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 Patrick Walravens
Recent news which mentions Patrick Walravens
< Previous
1
2
Next >
Snowflake Analyst Remains Bullish Ahead Of Q2 Earnings Release
August 26, 2025
Tickers
SNOW
TECH
Tags
Previews
Trading Ideas
SNOW
From
Benzinga
This Tech CEO Is Buying His Company's Shares 'Hand Over Fist' As Analysts See 50% Upside From Current Levels
July 10, 2025
Tickers
ASAN
META
SEC
TECH
Tags
META
ASAN
dustin moskovitz
From
Benzinga
Asana Posts First Ever Positive Operating Margin, Signs Largest Heal In History
June 04, 2025
Tickers
ASAN
Tags
Rishi Jaluria
JMP Securities
Reiteration
From
Benzinga
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
May 23, 2025
Tickers
WDAY
Tags
Market News
Movers
John DiFucci
From
Benzinga
Snowflake Pops After Solid Quarter: Analysts See Strength In AI, New Workloads
May 22, 2025
Tickers
SNOW
Tags
Brent Bracelin
Blair Abernethy
Mike Cikos
From
Benzinga
Snowflake: What To Know Ahead Of Q1 Earnings Tomorrow
May 20, 2025
Tickers
DATA
SNOW
TECH
Tags
Previews
SNOW
Reiteration
From
Benzinga
DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story
March 14, 2025
Tickers
DOCU
Tags
DOCU
Wedbush
RBC Capital Markets
From
Benzinga
Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
March 11, 2025
Tickers
META
ORCL
TECH
Tags
Trading Ideas
DA Davidson
Stifel
From
Benzinga
DigitalOcean Posts Q4 Beat, Analysts Express Concern Around 2025 Prospects
February 26, 2025
Tickers
DOCN
Tags
Earnings Beats
Earnings
Analyst Color
From
Benzinga
Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts
February 26, 2025
Tickers
WDAY
Tags
Analyst Color
Benzinga
Price Target
From
Benzinga
Adobe Analysts Split After Strong Q4, Weak 2025 Guidance
December 12, 2024
Tickers
ADBE
Tags
Movers
Analyst Ratings
Market News
From
Benzinga
Oracle Shares Down After Mixed Q2 Results Spark Analyst Caution, 'Guidance Fell Below Consensus'
December 10, 2024
Tickers
ORCL
TECH
Tags
Brian Schwartz
Jackson Ader
Keith Bachman
From
Benzinga
SAP Beats Q3 Expectations, Analysts Expect 'Big Cash-Flow Ramp In 2025'
October 22, 2024
Tickers
BL
OS
SAP
TECH
Tags
Top Stories
Jackson Ader
Trading Ideas
From
Benzinga
Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
October 15, 2024
Tickers
ADBE
AI
TECH
Tags
JMP Securities
Reiteration
AI stocks
From
Benzinga
Adobe Stock Tanks On Disappointing Q4 Guidance: Why These Analysts Say Reaction Was 'Overblown'
September 13, 2024
Tickers
ADBE
Tags
Stories That Matter
Earnings Beats
Analyst Color
From
Benzinga
Oracle Analysts Focus On AI-Driven Bookings Strength, Expect Revenue Acceleration To Continue
September 10, 2024
Tickers
AMZN
GOOG
MSFT
ORCL
Tags
JPMorgan
Stifel
Trading Ideas
From
Benzinga
Docusign Reports Beat-And-Raise Quarter, But These Analysts Have Some Concerns
September 06, 2024
Tickers
DOCU
Tags
RBC Capital Markets
Top Stories
DOCU
From
Benzinga
Asana Reports Mixed Q2 Results, Management Guidance 'Disappointing Overall,' Says Analyst, Implies Lower 2H Growth
September 04, 2024
Tickers
ASAN
Tags
Reiteration
Rishi Jaluria
JMP Securities
From
Benzinga
Adobe Expects To 'Deliver In A Bigger Way': 6 Analysts Address Key Metrics, 'Positive AI Commentary'
June 14, 2024
Tickers
ADBE
AI
Tags
RBC Capital Markets
Earnings Misses
Jackson Ader
From
Benzinga
Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights
June 12, 2024
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
Stifel
GOOGL
JPMorgan
From
Benzinga
Oracle Q4 Preview: 73% Datapoints Are Positive, Says This Analyst
June 11, 2024
Tickers
ORCL
Tags
Analyst Color
Reiteration
Benzinga
From
Benzinga
DocuSign Reports A 'Skinny Beat' With 'Street's Calibration To The New Cadence May Take A Quarter Or Two'
June 07, 2024
Tickers
ADBE
DOCU
Tags
DOCU
Earnings Misses
RBC Capital Markets
From
Benzinga
Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
May 24, 2024
Tickers
WDAY
Tags
DA Davidson
BofA Securities
Trading Ideas
From
Benzinga
Zoom Contact Center, AI Are 'Key Highlights': 8 Analysts Dive Deeper Into Q1 Results
May 21, 2024
Tickers
ZM
Tags
RBC Capital Markets
Earnings Misses
Stifel
From
Benzinga
Adobe Q1 Earnings Preview: Analysts See Strong Growth Trends, Spotlight On 'Generative AI-Enabled Suite'
March 13, 2024
Tickers
ADBE
AI
TECH
Tags
Expert Ideas
Market News
Stories That Matter
From
Benzinga
Is Asana Choosing Growth Over Profits? 4 Analysts Drill Down Into Q4 Results
March 12, 2024
Tickers
ASAN
NEWS
Tags
Benzinga
Analyst Color
Earnings
From
Benzinga
MongoDB's Concerns About Outlook Despite Strong Q4 Results: Analysts Revise Forecasts
March 08, 2024
Tickers
MDB
NEWS
Tags
Price Target
Benzinga
Earnings
From
Benzinga
Salesforce Gains Momentum With GenAI Platform, Here's What 9 Analysts Have To Say
February 29, 2024
Tickers
CRM
NEWS
Tags
Reiteration
JMP Securities
ROTH Capital Partners
From
Benzinga
C3.ai Q3 Earnings Preview: Earnings Estimates, Analysts Thoughts On Underwhelming Growth, Looking Ahead To C3 Transform
February 27, 2024
Tickers
AI
TECH
Tags
Market News
Analyst Ratings
Patrick Walravens
From
Benzinga
Twilio Reports Upbeat Q4 Earnings, But Investors Pull Back: What 7 Wall Street Analysts Are Saying
February 15, 2024
Tickers
NEWS
TWLO
Tags
Earnings
Price Target
Mark Murphy
From
Benzinga
< Previous
1
2
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.