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home
about us
Investment Approach
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Market Analysis Summary
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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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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Elastic N.V. Ordinary Shares
(NY:
ESTC
)
85.01
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Updated: 7:00 PM EDT, Aug 18, 2026
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Elastic Completes Acquisition of Opster
November 30, 2023
From
Elastic N.V.
Via
Business Wire
Elastic Reports Second Quarter Fiscal 2024 Financial Results
November 30, 2023
From
Elastic N.V.
Via
Business Wire
Earnings Scheduled For November 30, 2023
↗
November 30, 2023
Companies Reporting Before The Bell • 111 (NASDAQ:YI) is projected to report earnings for its third quarter. • Frontline (NYSE:FRO) is expected to report quarterly earnings at $0.45 per share on...
Via
Benzinga
18 Analysts Have This to Say About Elastic
↗
November 13, 2023
Via
Benzinga
Expert Ratings for Elastic
↗
October 18, 2023
Via
Benzinga
What 16 Analyst Ratings Have To Say About Elastic
↗
September 29, 2023
Via
Benzinga
Open Text Stock Scores Relative Strength Rating Upgrade To 80+
↗
November 28, 2023
Open Text sees its Relative Strength Rating reach the 80-plus level.
Via
Investor's Business Daily
Elastic to Present in Upcoming Investor Conference
November 22, 2023
From
Elastic N.V.
Via
Business Wire
Elastic to Announce Second Quarter Fiscal 2024 Earnings Results on Thursday, November 30, 2023
November 16, 2023
From
Elastic N.V.
Via
Business Wire
Is Consumption-Based SaaS Pricing Back In Favor With Investors?
↗
November 16, 2023
Investors in software growth stocks turned away from consumption business models in early 2023. But the cloud computing tide may be turning.
Via
Investor's Business Daily
Elastic N.V. (NYSE: ESTC) Records 52-Week High Tuesday Morning
September 26, 2023
Via
Investor Brand Network
16 Analysts Have This to Say About Elastic
↗
September 05, 2023
Via
Benzinga
Why Elastic Stock Skyrocketed Today
↗
September 01, 2023
The company behind Elastic Search and Elastic Stack delivered a strong beat-and-raise performance.
Via
The Motley Fool
Elastic Signs Strategic Collaboration Agreement with AWS to Accelerate Generative AI Solutions
November 16, 2023
From
Elastic N.V.
Via
Business Wire
Elastic Announces Intent to Acquire Opster
November 15, 2023
From
Elastic N.V.
Via
Business Wire
Elastic Unveils Dedicated Query Language to Simplify Data Investigation
November 07, 2023
From
Elastic N.V.
Via
Business Wire
A Bull Market Is Coming: 2 Growth Stocks Could Increase Sales 139% and 332% in 5 Years, According to Wall Street Analysts
↗
November 05, 2023
Stocks defined by rapid revenue growth can be very rewarding investments, but investors should always do their research.
Via
The Motley Fool
MicroStrategy Stock Upgraded With Continued Rising Relative Strength
↗
October 20, 2023
A Relative Strength Rating upgrade for MicroStrategy shows improving technical performance.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For October 18, 2023
↗
October 18, 2023
Via
Benzinga
Visa To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
October 18, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Elastic Global Threat Report 2023 Reveals Dominance of Ransomware
October 18, 2023
From
Elastic N.V.
Via
Business Wire
Outsmart the Market With These 3 AI Picks-And-Shovels Stocks
↗
October 13, 2023
Bigger is better right now when it comes to AI picks and shovels stocks for investors to consider buying. Here are the best ones.
Via
InvestorPlace
Topics
Artificial Intelligence
Is Elastic's Future Growth Too Clouded? This Analyst Dives Into The Revenue Mix Shift
↗
October 12, 2023
Needham analyst Mike Cikos initiated coverage on Elastic N.V. (NYSE: ESTC)
Via
Benzinga
Elastic Appoints Abhishek Singh as General Manager for Observability
October 11, 2023
From
Elastic N.V.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2023
↗
October 12, 2023
Via
Benzinga
Paul Auvil Elected to Elastic’s Board of Directors
October 05, 2023
From
Elastic N.V.
Via
Business Wire
3 Growing Tech Stocks To Put On Your M&A Watchlist
September 27, 2023
Cisco's purchase of Splunk raises many questions, and one of them is which tech companies will be acquired next; here are three possibilities
Via
MarketBeat
Elastic Announces AI Assistant for Observability and General Availability of Universal Profiling
September 19, 2023
From
Elastic N.V.
Via
Business Wire
3 Hot Software Stocks Breaking Out to New Highs
September 13, 2023
In a year where the S&P North America Technology Software Index is up more than 40% year-to-date, these three software stocks are climbing to new highs.
Via
MarketBeat
Topics
Artificial Intelligence
Stocks
Why Olin Are Trading Lower By 13%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
September 01, 2023
Gainers Edible Garden AG Incorporated (NASDAQ: EDBL) surged 181.1% to $3.63. TradeUP Acquisition Corp. (NASDAQ: UPTD) gained 148.5% to $18.14.
Via
Benzinga
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