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 Pinterest Inc/
Recent news which mentions Pinterest Inc/
Daily Digest: AI-generated SFPD reports, Bay Area small businesses vandalized after protests
June 11, 2025
Tags
DoorDash Inc/
Retailing
Silicon Valley Bank
From
Business Journals
Daily Digest: Local company lays off over 20% of workforce; Fire destroys popular brand's factory
May 13, 2025
Tags
Robinhood Markets Inc/
UnitedHealth Group Inc/
Pinterest Inc/
From
Business Journals
Daily Digest: U.S., China reach major trade deal; Pinterest settles with 'co-founder'
May 12, 2025
Tags
Technology
Airbnb Inc/
Starbucks Coffee Co/
From
Business Journals
Daily Digest: Cloudflare, Pinterest shares rally; Chronicle owner eyes Press Democrat
February 07, 2025
Tags
Pinterest Inc/
Academy of Art University
Roundup
From
Business Journals
Daily Digest: Billionaire-led effort to create new Bay Area city advances; Pinterest pops
May 01, 2024
Tags
Google
Pinterest Inc/
Government & Regulations
From
Business Journals
Daily Digest: Sam Altman's new fundraising quest; Tech stocks on wild ride
February 09, 2024
Tags
Pure Storage Inc/
Cloudflare Inc/
Apple Inc/
From
Business Journals
Daily Digest: Why Instacart stock has sweetened; Swinerton ponies up fine
January 18, 2024
Tags
Pinterest Inc/
Reddit Inc/
Roundup
From
Business Journals
Daily Digest: More insurers to exit Calif. market; Pinterest pops on Wall Street
October 31, 2023
Tags
Roundup
Pinterest Inc/
Flexport Inc/
From
Business Journals
Pinterest taps Wayfair exec as its next CFO
May 30, 2023
Tags
Pinterest Inc/
Technology
From
Business Journals
Online fundraising startup Alltroo names Brad Spychalski president
April 14, 2023
Tickers
INNO
Tags
Jason Zucker
Target
Sports Business
From
Business Journals
Signature Bank closure a blow to SBA loans; CoverMyMeds cutting jobs: The National Observer March 30, 2023
March 30, 2023
Tags
Pinterest Inc/
McKesson Corp/
Small Business Administration
From
Business Journals
Madison startup Fetch hires exec who worked at Pinterest, Facebook and Google
March 16, 2023
Tickers
INNO
Tags
David Sommer
Technology
Inno
From
Business Journals
Tuesday Digest: Mayor Breed to detail S.F.'s housing plan; Former Silicon Valley Bank VP sentenced
February 07, 2023
Tags
Roundup
Government & Regulations
Pinterest Inc/
From
Business Journals
99 Bay Area companies named in Deloitte's Technology Fast 500 list, including its No. 1
November 17, 2022
Tickers
INNO
Tags
Startups
Zoom Video Communications Inc/
Samsara Inc/
From
Business Journals
Early Money: Here's how this San Franciso startup is hoping to take advantage of the hybrid and remote work trend
September 15, 2022
Tickers
INNO
Tags
Startups
WeWork Inc/
Pinterest Inc/
From
Business Journals
The National Observer July 5, 2022
July 05, 2022
Tags
First Republic Bank
Honeywell International Inc/
Bill Ready
From
Business Journals
Pinterest CEO is stepping down; Google exec tapped for role
June 28, 2022
Tags
Technology
Pinterest Inc/
From
Business Journals
Pinterest acquires AI-powered shopping platform The Yes
June 03, 2022
Tags
Pinterest Inc/
Technology
From
Business Journals
Thursday Digest: Caltrain's big office tower plans; Tech stocks rebound
April 28, 2022
Tickers
META
Tags
Twilio Inc/
Logistics & Transportation
Meta
From
Business Journals
Google invests in Chicago startup helping people with ALS
February 03, 2022
Tickers
INNO
Tags
Google
Ben Silbermann
Massachusetts General Hospital
From
Business Journals
Telehealth startup Pace raises $18M for peer-to-peer support groups
December 15, 2021
Tickers
INNO
Tags
Lockheed Martin Corp/
Startups
Inno
From
Business Journals
Rimsys closes on $16 million Series A fund led by Silicon Valley's Bessemer Venture Partners
December 02, 2021
Tickers
INNO
Tags
Venture capital
James Gianoutsos
Andrew Hedin
From
Business Journals
103 of the 500 fastest growing tech companies are based in the Bay Area — far more than in any other region
November 18, 2021
Tickers
INNO
Tags
Zoom Video Communications Inc/
Twilio Inc/
Pinterest Inc/
From
Business Journals
PayPal says it's not buying Pinterest 'at this time'
October 25, 2021
Tags
Technology
Social media
PayPal Holdings Inc/
From
Business Journals
PayPal's shares dropped while Pinterest's surged on reports that they're in merger talks
October 20, 2021
Tags
Media & Marketing
Technology
Banking & Financial Services
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.