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 Toast Inc
Recent news which mentions Toast Inc
Block shares pop 11% on full-year guidance boost
August 07, 2025
Tags
Breaking News: Technology
FinTech
Cryptocurrency
From
CNBC.com News
Cramer's Lighting Round: 'You want to own' Marathon Petroleum
June 26, 2025
Tags
SilverSun Technologies Inc
Investment strategy
S&P 500
From
CNBC.com News
Block shares plunge 17% on revenue miss
May 01, 2025
Tags
Cryptocurrency
FinTech
Block Inc
From
CNBC.com News
Fintech's Affirm, Paypal sink as stocks pull back from massive tariff pause rally
April 10, 2025
Tags
PayPal Holdings Inc
Energy
Affirm Holdings Inc
From
CNBC.com News
Affirm surges 20% as fintech rallies on tariff pause, but risk remains
April 09, 2025
Tags
Bitcoin
Remitly Global Inc
Toast Inc
From
CNBC.com News
Block bets on lending expansion after stock slump
March 14, 2025
Tags
Toast Inc
Energy
Crypto
From
CNBC.com News
Toast, Shift4 lead drop in fintechs as investors exit stocks tied to consumer spending
March 13, 2025
Tags
Bitcoin
Shift4 Payments Inc
Global Payments Inc
From
CNBC.com News
Block shares plunge 17%, head for worst day in 5 years after earnings miss
February 21, 2025
Tags
Cryptocurrency
FinTech
Block Inc
From
CNBC.com News
Fintechs Upstart and Toast soar on earnings
November 08, 2024
Tags
Energy
PayPal Holdings Inc
Crypto
From
CNBC.com News
Cramer's Lightning Round: Don't sell Match Group
July 16, 2024
Tags
Fortinet Inc
Sarepta Therapeutics Inc
Air Products and Chemicals Inc
From
CNBC.com News
Tech founders are shunning IPOs after extended market lull, survey finds
June 28, 2024
Tickers
IPO
Tags
Arm Holdings PLC
Oracle Corp
Meta Platforms Inc
From
CNBC.com News
Cramer's week ahead: Earnings from Costco, Dell, Ulta and Dollar General
May 24, 2024
Tags
Abercrombie & Fitch Co
Costco Wholesale Corp
Toast Inc
From
CNBC.com News
5 things to know before the stock market opens Friday
February 16, 2024
Tags
Shake Shack Inc
Investment strategy
Inflection Point Acquisition Corp
From
CNBC.com News
Toast will lay off 10% of its workforce, about 550 employees, as growth slows
February 15, 2024
Tags
Business
Enterprise
US: News
From
CNBC.com News
Cramer's Lighting Round: 'Hold onto' MP Materials
January 09, 2024
Tags
stocks
Stock markets
Investment Strategy
From
CNBC.com News
Cramer examines why bank stocks performed poorly this year
November 28, 2023
Tags
Toast Inc
Investing
Markets
From
CNBC.com News
Cramer's Lighting Round: 'Stay away' from HF Sinclair
October 26, 2023
Tags
U/S/ Markets
Toast Inc
Canadian Natural Resources Ltd
From
CNBC.com News
Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest
September 06, 2023
Tags
ServiceNow Inc
Zscaler Inc
AeroVironment Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Enbridge, Roku, Gitlab and more
September 06, 2023
Tags
Enbridge Inc
Dominion Energy Inc
AeroVironment Inc
From
CNBC.com News
Cava and Sweetgreen see delivery orders fall as customers pick up their own food
August 16, 2023
Tags
US: News
Business
Just Eat Takeaway/com NV
From
CNBC.com News
Stocks making the biggest moves midday: Roblox, Penn Entertainment, Upstart and more
August 09, 2023
Tags
Bumble Inc
Breaking News: Markets
Roblox Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Penn Gaming, Lyft, WeWork and more
August 09, 2023
Tags
Toast Inc
Markets
Carvana Co
From
CNBC.com News
Stocks making the biggest moves after hours: Airbnb, Twilio, Rivian, Occidental Petroleum and more
May 09, 2023
Tags
Twilio Inc
Markets
Wall Street
From
CNBC.com News
Tipping in the United States has gotten out of control, experts say. Here's why
April 01, 2023
Tags
Chase Corp
Visa Inc
Consumer Technology
From
CNBC.com News
The tech IPO market collapsed in 2022, and next year doesn't look much better
December 29, 2022
Tickers
IPO
IPOS
Tags
Breaking News: Technology
IPO
US: News
From
CNBC.com News
Jim Cramer's week ahead: Get ready to 'pounce' when the market is oversold
November 04, 2022
Tags
Investment Strategy
stocks
AMC Entertainment Holdings Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Ford, General Motors, Rivian and more
October 10, 2022
Tags
Earnings
Procter & Gamble Co
Market Insider
From
CNBC.com News
Diners not pulling back on tipping despite inflation, report says
August 18, 2022
Tags
McDonald's Corp
Toast Inc
Retail industry
From
CNBC.com News
Cloud stocks are rallying after a punishing start to the year as 2022 outlook brightens
August 12, 2022
Tags
Shopify Inc
Paycom Software Inc
Technology
From
CNBC.com News
Toast shares pop as revenue beats estimates and forecast shows more restaurants are going digital
August 12, 2022
Tags
Restaurants
Mobile
Toast Inc
From
CNBC.com News
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.