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 Devitt
Recent news which mentions Scott Devitt
Shopee Expects 25% GMV Growth, Sea Rides Tide Past Expectations As Two Analysts Raise Price Targets
August 13, 2025
Tickers
SE
Tags
Price Target
Reiteration
Market News
From
Benzinga
Uber Posts Q2 Beat, Well-Positioned To Drive Strong Growth: Analysts
August 07, 2025
Tickers
UBER
Tags
Needham
Analyst Color
Doug Anmuth
From
Benzinga
eBay Impresses On Earnings, But Wall Street Sees Trade-Offs Ahead
July 31, 2025
Tickers
EBAY
Tags
Goldman Sachs
Deepak Mathivanan
Analyst Color
From
Benzinga
DoorDash Misses On Q1 Sales But 2025 Order Outlook Sparks Price Target Hikes
May 07, 2025
Tickers
DASH
Tags
DASH
Analyst Ratings
Benzinga
From
Benzinga
Amazon Delivers Q1 'On The Steady Side Of OK,' As Analysts Highlight AWS, AI Demand
May 02, 2025
Tickers
AMZN
NEWS
TECH
Tags
Brad Erickson
News
Barton Crockett
From
Benzinga
Meta Analysts Highlight AI-Driven Ad Revenues: 'Best-Positioned Digital Ad Player'
May 01, 2025
Tickers
META
NEWS
TECH
Tags
Justin Patterson
Market News
Michael Morris
From
Benzinga
Airbnb Posts Strong Q4: Global Expansion Strategy To Lend Upside To Growth Rates, Analysts Say
February 14, 2025
Tickers
ABNB
Tags
Eric Sheridan
Analyst Ratings
Earnings Beats
From
Benzinga
DoorDash Delivers Strong Q4, 7 Analysts Raise Forecasts On Growth Initiatives Across International Markets
February 12, 2025
Tickers
DASH
Tags
Wedbush
Earnings
Bernie McTernan
From
Benzinga
Lyft Analysts Weigh Earnings Beat Against Pricing Pressures, Weak Bookings
February 12, 2025
Tickers
DAL
LYFT
UBER
Tags
Analyst Ratings
Earnings Beats
Cantor Fitzgerald
From
Benzinga
Amazon Analysts Flag Q1 Guidance Concerns, AI Investment Surge: 'Spend Money To Make Money'
February 07, 2025
Tickers
AI
AMZN
AWS
JMP
Tags
Tech
RBC Capital
Trading Ideas
From
Benzinga
Pinterest Reports Healthy Q3, Q4 Guidance Disappoints: 6 Analysts Cut Forecasts — Will AI Tools 'Start To Help' In 2025?
November 08, 2024
Tickers
PINS
Tags
Market News
Rohit Kulkarni
Benchmark
From
Benzinga
Airbnb's Margins Under Pressure Despite Q3 Beat, Analysts Caution
November 08, 2024
Tickers
ABNB
Tags
Market News
Oppeneheimer
Travel
From
Benzinga
Lyft's Bookings Guidance Bests Uber, Analyst Says: 'Better Than Feared'
November 07, 2024
Tickers
DASH
DOOR
LYFT
UBER
Tags
Needham
Benchmark
Rohit Kulkarni
From
Benzinga
Amazon Analysts See Growth Ahead With AWS In 'Early Innings Of A Big AI Cycle,' Advertising Segment Fast-Growing 'Hidden Asset'
November 01, 2024
Tickers
AMZN
AWS
TECH
Tags
Eric Sheridan
Daniel Kurnos
cloud stocks
From
Benzinga
Alphabet Q3 Earnings Preview: Antitrust Probe, 2024 Election, Streak Of Revenue Beats And More For Investors To Watch
October 28, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
Reiteration
AI
Price Target
From
Benzinga
Expedia's Q2 Triumph: Analysts Highlight Vrbo As 'Bright Spot,' Praise Growth In Business Partnerships
