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 PayPal Holdings Inc/
Recent news which mentions PayPal Holdings Inc/
Daily Digest: Shuttered S.F. theater may get new life; Ex-CEO goes to jail
April 10, 2025
Tags
Affirm Inc/
PayPal Holdings Inc/
Commercial Real Estate
From
Business Journals
Cathie Wood's Ark Invest Buys $4.5M Of PayPal And $3.5M Of Pinterest Shares, Sells Own Bitcoin ETF Amid Crypto Surge, And Continues Offloading Palantir
September 23, 2024
Tickers
ARKB
ARKF
ARKK
ARKW
Tags
Cathie Wood
Markets
PYPL
From
Benzinga
Alibaba, Intuitive Machines, PayPal, Target, Telsa: Why These 5 Stocks Are On Investors' Radars Today
August 20, 2024
Tickers
BABA
EVS
LUNR
NEWS
Tags
Market News
Benzinga
electric vehicles
From
Benzinga
Daily Digest: Patelco issues update on attack; Big news in mini golf
July 09, 2024
Tags
Patelco Credit Union
Visa Inc/
Microsoft Corp/
From
Business Journals
GameStop, AMC, Robinhood, PayPal, Tesla: Why These 5 Stocks Are On Investors' Radars Today
June 06, 2024
Tickers
AMC
EVS
GME
HOOD
Tags
Market News
Benzinga
electric vehicles
From
Benzinga
Daily Digest: Sam Altman's new fundraising quest; Tech stocks on wild ride
February 09, 2024
Tags
Cloudflare Inc/
Pinterest Inc/
Eden Housing Inc/
From
Business Journals
PayPal, Spirit Airlines, Discover Financial, TSMC, Tesla: Why These 5 Stocks Are On Investors' Radars Today
January 17, 2024
Tickers
DFS
EVS
NEWS
PYPL
Tags
PayPal Holdings Inc/
electric vehicles
Market News
From
Benzinga
PayPal names new CFO
November 02, 2023
Tags
Banking & Financial Services
PayPal Holdings Inc/
From
Business Journals
Daily Digest: S.F. office building sells at half price; Hippo makes job cuts
October 30, 2023
Tags
SoFi Technologies Inc/
Alphabet Inc//Google LLC
Technology
From
Business Journals
Palantir, PayPal Co-Founder Turned FBI Informant — Report Reveals Peter Thiel's Hidden Role
October 19, 2023
Tickers
CIA
TECH
Tags
Consumer Tech
Apple
CIA
From
Benzinga
Daily Digest: Stonestown loan falls on CMBS watchlist; PayPal gets new CEO
August 14, 2023
Tags
Intuit Inc/
United Airlines
Roundup
From
Business Journals
Daily Digest: Salesforce's C-suite shuffle continues; PayPal's crypto push
August 07, 2023
Tags
Technology
Roundup
Amazon Services
From
Business Journals
Kwame Anku, founder of Black Star Fund, looks to bring capital and connections to Black startup founders
March 09, 2023
Tickers
INNO
Tags
Stanford University
Kevin Johnson
Mark Zuckerberg
From
Business Journals
PayPal CEO Dan Schulman to exit
February 09, 2023
Tags
Human Resources
PayPal
Career & Workplace
From
Business Journals
PayPal is cutting 319 workers from its San Jose headquarters
February 02, 2023
Tags
Career & Workplace
Human Resources
PayPal Holdings Inc/
From
Business Journals
PayPal is cutting 2,000 more people amid a rocky economy
January 31, 2023
Tags
Human Resources
Career & Workplace
PayPal Holdings Inc/
From
Business Journals
'Crypto winter' won't lift before 2024, former PayPal, Meta exec David Marcus predicts
January 03, 2023
Tags
Cryptocurrency
PayPal
PayPal Holdings Inc/
From
Business Journals
PayPal stock drops on disappointing revenue outlook heading into holidays
November 04, 2022
Tags
Technology
Banking & Financial Services
PayPal Holdings Inc/
From
Business Journals
Activist Elliott Management builds PayPal stake with an eye on cost cutting
July 27, 2022
Tags
Technology
Banking & Financial Services
PayPal Holdings Inc/
From
Business Journals
Report: PayPal job cuts expand beyond HQ to Arizona, Nebraska, Illinois
May 27, 2022
Tags
PayPal Holdings Inc/
Banking & Financial Services
Technology
From
Business Journals
Sequoia Capital is warning founders to conserve cash and slash spending
May 25, 2022
Tickers
INNO
Tags
Zoom Video Communications Inc/
PayPal Holdings Inc/
Inno
From
Business Journals
PayPal is cutting 83 San Jose-based employees
May 23, 2022
Tags
Data Technologies
Technology
Human Resources
From
Business Journals
Here's how Apple, Alphabet, Meta, Netflix and 21 other Bay Area companies' stocks fared in April
May 03, 2022
Tags
Meta Platforms Inc
Banking & Financial Services
Gilead Sciences Inc/
From
Business Journals
PayPal names interim as CFO leaves for top finance job at Walmart
April 13, 2022
Tags
Walmart Inc/
Banking & Financial Services
PayPal Holdings Inc/
From
Business Journals
PayPal says it's 'exploring' creating its own stablecoin
January 10, 2022
Tags
Cryptocurrency
Retailing
PayPal Holdings Inc/
From
Business Journals
Amazon reaches pact with PayPal, the former subsidiary of rival eBay
November 09, 2021
Tickers
EBAY
Tags
PayPal Holdings Inc/
Dan Schulman
Paypal Holdings, Inc/
From
Business Journals
PayPal says it's not buying Pinterest 'at this time'
October 25, 2021
Tags
PayPal Holdings Inc/
Banking & Financial Services
Mergers and Acquisitions
From
Business Journals
PayPal's shares dropped while Pinterest's surged on reports that they're in merger talks
October 20, 2021
Tags
Pinterest Inc/
Technology
Social media
From
Business Journals
GoDaddy takes on competitors like Square, PayPal with new point-of-sale devices
September 29, 2021
Tickers
INNO
Tags
Technology
Square Inc/
E/commerce
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.