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 Fluence
< Previous
1
2
3
Next >
Fluence Energy, Inc. Announces Closing of Offering of $400.0 Million of Convertible Senior Notes due 2030
December 12, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Gridstack Pro 2000 Surpasses Highest Standards for Energy Storage Fire and Explosion Safety
December 12, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Announces Pricing of Upsized Offering of $350.0 Million of Convertible Notes and Capped Call Transactions
December 10, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Announces Convertible Notes Offering and Intention to Enter into Capped Call Transactions
December 09, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Reports Record Performance in 2024 and Initiates 2025 Guidance
November 25, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Returns to MJBizCon, Releases Ninth Annual Cannabis Business Times “State of the Cannabis Lighting Market” Report
November 21, 2024
From
Fluence
Via
Business Wire
Fluence Customer Bostica Achieves Superior Quality Through Advanced Sensing and LED Technology
November 12, 2024
From
Fluence
Via
Business Wire
Fluence Energy, Inc. Announces Fourth Quarter and Fiscal Year 2024 Earnings Release Date, Conference Call and Webcast
November 05, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Initiates U.S. Manufacturing of Battery Modules for Energy Storage Products
September 10, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Reports Record $1.3 Billion Quarterly Order Intake and Record $4.5 Billion Backlog; Updates Fiscal Year 2024 Guidance
August 07, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Excelsior and Fluence to Deploy 2.2 GWh of Energy Storage Projects Using Domestically Manufactured Battery Systems Starting in 2025
July 30, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Announces Third Quarter 2024 Earnings Release Date, Conference Call and Webcast
July 25, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Expands Digital Services Center; Leverages Digitization to Further Optimize Global Fleet of Assets
July 24, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Pioneers for energy security: Fluence and TransnetBW start construction of Germany’s first Grid Booster
June 10, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Drives Improved Yields with Cannabis Cultivator Clade9
May 15, 2024
From
Fluence
Via
Business Wire
Fluence Energy, Inc. Reports Strong Financial Performance Highlighted By Cash Generation; Reaffirms Fiscal Year 2024 Guidance Ranges
May 08, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Announces Second Quarter 2024 Earnings Release Date, Conference Call and Webcast
April 22, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Releases Annual Sustainability Report
April 18, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence and ENGIE’s latest storage project will expand critical energy hub in the Netherlands
April 11, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Responds to Misleading Short Seller Report
February 22, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
MW Storage and Fluence partner to deliver their largest joint project in Germany after successful collaboration in Finland and Switzerland
February 14, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Reports Record $1.1 Billion Quarterly Order Intake, Resulting in Highest Ever Backlog; Reaffirms Fiscal 2024 Guidance
February 07, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Energy, Inc. Announces First Quarter 2024 Earnings Release Date, Conference Call and Webcast
January 31, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Origin Selects Fluence to Deliver the 300 MW / 650 MWh Mortlake Power Station Battery in Australia
January 28, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Named a Forbes 2024 Most Successful Mid-Cap Company
January 18, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Surpasses 20 GWh of Deployed and Contracted Battery-based Energy Storage Systems Globally
January 17, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Mosaic Intelligent Bidding Software Expands to Optimize Hybrid Renewables and Storage Assets in California Independent System Operator Wholesale Power Market
January 16, 2024
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
Fluence Wins “Lighting Company of the Year” at Inaugural EMJAYS Awards
January 10, 2024
From
Fluence
Via
Business Wire
Fluence Stands by its Work on the Diablo Plant, and Will Vigorously Pursue the Payments it is Owed for its Work and Dispute the Allegations in the Counterclaim Filed by the Operator of the Plant
December 20, 2023
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
AGL Selects Fluence to Deliver the 500 MW Liddell Battery Project in Australia
December 19, 2023
From
Fluence
Via
GlobeNewswire
Tickers
FLNC
< Previous
1
2
3
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.