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 SaaS
Recent news which mentions SaaS
< Previous
1
2
3
4
5
6
7
8
Next >
Business Canvas, a Korea-based document management SaaS company, closes $2.5M seed round
September 21, 2021
Tickers
ASIA
SAAS
TC
Tags
Artificial Intelligence
south korea
TC
From
TechCrunch
Slack releases Clips video tool, announces 16 Salesforce integrations
September 21, 2021
Tickers
SAAS
TC
Tags
Stewart Buttefield
Cloud
Salesforce
From
TechCrunch
Blackbird.AI grabs $10M to help brands counter disinformation
September 21, 2021
Tickers
PR
SAAS
TC
Tags
artificial intelligence
PR
fabula ai
From
TechCrunch
Alternative financing startup Pipe snaps up Stripe and HubSpot execs, expands to UK
September 21, 2021
Tickers
PIPE
SAAS
TC
Tags
pipe
Finance
Sid Orlando
From
TechCrunch
Toast raises IPO price range, providing a Monday bump to fintech valuations
September 20, 2021
Tickers
IPO
SAAS
TC
Tags
toast
IPO
TC
From
TechCrunch
Bzaar bags $4M to enable US retailers to source home, lifestyle products from India
September 20, 2021
Tickers
SAAS
TC
Tags
Nishant Verman
China
Startups
From
TechCrunch
Flippa raises $11M to match online asset and business buyers, sellers
September 20, 2021
Tickers
SAAS
TC
Tags
Mark Harbottle
Shopify
eCommerce
From
TechCrunch
Inside GitLab’s IPO filing
September 17, 2021
Tickers
GIT
IPO
SAAS
TC
Tags
SaaS
enterprise software
gitlab
From
TechCrunch
Zoom looks beyond video conferencing as triple-digit 2020 growth begins to slow
September 17, 2021
Tickers
SAAS
TC
ZOOM
Tags
SaaS
video conferencing
software platform
From
TechCrunch
Demand Curve: How to get social proof that grows your startup
September 17, 2021
Tickers
SAAS
Tags
SaaS
e/commerce
eCommerce
From
TechCrunch
The value of software revenue may have finally stopped rising
September 17, 2021
Tickers
SAAS
TC
Tags
SaaS
venture capital
software valuations
From
TechCrunch
Defy Partners leads $3M round into sales intelligence platform Aircover
September 17, 2021
Tickers
SAAS
TC
Tags
Defy Partners
Ridge Ventures
Startups
From
TechCrunch
Confluent CEO Jay Kreps is coming to TC Sessions: SaaS for a fireside chat
September 16, 2021
Tickers
SAAS
TC
UBER
Tags
open source
computing
Javier Soltero
From
TechCrunch
Bob Youakim joins Anduin Board of Directors
September 16, 2021
Tickers
SAAS
Tags
Accounting
Startup
Saas
From
PRLog
Salesforce announces new Mulesoft RPA tool based on Servicetrace acquisition
September 16, 2021
Tickers
SAAS
TC
Tags
Einstein Automate
mulesoft
workflow automation
From
TechCrunch
New Zealand startup HeartLab raises $2.45M to bring heart scanning software to the US
September 16, 2021
Tickers
SAAS
TC
Tags
Artificial Intelligence
TC
Health
From
TechCrunch
Front introduces customer-centric features with deeper CRM integration
September 15, 2021
Tickers
CRM
SAAS
Tags
Front
communication platform
Enterprise
From
TechCrunch
EdTech Startup Builds on Early Traction in Remote Proctoring with New Crowdfunding Round
September 15, 2021
Tickers
SAAS
Tags
Investment
Online Testing
Saas
From
PRLog
5 Reasons to need to go to TC Sessions: SaaS 2021
September 15, 2021
Tickers
SAAS
TC
Tags
Volvo Cars
software as a service
business models
From
TechCrunch
Ascend raises $5.5M to provide a BNPL option for commercial insurance
September 15, 2021
Tickers
SAAS
TC
Tags
insurance
Enterprise
auto insurance
From
TechCrunch
Zonos banks $69M to develop APIs for democratizing cross-border commerce
September 15, 2021
Tickers
SAAS
TC
Tags
Todd MacLean
Recent Funding
Pluralsight
From
TechCrunch
Grammarly SDK beta lets developers embed automated text editing in any web app
September 14, 2021
Tickers
SAAS
TC
Tags
Developer
Cloud
grammarly
From
TechCrunch
EverAfter closes $13M to help companies ride off into the sunset with their customers
September 14, 2021
Tickers
CRM
SAAS
TC
Tags
TC
Customer success
SaaS
From
TechCrunch
Fintech startup SellersFunding raises $166.5M in equity, credit round to support e-commerce sellers
September 14, 2021
Tickers
SAAS
TC
Tags
TC
jeppe zink
SaaS
From
TechCrunch
PassFort, a RegTech SaaS for KYC and AML, nets $16.2M
September 14, 2021
Tickers
CRM
SAAS
TC
Tags
regulatory compliance
TC
Europe
From
TechCrunch
Maropost presents an ecommerce fulfillment guide to help merchants process orders like pros
September 14, 2021
Tickers
ECOM
SAAS
Tags
ecom
SMS marketing
ecommerce business
From
PRUnderground
3 keys to pricing early-stage SaaS products
September 13, 2021
Tickers
AWS
SAAS
TC
Tags
AWS
Startups
product
From
TechCrunch
SpotOn raises $300M at a $3.15B valuation and acquires Appetize
September 13, 2021
Tickers
SAAS
Tags
appetize
Fintech
DST Global
From
TechCrunch
MarginEdge, a restaurant management software company, raises $18M
September 13, 2021
Tickers
APPS
SAAS
TC
Tags
restaurant management
Startups
Enterprise
From
TechCrunch
Benevity Hires Former Adobe Executive as Chief Product Officer to Bring Next-Generation ESG Products to More Companies
September 10, 2021
Tickers
ESG
JOBS
SAAS
Tags
benevity
Chief Product Officer
hiring
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
3
4
5
6
7
8
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.