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home
about us
Investment Approach
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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
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CyberArk Software Ltd. - Ordinary Shares
(NQ:
CYBR
)
408.85
UNCHANGED
Last Price
Updated: 4:00 PM EST, Feb 10, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For May 2, 2023
↗
May 02, 2023
Via
Benzinga
Benzinga Pro's Top 5 Stocks To Watch For Tuesday, May 2, 2023: CHGG, LYFT, FTNT, STNG, LEJU
↗
May 02, 2023
Chegg (CHGG) - Shares were down nearly 50% in pre-market trade Tuesday. Many investors in Benzinga Pro's chats discussed Chegg's earnings results and the stocks performance. Chegg cited
Via
Benzinga
CyberArk Announces Global Partner of the Year Award Winners
April 27, 2023
From
CyberArk
Via
Business Wire
Analyst Expectations for CyberArk Software's Future
↗
April 21, 2023
Via
Benzinga
Hackers Leak CommScope's Personal Data On Dark Web
↗
April 18, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 21, 2023
↗
April 21, 2023
Via
Benzinga
Are There Rough Waters Ahead On Tech Earnings Calendar?
↗
April 21, 2023
The nervousness that comes with the quarterly earnings calendar is here, with several of the Big Dogs of Tech getting ready to report.
Via
Investor's Business Daily
The Latest Analyst Ratings for CyberArk Software
↗
February 10, 2023
Via
Benzinga
CyberArk Software Clocks 12% Revenue Growth In Q4; COO Matthew Cohen To Succeed Udi Mokady As CEO
↗
February 09, 2023
Via
Benzinga
CyberArk Software's Earnings Outlook
↗
February 08, 2023
Via
Benzinga
Western Digital Data Breach: Hackers Demand Huge Ransom In Exchange Of Sensitive Data
↗
April 14, 2023
Via
Benzinga
Seeking Risk-Free Investments? Look Beyond Gold, Dollar To These Stocks, Says Analyst
↗
April 10, 2023
Via
Benzinga
CyberArk to Announce First Quarter 2023 Financial Results on May 11
April 06, 2023
From
CyberArk
Via
Business Wire
Microsoft Taps OpenAI's Latest GPT-4 For Cybersecurity Solutions
↗
March 29, 2023
Microsoft Corp (NASDAQ: MSFT) launched Microsoft Security Copilot on Tuesday, bringing OpenAI's latest GPT-4 generative AI to cybersecurity.
Via
Benzinga
Survey: 92% of Global Organizations Indicate Identity Security as Critical for a Robust Zero Trust Implementation
March 28, 2023
From
CyberArk
Via
Business Wire
CyberArk Software Stock Flashes Improved Relative Price Strength
↗
March 24, 2023
CyberArk Software stock saw a positive improvement to its Relative Strength (RS) Rating on Friday, rising from 66 to 79.
Via
Investor's Business Daily
CyberArk Achieves SOC 2 Type 2, SOC 3 Certifications for Its Identity Security Platform
March 16, 2023
From
CyberArk
Via
Business Wire
CyberArk Software Stock Flashes Improved Technical Strength
↗
March 14, 2023
On Tuesday, CyberArk Software stock earned a positive adjustment to its Relative Strength (RS) Rating, from 64 to 71.
Via
Investor's Business Daily
CyberArk Workforce Password Management Delivers Advanced Protections for Enterprise Users
March 14, 2023
From
CyberArk
Via
Business Wire
7 Stocks to Buy That Analysts Are Loving Now
↗
March 13, 2023
With a shaky market and worrying economic signs troubling investors, these are the stocks to buy that the experts love.
Via
InvestorPlace
Hackers Compromise Personal Data of US House Members; Details Awaited
↗
March 09, 2023
This week, a data breach at the Washington DC health insurance marketplace exposed sensitive personal information of the House and its staff members.
Via
Benzinga
Contact Centers Are Increasingly Looking Beyond Traditional Multi-Factor Authentication and Turning To Biometrics To Prevent Fraud
February 22, 2023
Contact Centers Are Increasingly Looking Beyond Traditional Multi-Factor Authentication and Turning To Biometrics To Prevent Fraud
Via
News Direct
Contact Centers Are Increasingly Looking Beyond Traditional Multi-Factor Authentication and Turning To Biometrics To Prevent Fraud
February 22, 2023
By Gita Karunakaran, Benzinga
Via
TheNewswire.com
Contact Centers Are Increasingly Looking Beyond Traditional Multi-Factor Authentication and Turning To Biometrics To Prevent Fraud
↗
February 21, 2023
BIO-key International Inc. (NASDAQ: BKYI) is a trusted provider of Identity and Access Management (IAM) and Identity-Bound Biometric solutions that are refining and changing the way Multi-factor...
Via
Benzinga
CyberArk Named an Overall Leader in Privileged Access Management by KuppingerCole Analysts
February 21, 2023
From
CyberArk
Via
Business Wire
CyberArk to Present at Upcoming Investor Conferences
February 21, 2023
From
CyberArk
Via
Business Wire
Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop: Weekly Review
↗
February 10, 2023
Is this a normal, healthy pullback or the start of something more?
Via
Investor's Business Daily
CyberArk Announces Strong Fourth Quarter and Full Year 2022 Results
February 09, 2023
From
CyberArk
Via
Business Wire
CyberArk Announces Planned Executive Changes
February 09, 2023
From
CyberArk
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 24, 2023
↗
January 24, 2023
Via
Benzinga
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