August 09, 2024
Tickers
ABNB
BKNG
EXPE
Tags
Goldman Sachs
ABNB
Jed Kelly
From
Benzinga
Airbnb Invests 'For Growth While Consumer Slows'; 6 Analysts Cut Forecasts After Q2 Results
August 07, 2024
Tickers
ABNB
Tags
RBC Capital Markets
Thomas Champion
Movers
From
Benzinga
10 Amazon Analysts Assess Q2 Earnings: Strong AWS Growth, Retail Challenges
August 02, 2024
Tickers
AMZN
TECH
Tags
Rohit Kulkarni
Market News
Benchmark
From
Benzinga
Pinterest Shares Plunge Despite Upbeat Q2 Results: 6 Analysts On Guidance, Future Growth
July 31, 2024
Tickers
PINS
Tags
Market News
Doug Anmuth
Expert Ideas
From
Benzinga
Alphabet Set To Report Strong Q2 Results With Increased Search Revenue: Analyst Bullish On Google Parent Flags 3 Things That Will Be On His Radar
July 22, 2024
Tickers
GOOG
GOOGL
NEWS
TECH
Tags
Expert Ideas
Analyst Color
Previews
From
Benzinga
Airbnb, Norwegian Cruise See Analyst Upgrades: Are Travel And Leisure Stocks The New Value Heaven?
May 28, 2024
Tickers
ABNB
ALK
BEDZ
BYD
Tags
Price Target
Large Cap
Top Stories
From
Benzinga
Tesla Vs. Uber: If You Invested $1,000 Each In These Companies In 2022, Here's How Much You Would Have Now
May 10, 2024
Tickers
EVS
LYFT
NEWS
TSLA
Tags
Gary Black
Cathie Wood
Elon Musk
From
Benzinga
Booking Holdings Issues Soft Guidance Despite Strong Q1 Upside; These Analysts Delve Deeper
May 03, 2024
Tickers
BKNG
Tags
Benzinga
DA Davidson
JPMorgan
From
Benzinga
8 Analysts Size Up Amazon's Q1 Results, AWS Opportunity: 'Likely The Biggest Winner In AI'
May 01, 2024
Tickers
AI
AMZN
AWS
Tags
cloud stocks
Eric Sheridan
Analyst Ratings
From
Benzinga
Pinterest Shifts To A 'Higher Gear Of Growth': Analysts Raise Forecasts After Q1 Results
May 01, 2024
Tickers
AMZN
GOOG
GOOGL
PINS
Tags
Expert Ideas
Doug Anmuth
Earnings Misses
From
Benzinga
Alphabet's Blockbuster Results Highlight Its Transition From AI Laggard To Going 'On The Offensive': 11 Analysts Revise Forecasts After Q1 Results
April 26, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
Analyst Color
Brian Nowak
Morgan Stanley
From
Benzinga
Meta's Q1 Earnings: Analysts Say Support Its AI Strategy, 'Use Meta As A Source Of Funds,' Question Long-Term Value
April 25, 2024
Tickers
AAPL
AI
AMZN
GOOG
Tags
Initiation
Top Stories
Barton Crockett
From
Benzinga
Is Airbnb 'Reinventing' Itself With AI? 11 Analysts Deep Dive Into Q4 Results, Outlook
February 14, 2024
Tickers
ABNB
NEWS
Tags
News
BMO Capital Markets
Scott Devitt
From
Benzinga
Lyft's Stock Soars On Stellar Q4 Results: Analysts Range From Cautious To Optimistic
February 14, 2024
Tickers
LYFT
NEWS
UBER
Tags
JPMorgan
Trading Ideas
Youssef Squali
From
Benzinga
Expedia Stock Tanks After Q4 Earnings, CEO Departure: 'Solid Execution Is Critical'
February 09, 2024
Tickers
EXPE
NEWS
Tags
Market News
General
Doug Anmuth
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.