May 22, 2025
Tags
Technology
AI / Artificial Intelligence
Palantir Technologies Inc
From
CNBC.com News
Here's JPMorgan's summer reading list for the wealthy for 2025
May 20, 2025
Tags
JPMorgan Chase & Co
Palantir Technologies Inc
Business
From
CNBC.com News
CoreWeave pops 60% this week on AI growth momentum, big Nvidia stake
May 16, 2025
Tags
Microsoft Corp
US: News
Breaking News: Technology
From
CNBC.com News
Trump joined by dozens of CEOs during his Middle East trip
May 14, 2025
Tags
Alphabet Inc
Politics
World News
From
CNBC.com News
Coinbase jumps 22%, heads for biggest gain since post-election pop on S&P 500 inclusion
May 13, 2025
Tags
Coinbase Global Inc
US: News
Crypto
From
CNBC.com News
Photos: Tech CEOs mingle with Trump and Saudi Crown Prince at investment forum in Riyadh
May 13, 2025
Tags
NVIDIA Corp
Palantir Technologies Inc
Markets
From
CNBC.com News
Palantir now among 10 most valuable U.S. tech companies — its earnings multiple is astronomical
May 08, 2025
Tags
Defense Contractors
Tesla Inc
Breaking News: Technology
From
CNBC.com News
Palantir falls 12% as analysts cite international growth concerns
May 06, 2025
Tags
Technology
Palantir Technologies Inc
Enterprise
From
CNBC.com News
CNBC Daily Open: The Trump movie thriller no one wants to watch
May 06, 2025
Tags
Palantir Technologies Inc
Markets
Market Outlook
From
CNBC.com News
CNBC Daily Open: A tariff on movies is a typical Trump cliffhanger
May 05, 2025
Tags
Berkshire Hathaway Inc
Ford Motor Co
Daily Open
From
CNBC.com News
From the New Testament to Nixon: Takeaways from Palantir CEO Alex Karp's shareholder letter
May 05, 2025
Tags
Breaking news
Earnings
Enterprise
From
CNBC.com News
Palantir lifts full-year guidance as CEO Karp cites 'tectonic shift' in AI adoption
May 05, 2025
Tags
Breaking news
Earnings
Breaking News: Technology
From
CNBC.com News
Cramer's week ahead: Earnings from Disney, Palantir and Uber
May 02, 2025
Tags
Investment Strategy
Business News
LILLY DRN
From
CNBC.com News
Dollar General is one of the best stock performers of Trump's first 100 days
April 30, 2025
Tags
Palantir Technologies Inc
Dollar General Corp
Costco Wholesale Corp
From
CNBC.com News
Palantir is soaring while its tech peers are sinking. Here's why
April 28, 2025
Tags
Technology
Verisign Inc
Northrop Grumman Corp
From
CNBC.com News
Meet Partiful, the Gen Z party-planning staple that's taking on Apple
April 19, 2025
Tags
Technology
Apple Inc
Breaking News: Technology
From
CNBC.com News
Jim Cramer explains why these market themes are working right now
April 14, 2025
Tags
Waste Management Inc
Investing
Mad Money
From
CNBC.com News
Peter Thiel's Founders Fund closes $4.6 billion growth fund
April 11, 2025
Tags
Politics
PayPal Holdings Inc
US: News
From
CNBC.com News
Cramer's Lightning Round: Don't buy Occidental Petroleum
April 11, 2025
Tags
stocks
Business
Palantir Technologies Inc
From
CNBC.com News
Tech stocks head for winning week with Nvidia tracking for 15% bounceback
April 11, 2025
Tags
Advanced Micro Devices Inc
Breaking News: Economy
Applied Materials Inc
From
CNBC.com News
Tech stocks fall for third session as Trump stands by tariffs and selloff deepens
April 07, 2025
Tags
Salesforce Inc
NVIDIA Corp
Palantir Technologies Inc
From
CNBC.com News
Technology stocks fall for a second session after Trump tariffs, led by Tesla and Nvidia
April 04, 2025
Tags
Qorvo Inc
Breaking News: Economy
Breaking News: Politics
From
CNBC.com News
Cramer's Lighting Round: Sell SoundHound AI
March 25, 2025
Tags
SoundHound AI Inc
Investment Strategy
Business News
From
CNBC.com News
Taco Bell parent Yum Brands partners with Nvidia to speed up its use of AI
March 18, 2025
Tags
US: News
McDonald's Corp
Artificial intelligence
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
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.