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home
about us
Investment Approach
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Value Proposition
Team Biographies
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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Quarterly Performance Reports
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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
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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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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Dynatrace, Inc. Common Stock
(NY:
DT
)
39.14
-0.07 (-0.18%)
Streaming Delayed Price
Updated: 1:34 PM EST, Mar 6, 2026
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Stock Market Hits Highs As AI Plays Arm, Palantir Skyrocket: Weekly Review
↗
February 08, 2024
The S&P 500 hit 5,000. Arm, Palantir and Cloudflare rose sharply.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
What the Options Market Tells Us About Dynatrace
↗
February 08, 2024
Via
Benzinga
Dynatrace (DT) Q3 2024 Earnings Call Transcript
↗
February 08, 2024
DT earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
February 08, 2024
Via
Benzinga
Earnings Scheduled For February 8, 2024
↗
February 08, 2024
Companies Reporting Before The Bell • Ares Management (NYSE:ARES) is expected to report quarterly earnings at $1.09 per share on revenue of $864.54 million.
Via
Benzinga
Preview: Dynatrace's Earnings
↗
February 07, 2024
Via
Benzinga
Analyst Scoreboard: 10 Ratings For Dynatrace
↗
February 07, 2024
Via
Benzinga
Dynatrace Plunges As Annual Recurring Revenue Edges By Views
↗
February 08, 2024
The network monitoring software maker beat fiscal Q3 earnings and sales views.
Via
Investor's Business Daily
Dynatrace Reports Third Quarter Fiscal Year 2024 Financial Results
February 08, 2024
From
Dynatrace
Via
Business Wire
Spotify To Rally Around 36%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
February 07, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Dynatrace Unveils Data Observability for its Analytics and Automation Platform
January 31, 2024
From
Dynatrace
Via
Business Wire
What Analysts Are Saying About Dynatrace Stock
↗
January 22, 2024
Via
Benzinga
Beyond The Numbers: 6 Analysts Discuss Dynatrace Stock
↗
January 05, 2024
Via
Benzinga
Dynatrace Launches AI Observability for Large Language Models and Generative AI
January 31, 2024
From
Dynatrace
Via
Business Wire
Dynatrace Releases OpenPipeline for its Analytics and Automation Platform
January 31, 2024
From
Dynatrace
Via
Business Wire
Dynatrace Teams With Lloyds Banking Group to Reduce IT Carbon Emissions
January 31, 2024
From
Dynatrace
Via
Business Wire
Why NYSE:DT Is a Promising High-Growth Stock in the Midst of Consolidation.
↗
December 12, 2023
DYNATRACE INC (NYSE:DT)—Positioned as a High-Growth Stock, Ready for a Potential Breakout.
Via
Chartmill
The Latest Analyst Ratings for Dynatrace
↗
December 05, 2023
Via
Benzinga
Dynatrace to Acquire Runecast to Enhance Cloud-Native Security and Compliance
January 29, 2024
From
Dynatrace
Via
Business Wire
7 Stocks Seeing Major Insider Selling: What’s the Hidden Message?
↗
January 25, 2024
With these seven insider selling stocks, are recent transactions nothing to worry about, or a massive red flag?
Via
InvestorPlace
Dynatrace to Report Third Quarter of Fiscal 2024 Financial Results
January 18, 2024
From
Dynatrace
Via
Business Wire
1 Software Stock Better Than Datadog to Buy Now
↗
December 02, 2023
Dynatrace continues to deliver with its balance of growth and profitability.
Via
The Motley Fool
NYSE:DT qualifies as a high growth stock and is consolidating.
↗
November 21, 2023
Is DYNATRACE INC (NYSE:DT) on the Verge of a Major Breakout as a Strong Growth Stock?
Via
Chartmill
Dynatrace Recognized as a Customers’ Choice in the 2023 Gartner Peer Insights™ Voice of the Customer for Application Performance Monitoring and Observability Report
January 11, 2024
From
Dynatrace
Via
Business Wire
Dynatrace Appoints Laura Heisman as Chief Marketing Officer
January 10, 2024
From
Dynatrace
Via
Business Wire
Dow Jones Giants Apple, Microsoft Lead Five Stocks Near Buy Points
↗
December 23, 2023
Investors should keep tabs on these five stocks trading tightly.
Via
Investor's Business Daily
Topics
Stocks
Global Report Reveals ‘Composite AI’ Will Be Central to the Successful Adoption of Artificial Intelligence in the Enterprise
December 12, 2023
From
Dynatrace
Via
Business Wire
Dynatrace Named a Leader in Both the Cloud-Native Observability and Security Quadrants in the 2023 ISG Provider Lens, Multi-Public Cloud Solutions Report
December 11, 2023
From
Dynatrace
Via
Business Wire
Software Maker Datadog Rides Cloud Computing, Artificial Intelligence Trends
↗
November 17, 2023
It's been an exciting year for investors in software maker Datadog, with DDOG stock plunging in August and skyrocketing in November.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Dynatrace Achieves AWS Security Competency
November 28, 2023
From
Dynatrace
Via
Business Wire
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