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home
about us
Investment Approach
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Market Analysis Summary
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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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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
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
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Citrix Systems
(NQ:
CTXS
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Sep 29, 2022
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Kaizen Approach Transforms Security With Citrix® Secure Access Solutions
August 12, 2021
From
Citrix
Via
Business Wire
Wrike Teams Up With Zoom To Improve Real-Time Collaboration
August 11, 2021
From
Wrike
Via
Business Wire
Citrix® Among Leading Companies for Inclusion
August 11, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Peninsula Health Forges New Model for Healthcare Delivery with Citrix® and Logicalis
August 10, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 30, 2021
↗
July 30, 2021
Upgrades According to Craig-Hallum, the prior rating for Gentherm Inc (NASDAQ:
Via
Benzinga
70 Biggest Movers From Yesterday
↗
July 30, 2021
Gainers Xenetic Biosciences, Inc. (NASDAQ: XBIO) shares surged 65.1% to settle at $5.30 on Thursday. Xenetic Biosciences recently reported closing of $12.5 million private...
Via
Benzinga
Qualcomm And Tesla Lead The SPY Higher Thursday
↗
July 29, 2021
U.S. indices were trading higher Thursday as investors weighed recent economic data and Wednesday's Fed decision. Investors also watch for deve...
Via
Benzinga
Topics
Economy
Why Citrix Systems Stock Just Crashed
↗
July 29, 2021
A mixed Q2 will give rise to a decidedly bad all of 2021.
Via
The Motley Fool
Dow, S&P 500 Surge to Record Levels
↗
July 29, 2021
The major benchmarks brushed off disappointing economic data -- including worse-than-expected second-quarter gross domestic product (GDP) -- to nab record levels this afternoon.
Via
Talk Markets
Topics
Stocks
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
July 29, 2021
Gainers CyberOptics (NASDAQ:CYBE) stock ...
Via
Benzinga
Citrix Systems, inc (CTXS) Q2 2021 Earnings Call Transcript
↗
July 29, 2021
CTXS earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
44 Stocks Moving In Thursday's Mid-Day Session
↗
July 29, 2021
Gainers NanoVibronix, Inc. (NASDAQ: NAOV) shares jumped 47.6% to $2.8198 after the company announced it received registration approval for UroShield from TGA Australia....
Via
Benzinga
Citrix Systems Stock Slaughtered After Q2 Revenue Miss, Margin Contraction, Weak Q3 Guidance
↗
July 29, 2021
Citrix Systems Inc. reported second-quarter FY21 revenue growth of 2% year-on-year to $812 million, missing the analyst consensus of $845.97 million.
Via
Talk Markets
Stocks That Hit 52-Week Lows On Thursday
↗
July 29, 2021
Before 10 a.m. ET on Thursday, 15 companies set new 52-week lows. Noteworthy Mentions: Citrix Systems (NASDAQ:CTXS) was the largest, in terms of market cap, to set...
Via
Benzinga
Citrix Systems Stock Slaughtered After Q2 Revenue Miss, Margin Contraction, Weak Q3 Guidance
↗
July 29, 2021
Citrix Systems Inc (NASDAQ: CTXS) reported second-quarter FY21 revenue growth of 2% year-on-year to $812 million, missing the analyst consensus of $845.97 million...
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
July 29, 2021
Gainers Kingsoft Cloud Holdings (NASDAQ:KC) shares moved upwards by 7.47% to $30.5 during Thursday's pre-market session. The company's market cap stands at $6.8...
Via
Benzinga
Citrix Systems: Q2 Earnings Insights
↗
July 29, 2021
Shares of Citrix Systems (NASDAQ:CTXS) fell 13.4% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share were down 18.95% year...
Via
Benzinga
Citrix Reports Second Quarter 2021 Financial Results
July 29, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Zoom Plans To Continue Growing After The Pandemic
↗
July 19, 2021
The pandemic made us change how we work and live. And these new conditions are not a perfect fit for all businesses. But, some businesses were just waiting for an opportunity like...
Via
Benzinga
Citrix Systems to Announce Second Quarter 2021 Financial Results Before Market Open on Thursday, July 29
July 15, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Among Best Places to Work for Disability Inclusion
July 13, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Hollands Kroon Enables Work from Anywhere with Citrix® and RawWorks
July 06, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Named One of the Best Companies for Multicultural Women
July 01, 2021
From
Citrix
Via
Business Wire
Citrix® Presents 2021 Partner Innovation Awards
June 30, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Citrix® Research Reveals Employee Experience is About to Break
June 24, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Össur Builds Modern, Zero Trust Security Framework with Citrix®
June 29, 2021
From
Citrix
Via
Business Wire
Albertslund Simplifies Work with Citrix®
June 15, 2021
From
Citrix
Via
Business Wire
Citrix® Warns on Challenges of Hybrid Work
June 09, 2021
From
Citrix
Via
Business Wire
Citrix® Recognized for Delivering Signature Secure Remote Access Solutions
June 08, 2021
From
Citrix Systems, Inc.
Via
Business Wire
Citrix Executives to Present at Upcoming Investor Conference
June 03, 2021
From
Citrix Systems, Inc.
Via
Business Wire
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