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
3
4
5
6
7
8
9
...
22
23
Next >
Bill Gates Says Nvidia's Jensen Huang 'Could Be Wrong' About Quantum Computing: QUBT, RGTI, IONQ React In Tuesday Premarket
February 04, 2025
Tickers
IONQ
META
MSFT
NEWS
Tags
IONQ
QBTS
Bill Gates
From
Benzinga
Bill Gates' Early Departure From Harvard: Not Surprising, Says Former Professor: 'I Just Wish I'd Invested In Him'
February 02, 2025
Tickers
MSFT
NEWS
TECH
Tags
Market News
Benzinga
Microsoft
From
Benzinga
Bill Gates Says This Book On AI Will 'Change Every Industry' – Predicts Millions Of Jobs Will Vanish By 2030
January 29, 2025
Tags
Market News
Benzinga
Bill Gates
From
Benzinga
Jensen Huang's Biggest Fear Isn't AI Competition—It's Pre-Show Butterflies: How Silicon Valley's Coolest Leaders Like Mark Zuckerberg And Elon Musk Are Gripped With Stage Fright
January 27, 2025
Tickers
NEWS
TECH
Tags
Steve Jobs
News
People In Tech
From
Benzinga
Bill Gates Wants To 'Tax The Robots' That Take Your Job – And Some Say It Could Fund Universal Basic Income To Replace Lost Wages
January 27, 2025
Tags
news access
Personal Finance
Personal Finance Access
From
Benzinga
Bill Gates Says He Supports DOGE Department, But Doesn't Want Elon Musk To Cut Off Certain Funding: 'The Deficit Needs To Be Brought Down'
January 26, 2025
Tickers
NEWS
Tags
Shivdeep Dhaliwal
News
Bill Gates
From
Benzinga
Bill Gates: 'I Would Probably Be Diagnosed on the Autism Spectrum' if Growing Up Today
January 26, 2025
Tickers
MSFT
NEWS
TECH
TSLA
Tags
Autism
Top Stories
Benzinga
From
Benzinga
From Farmland To Fusion – Bill Gates' Vision For Clean Energy Takes Shape In Wyoming
January 26, 2025
Tags
BZ/REALESTATE
Real Estate
Market News
From
Benzinga
Bill Gates Memorized License Plates Of 'Everybody' At Microsoft – Then Checked The Parking Lot To See Who Was Working: 'I Was Quite Fanatical'
January 23, 2025
Tickers
NEWS
Tags
Benzinga
Market News
News
From
Benzinga
Bill Gates Earned Reputation As 'Office Bully' But Has Mellowed Out And Now Says: 'My 20-Year-Old Self Is So Disgusted With My Current Self'
January 22, 2025
Tickers
NEWS
Tags
news access
Benzinga
Market News
From
Benzinga
Billionaire Bill Gates Was Asked What's Left On His Bucket List – He Reveals There's Only One Thing: 'Don't Die'
January 14, 2025
Tags
Personal Finance
news access
Personal Finance Access
From
Benzinga
Bill Gates, Ray Dalio And Jeff Bezos Are Banking On This AI-Enhanced Mining Firm To Take On China And Win
January 14, 2025
Tags
Jeff Bezos
Bill Gates
Real Estate Access
From
Benzinga
Bill And Melinda Gates Say They Raised Their 3 Daughters With A 'Middle-Class' Upbringing–'You're Not Allowed to Tell People How We Flew ...'
