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 ZI
Recent news which mentions ZI
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
Earnings Outlook For ZoomInfo Technologies
April 28, 2023
Tickers
ZI
Tags
Benzinga
ZI
BZI/EP
From
Benzinga
Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows
April 01, 2023
Tickers
GNRC
SOFI
ZI
Tags
Market News
ZI
GNRC
From
Motley Fool
Top 5 Best And Worst U.S. Industry ETFs In Q1 2023: AI and Bank Turmoil Shaped Stock Returns
March 31, 2023
Tickers
ACDC
AI
BBIO
BHVN
Tags
SKY
KLAC
AI
From
Benzinga
What's Going On With ZoomInfo Technologies Stock?
March 13, 2023
Tickers
SIVB
ZI
Tags
ZI
Benzinga
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
March 10, 2023
Tickers
WISH
WLY
WNW
WRBY
Tags
ZION
ZI
BZI/ftw
From
Benzinga
Cramer Says Avoid This Stock, But His Dog May Disagree: 'It Is At $10...Something's Wrong'
February 22, 2023
Tickers
ASTS
PFE
PI
WOOF
Tags
Media
WOOF
ASTS
From
Benzinga
GitLab’s stock slides as company plans to cut 7% of staff
February 09, 2023
Tickers
AFRM
CRM
DELL
EBAY
Tags
EBAY
DELL
GTLB
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For February 7, 2023
February 07, 2023
Tickers
AGRO
AKAM
BBBY
BECN
Tags
BBBY
SILK
PAA
From
Benzinga
JD.com To Rally Over 49%? Here Are 10 Other Analyst Forecasts For Tuesday
February 07, 2023
Tickers
ACM
ALV
DIOD
FN
Tags
TSN
FN
DIOD
From
Benzinga
Why Bed Bath & Beyond Fell Almost 30%; Here Are 20 Stocks Moving Premarket
February 07, 2023
Tickers
AFRM
AI
ATRA
AWK
Tags
SOUN
ZH
Pre/Market Movers
From
Benzinga
ZoomInfo Technologies (ZI) Q4 2022 Earnings Call Transcript
February 06, 2023
Tickers
ZI
Tags
Market News
ZI
Recent Press Releases
From
Motley Fool
Why ZoomInfo Stock Is Diving After Hours
February 06, 2023
Tickers
ZI
Tags
Movers
Earnings
Henry Schuck
From
Benzinga
Earnings Scheduled For February 6, 2023
February 06, 2023
Tickers
ACM
ACT
ALCO
AMG
Tags
MLAB
DSKE
L
From
Benzinga
A Preview Of ZoomInfo Technologies's Earnings
February 03, 2023
Tickers
ZI
Tags
BZI/EP
ZI
Benzinga
From
Benzinga
Expert Ratings for ZoomInfo Technologies
January 25, 2023
Tickers
ZI
Tags
ZI
Benzinga
BZI/AAR
From
Benzinga
Workday gets downgraded to hold as analyst expects cycle to favor lagging software names
January 23, 2023
Tickers
CRM
HUBS
WDAY
ZI
Tags
CRM
HUBS
WDAY
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2023
January 10, 2023
Tickers
A
ALBO
ALLY
AMPS
Tags
BAC
MTB
WFC
From
Benzinga
The Latest Analyst Ratings for ZoomInfo Technologies
January 06, 2023
Tickers
ZI
Tags
ZI
Benzinga
Analyst Ratings
From
Benzinga
Investors Weren't Happy With These 2 Tech Stocks Wednesday
January 04, 2023
Tickers
DJI
MSFT
ZI
Tags
^GSPC
Recent Press Releases
ZI
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For January 4, 2023
January 04, 2023
Tickers
ADSE
AMPL
AMPS
AMWL
Tags
CHRW
SAM
AMPL
From
Benzinga
19 Analysts Have This to Say About ZoomInfo Technologies
November 23, 2022
Tickers
ZI
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Why Foresight Autonomous Shares Jumped 33%; Here Are 83 Biggest Movers From Yesterday
November 17, 2022
Tickers
AAP
ACET
AEVA
AFMD
Tags
Movers From Yesterday
AAP
BKD
From
Benzinga
Target, Holley, Ferroglobe And Other Big Losers From Wednesday
November 17, 2022
Tickers
AAP
ACET
AFRM
ASLE
Tags
LU
COIN
Market News
From
Benzinga
7 Tech Stocks Smart Investors Shouldn’t Touch with a 10-Foot Pole
November 09, 2022
Tickers
LYFT
MSFT
ROKU
SHOP
Tags
UPST
Market News
MSFT
From
InvestorPlace
Still Relying On Twitter To Get Your Political News? This Company With Insight From Over 75 Years Of Reliable Experience Could Give You A Better Edge
November 07, 2022
Tickers
CVX
NOTE
SPLK
TSLA
Tags
SPLK
Market News
Partner Content
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
November 04, 2022
Tickers
MSFT
MTLS
MTTR
NAII
Tags
SHPH
NSPR
TEAM
From
Benzinga
7 Tech Stocks Set to Soar From 52-Week Lows
November 03, 2022
Tickers
ADI
BR
MSFT
SABR
Tags
Market News
ADI
MSFT
From
InvestorPlace
Why Tupperware Brands Shares Dipped Around 42%; Here Are 89 Biggest Movers From Yesterday
November 03, 2022
Tickers
ABNB
ACIW
ALLR
AMSC
Tags
PRO
SKY
VEON
From
Benzinga
ZoomInfo Faces Near-Term Headwinds But Analysts Bet On Its Long-Term Prospects As SaaS Player
November 02, 2022
Tickers
TECH
ZI
Tags
Analyst Ratings
Market News
News
From
Benzinga
Why ZoomInfo Technologies Stock Plunged Today
November 02, 2022
Tickers
ZI
Tags
Recent Press Releases
ZI
Market News
From
Motley Fool
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.