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home
about us
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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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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
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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
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
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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
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Atlassian Corporation - Class A Common Stock
(NQ:
TEAM
)
154.76
-7.38 (-4.55%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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10 Information Technology Stocks Whale Activity In Today's Session
↗
July 17, 2024
Via
Benzinga
Software Maker GitLab Seen Exploring Sale. Datadog Among Suitors?
↗
July 17, 2024
Software maker GitLab is exploring a sale and rival Datadog is among possible suitors, according to a report.
Via
Investor's Business Daily
Atlassian Achieves FedRAMP “In Process” Designation
July 16, 2024
From
Atlassian Corporation
Via
Business Wire
Microsoft To Rally Around 6%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
July 16, 2024
Via
Benzinga
Unveiling 11 Analyst Insights On Atlassian
↗
July 11, 2024
Via
Benzinga
Unpacking the Latest Options Trading Trends in Atlassian
↗
July 10, 2024
Via
Benzinga
Expert Outlook: Atlassian Through The Eyes Of 11 Analysts
↗
June 21, 2024
Via
Benzinga
7 Hypergrowth Stocks to Buy and Hold for 50 Years
↗
July 15, 2024
These seven hypergrowth stocks across cutting-edge industries could deliver astronomical gains over the next 50 years.
Via
InvestorPlace
Atlassian Announces Date for Fourth Quarter and Fiscal Year 2024 Financial Results
July 09, 2024
From
Atlassian Corporation
Via
Business Wire
Wall Street's Top 10 Stock Calls This Week - Saturday, July 6
↗
July 06, 2024
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of July 1-5, 2024.
Via
Talk Markets
Netflix To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
July 02, 2024
Via
Benzinga
Peering Into Atlassian's Recent Short Interest
↗
June 14, 2024
Via
Benzinga
GitLab Finally Looks Priced To Win
↗
June 11, 2024
Essentially, GitLab sells a full software development pipeline
Via
Talk Markets
Atlassian To Benefit From The 'Next Wave Of Cloud Growth', Says Bullish Analyst
↗
July 02, 2024
Piper Sandler upgrades Atlassian to Overweight, citing potential for accelerated cloud growth. Here's the latest.
Via
Benzinga
Pure-Play Cloud Computing SaaS Stocks Rebounded In June
↗
June 30, 2024
The sell-off in our Pure-Play Cloud Computing SaaS Stocks Portfolio over the last 2 months (-6% in April; -15% in May) came to an end in June, rebounding by 1.0%.
Via
Talk Markets
1 Former Software Stock Darling Keeps Tanking -- Time to Buy the Dip?
↗
June 27, 2024
Atlassian, once a great growth stock story, is now up a meager 25% over the past five years.
Via
The Motley Fool
EU Charges Microsoft with Anti-Competitive Practices Over Teams Bundling
↗
June 25, 2024
The EU accuses Microsoft of anti-competitive behavior by bundling Teams with Office, giving it an unfair advantage over competitors like Slack and Zoom.
Via
Benzinga
GitLab Stock: Pioneering the AI-Powered DevSecOps Platform
June 24, 2024
Software development platform provider GitLab Inc. (NASDAQ: GTLB) stock is in a slump, trading down 30% year-to-date (YTD), nearing 52-week lows.
Via
MarketBeat
Topics
Artificial Intelligence
3 Underappreciated Tech Stocks With Massive Long-Term Potential
↗
June 15, 2024
Explore three underappreciated tech stocks with strong financials, strategic product launches, and untapped potential flying under the radar.
Via
InvestorPlace
Nasdaq 100, S&P 500 Close At Record Highs As Tech Stocks Reclaim Dominance: Thursday's Gainers & Losers
↗
June 13, 2024
The Nasdaq 100 index posted its fourth consecutive session in the green on Thursday, closing at 19,576 points and reaching all-time highs.
Via
Benzinga
Topics
Stocks
Celebrating Shakespeare; Talking About Investing
↗
June 10, 2024
The Motley Fool's name is an homage to the one character in Shakespearean literature -- the court jester -- who could speak the truth to the king and queen without having his head lopped off.
Via
The Motley Fool
Should You Buy MongoDB, Snowflake, and Atlassian at Their 52-Week Lows?
↗
June 06, 2024
These three cloud software growth stocks are each down 60% or more from their all-time highs.
Via
The Motley Fool
Pure-Play Cloud Computing SaaS Stocks Portfolio Down 15% In May
↗
June 04, 2024
The sell-off in cloud computing SaaS stocks may come as a surprise given the expected CAGR of 18.4% between now and 2032 but it shouldn't given that such companies are experiencing growth and valuation...
Via
Talk Markets
The 7 AI Categories Were Down 4%, On Average, This Week; Up 1% In May
↗
June 01, 2024
The 7 AI categories we track dropped, down 4.3% this week, and are now only up 1.3% for the month of May.
Via
Talk Markets
Topics
Artificial Intelligence
History Says the Nasdaq Will Soar in 2024: Here Are My Top 5 Software Growth Stocks to Buy Right Now
↗
May 30, 2024
The Nasdaq soared 43% last year and is already up 13% so far in 2024. More gains could be on the horizon for tech stocks.
Via
The Motley Fool
1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist, According to Wall Street
↗
May 30, 2024
Atlassian has entered the era of artificial intelligence (AI), and the technology could be a big tailwind for its business.
Via
The Motley Fool
Topics
Artificial Intelligence
These 17 AI Stocks Are The Sector's Most Undervalued
↗
May 28, 2024
This article highlights the top 17 AI companies primed for strong revenue and earnings growth and upward analyst revisions based on their most recent stock price relative to their forecast earnings...
Via
Talk Markets
Topics
Artificial Intelligence
AI Category Returns Were A Mixed Bag This Week
↗
May 26, 2024
The 7 AI categories tracked by munKNEE.com went UP 1.5% this week on top of a 2.9% advance the previous week with 3 categories advancing, 3 declining and one with no change.
Via
Talk Markets
Topics
Artificial Intelligence
Atlassian Stock Has Underperformed Over the Last 5 Years. Are Things Finally Looking Up for Its Investors?
↗
May 15, 2024
A cheaper valuation and an improving outlook could deliver long-term gains for shareholders from here.
Via
The Motley Fool
Monday.com Stock Pops On Q1 Earnings, Revenue Beat
↗
May 15, 2024
Monday.com stock popped after the software maker reported Q1 earnings and revenue that topped estimates and guidance edged by views.
Via
Investor's Business Daily
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