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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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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
↗
February 22, 2023
Via
Benzinga
Domo Named a Winner of Five Dresner Advisory Services 2022 Technology Innovation Awards
February 21, 2023
From
Domo
Via
Business Wire
A New Global Report from Domo Shows More than 60% of Workers are “Sleepworking”
February 16, 2023
From
Domo
Via
Business Wire
Domo Announces Timing of its Fourth Quarter and Full-Year Fiscal 2023 Earnings Conference Call
February 15, 2023
From
Domo
Via
Business Wire
Where Domo Stands With Analysts
↗
January 20, 2023
Via
Benzinga
Domo (DOMO) Q3 2023 Earnings Call Transcript
↗
December 08, 2022
DOMO earnings call for the period ending September 30, 2022.
Via
The Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
February 03, 2023
Via
Benzinga
11 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
February 02, 2023
Via
Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
January 20, 2023
Friday saw 23 companies set new 52-week lows.
Via
Benzinga
Domo Announces Domopalooza 2023, its Award-Winning Annual Customer Event
January 19, 2023
From
Domo
Via
Business Wire
Domo's Earnings Outlook
↗
December 07, 2022
Via
Benzinga
Expert Ratings for Domo
↗
November 21, 2022
Via
Benzinga
5 Analysts Have This to Say About Domo
↗
November 21, 2022
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2023
↗
January 20, 2023
Via
Benzinga
Domo Executives to Participate in the 25th Annual Needham Growth Conference
January 06, 2023
From
Domo
Via
Business Wire
Stocks That Hit 52-Week Lows On Friday
↗
January 06, 2023
During Friday's trading, 71 companies set new 52-week lows.
Via
Benzinga
Domo Ranked #1 Vendor in Dresner Advisory Services' 2022 Analytical Platforms Market Study
December 14, 2022
From
Domo, Inc.
Via
Business Wire
Why Cosmos Health Shares Are Trading Lower By Around 60%? Here Are 79 Stocks Moving In Monday's Mid-Day Session
↗
December 19, 2022
Gainers Madrigal Pharmaceuticals, Inc. (NASDAQ: MDGL) shares jumped 259% to $229.35 after the company announced resmetirom achieved both primary endpoints in NASH and liver fibrosis trial.
Via
Benzinga
Domo Named a Best Company to Work for by Utah Business Magazine for Eleventh Consecutive Year
December 14, 2022
From
Domo, Inc.
Via
Business Wire
Better Cloud Software Stock: Snowflake vs. Domo
↗
December 13, 2022
Which silo-busting cloud play is a better long-term investment?
Via
The Motley Fool
MATTER Partners with Domo to Support Development of Innovation Hub Program to Help Students in Need
December 13, 2022
From
Domo, Inc.
Via
Business Wire
Domo Announces Third Quarter Fiscal 2023 Financial Results
December 08, 2022
From
Domo, Inc.
Via
Business Wire
Earnings Scheduled For December 8, 2022
↗
December 08, 2022
Companies Reporting Before The Bell • Ciena (NYSE:CIEN) is likely to report quarterly earnings at $0.08 per share on revenue of $849.88 million.
Via
Benzinga
Why Ambrx Biopharma Shares Are Trading Higher By Over 550%? Here Are 52 Stocks Moving In Friday's Mid-Day Session
↗
December 09, 2022
Gainers Ambrx Biopharma Inc. (NYSE: AMAM) shares jumped 551.4% to $2.67 after the company announced preliminary Phase 2 results from its ACE-Breast-03 study showing a 57.1% overall response rate.
Via
Benzinga
Domo Joins the Amazon SageMaker Ready Program
December 01, 2022
From
Domo
Via
Business Wire
Domo to Present at the Credit Suisse 26th Annual Technology Conference
November 22, 2022
From
Domo
Via
Business Wire
Domo Named Leader in Nucleus Research’s 2022 Embedded Analytics Technology Value Matrix
November 16, 2022
From
Domo
Via
Business Wire
Domo Announces Timing of its Third Quarter Fiscal 2023 Earnings Conference Call
November 15, 2022
From
Domo
Via
Business Wire
Domo Named “Customers’ Choice” in Gartner® Peer Insights™ Voice of the Customer Report for Analytics and Business Intelligence
November 01, 2022
From
Domo
Via
Business Wire
Cosmo Energy Chooses Domo to Accelerate Data Democratization Across the Business
October 20, 2022
From
Domo, Inc.
Via
Business Wire
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