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 UiPath
< Previous
1
2
3
4
5
6
Next >
UiPath Integrates with Microsoft Copilot for Microsoft 365
May 21, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Kicks Off Annual AI25 Awards to Recognize the Most Innovative Uses of AI and Business Automation
May 14, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Named a Leader in the 2024 Gartner® Magic Quadrant™ for Process Mining
May 02, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces Raghu Malpani Joins Company as Chief Technology Officer
May 01, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Named a Leader for Second Consecutive Year in the Everest Group Intelligent Document Processing (IDP) Products PEAK Matrix® Assessment 2024
April 08, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces Sebastian Schrötel Joins Product Leadership Team to Lead UiPath Autopilot™ and Developer Experiences
April 01, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces FedRAMP® Authorization for Its Automation Cloud™ Public Sector
March 26, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Unveils New Family of LLMs at AI Summit to Empower Enterprises to Harness Full Capabilities of GenAI
March 19, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
Saudi Arabia Ministry of Tourism Boosts Vision for Excellence and Sustainable Growth with UiPath AI and Automation
March 06, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces Investments in Saudi Arabia, Including First Saudi School of Automation and New Office Location in Riyadh
March 04, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath and Google Cloud Expand Strategic Partnership to Accelerate Access to Gen AI and Cloud-based Automation
February 29, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath to Exhibit AI-powered Automation Solutions for Healthcare Industry at ViVE 2024 Conference
February 22, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces New Developer Features at DevCon 2024 to Bring Latest in AI-powered Productivity to Developer Community
February 15, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Expands Customer Leadership with Appointment of Pradeep Kumar as Senior Vice President of Services and Customer Success
January 22, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Appoints Co-CEO Rob Enslin and Veteran Technology Executive June Yang to its Board of Directors
January 10, 2024
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Named a Leader in IDC MarketScape: Worldwide Intelligent Document Processing 2023-2024 Vendor Assessment
November 09, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
AI at Work: New UiPath Business Automation Platform Features Transform the Enterprise
November 08, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Clipboard AI Named One of TIME’s Best Inventions of 2023
October 24, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Unveils Winners of Inaugural AI10 Awards
October 11, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
AI and automation accelerating rapid, large-scale business change across multiple sectors—Bain & Company and UiPath survey
October 11, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Honors Global Winners of 2023 Partner Awards at FORWARD VI Conference
October 10, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
Introducing the Next Evolution of UiPath Academy: A Gateway to AI at Work
October 10, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces Autopilot™ to Make AI at Work a Reality
October 10, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Accelerates How Customers Can Create Generative AI Applications with New Connector for Amazon Bedrock
October 09, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Announces Partnership with Apprio to Deliver AI-Powered Automation Solutions for Midmarket Healthcare Organizations
October 03, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath and Teradata Partner to Help Businesses Automate Data-Driven Insights for ESG Initiatives
October 02, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
TDC
UiPath Announces New Connectors for Google AI and Google Workspace at Google Cloud Next 2023 Conference
August 29, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Automation Cloud™ Achieves HITRUST Risk-based, 2-year Certification Demonstrating the Highest Level of Information Protection Assurance
August 23, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Named a Leader in Everest Group Task Mining Products PEAK Matrix® Assessment 2023
August 14, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
UiPath Named a Leader in the 2023 Gartner Magic Quadrant for Robotic Process Automation
August 07, 2023
From
UiPath
Via
Business Wire
Tickers
PATH
< Previous
1
2
3
4
5
6
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.