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 Palo Alto Networks Inc
Recent news which mentions Palo Alto Networks Inc
< Previous
1
2
3
4
5
Next >
Okta raises forecast as CEO says economic conditions were ‘better than we thought’
August 26, 2025
Tags
Breaking News: Technology
US: News
Palo Alto Networks Inc
From
CNBC.com News
Cybersecurity firm Netskope files to go public on the Nasdaq
August 22, 2025
Tickers
IPO
IPOS
Tags
Palo Alto Networks Inc
Venture capital
Morgan Stanley
From
CNBC.com News
Palo Alto Networks reports earnings beat, says founder Nir Zuk retiring from company
August 18, 2025
Tags
Breaking News: Technology
Technology
Earnings
From
CNBC.com News
How some of the biggest U.S. companies are using AI to cut workers
August 13, 2025
Tags
Starbucks Corp
McDonald's Corp
Breaking News: Technology
From
CNBC.com News
Cramer's Lightning Round: Palo Alto Networks is a buy
August 05, 2025
Tags
Markets
U/S/ Markets
S&P 500
From
CNBC.com News
Palo Alto CEO Nikesh Arora confronts Wall Street skeptics after company’s biggest bet yet
August 05, 2025
Tags
Technology
The Edge
Cisco Systems Inc
From
CNBC.com News
Palo Alto Networks to acquire CyberArk in $25 billion deal
July 30, 2025
Tags
Mergers
Palo Alto Networks Inc
Enterprise
From
CNBC.com News
CyberArk shares jump as much as 18% on report of Palo Alto Networks takeover talks
July 29, 2025
Tags
Microsoft Corp
Enterprise
Okta Inc
From
CNBC.com News
Microsoft hit with SharePoint attack — one version still vulnerable
July 21, 2025
Tags
Palo Alto Networks Inc
e/commerce
Internet
From
CNBC.com News
Cramer's Lightning Round: 'I want to own the stock of Palo Alto'
July 14, 2025
Tags
stocks
Business News
Stock markets
From
CNBC.com News
'Cyber plague': Experts warn of growing infostealer threat after billions of login details exposed
June 25, 2025
Tags
Breaking News: Technology
Regulations
Apple Inc
From
CNBC.com News
Jim Cramer lists five market sectors he thinks are working right now and five that are not
June 25, 2025
Tags
Coinbase Global Inc
Markets
Micron Technology Inc
From
CNBC.com News
Uber adds Palo Alto CEO Nikesh Arora to its board after executive shakeup
June 04, 2025
Tags
Business
Uber Technologies Inc
Alphabet Inc
From
CNBC.com News
Zscaler jumps 8% on strong results fueled by AI growth
May 30, 2025
Tags
Breaking News: Technology
Technology
Earnings
From
CNBC.com News
Top Wall Street analysts favor these stocks for the long haul
May 25, 2025
Tags
Markets
U/S/ Markets
Investing
From
CNBC.com News
Cybersecurity is in a pivotal moment with AI, says Palo Alto Networks CEO
May 20, 2025
Tickers
CEO
Tags
Markets
U/S/ Markets
Investing
From
CNBC.com News
Palo Alto Networks shares drop 4% after company reports fiscal third-quarter earnings
May 20, 2025
Tags
Internet
Mobile
Technology
From
CNBC.com News
Cramer's week ahead: Jensen Huang keynote and retail earnings
May 16, 2025
Tags
stocks
Home Depot Inc
Investment Strategy
From
CNBC.com News
Cloud software vendors Atlassian, Snowflake and Workday are betting on security startup Veza
April 28, 2025
Tags
Microsoft Corp
Intuit Inc
JPMorgan Chase & Co
From
CNBC.com News
Jim Cramer explains why these market themes are working right now
April 14, 2025
Tags
Centene Corp
stocks
Cardinal Health Inc
From
CNBC.com News
Jim Cramer explains the best way to pick stocks right now
April 11, 2025
Tags
UnitedHealth Group Inc
Cigna Corp
AT&T Inc
From
CNBC.com News
Palo Alto Networks CEO describes cybersecurity risk with agentic AI
March 25, 2025
Tickers
CEO
Tags
U/S/ Markets
Markets
Investing
From
CNBC.com News
CNBC Daily Open: DeepSeek batters Nvidia but reinforces AI trend
January 28, 2025
Tags
Vistra Corp
Wells Fargo & Co
Market Outlook
From
CNBC.com News
CNBC Daily Open: Nvidia plunges as DeepSeek triggers questions on its value
January 27, 2025
Tags
Tokyo Electron Ltd
Salesforce Inc
Netflix Inc
From
CNBC.com News
Jim Cramer reviews companies that cracked $100 billion in 2024
December 09, 2024
Tags
Business News
Netflix Inc
Palo Alto Networks Inc
From
CNBC.com News
Tech stocks hit first all-time high since July
December 04, 2024
Tags
Amazon/com Inc
Arm Holdings PLC
Palo Alto Networks Inc
From
CNBC.com News
The tech support desk at work is one of the first jobs on AI's replacement ticket
December 01, 2024
Tickers
CEOS
JOBS
Tags
Human Resources and Employment Services
Workplace culture
Business
From
CNBC.com News
Jim Cramer's week ahead: Earnings from Nvidia, TJX and Walmart
November 15, 2024
Tags
Goldman Sachs Group Inc
stocks
Viking Holdings Ltd
From
CNBC.com News
Jim Cramer lists 10 stocks that could do well under Harris or Trump
November 05, 2024
Tags
Palantir Technologies Inc
Investing
U/S/ Markets
From
CNBC.com News
IBM stock slips on disappointing consulting and infrastructure revenue
October 23, 2024
Tags
Breaking News: Technology
US: News
Oracle Corp
From
CNBC.com News
< Previous
1
2
3
4
5
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.