Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Oracle Corp
(NY:
ORCL
)
145.54
-0.84 (-0.57%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 6, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Oracle Corp
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Veritone (VERI) Q4 2025 Earnings Call Transcript
↗
March 26, 2026
Veritone (VERI) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
The Great SaaS Reset: B2B Software Equities Plunge 25% as AI Disruption Rewrites the Playbook
March 26, 2026
The enterprise software sector is grappling with a historic "SaaSpocalypse" as of late March 2026. Public B2B technology equities have undergone a brutal 25% valuation compression year-to-date, marking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Scalare Partners activates national founder-to-capital pipeline with key launch events
March 26, 2026
Via
AB Newswire
Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy
March 26, 2026
From
Veritone, Inc.
Via
Business Wire
The $200 Billion Gamble: Amazon Reshapes the Future with Massive 'AI Factory' Expansion
March 26, 2026
SEATTLE — In a move that has sent shockwaves through both Silicon Valley and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) has officially unveiled a record-breaking $200 billion capital expenditure plan...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Oracle (ORCL) Deep Dive: AI Transformation Meets Legal and Financial Headwinds
March 26, 2026
Date: March 26, 2026 Introduction Oracle Corporation (NYSE: ORCL) finds itself at a pivotal crossroads in early 2026. Long regarded as the "blue chip" titan of the legacy database world, the...
Via
Finterra
Topics
Artificial Intelligence
Data Breach
Economy
Everybody Thinks AI Spending Is Peaking. This Company's Order Book Says Otherwise.
↗
March 26, 2026
A bunch of companies are obviously planning on spending increasingly more money in the foreseeable future than they are right now.
Via
The Motley Fool
Topics
Artificial Intelligence
ORACLE CORPORATION (ORCL) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Oracle Corporation Investors of Upcoming Deadline
March 26, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
This Decision in 2019 Was Oracle's Smartest Move -- and It May Be the Ticket to Explosive AI Growth.
↗
March 26, 2026
Oracle has put its focus on the cloud.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett and Greg Abel Spent $78 Billion Buying This Stock Since 2018 -- That's More Than Was Spent Buying Apple, Chevron, Bank of America, and Occidental Petroleum, Combined!
↗
March 26, 2026
Greg Abel just made his first purchase of the Oracle of Omaha's favorite stock.
Via
The Motley Fool
Bank of America Says the Tech Sell-Off Doesn't Make Any Sense. Here's Why I Agree.
↗
March 26, 2026
Research analysts from Bank of America note the ongoing sell-off across the technology sector is overblown.
Via
The Motley Fool
Topics
Artificial Intelligence
Surging Oil Prices Spark Market Jitters
↗
March 25, 2026
The Motley Fool's Hidden Gems team discusses some historical disruptions in the energy market, how trends in semiconductors are reshaping the S&P 500, and why Hims & Hers stock is soaring.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
INVESTOR NOTICE: Oracle Corporation (ORCL) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
March 25, 2026
From
Robbins Geller Rudman & Dowd LLP
Via
Business Wire
ORACLE INVESTOR ALERT: Bragar Eagel & Squire, P.C. Encourages Oracle Corporation Investors to Contact the Firm Regarding their Rights Before April 6th
March 25, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Kessler Topaz Meltzer & Check, LLP Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline
March 25, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Artificial Intelligence
Fraud
Lawsuit
Kessler Topaz Meltzer & Check, LLP Class Action Lawsuit Filed by Kessler Topaz Meltzer & Check, LLP: Investors Face April 6, 2026, Deadline
March 25, 2026
Did you buy ORCL common stock between June 12, 2025, and December 16, 2025?
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
The 2026 Fed Pivot: Navigating the Hawkish Pause and Rising Oil Costs
March 25, 2026
As we cross the threshold into late March 2026, the global financial landscape finds itself at a critical crossroads. The "Great Easing" narrative that fueled much of 2025 has encountered a formidable...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
After a 19% Move Upward, Does ARM Stock Have More Room to Run?
March 25, 2026
ARM stock spiked 19% on Wednesday morning. Here's what might be coming next for Arm Holdings.
Via
Barchart.com
Topics
ETFs
Trump Names Jensen Huang, Mark Zuckerberg To AI Advisory Council: What It Means For NVDA, META
↗
March 25, 2026
Trump appointed 13 tech executives to advise on AI policy, including CEOs of Nvidia, Meta, Oracle, AMD, Alphabet, Dell, and VC Marc Andreessen.
Via
Benzinga
Topics
Artificial Intelligence
Government
Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?
March 25, 2026
Bank of America reinstated coverage of ORCL with a $200 price target.
Via
Barchart.com
Topics
Artificial Intelligence
Massive News: Applied Digital's $2.15 Billion AI Deal Could Supercharge the Stock, but Is It Too Late to Buy?
↗
March 25, 2026
This AI infrastructure player is turning billion-dollar contracts into real capacity.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Microsoft (MSFT) 2026 Analysis: From Copilots to Autonomous Agents
March 25, 2026
As of March 25, 2026, Microsoft Corporation (NASDAQ: MSFT) stands at a pivotal crossroads in its fifty-year history. After a decade of unprecedented growth fueled by the "cloud-first" revolution, the...
Via
Finterra
Topics
Artificial Intelligence
Prediction: The Artificial Intelligence (AI) Stocks That Win in 2026 Won't Be the Same Ones That Won in 2025
↗
March 25, 2026
Investors may look to rotate into a new batch of potential winners.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Cash-Burning Stocks We Think Twice About
March 25, 2026
Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses...
Via
StockStory
Topics
Bankruptcy
Stock Market Today, March 24: Oil, AI, and Private Credit Fears Weigh on Markets
↗
March 24, 2026
On March 24, 2026, choppy, oil-driven trading and fresh AI disruption fears pressured major U.S. indexes.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
U.S. 10-Year Treasury Yield Hits 4.37%: Inflation and Geopolitical Risks Reshape Markets
March 24, 2026
The global financial landscape is currently navigating a period of intense volatility as the benchmark U.S. 10-year Treasury yield surged toward 4.37% today, March 24, 2026. This move, which marks a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Oracle Corporation of Class Action Lawsuit and Upcoming Deadlines – ORCL
March 24, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Oracle Stock Falls As Amazon AI Threat Looms: Why BofA Sees Long-Term Upside
↗
March 24, 2026
BofA Securities reinstates Oracle (ORCL) Buy with $200 target, citing strong AI infrastructure demand, $553B cloud backlog.
Via
Benzinga
Topics
Artificial Intelligence
The Best Energy Stock to Invest $1,000 in Right Now
↗
March 24, 2026
As more data centers are built, more revenue opportunities can emerge for Energy Transfer.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
The Great Software Divergence: Why Infrastructure is the Only Safe Harbor in the 2026 Tech Sell-Off
March 24, 2026
The first quarter of 2026 has proven to be a brutal reckoning for the broader technology sector, as the "SaaSpocalypse" wiped trillions in market capitalization from traditional application software...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.