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home
about us
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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
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
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Perion Network Ltd - Ordinary Shares
(NQ:
PERI
)
9.810
+0.090 (+0.93%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 4, 2026
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Perion Network Announces Conference Participation in January 2024
January 03, 2024
From
Perion Network Ltd.
Via
Business Wire
Portfolio Powerhouses: 3 Stocks That Could Make You a Millionaire by 2026
↗
December 28, 2023
Are you looking for portfolio powerhouses in the stock-market? Here are three stocks that could make you a millionaire by 2026.
Via
InvestorPlace
New AI Millionaires Club: 3 High-Potential Stocks to Watch
↗
December 25, 2023
Are you looking to become a millionaire with AI stocks? These investments look promising for long-term investors.
Via
InvestorPlace
Topics
Artificial Intelligence
Best Growth Stocks 2024: 7 to Add to Your Must-Buy List
↗
December 21, 2023
Looking to buy some enticing growth stocks? These growth stocks have strong financials and promising runways.
Via
InvestorPlace
NASDAQ:PERI: a strong growth stock preparing for the next leg up?.
↗
November 15, 2023
Why PERION NETWORK LTD (NASDAQ:PERI) Is a Standout High-Growth Stock in a Consolidation Phase.
Via
Chartmill
Looking for growth without the hefty price tag? Consider NASDAQ:PERI.
↗
November 03, 2023
Looking for growth without the hefty price tag? Consider PERION NETWORK LTD (NASDAQ:PERI).
Via
Chartmill
NASDAQ:PERI: good value for what you're paying.
↗
November 02, 2023
PERION NETWORK LTD (NASDAQ:PERI), an undervalued stock with good fundamentals.
Via
Chartmill
Want to Retire a Millionaire? Consider This Artificial Intelligence (AI) Stock
↗
December 20, 2023
Small-cap adtech company Perion Network could have a lot of room to run.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Growth Stocks That Can Double in 2024
↗
December 20, 2023
Want to start the year on a good note? These are some of the top growth stocks to buy which can potentially double in 2024.
Via
InvestorPlace
3 Hidden-Gem Stocks to Watch for a 900% Return by 2026
↗
December 19, 2023
Are you looking for hidden-gem stocks? Here are three hidden gem stocks to watch for a 900% return by 2026.
Via
InvestorPlace
Next-Generation Retail: 7 Stocks Innovating in E-Commerce
↗
December 15, 2023
E-commerce stocks continue to generate high returns for long-term investors. These seven stocks look promising.
Via
InvestorPlace
What's Going On With Perion Network Stock Wednesday?
↗
December 13, 2023
Perion Network Ltd (NASDAQ: PERI) stock is trading higher Wednesday as Oppenheimer analyst Jason Helfstein reiterated an Outperform rating with a
Via
Benzinga
What's Going On With Perion Network Stock Tuesday?
↗
December 12, 2023
Perion Network Ltd (NASDAQ: PERI) stock is trading higher Tuesday after it announced completing the acquisition of Hivestack Inc, a global innovative full-stack programmatic digital out-of-home (DOOH)...
Via
Benzinga
Perion Acquires Hivestack, a Leading Global Full-Stack Digital Out-Of-Home (DOOH) Platform
December 12, 2023
From
Perion Network Ltd.
Via
Business Wire
From $100 to $300: These 3 Stock Winners Won’t Quit in 2024
↗
December 09, 2023
These growth stocks can turn $100 into $300 in a few years. Discover which winning stocks can potentially triple and outperform the market.
Via
InvestorPlace
3 Resilient Growth Stocks Promising Long-Term Success
↗
December 04, 2023
Growth stocks can comfortably outpace the market. These are some of the top growth stocks to consider if you are a long-term investor.
Via
InvestorPlace
Riches Roadmap: 3 Stocks That Could Turn $500 Into a Windfall
↗
November 29, 2023
Are you looking for stocks on the road to riches? Here are three get rich stocks that could turn $500 into a windfall.
Via
InvestorPlace
Perion Network Announces Conference Participation in December 2023
November 28, 2023
From
Perion Network Ltd.
Via
Business Wire
Game Changers: 7 Undervalued Stocks With Unbelievable Potential
↗
November 26, 2023
Are you looking for game changing stocks with high potential? Here are seven undervalued stocks with unbelievable potential.
Via
InvestorPlace
Future Millionaire: 3 Undiscovered Stocks to 10X in the Next Decade
↗
November 24, 2023
Are you looking for millionaire making stocks? Here are three undiscovered stocks to 10X in the next decade.
Via
InvestorPlace
Perion Appoints CEO Tal Jacobson to its Board of Directors
November 22, 2023
From
Perion Network Ltd.
Via
Business Wire
3 Hot Stocks Set for a 1000% Rally by the Decade’s End
↗
November 17, 2023
Are you looking to invest in hot stocks? Here are three hot stocks set for a 1000% rally by the decade's end.
Via
InvestorPlace
Get Massive Returns in 2024 With These Top 7 Undervalued Growth Stocks
↗
November 16, 2023
Undervalued growth stocks offer higher margins of safety. That said, here are some of the top undervalued growth stocks to consider.
Via
InvestorPlace
Tech Titans Rising: 7 Underrated Stocks Set for Explosive Growth
↗
November 06, 2023
Are you looking to invest in rising tech stocks? Here are seven underrated stocks set for explosive growth.
Via
InvestorPlace
This Adtech Company Is My Favorite Artificial Intelligence (AI) Stock. Here's Why
↗
November 05, 2023
Perion Network just launched a new generative AI product, and it could be a game-changer.
Via
The Motley Fool
Topics
Artificial Intelligence
Perion Network (PERI) Q3 2023 Earnings Call Transcript
↗
November 02, 2023
PERI earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Garmin, Apollo Global Management, Trane Technologies, Scotts Miracle-Gro And Other Big Stocks Moving Higher On Wednesday
↗
November 01, 2023
U.S. stocks traded higher, with the Dow Jones falling more than 30 points on Wednesday. Here are some big stocks recording gains in today’s session. TG Therapeutics, Inc. (NASDAQ: TGTX) shares jumped...
Via
Benzinga
Topics
Stocks
Digital Ad Firm Perion Network Surpasses Q3 Expectations, CEO Tal Jacobson Confident In Meeting Annual Goals
↗
November 01, 2023
Perion Network Ltd (NASDAQ: PERI) reported third-quarter FY23 revenue growth of 17% year-on-year to $185.31 million, beating the
Via
Benzinga
Perion Continues to Deliver Strong Results with 17% Year-Over-Year Increase in Revenue and 29% Growth in Adjusted EBITDA
November 01, 2023
From
Perion Network Ltd.
Via
Business Wire
Are These 3 Stocks Poised for a Comeback?
↗
October 30, 2023
Every investor loves a good recovery story, so these three comeback stocks can reward investors in 2024 after mediocre performances in 2023.
Via
InvestorPlace
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