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
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about People In Tech
Recent news which mentions People In Tech
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
32
33
Next >
Elon Musk Agrees With Steve Jobs On The Most Important Job Of A CEO: Here's What The Legendary Apple Co-Founder Had To Say
November 30, 2024
Tickers
NEWS
TECH
Tags
Steve Jobs
Consumer Tech
Market News
From
Benzinga
What Do Tim Cook, Sundar Pichai, Elon Musk, And Lisa Su Have In Common This Thanksgiving? Heartwarming Gratitude, Unexpected Humor, And A Turkey Or Two
November 28, 2024
Tickers
AAPL
AMD
GOOG
GOOGL
Tags
Lisa Su
Elon Musk
TSLA
From
Benzinga
Jensen Huang Says He Doesn't 'Love' Every Day Of His Job. Here's How The Nvidia Boss Created A Company Worth Over $3 Trillion Today
November 28, 2024
Tickers
NEWS
TECH
Tags
KeyProj
Market News
Jensen Huang
From
Benzinga
Mark Zuckerberg And Trump Reportedly Met At Mar-A-Lago
November 27, 2024
Tickers
META
NEWS
TECH
Tags
Media
Market News
Stories That Matter
From
Benzinga
How Tim Cook's Strategy To Win Over Trump Gave Apple A Competitive Edge, And Why Sundar Pichai, Mark Zuckerberg And Others Might Be Following His Playbook
November 25, 2024
Tickers
AAPL
BA
FDX
GOOG
Tags
Market News
Sundar Pichai
AAPL
From
Benzinga
Netflix Co-Founder Marc Randolph Reveals Why True Wealth Isn't About Lamborghinis Or $1,000 Wines But The Freedom To Live Meaningfully
November 25, 2024
Tickers
NEWS
NFLX
TECH
Tags
Consumer Tech
benzinga neuro
News
From
Benzinga
Marc Benioff Says Future Of AI Not In Bots Like ChatGPT But In Autonomous Agents: We Aren't At The Moment Seen In Those 'Crazy' Movies
November 24, 2024
Tickers
ACN
CRM
MSFT
NEWS
Tags
Tech
People In Tech
Stories That Matter
From
Benzinga
Sam Altman Co-Chairs San Francisco Mayor's Transition Team As Daniel Lurie Prepares To Tackles Key City Challenges
November 18, 2024
Tickers
MSFT
NEWS
TECH
Tags
Sam Altman
Media
Market News
From
Benzinga
Sean Parker's Net Worth Touches $3B: From Launching Napster To Becoming Facebook Billionaire, The Story Of Teenage Hacker Turned Entrepreneur
November 16, 2024
Tickers
NEWS
TECH
Tags
Stories That Matter
Tech
People In Tech
From
Benzinga
OpenAI Co-Founders, Now Rivals Sam Altman And Elon Musk Clash Over ChatGPT And xAI's Grok Chatbots Again
November 16, 2024
Tickers
NEWS
TECH
Tags
Stories That Matter
Tech
People In Tech
From
Benzinga
Cathie Wood Backs Elon Musk's $2 Trillion DOGE Initiative, Says Tesla CEO's Access To 'Proprietary Data' And AI Gives Him An Edge
November 16, 2024
Tickers
NEWS
TECH
TSLA
Tags
Market News
Media
Department Of Government Efficiency
From
Benzinga
Palantir Co-Founder Peter Thiel On How Elon Musk Conquered Both Automobiles And Space—And Why He'd 'Never Bet' Against The Tesla CEO
November 13, 2024
Tickers
NEWS
TECH
Tags
Market News
Tech
People In Tech
From
Benzinga
Anthropic CEO Says AI Similar To Human Intelligence Could Be Around The Corner: 'We'll Get There By 2026 Or 2027'
November 12, 2024
Tickers
AGI
NEWS
TECH
Tags
News
artificial intelligence
Consumer Tech
From
Benzinga
Greg Brockman Returns To Work At ChatGPT's Parent Company: 'Back To Building OpenAI'
November 12, 2024
Tickers
MSFT
NEWS
TECH
Tags
OpenAi
Greg Brockman
MSFT
From
Benzinga
OpenAI's Sam Altman Thanks Elon Musk For His Early Support Despite An Ongoing Bitter Feud, Shares Advice He'd Give His Younger Self At Stanford
November 12, 2024
Tickers
NEWS
TECH
Tags
People In Tech
Tech
Stories That Matter
From
Benzinga
Jeff Bezos' Net Worth Soars To Record $228B, Closing In On Elon Musk's Top Spot As Amazon Stock Rises After Trump Wins White House
November 08, 2024
Tickers
AMZN
NEWS
TECH
Tags
Market News
Benzinga
Jeff Bezos
From
Benzinga
Amazon's Andy Jassy Says 'I Hate Bureaucracy' As He Plans To Slash Managerial Layers: 'The Goal Again Is... To Move More Quickly'
November 07, 2024
Tickers
AMZN
NEWS
TECH
Tags
Market News
Media
Benzinga
From
Benzinga
Marc Andreessen, Palmer Luckey Accuse YouTube Of 'Deliberate Censorship' As Trump-Rogan Episode Controversy Rages On: 'These Are Not Accidents'
November 01, 2024
Tickers
NEWS
TECH
Tags
Benzinga
Politics
Tech
From
Benzinga
iPod Co-Creator Tony Fadell Dismisses ChatGPT Type LLMs Saying 'We're Trying To Make Science Fiction Happen' — Bashes Silicon Valley's Entitlement
October 30, 2024
Tickers
NEWS
TECH
Tags
Silicon Valley
Consumer Tech
LLMs
From
Benzinga
Sundar Pichai Admits DOJ Proposals Could Have 'Unintended Consequences' — Google Mapping Out Plan B In Case Apple Ends Search Deal?
