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 Sam Altman
Recent news which mentions Sam Altman
< Previous
1
2
3
4
5
6
7
8
9
...
17
18
Next >
Sam Altman Crushes OpenAI-Microsoft Feud Rumors, Hails 'Really Wonderfully Good' Bond With Satya Nadella
June 25, 2025
Tickers
META
MSFT
NEWS
Tags
Sam Altman
News
Microsoft OpenAI
From
Benzinga
Sam Altman Slams Trademark Lawsuit Over 'io' As 'Silly' And 'Disappointing' After OpenAI Scrubs Jony Ive Deal From Website Under Judge's Order
June 25, 2025
Tickers
AAPL
TECH
Tags
ChatGPT
Sam Altman
Stories That Matter
From
Benzinga
Mark Zuckerberg And Meta Leaders Were So Rattled By This Single Investor Question That It Changed The Way They Spoke To Wall Street, CFO Reveals
June 25, 2025
Tickers
META
Tags
Market News
META
Large Cap
From
Benzinga
Ken Rogoff Warns AI's Hunger For Power Could Send Interest Rates Soaring: 'You're Going To See Even More Spending, Not Less'
June 24, 2025
Tags
Sam Altman
Daron Acemoglu
Raoul Pal
From
Benzinga
Tesla Vs. Meta: Engineer Says He's Staying At EV Giant — 'No Amount Of Money Can Sway Me From Elon'
June 24, 2025
Tickers
AI
META
TECH
TSLA
Tags
Management
Tesla AI
robotaxis
From
Benzinga
Consumer Tech News (June 16-June 20): Fed Holds Rates, Trump Eyes Iran Moves, Apple Taps AI, Accenture Shifts Strategy
June 22, 2025
Tickers
AAPL
ACN
BABA
F
Tags
BABA
GM
News
From
Benzinga
Reddit Eyes Sam Altman's Iris-Scanning Orb To Verify Real Users Without Compromising Anonymity: Report
June 21, 2025
Tickers
GOOG
GOOGL
RDDT
TECH
Tags
Sam Altman
GOOGL
GOOG
From
Benzinga
Sam Altman Says AI Will Make His Kids More Capable, Not More Intelligent: 'My Kids Will Never Be Smarter Than AI'
June 21, 2025
Tickers
AI
META
TECH
Tags
Tech
benzinga neuro
META
From
Benzinga
Meta Tried Luring OpenAI's Top Minds With Massive Paychecks, But Sam Altman 'Neglected To Mention That He's Countering Those Offers,' Says Andrew Bosworth
June 21, 2025
Tickers
META
TECH
Tags
Sam Altman
artificial intelligence
OpenAi
From
Benzinga
Sam Altman Says He 'Didn't Think' Elon Musk Would Abuse Government Power, Tesla CEO Hits Back With 'Scam Altman' Jibe
June 20, 2025
Tickers
MGX
ORCL
TECH
Tags
Elon Musk
MGX
OpenAi
From
Benzinga
Mark Zuckerberg's Meta Dangled '$100 Million Signing Bonuses' To OpenAI Team Members, Says Sam Altman: Happy 'None' Of Our Best People Took Them
June 17, 2025
Tickers
AGI
GOOG
GOOGL
META
Tags
GOOG
Consumer Tech
GOOGL
From
Benzinga
Zoom CEO Eric Yuan Dismisses Work-Life Balance: 'Work Is life, Life Is Work'—With One Important Caveat
June 16, 2025
Tickers
TECH
ZOOM
Tags
Sam Altman
ZOOM
Bill Gates
From
Benzinga
AMD Challenges Nvidia's AI Dominance With New Helios Server As OpenAI CEO Sam Altman Confirms ChatGPT Will Use Lisa Su-Led Tech Giant's Latest Chips: 'Future Of AI Is Not Going To Be Built By Any One
June 13, 2025
Tickers
AMD
INTC
META
NEWS
Tags
AI Chips
NVDA
AMD
From
Benzinga
Every Time You Ask ChatGPT Something, It Uses As Much Electricity As An Oven Does In One Second, Says Sam Altman: The 'Cost Of Intelligence' Will Only Lower
June 11, 2025
Tickers
TECH
Tags
OpenAi
Sam Altman
Market News
From
Benzinga
Sam Altman Says AI Can Replace Interns, But Gen Z Is Already Treating It Like A Work Buddy
June 06, 2025
Tickers
GOOG
GOOGL
NVDA
TECH
Tags
Benzinga
Market News
Tech
From
Benzinga
Sam Altman's 2023 OpenAI Ouster Becoming A Movie: Could Former Spider-Man Play Him?
