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
...
6
7
8
9
10
11
12
13
14
...
32
33
Next >
5 Phenomenal Stocks for May
May 09, 2024
Tickers
DLO
MELI
META
PATH
Tags
Recent Press Releases
MELI
PCOR
From
Motley Fool
The 3 Best Under $50 Stocks to Buy in May 2024
May 08, 2024
Tickers
CWCO
PATH
PLTR
Tags
PLTR
Market News
Stocks to Buy
From
InvestorPlace
1 High-Growth Tech Stock Set to Soar 43%, According to Wall Street
May 07, 2024
Tickers
PATH
Tags
Recent Press Releases
Market News
PATH
From
Motley Fool
Stock Market Crash Alert: 3 Must-Buy Robotics Stocks When Prices Plunge
May 07, 2024
Tickers
IRBT
NVDA
PATH
SYM
Tags
IRBT
SYM
PATH
From
InvestorPlace
5 Spectacular Artificial Intelligence (AI) Stocks to Buy Hand Over Fist
May 07, 2024
Tickers
AI
AMZN
BABA
GOOG
Tags
GOOGL
Recent Press Releases
AMZN
From
Motley Fool
3 AI Stocks You Can’t Afford to Miss for 2024 and Beyond
May 06, 2024
Tickers
IBM
META
NVDA
PATH
Tags
Market News
SOUN
PATH
From
InvestorPlace
3 AI Stocks That Have More Upside Than Nvidia, According to Wall Street
May 05, 2024
Tickers
BIDU
PATH
SOUN
Tags
PATH
Recent Press Releases
SOUN
From
Motley Fool
These 3 Artificial Intelligence (AI) Stocks Could Crush the Market for the Rest of the Year
May 05, 2024
Tickers
AI
AMZN
MNDY
PATH
Tags
Recent Press Releases
Market News
MNDY
From
Motley Fool
My 5 Favorite Artificial Intelligence (AI) Stocks to Buy in May
May 01, 2024
Tickers
AI
AMZN
GOOG
GOOGL
Tags
AMZN
INTC
LNST/Y
From
Motley Fool
Bargain Bin AI Plays: 3 Discounted Stocks Destined to Dominate
April 27, 2024
Tickers
LAW
ORCL
PATH
PLTR
Tags
LAW
Stocks to Buy
Market News
From
InvestorPlace
3 Robotics Stocks That Will Make Early Investors Exceedingly Wealthy
April 26, 2024
Tickers
AMZN
GOOG
GOOGL
ISRG
Tags
PATH
NASDAQ:ISRG,NASDAQ:AMZN,NYSE:PATH,NASDAQ:GOOG,NASDAQ:GOOGL
Stocks to Buy
From
InvestorPlace
The Top 3 Robotics Stocks to Buy in April 2024
April 24, 2024
Tickers
GOOG
PATH
SYM
Tags
PATH
SYM
NASDAQ:PATH,NASDAQ:GOOG,NASDAQ:SYM
From
InvestorPlace
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
Don’t Miss the Boat! 7 Stocks That Can Change Your Life by 2030
April 23, 2024
Tickers
AMZN
CELH
COCO
DEO
Tags
MNST
DEO
AMZN
From
InvestorPlace
Forget SoundHound AI: 3 Tech Stocks to Buy Instead
April 23, 2024
Tickers
AMD
IT
NVDA
PATH
Tags
PATH
NVDA
IT
From
Motley Fool
3 Undervalued Growth Stocks You Can Buy for Less Than $25 Each
April 22, 2024
Tickers
PATH
SNAP
STNE
Tags
Market News
Recent Press Releases
SNAP
From
Motley Fool
Looking for Once-in-a-Generation Investment Opportunities? Here Are 3 Magnificent Stocks to Buy Right Now
April 22, 2024
Tickers
ALPN
BRK-A
BRK-B
OXY
Tags
BRK/B
XOM
Market News
From
Motley Fool
Artificial Intelligence (AI) Productivity Tools Could Be a $13 Trillion Market, According to Cathie Wood. Here Is 1 Stock That Could Dominate.
April 21, 2024
Tickers
AI
PATH
Tags
Recent Press Releases
Market News
PATH
From
Motley Fool
3 Artificial Intelligence (AI) Stocks Wall Street Thinks Will Outgain Nvidia Over the Next 12 Months
April 21, 2024
Tickers
ACN
AI
AMD
IBM
Tags
ORCL
NVDA
META
From
Motley Fool
Hop on the Robotics Rocket: 3 Stocks on Pace to Triple by 2030
April 19, 2024
Tickers
ISRG
NVDA
PATH
Tags
ISRG
NVDA
PATH
From
InvestorPlace
3 No-Brainer Stocks I'd Buy Right Now Without Hesitation
April 19, 2024
Tickers
GOOG
GOOGL
MELI
PATH
Tags
GOOG
Market News
PATH
From
Motley Fool
3 Robotics Stocks to Turn $1000 into $1 Million: April 2024
April 18, 2024
Tickers
PATH
SYK
SYM
Tags
PATH
SYM
NYSE:PATH,NYSE:SYK,NYSE:SYM
From
InvestorPlace
Options Alert: 3 Stocks Primed for a Major Move in April
April 17, 2024
Tickers
MARA
PATH
TSLA
Tags
NASDAQ:TSLA,NYSE:PATH,NASDAQ:MARA,CCC:BTC/USD
PATH
MARA
From
InvestorPlace
2 Top Bargain Stocks Ready for a Bull Run
April 17, 2024
Tickers
PATH
SNOW
Tags
SNOW
PATH
Recent Press Releases
From
Motley Fool
2 Artificial Intelligence (AI) Stocks to Buy Like There's No Tomorrow
April 17, 2024
Tickers
AI
PATH
SNOW
Tags
PATH
SNOW
Recent Press Releases
From
Motley Fool
The Cathie Wood Stock Shuffle: 4 Names She’s Loving, 3 She’s Leaving
April 16, 2024
Tickers
ACHR
ARKF
ARKK
ARKW
Tags
ARKW
BRK/B
PACB
From
InvestorPlace
Cathie Wood's Ark Invest Continues To Shed Coinbase, Nvidia Shares
April 15, 2024
Tickers
AI
ARKG
ARKW
COIN
Tags
DKNG
Nvidia Artificial Intelligence
Shivdeep Dhaliwal
From
Benzinga
High-Flying Returns: 3 Stocks Set to Rocket From Under the Radar
April 15, 2024
Tickers
OPRA
PATH
SNDL
Tags
PATH
Market News
Stocks to Buy
From
InvestorPlace
3 Artificial Intelligence (AI) Stocks That Could Go Parabolic
April 14, 2024
Tickers
AI
BIDU
IQ
IT
Tags
TCEHY
PATH
NVDA
From
Motley Fool
Prediction: These 3 Artificial Intelligence (AI) Stocks Will Outgain Nvidia Over the Next 5 Years
April 14, 2024
Tickers
AI
GOOG
GOOGL
META
Tags
Recent Press Releases
GOOGL
PATH
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.