October 29, 2024
Tickers
AAPL
GOOG
GOOGL
NEWS
Tags
Sundar Pichai
Market News
AAPL
From
Benzinga
Steve Huffman Says People Go On Google To Land Reddit Results: It Has 'Answers, Advice, Perspectives' — Alphabet's Search Dominance Under Threat?
October 28, 2024
Tickers
GOOG
GOOGL
NEWS
RDDT
Tags
GOOGL
News
Software & Apps
From
Benzinga
Marc Benioff Warns Microsoft's Copilot 'Spills Corporate Data,' Emphasizes Security Gaps Ahead Of Salesforce Agentforce Launch
October 25, 2024
Tickers
CRM
MSFT
NEWS
TECH
Tags
Benzinga
Tech
People In Tech
From
Benzinga
Jeff Bezos Would Have Named Amazon As 'Relentless' But Then Someone Said It Sounded Sinister — He's Since Built A Business Empire That Knows No Limits
October 21, 2024
Tickers
NEWS
TECH
Tags
Jeff Bezos
Benzinga
Stories That Matter
From
Benzinga
Jeff Bezos-Backed Perplexity AI Aims To Break Google And Meta's Duopoly With New 'Internal Knowledge' Search: 'All About What Consumers Are Doing'
October 18, 2024
Tickers
GOOG
GOOGL
META
NEWS
Tags
Market News
Perplexity AI
Jeff Bezos
From
Benzinga
Tim Cook Called To Complain About Billions In EU Fines Imposed On Apple, Says Trump: 'I'm Not Going To Let Them Take Advantage Of Our Companies'
October 17, 2024
Tickers
AAPL
EU
NEWS
TECH
Tags
Apple
Tech
People In Tech
From
Benzinga
Jim Cramer Gets Loudly Interrupted By 'Jealous' Apple Watch — Device Goes Absolutely Nuts Just As He Begins To Talk About Luxury Watchmaker Breitling
October 15, 2024
Tickers
AAPL
NEWS
TECH
Tags
Benzinga
Apple Watch
People In Tech
From
Benzinga
Ex-Microsoft CEO Steve Ballmer's $2B Intuit Dome, Home Of LA Clippers, Aims To Resolve This Hurdle In Delivering The Ultimate Fan Experience: 'Hate It When People Wait In Line'
October 15, 2024
Tickers
NEWS
TECH
Tags
Sports
Intuit Dome
benzinga neuro
From
Benzinga
Sam Altman-Led OpenAI Welcomes Microsoft's GenAI Research VP Following Wave Of Executive Departures
October 14, 2024
Tickers
MSFT
NEWS
TECH
Tags
Benzinga
Tech
People In Tech
From
Benzinga
Nvidia's Jensen Huang Says ChatGPT Led To 'Awakening Of AI,' Praises Sam Altman's OpenAI As One Of Most Consequential Companies Of Our Time
October 14, 2024
Tickers
NEWS
NVDA
TECH
Tags
OpenAi
Consumer Tech
artificial intelligence
From
Benzinga
Nvidia CEO Jensen Huang Praises Elon Musk For Achieving Something With xAI In 19 Days That Usually Takes At Least A Year: 'Singular In His Understanding Of Engineering'
October 14, 2024
Tickers
NEWS
NVDA
TECH
Tags
Benzinga
Stories That Matter
People In Tech
From
Benzinga
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
32
33
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.