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home
about us
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Firm ADV PDFs
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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Clarivate Plc Ordinary Shares
(NY:
CLVT
)
1.980
-0.030 (-1.49%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 31, 2026
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12 Industrials Stocks Moving In Wednesday's Intraday Session
↗
November 06, 2024
Via
Benzinga
Clarivate Partners With Libraries To Unveil AI Research Assistant, Boosting Academic Integrity And Discovery
↗
September 18, 2024
Clarivate launched Primo Research Assistant, which is a new generative AI-powered library discovery solution. Primo Research Assistant, part of the Primo Discovery solution, uses a Retrieval Augmented...
Via
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Loar Holdings Posts Upbeat Results, Joins Nvidia, Clean Energy Fuels, Penumbra And Other Big Stocks Moving Higher On Tuesday
↗
August 13, 2024
Via
Benzinga
CLVT Stock Earnings: Clarivate Beats EPS, Misses Revenue for Q2 2024
↗
August 06, 2024
CLVT stock results show that Clarivate beat analyst estimates for earnings per share but missed on revenue for the second quarter of 2024.
Via
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Critical Insights From Clarivate Analyst Ratings: What You Need To Know
↗
May 09, 2024
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Benzinga
The Analyst Landscape: 5 Takes On Clarivate
↗
February 28, 2024
Via
Benzinga
Earnings Scheduled For February 27, 2024
↗
February 27, 2024
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is expected to report quarterly loss at $0.07 per share on revenue of $100.49 million.
Via
Benzinga
Earnings Scheduled For February 19, 2025
↗
February 19, 2025
Via
Benzinga
Bargains Galore? 3 Stocks With Insider Buying in the Millions
December 10, 2024
Clarivate, Prospect Capital, and Nine Energy Service insiders bought millions in stock. See what’s driving this insider confidence.
Via
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Artificial Intelligence
BridgeBio Pharma, Rigetti Computing, Bath & Body Works And Other Big Stocks Moving Higher On Monday
↗
November 25, 2024
Via
Benzinga
Israel, Lebanon Reach Reported Cease-Fire Deal: Gold, Oil Tumble; S&P 500, Dow Jointly Hit Record Highs
↗
November 25, 2024
Israel and Lebanon agree on framework for cease-fire deal to end over a year of conflict, Axios reports. Global markets react with gold and oil prices falling.
Via
Benzinga
Topics
Stocks
Preview: Clarivate's Earnings
↗
February 26, 2024
Via
Benzinga
The Latest Analyst Ratings for Clarivate
↗
September 26, 2023
Via
Benzinga
Riot Platforms & North Face Parent V.F. Corp Are Among 11 Mid-Cap Stocks That Performed The Best Last Week (July 14-July 20): Are Others In Your Portfolio?
↗
July 21, 2024
Top mid-cap stock performers: VIRT (+30%), VFC (+22%), NFE (+20%), RIOT (+16%), CLVT (+14%), AMN (+14%), BKU (+13%), MARA (+12%), EXPI (+12%), ZETA (+11%), NATL (+11%).
Via
Benzinga
Clarivate: The Cheapest AI Stock Worth Buying?
July 03, 2024
Clarivate is deeply undervalued relative to its earnings potential and is set up for a stock price reversal and rally the Q2 results could catalyze.
Via
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Top 5 Stocks to Watch for AI-Driven Gains That Aren’t NVIDIA
June 24, 2024
These five business services stocks are expected to lead their industries and the market with AI-powered productivity gains and earnings leverage.
Via
MarketBeat
Why Is Clarivate Stock Trading Higher Premarket Monday?
↗
May 20, 2024
Clarivate Plc launched AI-enhanced Trademark Watch Analyzer at 2024 International Trademark Association Annual Meeting, connecting users to trademark data in 258 countries and territories. Solution...
Via
Benzinga
Topics
Artificial Intelligence
CLVT Stock Earnings: Clarivate Meets EPS, Beats Revenue for Q1 2024
↗
May 08, 2024
CLVT stock results show that Clarivate met analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Analytics Firm Clarivate Acquires AI Start-Up MotionHall - What's On The Cards?
↗
March 21, 2024
Clarivate has agreed to acquire the majority of assets of MotionHall, a Silicon Valley technology start-up. MotionHall serves life sciences with vertical artificial intelligence (AI) solutions. The...
Via
Benzinga
Topics
Artificial Intelligence
Exor Amplifies Stake In Clarivate, Proposes New Board Member
↗
March 04, 2024
Exor N.V. increases stake in Clarivate Plc to 10.1%, with potential to reach 17.5%. Suzanne Heywood to join board, showing strong support for Clarivate's growth and mission.
Via
Benzinga
S&P 500, Nasdaq 100 Dip, Small Caps Surge; Bitcoin Tops $57,000, 2 Biotech Stocks Skyrocket: What's Driving Markets Tuesday?
↗
February 27, 2024
On Tuesday, large-cap indices experienced a downturn, while small caps surged, reflecting investor attention on stock valuations.
Via
Benzinga
Topics
Stocks
Why Helix Energy Solutions Shares Are Trading Lower By 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
February 27, 2024
Shares of Helix Energy Solutions Group, Inc. (NYSE: HLX) fell sharply during Tuesday’s session following weak earnings.
Via
Benzinga
12 Industrials Stocks Moving In Tuesday's Intraday Session
↗
February 27, 2024
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12 Industrials Stocks Moving In Tuesday's Pre-Market Session
↗
February 27, 2024
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Benzinga
12 Industrials Stocks Moving In Tuesday's Pre-Market Session
↗
November 07, 2023
Via
Benzinga
12 Industrials Stocks Moving In Tuesday's After-Market Session
↗
October 17, 2023
Via
Benzinga
12 Industrials Stocks Moving In Monday's After-Market Session
↗
October 16, 2023
Via
Benzinga
Clarivate Buys Alethea, Creates Academia And Government Innovation Incubator
↗
September 26, 2023
Clarivate PLC (NYSE: CLVT) disclosed the plan to create an Academia and Government Innovation Incubator to
Via
Benzinga
Clarivate Launches AI-Powered Tool For IP Forecasts And Budgets
↗
September 20, 2023
Clarivate Plc (NYSE: CLVT) has launched Forecast, the next-generation artificial intelligence (AI)-driven solution designed to enable intellectual property (IP) professionals to efficiently
Via
Benzinga
Topics
Artificial Intelligence
Intellectual Property
Have Million-Dollar Gene Therapies Finally Reached An Inflection Point?
↗
September 15, 2023
Gene therapies are clearing the FDA and reaching seriously ill patients. They could cost millions.
Via
Investor's Business Daily
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