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
Articles published by Creative Realities
< Previous
1
2
Next >
Creative Realities Announces Addition of Tamra Koshewa as CFO
November 25, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Reports Fiscal 2025 Third Quarter Results
November 12, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Announces Addition of Dan McAllister as CRO
November 11, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Closes Acquisition of Cineplex Digital Media
November 07, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
TSX:CGX
Creative Realities to Participate in Upcoming Craig-Hallum Conference
November 05, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces Third Quarter 2025 Earnings Release Date and Conference Call Information
October 31, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Wins 2025 DIZZIE Award for Digital Transformation at Rogers Arena
October 28, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Announces Transformational Acquisition
October 16, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
TSX:CGX
CRI Named Finalist for the Digital Signage Experience Awards 2025
October 08, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Denies Patent Infringement and Vows Resolute Defense
September 08, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
AMOD
CREX
Creative Realities Reports Fiscal 2025 Second Quarter Results
August 13, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Deploys Digital Display Solution at Circle K Mexico to Drive Sales and Advance Sustainability Efforts
August 05, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call Information
July 30, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities to Participate in Ladenburg Thalmann Innovation Expo
May 15, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Reports Fiscal 2025 First Quarter Results
May 14, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces First Quarter 2025 Earnings Release Date and Conference Call Information
May 05, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Awarded Menu Board and Drive-Through Digital Transformation Project by Upscale QSR Chain
April 22, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Announces Participation in Upcoming Planet MicroCap Event
April 14, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Completes SOC 2 Type 1 Compliance Audit Process
March 25, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Powers Digital Transformation at Rogers Arena, Marking First Major Canadian Sports & Entertainment Deployment
March 19, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Announces Reflect Settlement Agreement
March 17, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Reports Fiscal 2024 Fourth Quarter Results
March 14, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call Information
March 13, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Expands into Live Venue and IPTV Verticals, Welcomes Michael Baez as VP of Business Development
January 21, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Launches AdLogic CPM+, Delivering a Unified Solution for In-Store Retail Media Networks
January 06, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Announces Departure of Will Logan, Chief Financial Officer
January 03, 2025
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities’ Clarity™: Purpose-built CMS Tech Stack Powers Digital Menu Boards Transformation for Fast Growing QSR Brands like 7 Brew and Steele Brands
November 21, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Reports Fiscal 2024 Third Quarter Results
November 13, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities to Participate in Upcoming Craig-Hallum Conference
November 12, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces Third Quarter 2024 Earnings Release Date and Conference Call Information
November 01, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
< Previous
1
2
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.