January 09, 2025
Tags
Market News
Benzinga
Melinda Gates
From
Benzinga
'A $2M Bet On Recovery': Bill Gates Quietly Buys 2 Stocks He Believes Will Define 2025's Economic Boom
January 05, 2025
Tickers
FDX
MSFT
PCAR
Tags
MSFT
FDX
Benzinga
From
Benzinga
Bill Gates Is So Frugal He Wears A $10 Watch But Spent $42,000 In Fines For Manure Bins At His Daughter's $8.7 Million Florida Horse Farm
January 04, 2025
Tags
Bill Gates
Real Estate Access
Benzinga
From
Benzinga
World's Top 10 Richest People Gained More Wealth In 2024 Than Costco And Nike's Combined Valuation: How Elon Musk, Warren Buffett And Others Fared
January 02, 2025
Tickers
AMZN
BRK
GOOG
GOOGL
Tags
Benzinga
Jensen Huang
KeyProj
From
Benzinga
Bill Gates Expressed Skepticism Towards Bitcoin: 'I Would Short It' If Possible
December 29, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Bitcoin
$BTC
News
From
Benzinga
Tech Titans Warm Up To Donald Trump, Who Says 'Everybody Wants To Be My Friend,' Claims Bill Gates Asked To Come To Mar-a-Lago
December 28, 2024
Tickers
GOOGL
MSFT
NEWS
TECH
Tags
Mark Zuckerberg
Top Stories
Benzinga
From
Benzinga
Bill Gates Says His 22-Year-Old Daughter Told Him To 'Never Email Her' – So Now He Sends Her A Text Letting Her Know He's Emailing
December 23, 2024
Tags
Market News
Benzinga
Bill Gates
From
Benzinga
Bill Gates Owns 4 Private Jets Valued At $194M, Flying More Than Once A Day On Average – He Has One Of The Highest Carbon Footprints
December 19, 2024
Tickers
NEWS
Tags
Bill Gates
Startups Access
Benzinga
From
Benzinga
MAS Global CEO Monica Hernandez on driving tech innovation, company growth with purpose
December 17, 2024
Tags
Bizwomen
Accounting & Consulting
Bill Gates
From
Business Journals
Bill Gates Once Pinned Price As Hurdle To Mass EV Adoption: Now, Tesla, Lucid And Rivian Are Gearing Up To Launch Cheaper EV Models
December 13, 2024
Tickers
EVS
F
LCID
NEWS
Tags
mobility
EVs
Market News
From
Benzinga
Bill Gates Recalls The Time Warren Buffett Slept Over And Ate Oreos For Breakfast – 'Poor Example For Young People' But It Works For Him
December 12, 2024
Tickers
NEWS
Tags
Bill Gates
Benzinga
Market News
From
Benzinga
Bill Gates Predicts AI In The Workforce Will Lead To So Much 'Leisure Time'– But It'll Create A 'What Do We Do With All That Time?' Problem
December 11, 2024
Tickers
NEWS
Tags
news access
Bill Gates
Startups Access
From
Benzinga
Bill Gates' Billionaire Success Was Fueled By A 'Crucial' Childhood Habit That's Nearly Extinct Today–Here's Why That's A Problem
December 10, 2024
Tags
Market News
Benzinga
Bill Gates
From
Benzinga
Bill Gates Could Go Bankrupt If Tesla Stock Surges 200% To Become The Top Company, Says Elon Musk
December 10, 2024
Tickers
AAPL
GOOG
GOOGL
META
Tags
Market News
Elon Musk
MSFT
From
Benzinga
Bill Gates Once Called Cryptos, NFTs A Sham: Here's How Much A $1000 Investment In Bitcoin Then Would Be Worth Today
December 09, 2024
Tickers
BITCOMP
MSFT
NEWS
USD-BITSTAMP
Tags
Cryptocurrency
$BTC
Bill Gates
From
Benzinga
Bill Gates Reveals The Childhood Habit That Was Key To His Billion-Dollar Success
December 07, 2024
Tags
People In Tech
Bill Gates
Consumer Tech
From
Benzinga
From Tech to Climate: The Financial Impact Of Bill Gates' Net-Zero Vision
December 01, 2024
Tags
Market News
Benzinga
Bill Gates
From
Benzinga
Netflix Co-Founder Marc Randolph Reveals Why True Wealth Isn't About Lamborghinis Or $1,000 Wines But The Freedom To Live Meaningfully
November 25, 2024
Tickers
NEWS
NFLX
TECH
Tags
News
Bill Gates
Marc Randolph
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
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.