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 bill gates
Recent news which mentions bill gates
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
22
23
Next >
Bill Gates Reveals Five Cutting-Edge AI Innovations He Is Excited About
December 20, 2023
Tickers
MSFT
TECH
Tags
Consumer Tech
Tech
Health Care
From
Benzinga
SEC Complaint Filed Against Berkshire Hathaway After Arrest Of Shareholder Who Questioned Warren Buffett's Ties With Bill Gates, Jeffrey Epstein
December 19, 2023
Tickers
BRK
Tags
BRK
News
Warren Buffett
From
Benzinga
Tech Titans Triumph: Here Are The Top 10 Billionaires Whose Net Worths Have Jumped Tremendously In 2023
December 09, 2023
Tags
Jensen Huang
Economics
Top Stories
From
Benzinga
Bill Gates Acknowledges Underestimating The Internet's Role In Connecting 'Critical Mass Of Crazy People': 'Really Thought That The World Would Get More Rational'
December 08, 2023
Tickers
AMZN
MSFT
TECH
Tags
Internet
QAnon
Bill Gates
From
Benzinga
Bill Gates Makes $10.95 Million Per Day — More Than 4 Times What The Average Person Earns In A Lifetime. Here's How He's Spending It
December 06, 2023
Tags
Market News
Real Estate Access
Real Estate
From
Benzinga
Galaxy Digital CEO Bullish On Bitcoin, Bill Ackman Reveals $10M Stake In Elon Musk's X, Tesla's EV Tax Credit To Halve Next Year And More: Top Stories From This Weekend You Shouldn't Miss
December 04, 2023
Tickers
BITCOMP
BRPHF
PSHZF
TSLA
Tags
Mar A Lago
bitcoin
PSHZF
From
Benzinga
Bill Gates Says His Love For Reading Played A Crucial Role In His Shift From Tech To Global Philanthropy
December 04, 2023
Tickers
MSFT
Tags
Bill Gates
Microsoft
Stories That Matter
From
Benzinga
Elon Musk, Bill Gates And 'Kings' Might Pay $1B For Trump's Mar-A-Lago: Ex-President's Expert Witness To Testify In New York Fraud Trial
December 01, 2023
Tags
Benzinga
Market News
Politics
From
Benzinga
Bill Gates Issues Warning On Approaching Critical Global Warming Threshold At COP28
December 01, 2023
Tickers
TECH
Tags
Tech
General
Bill Gates
From
Benzinga
Bill Gates Is Pulling In Nearly $500 Million In Annual Dividend Income. Here Are The 5 Stocks Generating The Most Cash Flow For His Portfolio
November 27, 2023
Tickers
CAT
CNI
DE
MSFT
Tags
Benzinga
WM
Dividends
From
Benzinga
Tesla Investor Names His Choice For 'CEO Of The Year' And The Honor Goes To ... (Hint: It Isn't Elon Musk)
November 26, 2023
Tickers
GK
MSFT
TECH
Tags
GK
artificial intelligence
Bill Gates
From
Benzinga
Bill Gates Thinks Technology, AI Could Usher In A Three-Day Work Week
November 22, 2023
Tickers
TECH
Tags
Tech
Consumer Tech
Bill Gates
From
Benzinga
Musk And The Magnificent 9: How World's 10 Richest People Bagged $400B In 2023
November 21, 2023
Tickers
AMZN
BRK
GOOG
GOOGL
Tags
sergey brin
META
News
From
Benzinga
Elon Musk Blasts Shorts As 'Gluttons For Punishment' After Sen. Tommy Tuberville Discloses Bearish Tesla Bet
November 18, 2023
Tickers
EVS
TSLA
Tags
Short Sellers
Equities
Market News
From
Benzinga
'The Takeover Of The Food System Began With The Rockefellers And Was Advanced By Bill Gates,' According To Investigative Journalist Known For Sparking FBI Investigations Into The Clinton And Biden Fam
November 15, 2023
Tags
Market News
Real Estate
Farmland
From
Benzinga
Bill Gates Envisions Next-Level Personal AI-Powered Assistant In 5 Years That Is 'Far Beyond Today's Technology'
November 10, 2023
Tickers
MSFT
TECH
Tags
artificial intelligence
Microsoft
Bill Gates
From
Benzinga
Bill Gates-Backed Mining Startup Eyes Congo's Rich Cobalt And Copper Resources
November 08, 2023
Tickers
BHP
TECH
Tags
Benzinga
People In Tech
KoBold Metals
From
Benzinga
Elon Musk Once Again Slams Microsoft-OpenAI Partnership: 'They Own The Code, The Weights, Everything'
November 07, 2023
Tickers
MSFT
TECH
Tags
Consumer Tech
ChatGPT
artificial intelligence
From
Benzinga
AI-Fueled Stock Boom Means This Former Microsoft Employee Could Soon Outshine Bill Gates In Billionaire Rankings
October 30, 2023
Tickers
AI
Tags
Bill Gates
Microsoft
artificial intelligence
From
Benzinga
If You Invested $1,000 In Microsoft At Its IPO, Here's How Much You'd Have Now
October 29, 2023
Tickers
MSFT
Tags
Market News
MSFT
if you invested 1000 catalyst
From
Benzinga
Bill Gates Has Already Lost Millions On His Bud Light Comeback Bet
October 24, 2023
Tickers
BRK
BUD
Tags
General
BUD
Bill Gates
From
Benzinga
These Bill Gates-Backed Companies Are Slashing Jobs Because Of Financial Struggles While He Added Billions To His Net Worth
October 23, 2023
Tags
General
Jeff Bezos
Convoy
From
Benzinga
Bill Gates Maintains Clean Hydrogen A 'Swiss Army Knife of Decarbonization' — Musk Called It A 'Staggeringly Dumb Form Of Energy'
October 09, 2023
Tickers
EVS
TECH
TSLA
Tags
TSLA
Bill Gates
mobility
From
Benzinga
Did Bill Gates Buy A $60M Castle In Northern Italy To Turn Into Luxury Resort? Here's What The Billionaire Has To Say
October 06, 2023
Tickers
TECH
Tags
Microsoft
Bill Gates
Consumer Tech
From
Benzinga
ChatGPT Creator Sam Altman Wishes More People Were Studying This Course Before Climate Crisis 'Gets Bad Enough'
October 06, 2023
Tickers
TECH
Tags
Top Stories
Benzinga
climate change
From
Benzinga
Are We Living In A Multiverse Or A Simulation? Depends On Who You Ask, Says Peter Thiel
October 05, 2023
Tickers
AGI
AI
MSFT
PYPL
Tags
AI
People In Tech
Benzinga
From
Benzinga
Can Popcorn Make Math Interesting? Bill Gates Shares Insights From A One-Of-A-Kind Middle School Class
October 04, 2023
Tickers
AI
MATH
TECH
Tags
Bill Gates
Amilcar Fernandez
Microsoft
From
Benzinga
Bill Gates Applauds Nobel Laureates Katalin Kariko And Drew Weissman Behind Revolutionary mRNA COVID-19 Vaccines
October 02, 2023
Tags
Health Care
General
Drew Weissman
From
Benzinga
Bill Gates' Daughter's Dazzling Sheer Gown Steals Spotlight At George Clooney's Albie Awards
September 30, 2023
Tags
Benzinga
People In Tech
Albie Awards
From
Benzinga
Bill Gates-Backed Startup Is Building Net-Zero Housing In Factories — Other Startups Are Cashing In On This Growing Space
September 28, 2023
Tags
Benzinga
Startups
Bill Gates
From
Benzinga
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
22
23
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.