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 Five9
< Previous
1
2
Next >
New Five9 Study Finds 75% of Consumers Prefer Talking to a Human for Customer Service
October 23, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces CX Summit Barcelona 2024
October 15, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Expands Global Footprint with New Data Centers in India
October 10, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Named Americas CCaaS Vendor Partner of the Year at 2024 Verint Engage Customer Conference
September 24, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Named to 2024 Fortune Best Workplaces in Technology List
September 11, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces an End-to-End AI Suite and New Approach to Transform Enterprise CX
August 08, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 to Acquire Acqueon to Expand its Industry-Leading Omnichannel Outreach and Journey Orchestration for the Enterprise
August 08, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 named a Leader in 2024 IDC MarketScape for Contact Center-as-a-Service Applications Software
July 16, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
In-depth Analysis from Five9 Finds AI Creates Exceptional Experiences in Healthcare
June 27, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Named to 2024 Fortune Best Workplaces in the Bay Area List
June 10, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Wins 2024 “Workforce Innovation of the Year” at the Customer Contact Week (CCW) Excellence Awards
June 06, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces AI Integration with Salesforce for a Unified View of the Customer
June 05, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Executives to Speak at CCW Las Vegas 2024
May 08, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces Enhanced Zendesk Integrations to Unify the Agent Workspace and Meet Customer Needs Faster
April 10, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Launches GenAI Studio, the First Enterprise-Ready Solution Offering Click-and-Customize Generative AI for the Contact Center
March 25, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Hires Leading Gartner CX Analyst Steve Blood
March 18, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Continues Growth, Surpassing Revenue Records with Industry-Leading AI Innovations, International Expansion, and Partner Acceleration
March 06, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Cloud and AI Solutions on Display During CCW Berlin
February 06, 2024
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces Five9 OneStudent to Help Higher Education Answer the Call for Better Student Engagement
November 09, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Named a Leader in the 2023 Magic Quadrant for Contact Center as a Service
August 07, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 to Acquire Aceyus Extending the Five9 Platform to Streamline the Migration of Large Enterprise Customers From On-Prem to Cloud and Leverage Contextual Data to Deliver Personalized Experiences
August 07, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Genefa Murphy Named to First-Ever Elite 18 Customer-Led CMOs List for 2023
June 08, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
WTG and Five9 Announce New Strategic Partnership to Drive Digitization and Customer Experience
May 10, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Announces Inaugural CX Bracket Challenge Results
May 10, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
BT and Five9 Expand Partnership to Accelerate Cloud Adoption for Contact Centres Globally
May 04, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Workflow Automation Now Included as a Standard Capability in the Five9 Intelligent CX Platform Helping Customers Orchestrate Integrated Journeys and Fluid CX
March 29, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Introduces Agent Assist 2.0 with AI Summary powered by OpenAI
March 28, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Empowers Agents to Deliver More Fluid Experiences with Support for Microsoft Dynamics 365 Channel Integration Framework 2.0
March 27, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
MCM Telecom, Five9 and XTT Mexico Announce Strategic Partnership to Deliver Integrated CX Solutions in LATAM
January 30, 2023
From
Five9
Via
Business Wire
Tickers
FIVN
Five9 Wins Two Aragon Research Awards for Product Innovation and Marketing Leadership
December 15, 2022
From
Five9
Via
Business Wire
Tickers
FIVN
< 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.