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home
about us
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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
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BILL Holdings, Inc. Common Stock
(NY:
BILL
)
45.13
+1.49 (+3.41%)
Official Closing Price
Updated: 4:10 PM EST, Mar 5, 2026
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How I’m Positioned For Today’s Fed Announcement
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February 01, 2023
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January 27, 2023
The company is growing the top line nicely, but profits remain elusive.
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January 15, 2023
The sell-off in the broader technology sector has presented investors with some unique buying opportunities.
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Analyst Expectations for Bill.com Holdings's Future
↗
January 09, 2023
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Cloud Stocks: Analysis Of Bill.com’s Acquisition
↗
November 15, 2022
Bill.com recently announced the acquisition of Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.
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Why Bill.com Holdings Sank as Much as 26.6% This Week
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November 04, 2022
The back-office software company posted strong earnings but saw its stock fall along with other software providers this week.
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2 Growth Stocks to Hold for the Next 10 Years
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January 15, 2023
After last year's sell-off, there's a lot of opportunity in growth stocks.
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BILL to Report Second Quarter Fiscal 2023 Financial Results on February 2, 2023
January 12, 2023
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7 Cheap Fintech Stocks to Buy Before They Rebound in 2023
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January 11, 2023
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Buying stock in fast-growing companies while they're small is one way to retire wealthy.
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2 Megatrends to Get Behind in 2023
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November 30, 2022
Keep an eye on the rise of cloud platforms and connected TV.
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Benzinga's Top Ratings Upgrades, Downgrades For January 11, 2023
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January 11, 2023
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2 Super Stocks Down 51% and 65% to Buy Before They Rebound
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November 28, 2022
2023 is right around the corner, and it could bring a return to growth for the stock market.
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BILL Completes Acquisition of Finmark
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3 Top Stocks to Buy Now-High Growth Fintech Stocks
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November 15, 2022
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10 Information Technology Stocks Whale Activity In Today's Session
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November 14, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
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1 Super Stock to Buy Hand Over Fist, According to 91% of These Wall Street Analysts
↗
November 11, 2022
Bill.com just delivered yet another strong quarterly result.
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Amazon, Apple, Tesla And Other Big Gainers From Thursday
↗
November 11, 2022
U.S. stocks closed higher on Thursday, with the Dow Jones jumping more than 1,200 points. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
BILL to Participate in Upcoming Investor Conferences
November 09, 2022
From
BILL
Via
Business Wire
BILL Reports First Quarter Fiscal Year 2023 Financial Results
November 03, 2022
From
BILL
Via
Business Wire
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
November 03, 2022
From
BILL
Via
Business Wire
The Big Banks Report Earnings and We Dig In
↗
October 29, 2022
We also take a look at the adtech industry.
Via
The Motley Fool
BILL Adds Google Cloud CMO, Alison Wagonfeld, to its Board of Directors
October 24, 2022
From
Bill.com
Via
Business Wire
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