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 SAP AG
Recent news which mentions SAP AG
Europe’s most valuable firm SAP flags U.S. trade slowdown but says Japan deal gives 'hope'
July 23, 2025
Tags
SAP AG
Economy
Europe Markets
From
CNBC.com News
CNBC Daily Open: Consumers and CFOs alike are expecting a recession in the U.S.
March 26, 2025
Tags
BYD Co Ltd
Daily Open
Market Outlook
From
CNBC.com News
CNBC Daily Open: Fears of a U.S. recession intensify among consumers and CFOs
March 25, 2025
Tags
Markets
World Markets
Novo Nordisk A/S
From
CNBC.com News
European markets head for lower open, reversing positive sentiment seen all week
January 23, 2025
Tags
World Economy
SAP AG
Europe Markets
From
CNBC.com News
German stocks are massively outperforming their European peers. Here's why
December 20, 2024
Tags
Pro Analysis and Pro Uncut
SAP AG
Deutsche Bank AG
From
CNBC.com News
SAP boss warns against regulating AI, says Europe risks falling behind U.S., China
October 22, 2024
Tags
Earnings
Regulations
Technology
From
CNBC.com News
Anxious about layoffs? A simple strategy can help you cope, says mental health pro: 'It takes less than 5 minutes'
January 26, 2024
Tags
Make It / Work
Microsoft Corp
Make It
From
CNBC.com News
SAP to pay more than $220 million to settle bribery charges, U.S. authorities say
January 10, 2024
Tags
Crime
Markets
Technology
From
CNBC.com News
DocuSign shares rise on earnings beat and strong guidance
June 08, 2023
Tags
Breaking News: Technology
DocuSign Inc
Mobile
From
CNBC.com News
SAP to cut 3,000 roles, explore sale of Qualtrics stake
January 26, 2023
Tags
Qualtrics International Inc
Europe News
SAP AG
From
CNBC.com News
SAP CEO says the world is entering the 'next phase of globalization'
January 17, 2023
Tickers
CEO
CEOS
Tags
Finance
CEO
World News
From
CNBC.com News
German tech giant SAP actually benefits from strong dollar and supply chain troubles, CEO says
September 28, 2022
Tags
Microsoft Corp
Salesforce Inc
Enterprise
From
CNBC.com News
Stocks making the biggest moves premarket: American Express, Verizon, Kimberly-Clark and more
April 22, 2022
Tags
stocks
Stock markets
Cleveland/Cliffs Inc
From
CNBC.com News
European markets set to fall as investors digest Powell's comments
April 22, 2022
Tags
Economic events
Prices
Alibaba Group Holding Ltd
From
CNBC.com News
JPMorgan Chase, Microsoft among growing number of companies turning to neurodiverse workers to help meet need for talent
April 20, 2022
Tickers
CEOS
Tags
Employment
Microsoft Corp
Human Resources and Employment Services
From
CNBC.com News
How Atlassian's dual-CEO structure has helped the Australian software company thrive
March 31, 2022
Tickers
CEO
CEOS
Tags
International Business Machines Corp
BlackBerry
Breaking News: Technology
From
CNBC.com News
Sequoia leads $80 million funding round for Swiss expense management start-up Yokoy
March 29, 2022
Tags
Europe News
Europe Economy
Start/ups
From
CNBC.com News
U.S. private equity giant pays $10.7 billion for SAP rival started in an English barn
March 21, 2022
Tags
SAP AG
Software and Computer Services
Tesla Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Boeing, Anaplan, Nielsen Holdings and more
March 21, 2022
Tags
Alleghany Corp
Finance
Breaking News: Markets
From
CNBC.com News
Activist investors take aim at cloud software after market swoon
March 19, 2022
Tags
SAP AG
Breaking News: Technology
Investment strategy
From
CNBC.com News
European stocks set to fall as hawkish Fed remarks dent global sentiment
January 14, 2022
Tags
World Economy
Electricite de France SA
SAP AG
From
CNBC.com News
These are the best companies to work for in France in 2022, Glassdoor research finds
January 13, 2022
Tags
Hermes International SCA
Workplace culture
Personnel
From
CNBC.com News
The top 20 companies on a hiring spree for remote workers this year
January 10, 2022
Tickers
JOBS
Tags
SAP AG
Stride Inc
Job hunting
From
CNBC.com News
Start-up founder predicts a shakeup in Germany’s blue-chip DAX index, with tech taking over by 2030
November 17, 2021
Tags
Internet
Toyota Motor Corp
Technology
From
CNBC.com News
Splunk stock plunges as CEO Doug Merritt steps down
November 15, 2021
Tags
Technology
Okta Inc
Enterprise
From
CNBC.com News
Freshworks sinks 13% after software maker forecasts lower annual revenue than expected in first quarterly report since IPO
November 02, 2021
Tags
US: News
Enterprise
Business
From
CNBC.com News
Zendesk shares plunge on company's agreement to buy Momentive for about $4 billion in stock
October 29, 2021
Tags
Freshworks Inc
Qualtrics International Inc
Breaking News: Technology
From
CNBC.com News
SAP's cloud revenue jumps 20% as European software giant ramps up rivalry with Salesforce
October 21, 2021
Tags
Internet
Enterprise
Europe Markets
From
CNBC.com News
Stocks making the biggest moves premarket: JPMorgan Chase, BlackRock, Delta Air and others
October 13, 2021
Tags
BlackRock Inc
Finance
Breaking News: Markets
From
CNBC.com News
Stocks making the biggest moves premarket: Coca-Cola, Johnson & Johnson, Netflix, Verizon & more
July 21, 2021
Tags
J & J Snack Foods Corp
Markets
Johnson & Johnson
From
CNBC.com News
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.