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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
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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
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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8x8 Inc - Common stock
(NY:
EGHT
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EST, Nov 14, 2022
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8x8 Announces 8x8 Remote Fix for UK Housing Associations to Improve Tenant Satisfaction, Accelerate Resolution Times, and Reduce Operational Costs
October 19, 2023
From
8x8, Inc.
Via
Business Wire
8x8, Inc. Schedules Second Quarter Fiscal 2024 Earnings Release and Conference Call
October 13, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Brings New Video Functionality to 8x8 Contact Center for Elevated Customer Engagement
October 05, 2023
From
8x8, Inc.
Via
Business Wire
Latest 8x8 Research Reveals IT and Contact Center Leaders Embrace Conversational AI or Fear Falling Behind
September 28, 2023
From
8x8, Inc.
Via
Business Wire
What 7 Analyst Ratings Have To Say About 8x8
↗
September 20, 2023
Via
Benzinga
8x8 Appoints Contact Center and Growth Marketing Leader Bruno Bertini as Chief Marketing Officer
September 18, 2023
From
8x8, Inc.
Via
Business Wire
Lake Ridge Bank Modernizes Customer Engagement with the 8x8 XCaaS Integrated Cloud Contact Center and Unified Communications Platform
September 14, 2023
From
8x8, Inc.
Via
Business Wire
The Latest Analyst Ratings for 8x8
↗
August 28, 2023
Via
Benzinga
Asana, Enbridge And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
↗
September 06, 2023
U.S. stock futures traded lower this morning on Wednesday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Why America's Car-Mart Are Trading Lower By 12%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
September 05, 2023
Gainers Verb Technology Company, Inc. (NASDAQ: VERB) shares jumped 164% to $1.89 after the completed and launched a technology integration and strategic relationship with global social media platform...
Via
Benzinga
Where 8x8 Stands With Analysts
↗
August 03, 2023
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
September 05, 2023
Via
Benzinga
8x8 Launches New SMS Fraud Prevention Communication API
September 05, 2023
From
8x8, Inc.
Via
Business Wire
Airbnb, Blackstone Rise On News They'll Join S&P 500 Index
↗
September 02, 2023
ABNB and BX will join Sept. 18 as part of a quarterly rebalancing.
Via
Investor's Business Daily
Topics
Stocks
8x8 Expands AI Self-Service Capabilities with Voice Interactions for 8x8 Intelligent Customer Assistant
August 30, 2023
From
8x8, Inc.
Via
Business Wire
8x8, Inc. Announces Participation in Rosenblatt Technology Summit
August 23, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Named a Top Five Provider in Metrigy 2023 Contact Center as a Service (CCaaS) MetriRank Report
August 22, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Phone App for Microsoft Teams Delivers Cost-effective, Native Calling Experience for Teams Users
August 17, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Wins Stevie® Awards in 2023 International Business Awards® for Excellence in Professional Services
August 14, 2023
From
8x8, Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
August 09, 2023
Via
Benzinga
Why Cutera Shares Are Trading Lower By Around 22%? Here Are Other Stocks Moving In Wednesday's Session
↗
August 09, 2023
Gainers Tango Therapeutics, Inc. (NASDAQ: TNGX) climbed 85.2% to $7.09 after gaining 11% on Tuesday. Tango Therapeutics recently posted a narrower quarterly loss.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 9, 2023
↗
August 09, 2023
Via
Benzinga
8x8 Wins 2023 TrustRadius Tech Cares Award
August 09, 2023
From
8x8, Inc.
Via
Business Wire
8x8, Inc. Reports First Quarter Fiscal 2024 Financial Results
August 08, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Drives Customer Success and Enhanced Contact Center Performance with New Supervisor Workspace
August 03, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Global VP Wins UC Awards 2023 Rising Star
August 02, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Enhances Customer and Employee Experiences Across Cloud Contact Center and Unified Communications Platform; Extends Global Reach to 59 Countries
July 27, 2023
From
8x8 Inc.
Via
Business Wire
Kubota Tractor Corporation Chooses 8x8 XCaaS for Enhanced Employee and Customer Communications
July 20, 2023
From
8x8, Inc.
Via
Business Wire
8x8, Inc. Schedules First Quarter Fiscal 2024 Earnings Release and Conference Call
July 18, 2023
From
8x8, Inc.
Via
Business Wire
8x8 Launches New Technology Partner Ecosystem to Deliver Best-in-Class Integrated Solutions for Enhanced Customer Experiences
July 13, 2023
From
8x8, Inc.
Via
Business Wire
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