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home
about us
Investment Approach
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Form CRS
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Citrix Systems
(NQ:
CTXS
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Sep 29, 2022
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Citrix® Survey Reveals Major Divide on Return to Office
May 17, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Wrike Wins Top Project Management Awards From TrustRadius
May 12, 2022
From
Wrike
Via
Business Wire
Walmart Chooses Wrike Platform To Underpin New Era Of Work Management
May 11, 2022
From
Wrike
Via
Business Wire
Pacific Dental Services Enables Modern Dentistry with Citrix® DaaS
May 10, 2022
From
Citrix
Via
Business Wire
7 Stocks to Sell Before the Fed Gets Too Aggressive in 2022
↗
May 10, 2022
Equity markets tend to perform poorly during rising interest rates. Here are seven stocks to sell before the Fed gets too aggressive.
Via
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15 Best Dividend Stocks Across These 3 Key Sectors
↗
May 09, 2022
The Fed’s recent interest rate hike of 0.5% is the most significant in over 20 years. Chairman Jerome Powell expects several additional rate hikes through the end of 2022 and into 2023 amid the highest...
Via
Benzinga
Wrike Enters Agreement With Operator of the World’s Largest Ecosystem of Cloud Solutions, Ingram Micro Cloud
May 09, 2022
From
Wrike
Via
Business Wire
Rising Fuel Costs Snarl Return to Office Traffic
May 05, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® and Google Cloud Simplify Shift to Flexible Work
May 04, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Achieves FedRAMP Moderate Status
May 02, 2022
From
Citrix
Via
Business Wire
Citrix® Collaborates with Microsoft to Simplify Transition to Hybrid Work
April 26, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix Stockholders Approve Acquisition by Affiliates of Vista Equity Partners and Evergreen Coast Capital
April 21, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Doubles Down on DaaS
April 20, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Great Place to Work® and Fortune Name Citrix® One of the 2021 100 Best Companies to Work For®
April 13, 2022
From
Citrix Systems, Inc.
Via
Business Wire
NASDAQ:CTXS Long Term Investor Alert: Investigation of Potential Wrongdoing at Citrix Systems, Inc.
↗
April 12, 2022
San Diego, CA -- (SBWIRE) -- 04/12/2022 -- Certain directors of Citrix Systems, Inc are investigation concerning potential breaches of fiduciary duties.
Via
SBWire
IT Leaders Bet on DaaS to Deliver Future of Work
April 12, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Modernizes Security to Accommodate Hybrid Work
April 04, 2022
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Leads Way in Delivering Secure Hybrid Work
March 29, 2022
From
Citrix Systems, Inc.
Via
Business Wire
A Bullish Sign Appears On Citrix Systems's Chart
↗
March 23, 2022
If history is any guide, there may be good fortune ahead for shares of Citrix Systems (NASDAQ:CTXS). A so-called "golden cross" has formed on its chart and, not surprisingly,...
Via
Benzinga
Alstom Engineers Future of Remote Work with Citrix®
March 22, 2022
From
Citrix
Via
Business Wire
Texas Rangers Execute High-impact, Cross-functional Marketing Campaigns With Wrike
March 15, 2022
From
Wrike, Inc.
Via
Business Wire
Citrix (CTXS) Stock Alert: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Citrix Systems, Inc. Is Fair to Shareholders
March 15, 2022
From
Halper Sadeh LLP
Via
Business Wire
Wrike Powers Creative Workflows End-To-End With Cloud Content Connector
March 14, 2022
From
Wrike
Via
Business Wire
Citrix® Simplifies Enablement of Secure Hybrid Work Across Public Sector
March 15, 2022
From
Citrix
Via
Business Wire
UBEC Delivers Desktops in the Cloud with Citrix®
February 22, 2022
From
Citrix
Via
Business Wire
7 Stocks To Buy at the Bottom After the Market Rout
↗
February 17, 2022
The recent market rout offers an opportune entry point to these seven robust stocks. These are good stocks to buy at their bottom now.
Via
InvestorPlace
Wrike Sets A New Standard For Secure Hybrid Workspaces
February 16, 2022
From
Wrike
Via
Business Wire
Citrix® Among Best Security Products Of 2022
February 15, 2022
From
Citrix Systems, Inc.
Via
Business Wire
SHAREHOLDER ALERT: Bronstein, Gewirtz & Grossman, LLC Alerts Shareholders of Citrix Systems, Inc. (CTXS) Investigation
February 09, 2022
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
SHAREHOLDER ALERT: Bronstein, Gewirtz & Grossman, LLC Alerts Investors of Citrix Systems, Inc. (CTXS) Investigation
February 08, 2022
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
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