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 ZM
Recent news which mentions ZM
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
Next >
3 Top Undervalued Stocks Primed for a Multibagger Recovery
April 29, 2024
Tickers
BABA
BDRBF
JD
RNG
Tags
JD
BABA
ZM
From
InvestorPlace
After Holding for Nearly 9 Years, I Just Sold PayPal Stock: Here's What I'm Buying Instead
April 28, 2024
Tickers
ASO
EBAY
HIBB
INTU
Tags
ZM
Recent Press Releases
ASO
From
Motley Fool
Looking Into Zoom Video Comms's Recent Short Interest
April 25, 2024
Tickers
ZM
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
Cathie Wood's Ark Empire Bleeds As Investor Outflows Spike: 'The Loyal Shareholders Have Become Frustrated'
April 23, 2024
Tickers
ARKF
ARKG
ARKK
ARKQ
Tags
SARK
News
New ETFs
From
Benzinga
Cathie Wood's Ark Invest Seizes Tesla Dip, Acquires Over $17M in Shares Ahead Of Q1 Results — Zoom Stock Dumped
April 22, 2024
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
Market News
ARKQ
Equities
From
Benzinga
Why Investors Should Choose the Nasdaq-100 Over the Ark Innovation ETF
April 22, 2024
Tickers
ARKK
BTC
QQQ
ROKU
Tags
QQQ
Market News
BTC
From
Motley Fool
3 Tech Stock Winners to Buy Now for a Huge 2024
April 18, 2024
Tickers
CTSH
GOOG
GOOGL
META
Tags
ZM
NASDAQ:META,NYSE:SHOP,NASDAQ:ZM,NASDAQ:CTSH,NASDAQ:GOOG,NASDAQ:GOOGL
GOOGL
From
InvestorPlace
Zoom Leverages 'AI-Powered Advancements' For Growth: Analyst Sees Market Edge
April 18, 2024
Tickers
AMZN
TECH
ZM
Tags
Analyst Ratings
Catharine Trebnick
Market News
From
Benzinga
6 Analysts Have This To Say About Zoom Video Comms
April 18, 2024
Tickers
ZM
Tags
BZI/AAR
ZM
Analyst Ratings
From
Benzinga
Will DocuSign Be a Trillion-Dollar Stock by 2040?
April 16, 2024
Tickers
ADBE
CRM
DBX
DOCU
Tags
ZM
Recent Press Releases
Market News
From
Motley Fool
3 Overlooked Stocks That Can Easily Double in 2024
April 12, 2024
Tickers
C
DM
TMC
UBS
Tags
ZM
WFC
UBS
From
InvestorPlace
2 Artificial Intelligence (AI) Stocks That Could Go Parabolic
April 08, 2024
Tickers
AI
UPST
ZM
Tags
Recent Press Releases
Market News
ZM
From
Motley Fool
Ride the Rate Cut Rally: 3 Growth Stocks to Own Before the Fed Makes a Move
April 07, 2024
Tickers
MSFT
NVDA
SHOP
ZM
Tags
SHOP
NVDA
Stocks to Buy
From
InvestorPlace
The 3 Best Cathie Wood Stocks to Buy in April 2024
April 05, 2024
Tickers
COIN
EXAS
ROKU
TSLA
Tags
NASDAQ:COIN,NASDAQ:TSLA,CCC:BTC/USD,NASDAQ:EXAS,NASDAQ:ROKU,NASDAQ:ZM
Stocks to Buy
Market News
From
InvestorPlace
NetApp, Zoom Video And 2 Other Stocks Insiders Are Selling
April 04, 2024
Tickers
AFRM
ARWR
NEWS
NTAP
Tags
Market News
Short Ideas
Insider Selling
From
Benzinga
The 25 Best Stocks to Buy Now in April
April 03, 2024
Tickers
AMD
AMZN
BABA
CHWY
Tags
SBUX
GOOGL
Recent Press Releases
From
Motley Fool
Microsoft Succumbs To Regulatory Pressure
April 02, 2024
Tickers
AAPL
AMZN
CRM
META
Tags
contributors
META
News
From
Benzinga
3 Stocks to Buy for the Next Bull Run: March 2024
March 26, 2024
Tickers
FDX
GS
NVO
ZM
Tags
NVO
GS
Stocks to Buy
From
InvestorPlace
Cathie Wood's Ark Takes Profits In Rallying Crypto Stocks, Trims Nvidia And This COVID-19 Play Further
March 26, 2024
Tickers
ARKG
ARKK
COIN
HOOD
Tags
NVDA
Top Stories
SQ
From
Benzinga
10 Ridiculously Cheap Stocks to Buy Now and Hold for the Long Term
March 25, 2024
Tickers
BABA
EBAY
ETSY
FVRR
Tags
GCT
UPWK
ETSY
From
Motley Fool
How Is The Market Feeling About Zoom Video Comms?
March 21, 2024
Tickers
ZM
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
What Analysts Are Saying About Zoom Video Comms Stock
March 19, 2024
Tickers
ZM
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Beware the Magazine Cover Jinx: 7 Stocks to Sell Before It Strikes Again
March 18, 2024
Tickers
AEYE
DNUT
MMYT
NVDA
Tags
NVDA
NASDAQ:NVDA,NASDAQ:SMCI,NASDAQ:TSLA,NASDAQ:AEYE,NASDAQ:MMYT,NASDAQ:DNUT,NASDAQ:ZM
Stocks to Sell
From
InvestorPlace
A Few Years From Now, You'll Probably Wish You'd Followed Billionaire Investors Into This Stock
March 16, 2024
Tickers
AAPL
ABNB
BRK-A
BRK-B
Tags
Recent Press Releases
ABNB
ZM
From
Motley Fool
3 Stocks That Could Benefit from the Continuous Rise of Online Education
March 15, 2024
Tickers
COUR
UDMY
ZM
Tags
Market News
Stocks to Buy
COUR
From
InvestorPlace
3 Millionaire-Maker Stocks to Buy to Take Advantage of This Crazy Bull Market
March 15, 2024
Tickers
NVDA
SHOP
SOUN
ZM
Tags
ZM
NASDAQ:ZM,NYSE:SHOP,NASDAQ:SOUN,NASDAQ:NVDA
Market News
From
InvestorPlace
Eyes on the Prize: 3 Stocks Set for a Short Squeeze
March 14, 2024
Tickers
AI
BLNK
CHPT
GM
Tags
RILY
Stocks to Buy
Market News
From
InvestorPlace
10 Information Technology Stocks Whale Activity In Today's Session
March 11, 2024
Tickers
AMD
ARM
MARA
NOW
Tags
ZM
Benzinga
SMCI
From
Benzinga
1 Artificial Intelligence (AI) Stock to Buy Before It Soars 2,170%, According to Cathie Wood's Ark Invest
March 11, 2024
Tickers
AI
ZM
Tags
ZM
Market News
Recent Press Releases
From
Motley Fool
Is Zoom Quietly Becoming a Top Artificial Intelligence (AI) Stock?
March 11, 2024
Tickers
AI
ZM
Tags
ZM
Recent Press Releases
Market News
From
Motley Fool
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
32
33
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.