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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Sample Portfolio
Back Dated Performance Reports
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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
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PAR Technology Corporation Common Stock
(NY:
PAR
)
35.80
+0.46 (+1.30%)
Streaming Delayed Price
Updated: 3:18 PM EST, Nov 3, 2025
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PAR Technology Corporation Announces Sale of Wholly Owned Subsidiaries PAR Government Systems Corporation and Rome Research Corporation
June 10, 2024
From
PAR Technology Corporation
Via
Business Wire
The Next Big Things: 7 Tech Stocks to Get In on Early
June 06, 2024
Although there’s supposed safety in betting alongside everyone else, these adventurous tech stocks to buy may offer blistering upside.
Via
InvestorPlace
PAR Technology Elevates Table Service Experience with Brink POS 2024 Spring Release
May 29, 2024
From
PAR Technology Corporation
Via
Business Wire
7 Analysts Assess PAR Technology: What You Need To Know
May 10, 2024
Via
Benzinga
In-Depth Examination Of 6 Analyst Recommendations For PAR Technology
March 28, 2024
Via
Benzinga
What Analysts Are Saying About PAR Technology Stock
March 12, 2024
Via
Benzinga
PAR Technology Corporation to Participate in the J.P. Morgan Global Technology, Media and Communications Conference
May 16, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Stock Earnings: PAR Technology Misses EPS, Misses Revenue for Q1 2024
May 09, 2024
PAR stock results show that PAR Technology missed analyst estimates for earnings per share and missed on revenue for the first quarter of 2024.
Via
InvestorPlace
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
May 09, 2024
Via
Benzinga
PAR Technology Corporation Announces First Quarter 2024 Results
May 09, 2024
From
PAR Technology Corporation
Via
Business Wire
Earnings Scheduled For February 27, 2024
February 27, 2024
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is expected to report quarterly loss at $0.07 per share on revenue of $100.49 million.
Via
Benzinga
Earnings Outlook For PAR Technology
February 26, 2024
Via
Benzinga
PAR Technology Corporation Releases Conference Call and Webcast Information for Fiscal 2024 First Quarter Financial Results
April 29, 2024
From
PAR Technology Corporation
Via
Business Wire
7 A-Rated Growth Stocks to Buy for Gargantuan Returns
April 24, 2024
These seven A-rated growth stocks across various sectors offer market-beating returns with a solid margin of safety.
Via
InvestorPlace
Beef ‘O’ Brady’s Selects PAR Technology’s MENU & Punchh to Boost Omnichannel Ordering and Loyalty Capabilities
April 18, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology’s Data Central® Selected as the Exclusive Provider of Food and Inventory Management Across Love's Travel Stops
April 10, 2024
From
PAR Technology Corporation
Via
Business Wire
7 Small-Cap Stocks for the Thinking Speculator
April 08, 2024
While these small-cap stocks may be miles away from Wall Street’s spotlight, they’re compelling enough to deliver some big surprises.
Via
InvestorPlace
PAR Punchh® Partners with Attentive on SMS Marketing Capabilities for Restaurant Loyalty Programs
April 03, 2024
From
PAR Technology
Via
Business Wire
PAR Technology’s Punchh® Selected as Loyalty Platform Provider for Wendy’s
March 27, 2024
From
PAR Technology
Via
Business Wire
Double Down: 7 Beaten-Down Growth Stocks to Buy Hand Over Fist
March 26, 2024
These beaten-down growth stocks seem primed for a comeback, with the potential to deliver substantial returns.
Via
InvestorPlace
A&W Restaurants Selects PAR Technology’s Data Central® to Propel Growth
March 20, 2024
From
ParTech, Inc.
Via
Business Wire
PAR Technology Corporation Announces Strategic Acquisitions to Expand Global Vision, Extend Unified Commerce Offerings and Accelerate Drive Towards Profitability
March 11, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology Corporation Announces Fourth Quarter and Full Year 2023 Results
February 27, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology Corporation to Present at Upcoming Investor Conferences
February 23, 2024
From
PAR Technology Corporation
Via
Business Wire
Hooters of America, LLC Selects PAR Technology to Redefine Excellence in Table Service
February 21, 2024
From
ParTech, Inc.
Via
Business Wire
PAR Technology Corporation Releases Conference Call and Webcast Information for Fiscal 2023 Fourth Quarter & Year End Financial Results
February 14, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology’s Punchh® Recognizes Trailblazers in Customer Loyalty with Annual Awards Celebration
February 13, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology and Grubhub Expand Partnership with MENU Link Integration
February 07, 2024
From
PAR Technology Corporation
Via
Business Wire
Bob Evans Selects PAR Technology’s Punchh® to Enhance Guest Experience and Loyalty
January 17, 2024
From
PAR Technology Corporation
Via
Business Wire
PAR Technology Corporation to Participate at the 26th Annual Needham Growth Conference
January 12, 2024
From
PAR Technology Corporation
Via
Business Wire
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