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 path
Recent news which mentions path
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Salesforce Slashes 300 Jobs, Emphasizes Cost Control Amid Tech Slowdown: Report
July 16, 2024
Tickers
CRM
INTU
MSFT
NEWS
Tags
MSFT
Briefs
AI Generated
From
Benzinga
3 Small-Cap Stocks Ready to Transform $1,000 Into $10K
July 16, 2024
Tickers
MSFT
PATH
PERI
RCMT
Tags
RCMT
NASDAQ:RCMT,NYSE:PATH,NASDAQ:PERI,NASDAQ:MSFT
MSFT
From
InvestorPlace
7 Terrible Tech Stocks to Avoid at All Costs
July 15, 2024
Tickers
INTC
IPDN
NVDA
PATH
Tags
IPDN
STEM
TSM
From
InvestorPlace
Missed Out on Nvidia This Year? Here Are 2 Stocks That Could Make Up for That.
July 14, 2024
Tickers
MELI
PATH
Tags
PATH
Recent Press Releases
MELI
From
Motley Fool
The 3 Most Undervalued Robotics Stocks to Buy in July 2024
July 13, 2024
Tickers
CGNX
PATH
TER
Tags
TER
Stocks to Buy
NASDAQ:CGNX, NYSE:TER, NYSE:PATH
From
InvestorPlace
Cathie Wood Touts Palantir, Coinbase And Roku As ARK's Flagship Fund Shifts Focus From Mag 6 Amid 'Whiff' Of Lower Interest Rates
July 11, 2024
Tickers
ARKG
ARKK
ARKW
COIN
Tags
Expert Ideas
Equities
Market News
From
Benzinga
Massive News for UiPath Stock Investors
July 11, 2024
Tickers
PATH
Tags
PATH
Market News
Recent Press Releases
From
Motley Fool
UiPath Layoffs 2024: What to Know About the Latest PATH Job Cuts
July 10, 2024
Tickers
MSFT
PATH
Tags
MSFT
PATH
NASDAQ:PATH,NASDAQ:MSFT
From
InvestorPlace
3 Of the Best ETFs to Buy for AI Stocks Exposure
July 09, 2024
Tickers
AIQ
AMD
AVAV
BOTZ
Tags
ROBT
MSFT
PANW
From
InvestorPlace
UiPath To Cut Workforce By 10%
July 09, 2024
Tickers
NEWS
PATH
Tags
Market News
Movers
News
From
Benzinga
Why Helen of Troy Shares Are Trading Lower By Around 30%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
July 09, 2024
Tickers
ALB
APLD
ARLO
BEEM
Tags
Markets
GNLN
HYW
From
Benzinga
Why UiPath Stock Sank Today
July 09, 2024
Tickers
PATH
Tags
Recent Press Releases
Market News
PATH
From
Motley Fool
3 Undervalued AI Stocks on the Verge of a Breakout
July 09, 2024
Tickers
AI
LMND
NVDA
PATH
Tags
AI
LMND
PATH
From
InvestorPlace
7 Overlooked AI Stocks That Deserve the Wall Street Spotlight
July 09, 2024
Tickers
AI
CSCO
NICE
NVDA
Tags
PEGA
PATH
NASDAQ:NVDA,NYSE:AI,NYSE:PATH,NASDAQ:CSCO,NASDAQ:QLYS,NASDAQ:PEGA,NYSE:YEXT,NASDAQ:NICE
From
InvestorPlace
2 Top Tech Stocks Under $20 per Share
July 05, 2024
Tickers
PATH
SOUN
Tags
SOUN
Market News
Recent Press Releases
From
Motley Fool
3 Robotics Stocks to Buy on the Dip: Summer 2024
July 05, 2024
Tickers
MDT
PATH
ROK
Tags
Market News
Stocks to Buy
NYSE:ROK,NYSE:MDT,NYSE:PATH
From
InvestorPlace
3 High-Risk, Ultra-High-Reward Tech Stocks for Bold Investors
July 03, 2024
Tickers
COIN
MSTR
PATH
Tags
COIN
BTC/USD
Market News
From
InvestorPlace
How Is The Market Feeling About UiPath?
July 03, 2024
Tickers
PATH
Tags
Short Sellers
Market News
BZI/SHORTHIST
From
Benzinga
3 AI Stocks to Sell in July Before They Crash & Burn
July 02, 2024
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
SOUN
GOOG
Market News
From
InvestorPlace
UiPath Stock Is Down 49% This Year. Here's Why It's Time to Double Down.
July 02, 2024
Tickers
PATH
Tags
PATH
Market News
Recent Press Releases
From
Motley Fool
3 Recent Stock Downgrades Signaling Trouble Ahead
July 01, 2024
Tickers
ABNB
INFY
NVDA
PATH
Tags
NASDAQ:NVDA,NASDAQ:ABNB,NYSE:INFY,NYSE:PATH
Market News
NVDA
From
InvestorPlace
3 Cheap Tech Stocks to Buy Right Now
June 29, 2024
Tickers
DOCU
GOOG
GOOGL
PATH
Tags
DOCU
PATH
GOOG
From
Motley Fool
3 Stocks That Could Bounce Back in the Second Half of 2024
June 28, 2024
Tickers
CHGG
PATH
ROKU
Tags
PATH
Recent Press Releases
ROKU
From
Motley Fool
2 Cheap Growth Stocks to Buy Before They Soar 175% and 495%, According to Certain Wall Street Analysts
June 28, 2024
Tickers
PATH
SQ
Tags
SQ
Market News
Recent Press Releases
From
Motley Fool
Treasure Hunt: 3 AI Stocks Wall Street Hasn’t Discovered Yet
June 27, 2024
Tickers
BIDU
PATH
SERV
Tags
SERV
NASDAQ:SERV,NASDAQ:BIDU,NYSE:PATH
Stocks to Buy
From
InvestorPlace
Forget Nvidia: 2 Artificial Intelligence (AI) Stocks to Buy Instead
June 27, 2024
Tickers
AI
AMD
NVDA
PATH
Tags
Market News
Recent Press Releases
PATH
From
Motley Fool
3 Struggling Cathie Wood Stocks Down More Than 20% This Year
June 27, 2024
Tickers
PATH
RBLX
ROKU
Tags
Recent Press Releases
ROKU
Market News
From
Motley Fool
7 Hidden-Gem AI Stocks That Deserve the Spotlight
June 26, 2024
Tickers
AZPN
BIGC
CRNC
CSCO
Tags
CRNC
BIGC
LPSN
From
InvestorPlace
Forget Just 1 AI Stock: This Trio Could Power Your Portfolio's Future
June 26, 2024
Tickers
AAPL
AI
AMD
GOOG
Tags
AAPL
Market News
AMD
From
Motley Fool
3 Smart Stocks to Buy if You Want to Turn $5K into $50K in 2 Years
June 26, 2024
Tickers
MSFT
PATH
PERI
RCMT
Tags
NYSE:PATH,NASDAQ:PERI,NASDAQ:RCMT,NASDAQ:MSFT,NYSE:SAP
Stocks to Buy
Market News
From
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
...
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.