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home
about us
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Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Box, Inc. Class A Common Stock
(NY:
BOX
)
25.57
+0.22 (+0.89%)
Streaming Delayed Price
Updated: 9:59 AM EST, Feb 2, 2026
Add to My Watchlist
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All News about Box, Inc. Class A Common Stock
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3 Stocks to Bet On for Their Top-Ranked Workplaces
↗
August 24, 2023
Many of the best employers in America also have some of the best-performing stocks. Here are three worth betting on.
Via
InvestorPlace
Box Sets Date to Announce Second Quarter Fiscal 2024 Financial Results
August 03, 2023
From
Box, Inc.
Via
Business Wire
Box Announces Integration with Microsoft 365 Copilot to Bring AI to Enterprise Content
July 27, 2023
From
Box, Inc.
Via
Business Wire
IBD Rating Upgrades: AI Play Box Stock Flashes Price Strength
↗
July 26, 2023
Box is beta testing Box AI software. Users can "Ask Box AI anything and get answers in seconds." Box stock just got a key rating upgrade.
Via
Investor's Business Daily
The Latest Analyst Ratings for Box
↗
May 31, 2023
Via
Benzinga
Box: Q1 Earnings Insights
↗
May 30, 2023
Via
Benzinga
Earnings Outlook For Box
↗
May 29, 2023
Via
Benzinga
Where Box Stands With Analysts
↗
March 02, 2023
Via
Benzinga
Box CEO Compares AI With Mobiles In Mid-2000s — And Elon Musk Couldn't Agree More
↗
July 19, 2023
Box CEO Aaron Levie draws parallels between the current state of AI and the mobile industry in the mid-2000s — and Elon Musk agrees.
Via
Benzinga
Mitsubishi Heavy Industries Group Adopts Box as a Secure Content Management Platform for “Smart Connections”
July 10, 2023
From
Box, Inc.
Via
Business Wire
JPMorgan, Broadcom And 2 Other Stocks Insiders Are Selling
↗
June 13, 2023
The S&P 500 closed higher on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
June 02, 2023
Via
Benzinga
Box to Present at Investor Conferences
June 01, 2023
From
Box, Inc.
Via
Business Wire
Why Box Shares Are Moving Higher After The Close
↗
May 30, 2023
Box Inc (NYSE: BOX) shares are trading higher in Tuesday's after-hours session after the company reported better-than-expected results and issued strong second-quarter guidan
Via
Benzinga
Box Reports Strong Fiscal First Quarter 2024 Financial Results
May 30, 2023
From
Box, Inc.
Via
Business Wire
Earnings Scheduled For May 30, 2023
↗
May 30, 2023
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is projected to report earnings for its first quarter.
Via
Benzinga
Nasdaq Futures Soar On High Hopes For Budget Deal: Why This Analyst Sees More Gains For Rest Of Year
↗
May 30, 2023
As the new trading week kicks off, futures are pointing to a higher opening on Tuesday, indicating that stocks are likely to build upon the positive momentum observed last week.
Via
Benzinga
HP, Lexicon Pharmaceuticals And 3 Stocks To Watch Heading Into Tuesday
↗
May 30, 2023
With U.S. stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Optimism Improves Following Rally in US Stocks
↗
May 30, 2023
The CNN Money Fear and Greed index showed further improvement in overall sentiment among U.S. investors on Friday. U.S. stocks closed higher amid hopes of a debt ceiling resolution, with the S&P 500...
Via
Benzinga
3 Attractive Mid-Cap Tech Stocks Getting Set to Report
May 10, 2023
With plenty more earnings reports yet to come, traders may want to keep an eye on these potentially bullish mid-cap tech releases.
Via
MarketBeat
Topics
Economy
Box Introduces Box AI to Bring Intelligence to Enterprise Content
May 02, 2023
From
Box, Inc.
Via
Business Wire
Box Sets Date to Announce First Quarter Fiscal 2024 Financial Results
May 01, 2023
From
Box, Inc.
Via
Business Wire
Box Releases Box Canvas to Power Collaboration in the Content Cloud
April 26, 2023
From
Box, Inc.
Via
Business Wire
Can Dropbox Compete in the Collaboration Software Market?
April 18, 2023
Dropbox Inc. (NASDAQ: DBX) has evolved from a cloud storage provider to a file-sharing, synchronization and workflow collaboration platform. The company
Via
MarketBeat
Topics
Artificial Intelligence
Dropbox, T-Mobile US And 2 Other Stocks Insiders Are Selling
↗
April 13, 2023
The Nasdaq Composite closed lower by over 100 points on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Box Named a 2023 Fortune® 100 Best Companies to Work For®
April 04, 2023
From
Box, Inc.
Via
Business Wire
Box Stock Shows Improved Relative Price Performance; Still Shy Of Benchmark
↗
March 07, 2023
On Tuesday, Box stock earned a positive adjustment to its Relative Strength (RS) Rating, to 75 from 70 a day earlier.
Via
Investor's Business Daily
Stock Market Rally Rebounds Despite Rising Yields; Salesforce, Tesla In Focus: Weekly Review
↗
March 03, 2023
Many leaders flashed buy signals as the indexes rebounded from support.
Via
Investor's Business Daily
Why Cano Health Shares Are Trading Lower By Around 23%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 02, 2023
Gainers Exela Technologies, Inc. (NASDAQ: XELA) shares surged 45% to $0.0701 after the company announced $51 million of new funding, amendment increases existing securitization facility to $185 million...
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
March 02, 2023
Via
Benzinga
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