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 Scott Berg
Recent news which mentions Scott Berg
Upland Software Is Lean, Cash-Rich, AI-Driven, Analyst Notes
August 26, 2025
Tickers
NEWS
TECH
UPLD
Tags
UPLD
News
Upgrades
From
Benzinga
Dayforce, Thoma Bravo Deal Has Some Analysts Wanting More
August 22, 2025
Tickers
DAY
PAYX
Tags
DAY
Needham
Scott Berg
From
Benzinga
Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts
August 07, 2025
Tickers
SHOP
Tags
Earnings Beats
Earnings
Price Target
From
Benzinga
Dayforce: Native Platform To Drive Deal Growth, Says Bullish Analyst
June 30, 2025
Tickers
DAY
Tags
Reiteration
Analyst Color
DAY
From
Benzinga
DocuSign Posts Beat-And-Raise Quarter; Stock Tanks Almost 20%
June 06, 2025
Tickers
DOCU
Tags
Market News
Analyst Ratings
Movers
From
Benzinga
Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?
May 29, 2025
Tickers
CRM
Tags
Analyst Color
Price Target
Mark Murphy
From
Benzinga
Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target
May 23, 2025
Tickers
WDAY
Tags
Earnings Beats
KeyBanc Capital Markets
Brad Reback
From
Benzinga
Workday Analysts Expects Q1 Revenue, Earnings Upside
May 21, 2025
Tickers
WDAY
Tags
Previews
Benzinga
Scott Berg
From
Benzinga
DocuSign Reports Upbeat Q4 Results, Analysts Still Call lt A 'Wait-And-See' Story
March 14, 2025
Tickers
DOCU
Tags
Benzinga
Analyst Color
Earnings
From
Benzinga
Salesforce's Shares Drop On Missed FY Guidance, Analyst Recommends Focus On Bookings
February 27, 2025
Tickers
CRM
Tags
Expert Ideas
Movers
Analyst Ratings
From
Benzinga
Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts
February 26, 2025
Tickers
WDAY
Tags
JMP Securities
Scott Berg
Needham
From
Benzinga
ServiceTitan Stock Tanks Despite Strong Q3, Analysts Highlight 'Durable Growth Trajectory'
January 14, 2025
Tickers
IPOS
TTAN
Tags
Analyst Color
KeyBanc Capital Markets
Stories That Matter
From
Benzinga
Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'
December 04, 2024
Tickers
AI
CRM
TECH
Tags
AI
Brad Sills
Reiteration
From
Benzinga
Salesforce Q3 Earnings Preview: Analyst Says 'Transitional Year' Coming, Recommends To Add Shares On Pullbacks
December 03, 2024
Tickers
CRM
TECH
Tags
Needham
Scott Berg
Reiteration
From
Benzinga
Similarweb Analyst Initiates Coverage, Praises Tel Firm For 'Rapidly Improving Profitability'
October 21, 2024
Tickers
SMWB
Tags
Trading Ideas
Scott Berg
Benzinga
From
Benzinga
Docusign Reports Beat-And-Raise Quarter, But These Analysts Have Some Concerns
September 06, 2024
Tickers
DOCU
Tags
Stories That Matter
Earnings Beats
Analyst Color
From
Benzinga
Workday Stock Soars As Analysts Call Q2 A 'Turning Point'
August 23, 2024
Tickers
WDAY
Tags
Top Stories
Goldman Sachs
Scott Berg
From
Benzinga
DocuSign Reports A 'Skinny Beat' With 'Street's Calibration To The New Cadence May Take A Quarter Or Two'
June 07, 2024
Tickers
ADBE
DOCU
Tags
Market News
Movers
George Iwanyc
From
Benzinga
Does Workday Have 'Some Pockets Of Strength'? 11 Analysts Look At Q1 Results, Outlook
May 24, 2024
Tickers
WDAY
Tags
Brent Bracelin
Brad Sills
Needham
From
Benzinga
UiPath Shares Jump After Q3 Earnings: 6 Analysts Weigh In
December 01, 2023
Tickers
MSFT
NOW
PATH
TECH
Tags
Brian Schwartz
Long Ideas
Keith Bachman
From
Benzinga
DocuSign Shares Down Despite Upbeat Q2 Print: What 4 Analysts Think
September 08, 2023
Tickers
DOCU
Tags
Reiteration
Needham
Scott Berg
From
Benzinga
Salesforce Delivers Upside 'Across The Board': 5 Analysts React To Strong Q2 Performance
August 31, 2023
Tickers
CRM
Tags
Trading Ideas
Stifel
Reiteration
From
Benzinga
Workday Shines Through Industry 'Storm Clouds': What 6 Analysts Think Of Q2 Print
August 25, 2023
Tickers
WDAY
Tags
Morgan Stanley
Earnings
Michael Turits
From
Benzinga
BILL Holdings' Q4 Results: 6 Analysts Respond To Macro Headwinds Impacting Revenue Projections
August 18, 2023
Tickers
BAC
BILL
INTU
Tags
Analyst Ratings
Piper Sandler
Oppenheimer
From
Benzinga
Salesforce's AI Strategy Is 'Firming Up': 4 Analysts On Q1 Print, Outlook
June 01, 2023
Tickers
CRM
Tags
News
software
Brent Bracelin
From
Benzinga
What These 4 DocuSign Analysts Have To Say About Q4 Print
March 10, 2023
Tickers
DOCU
Tags
Analyst Color
Price Target
Benzinga
From
Benzinga
7 Salesforce Analysts On Q4 Earnings: 'Nearly Everything Investors Could Hope For'
March 02, 2023
Tickers
CRM
Tags
Benzinga
Price Target
Bernstein
From
Benzinga
5 Salesforce Analysts Offer Their Takes On Q3 Print, Taylor's Departure As Co-CEO
December 01, 2022
Tickers
CRM
Tags
News
Reiteration
Scott Berg
From
Benzinga
DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In
September 09, 2022
Tickers
DOCU
Tags
Keith Weiss
BofA Securities
Brad Sills
From
Benzinga
7 Coupa Software Analysts React To Q1 Earnings Beat: 'Lots Of Noise Around Billings'
June 07, 2022
Tickers
COUP
JMP
Tags
KeyBanc
Market News
COUP
From
Benzinga
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.