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 SWI
Recent news which mentions SWI
< Previous
1
2
3
Next >
12 Information Technology Stocks Moving In Thursday's After-Market Session
October 26, 2023
Tickers
BRQS
CISO
CXDO
DAIO
Tags
WRAP
EGIO
MTC
From
Benzinga
Microsoft Faces Scrutiny as US Inquiry Examines Government Email Breach
August 11, 2023
Tickers
MSFT
SWI
TECH
Tags
Media
SWI
Market News
From
Benzinga
SolarWinds Stock Soars After Q2 Performance: Here's Why
August 03, 2023
Tickers
SWI
Tags
Briefs
Trading Ideas
News
From
Benzinga
Earnings Scheduled For August 3, 2023
August 03, 2023
Tickers
MYGN
MYPS
NET
NGVC
Tags
RDFN
TNK
STEM
From
Benzinga
What 5 Analyst Ratings Have To Say About SolarWinds
April 28, 2023
Tickers
SWI
Tags
BZI/AAR
SWI
Analyst Ratings
From
Benzinga
Why SolarWinds (SWI) Shares Are Shooting Higher Today
April 27, 2023
Tickers
SWI
TECH
Tags
SWI
Market News
Small Cap
From
Benzinga
Earnings Scheduled For April 27, 2023
April 27, 2023
Tickers
OPRA
ORC
ORI
OSK
Tags
TBNK
SKT
ZYXI
From
Benzinga
Expert Ratings for SolarWinds
March 06, 2023
Tickers
SWI
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Why Boston Beer Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
February 16, 2023
Tickers
AMAM
AMPL
AMV
ASPN
Tags
SVC
COUR
KLR
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
February 16, 2023
Tickers
AMPL
FSLY
GVP
MTC
Tags
BZI/TFM
Benzinga
PEGA
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's After-Market Session
February 15, 2023
Tickers
ALPP
AMPL
ASTI
BLIN
Tags
ALPP
AMPL
BLIN
From
Benzinga
SolarWinds Clocks Flat Revenue Growth In Q4
February 09, 2023
Tickers
SWI
TECH
Tags
Benzinga
Briefs
Earnings
From
Benzinga
Earnings Scheduled For February 9, 2023
February 09, 2023
Tickers
NLS
NNN
NSIT
NSP
Tags
Earnings
TPX
WTW
From
Benzinga
SolarWinds' Q3 Revenue Lags Consensus As Decline In Maintenance, License Segments Weigh Amid Macro Challenges
November 03, 2022
Tickers
SWI
TECH
Tags
Guidance
Tech
Earnings
From
Benzinga
SolarWinds: Q3 Earnings Insights
November 03, 2022
Tickers
SWI
Tags
Market News
Benzinga
SWI
From
Benzinga
Earnings Scheduled For November 3, 2022
November 03, 2022
Tickers
PWP
PWR
PYPL
PZZA
Tags
ZTS
SGMO
TDS
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
September 07, 2022
Tickers
KNDI
KSPN
KTOS
KTRA
Tags
XM
OPK
PXLW
From
Benzinga
Stocks That Hit 52-Week Lows On Thursday
September 01, 2022
Tickers
SVM
SWI
SWK
SWZ
Tags
UBX
UEIC
UIS
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
August 31, 2022
Tickers
OGN
OPAD
OPI
OPRT
Tags
TRMR
TROX
OPAD
From
Benzinga
This Company Believes Biometrics Could Be One Of The New Super Powers Of The Digital World
August 23, 2022
Tickers
BKYI
GDDY
MMM
MSFT
Tags
Penny Stocks
TWTR
BKYI
From
Benzinga
'Investor Anxiety' On Software Stocks Prevails, But This Analyst Sees Hope In A Few Stocks, With Questions Around Others -- Like Palantir
August 15, 2022
Tickers
ALTR
ANSS
BSY
CHKP
Tags
Benzinga
XMTR
PWSC
From
Benzinga
Where SolarWinds Stands With Analysts
August 03, 2022
Tickers
SWI
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
August 03, 2022
Tickers
ASPC
BAX
BBIG
BGXX
Tags
Benzinga
BAX
NEM
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
August 02, 2022
Tickers
DBD
DZSI
HKD
INSG
Tags
MTC
HKD
LVOXU
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
August 02, 2022
Tickers
ABVC
ADAG
AGLE
ALRN
Tags
AOUT
IVA
AGLE
From
Benzinga
SolarWinds Corporation (SWI) Q2 2022 Earnings Call Transcript
August 02, 2022
Tickers
SWI
Tags
SWI
Recent Press Releases
Market News
From
Motley Fool
Recap: SolarWinds Q2 Earnings
August 02, 2022
Tickers
SWI
Tags
Benzinga
Market News
SWI
From
Benzinga
Earnings Scheduled For August 2, 2022
August 02, 2022
Tickers
LUNG
LXRX
MAR
MCHP
Tags
NRC
SPNE
SEE
From
Benzinga
SolarWinds Shares Drop Post Dismal Guidance; Tops Q1
May 05, 2022
Tickers
SWI
TECH
Tags
News
Small Cap
Market News
From
Benzinga
SolarWinds Corporation (SWI) Q1 2022 Earnings Call Transcript
May 05, 2022
Tickers
SWI
Tags
Recent Press Releases
Market News
SWI
From
Motley Fool
< Previous
1
2
3
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.