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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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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Perion Network Ltd - Ordinary Shares
(NQ:
PERI
)
8.350
-0.150 (-1.76%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 24, 2026
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All News about Perion Network Ltd - Ordinary Shares
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Got $3,000? 2 Tech Stocks to Buy and Hold for the Long Term
↗
January 06, 2023
After last year's sell-off, now is a great time to start investing.
Via
The Motley Fool
Perion’s Momentum Extends into the Fourth Quarter of 2022 – Preliminary Results Show Over 60% YoY Adjusted EBITDA Growth and 30% YoY Revenue Growth.
January 04, 2023
From
Perion
Via
Business Wire
Despite a Tough Year, Cathie Wood Is Still Up Big on These 3 Stocks
↗
December 31, 2022
With so much focus on the tech and crypto sectors, Cathie Wood's Ark Invest has struggled this year.
Via
The Motley Fool
Perion’s High Impact CTV Ad Suite Propels Growth as World Cup 2022 Drives Record-Breaking TV Audience
December 15, 2022
From
Perion Network Ltd.
Via
Business Wire
Why Perion Network Stock Gained 20% in November
↗
December 06, 2022
A better-than-expected earnings report and falling inflation helped lift the adtech stock.
Via
The Motley Fool
Stocks That Hit 52-Week Lows On Thursday
↗
December 01, 2022
During Thursday's session, 108 stocks hit new 52-week highs.
Via
Benzinga
This Growth Stock Could 10X in 10 Years
↗
November 30, 2022
This adtech stock has all the elements of a 10-bagger.
Via
The Motley Fool
Perion Network to Participate in the UBS Global TMT Conference and in the Raymond James Tech Investor Conference in New York
November 21, 2022
From
Perion Network Ltd.
Via
Business Wire
This Ad Tech Stock Is Smashing the Competition. Is It Time to Buy?
↗
November 16, 2022
Perion delivered another strong earnings report.
Via
The Motley Fool
Perion Network (PERI) Q3 2022 Earnings Call Transcript
↗
November 09, 2022
PERI earnings call for the period ending September 30, 2022.
Via
The Motley Fool
Perion Network Shares Surge On Q3 Beat; Clocks $159M In Revenue Backed By Display And Search Ad
↗
November 09, 2022
Via
Benzinga
Why Perion Network Stock Was Up 18% in October
↗
November 04, 2022
The company is a standout performer in the ad space.
Via
The Motley Fool
Why Perion Network Stock Popped Today
↗
October 06, 2022
The ad tech company reported strong preliminary Q3 earnings.
Via
The Motley Fool
Perion Network Clocks 34% Top-Line Growth In Q2; Reiterates FY22 Revenue Outlook
↗
August 03, 2022
Via
Benzinga
Perion Delivers Another Strong Quarter, with 31% Revenue Growth and 141% Growth in Net Income
November 09, 2022
From
Perion Network Ltd.
Via
Business Wire
'I'm Going To Give It My Blessing': Cramer On This Stock Up 12% This Month
↗
November 02, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Planet Labs PBC (NYSE: PL) is a "really interesting concept. Sometimes you can own a concept."
Via
Benzinga
2 Top Bargain Stocks Ready for Bull Runs
↗
November 01, 2022
These two undervalued tech stocks could soar.
Via
The Motley Fool
Tilray Brands, Canopy Growth, Cronos Group And Other Big Gainers From Thursday
↗
October 07, 2022
U.S. stocks closed lower with the Dow Jones dropping more than 300 points on Thursday. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
Why Cyclerion Therapeutics Shares Traded Lower By Around 38%; Here Are 70 Biggest Movers From Yesterday
↗
October 07, 2022
Gainers Green Giant Inc. (NASDAQ: GGE) jumped 161.1% to close at $1.88 after dipping 29% on Wednesday.
Via
Benzinga
Pinterest, Perion Network And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
↗
October 06, 2022
U.S. stock futures traded lower this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Why Revelation Biosciences Shares Are Trading Higher By 29%, Here Are 50 Stocks Moving In Thursday's Mid-Day Session
↗
October 06, 2022
Gainers Statera Biopharma, Inc. (NASDAQ: STAB) rose 98% to $0.2777. Statera Biopharma was recently granted European patent number EP3206708 titled "Methods And Compositions For The Treatment Of...
Via
Benzinga
Perion Preliminary Results for the Third Quarter of 2022 Indicate Adjusted EBITDA of $31 Million, A Year-Over-Year Increase of 76%
October 06, 2022
From
Perion Network Ltd.
Via
Business Wire
Survey Reveals 95% of Consumers Demand that Brands Protect their Data and Privacy to Build Trusted, Sustainable Relationships
September 28, 2022
From
Perion Network Ltd.
Via
Business Wire
Mercedes-Benz USA Achieves Digital Success with Perion’s Innovative SORT™ Technology
September 21, 2022
From
Perion Network Ltd.
Via
Business Wire
Undertone Hires Ben Flaccus to Lead New Retail and CPG Commerce Division
September 07, 2022
From
Undertone
Via
Business Wire
Perion Network to Participate at the Jefferies Israel Tech Trek Conference in Tel Aviv and at the Lake Street 2022 BIG6 Conference in New York
September 06, 2022
From
Perion Network Ltd.
Via
Business Wire
7 Small-Cap Growth Stocks With Multibagger Potential
↗
August 17, 2022
These multibagger small-cap growth stocks have rock-solid underlying businesses that can gain significant traction down the road.
Via
InvestorPlace
SORTTM - Perion’s Cookieless Breakthrough - Wins Silver Stevie® Award in 2022 International Business Awards® in the Artificial Intelligence / Machine Learning Solution category
August 15, 2022
From
Perion Network Ltd.
Via
Business Wire
Dow Jumps 350 Points; Crude Oil Drops Over 2%
↗
August 03, 2022
U.S. stocks traded higher midway through trading, with the Dow Jones gaining around 350 points on Wednesday.
Via
Benzinga
U.S. Stocks Are Trading Higher; ISM Services Index Rises Higher Than Expected
↗
August 03, 2022
U.S. stocks traded higher this morning, with the Dow Jones gaining more than 100 points on Wednesday.
Via
Benzinga
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