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home
about us
Investment Approach
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Market Analysis Summary
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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
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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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Domo, Inc. - Class B Common Stock
(NQ:
DOMO
)
3.900
+0.210 (+5.69%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 20, 2026
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Where Domo Stands With Analysts
↗
May 26, 2023
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
May 26, 2023
Via
Benzinga
Why Hibbett Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
May 26, 2023
Gainers Onfolio Holdings, Inc. (NASDAQ: ONFO) gained 73% to $2.02 after the company announced it completed development of a generative AI search tool.
Via
Benzinga
Domo (DOMO) Q1 2024 Earnings Call Transcript
↗
May 26, 2023
DOMO earnings call for the period ending March 31, 2023.
Via
The Motley Fool
Domo Earnings Preview
↗
May 24, 2023
Via
Benzinga
Expert Ratings for Domo
↗
March 13, 2023
Via
Benzinga
Domo (DOMO) Q4 2023 Earnings Call Transcript
↗
March 06, 2023
DOMO earnings call for the period ending December 31, 2022.
Via
The Motley Fool
Domo to Participate in Upcoming Investor Conferences
May 26, 2023
From
Domo
Via
Business Wire
Domo Announces First Quarter Fiscal 2024 Financial Results
May 25, 2023
From
Domo, Inc.
Via
Business Wire
Domo CMO Wendy Steinle Honored as a Utah Business 30 Women to Watch
May 23, 2023
From
Domo
Via
Business Wire
A Preview Of Domo's Earnings
↗
March 03, 2023
Via
Benzinga
Domo Announces Timing of its First Quarter Fiscal 2024 Earnings Conference Call
May 15, 2023
From
Domo, Inc.
Via
Business Wire
Domo Ranked #1 Vendor in Dresner Advisory Services' 2023 Cloud Computing and Business Intelligence Market Study for the Seventh Consecutive Year
May 11, 2023
From
Domo
Via
Business Wire
Domo Named a Leader in Nucleus Research’s 2023 Analytics Technology Value Matrix
May 03, 2023
From
Domo
Via
Business Wire
Domo Named to the Women Tech Council Shatter List for 6th Consecutive Year
April 28, 2023
From
Domo
Via
Business Wire
Domo Named a Challenger in 2023 Gartner Magic Quadrant for Analytics and BI Platforms
April 27, 2023
From
Domo
Via
Business Wire
$6M Bet On This Technology Stock? Check Out These 3 Stocks Insiders Are Buying
↗
April 05, 2023
Although US stocks closed lower on Tuesday, there were a few notable insider trades.
Via
Benzinga
Domo Announces New Native Integrations that Help Customers Leverage Data Across a Growing Ecosystem of Cloud Data Platforms
March 29, 2023
From
Domo
Via
Business Wire
Domo to Host Investor and Financial Analyst Session
March 29, 2023
From
Domo, Inc.
Via
Business Wire
Domo Announces Winners of the 2023 Domo Community Ovation Awards
March 29, 2023
From
Domo
Via
Business Wire
Domo Announces New Features that Unleash the Power of Data to Multiply Business Impact
March 29, 2023
From
Domo
Via
Business Wire
Domo Announces 2023 Domo Community Ovation Awards Finalists
March 22, 2023
From
Domo
Via
Business Wire
Domopalooza 2023 Unveils Full Lineup of Industry Experts and Customer Speakers
March 20, 2023
From
Domo
Via
Business Wire
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
March 20, 2023
Via
Benzinga
Domo Named a Winner in the 2022-2023 Cloud Awards for Cloud BI and Analytics
March 09, 2023
From
Domo, Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Tuesday's Intraday Session
↗
March 07, 2023
Via
Benzinga
Domo Announces Fourth Quarter and Fiscal 2023 Financial Results
March 06, 2023
From
Domo, Inc.
Via
Business Wire
Why Rivian Automotive Shares Are Trading Lower By Over 10%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
March 07, 2023
Gainers Virax Biolabs Group Limited (NASDAQ: VRAX) jumped 99% to $1.3195 after the company announced an agreement for the distribution of an Avian Influenza A Virus real-time PCR test kit to the...
Via
Benzinga
Domo Announces CEO Transition: John Mellor Steps Down as CEO, Succeeded by Domo Founder Josh James
March 06, 2023
From
Domo, Inc.
Via
Business Wire
Domo Executives to Participate in Upcoming Investor Conferences
March 01, 2023
From
Domo, Inc.
Via
Business Wire
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