June 04, 2025
Tickers
AMZN
MSFT
TECH
Tags
MGM Studios
AMZN
MSFT
From
Benzinga
Steve Jobs' Widow Is Backing Jony Ive's Mystery AI Device Even Though She's Still 'Very Close' To Apple Leadership: 'If It Wasn't For Laurene...'
June 02, 2025
Tickers
AAPL
GOOG
GOOGL
MSFT
Tags
Laurene Powell Jobs
Benzinga
Jony Ive
From
Benzinga
Amazon And Google Backed AI Startup Anthropic Reportedly Hits $3 Billion In Annualized Revenue — Where's ChatGPT-Parent OpenAI At?
June 01, 2025
Tickers
AMZN
GOOG
GOOGL
NEWS
Tags
ChatGPT
Consumer Tech
GOOG
From
Benzinga
Elon Musk Called AI An 'Existential Risk for Human Civilization' — Yet, He Invested Early In DeepMind After This Warning From Co-Founder Demis Hassabis
May 31, 2025
Tickers
GOOG
GOOGL
META
TECH
Tags
Elon Musk
Market News
Demis Hassabis
From
Benzinga
Barack Obama Once Said Work-Life Balance Isn't Always Possible If You Want To Be Successful: 'You Can Have It All—But You Can't Have It All At Once'
May 31, 2025
Tickers
TECH
Tags
Stories That Matter
benzinga neuro
Benzinga
From
Benzinga
OpenAI's Sam Altman Says $6.5B Deal With Jony Ive To Build AI 'Companions' Could Add $1 Trillion In Company Value: Report
May 28, 2025
Tickers
AAPL
GOOG
GOOGL
TECH
Tags
GOOGL
Sam Altman
GOOG
From
Benzinga
Nuclear Stocks Oklo, Nano Nuclear, Constellation Energy Surge In Friday Pre-Market: What's Going On?
May 23, 2025
Tickers
CEG
GEV
NEWS
OKLO
Tags
benzinga neuro
nuclear energy sector
Chris Wright
From
Benzinga
Sam-Altman Founded World Token Rips 24%—What's Going On?
May 23, 2025
Tickers
NEWS
Tags
Cryptocurrency
Sam Altman
News
From
Benzinga
OpenAI Teams Up With iPhone Designer Jony Ive As ChatGPT Maker Makes Push Into Hardware, Apple Shares Slide
May 21, 2025
Tickers
AAPL
AI
NEWS
TECH
Tags
News
Tech
Movers
From
Benzinga
Sam Altman's OpenAI Raises $11.6 Billion For Texas Data Center As It Moves To Reduce Reliance On Microsoft: Report
May 21, 2025
Tickers
MSFT
NEWS
NVDA
ORCL
Tags
Benzinga
benzinga neuro
Sam Altman
From
Benzinga
Brian Chesky Shares Promo For Airbnb's Biggest Change In Decades, Sam Altman Calls Him 'The Most Auteur Founder Of This Generation'
May 14, 2025
Tickers
TECH
Tags
Airbnb
Sam Altman
Brian Chesky
From
Benzinga
OpenAI's IPO Ambitions Hang In The Balance As Microsoft Negotiates Equity: Report
May 12, 2025
Tickers
MSFT
NEWS
TECH
Tags
Market News
OpenAi
MSFT
From
Benzinga
OpenAI's Sam Altman Reaches Out to Elon Musk Amid Ongoing Social Media Spat: 'Let's Be Friends'
May 11, 2025
Tickers
AGI
NEWS
TECH
TSLA
Tags
Sam Altman
News
Donald Trump
From
Benzinga
Sam Altman Tells Congress US Must Pursue 'Sensible Regulation,' Avoid 'Silly Mistake' To Stay Ahead Of China In AI Race: 'It's Hard To Say How Far Ahead We Are...'
May 09, 2025
Tickers
GOOG
GOOGL
MSFT
NEWS
Tags
Sam Altman
Government
GOOGL
From
Benzinga
Sam Altman Says 'Can't Wrap Our Heads Around' The Size Of The AI Revolution, Calls For 'Humility And Caution' To Guide The Future
May 09, 2025
Tickers
TECH
Tags
Tech
Benzinga
Market News
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
17
18
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.