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
All News
Headline News
Barchart.com
Benzinga
BreakingCrypto
Chartmill
The Motley Fool
InvestorPlace
Investor's Business Daily
MarketBeat
MarketMinute
PredictStreet
StockStory
Stocktwits
Talk Markets
TokenRing AI
Press Releases
24-7 Press Release
AB Newswire
ACCESS Newswire
ACN Newswire
Actusnews Wire
Authority Press Wire
Binary News Network
Brandpoint
BusinesNews Wire
Business Wire
CannabisNewsWire
CryptoCurrencyWire
Equities.com
eTrendy Stock
FinancialNewsMedia
First Publisher
Get News
getfeatured.news
GlobePRwire
Globe NewsWire
InvestorBrandNetwork
JCN Newswire
Law Firm Newswire
MediaOutReach
MerxWire
NewMediaWire
News Direct
Newsfile
NewsUSA
Newswire.com
PR Underground
Press Advantage
Press Release Distribution Service
PressReach
PRLeap
PRLog
PulseBulletin.com
Prodigy
ReleaseWire
Small Business Trendsetters
Send2Press
StatePoint
TheNewswire
Visibility
Worldnewswire
Zexprwire
< Previous
1
2
3
4
5
6
7
8
9
...
24
25
Next >
IJJ vs. VBR: Should Value Investors Choose Mid-Cap Stability or Small-Cap Growth Potential?
↗
Today 8:47 EST
Via
The Motley Fool
Topics
ETFs
Tickers
IJJ
VBR
Wheaton Precious Metals Corp. (NYSE:WPM): A Prime GARP Stock in the Precious Metals Space
↗
Today 8:41 EST
Via
Chartmill
Tickers
WPM
Warren Buffett Is Leaving Investors With a Clear Warning Before He Retires in January. Here's What Investors Can Do Heading Into 2026.
↗
Today 8:39 EST
Via
The Motley Fool
Topics
Retirement
Tickers
AAPL
BAC
BRK
BRK-A
BRK-B
CB
Exposures
Pension
QIAGEN N.V. (NYSE:QGEN) Passes the "Caviar Cruise" Quality Stock Screen
↗
Today 8:31 EST
Via
Chartmill
Tickers
QGEN
Comfort Systems USA Inc (NYSE:FIX) Passes Louis Navellier's 'Little Book' Growth Stock Test
↗
Today 8:21 EST
Via
Chartmill
Tickers
FIX
Flowserve Corp. (NYSE:FLS) Shows Strong Technical Setup for a Potential Breakout
↗
Today 8:11 EST
Via
Chartmill
Tickers
FLS
2 Unbelievable Growth Stocks to Buy Before They Soar in 2026
↗
Today 8:06 EST
Via
The Motley Fool
Tickers
AMZN
IONQ
MSFT
PERDOCEO EDUCATION CORP (NASDAQ:PRDO) Embodies the Affordable Growth Investment Strategy
↗
Today 8:01 EST
Via
Chartmill
Tickers
PRDO
TEBBIT Exchange: Engineering Trust and Performance in the Digital Asset Era
Today 8:00 EST
Via
Binary News Network
Cryptocurrency Enters the “Too Big To Fail” Era: 2026 May Become an Industry Watershed, with ICOIN Standing at a Historic Turning Point
Today 8:00 EST
Via
Binary News Network
Topics
Government
Tickers
GS
JPM
Exposures
Political
CGTN: How China Steadily Steered Through a Turbulent 2025
Today 8:00 EST
Via
Binary News Network
Topics
Artificial Intelligence
Economy
World Trade
Exposures
Artificial Intelligence
Economy
Tariff
Palantir, Nvidia Lead 5 Stocks Near Buy Points Heading Into Final Days Of 2025
↗
Today 8:00 EST
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
NVDA
Exposures
Artificial Intelligence
Precious Metals Plays: GDX Offers Broader Exposure and Less Volatility Than SLVP
↗
Today 7:55 EST
Via
The Motley Fool
Topics
ETFs
Tickers
ABX
GDX
SLVP
Apellis Pharmaceuticals Inc (NASDAQ:APLS) Fits the 'Growth at a Reasonable Price' Strategy
↗
Today 7:51 EST
Via
Chartmill
Tickers
APLS
Prediction: This Artificial Intelligence (AI) Stock Could 5X by 2030
↗
Today 7:50 EST
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMD
NVDA
Exposures
Artificial Intelligence
Bitcoin, Ethereum ETFs Face December Pullback With $1.13B In Outflows
↗
Today 7:49 EST
Via
Talk Markets
Topics
ETFs
Credo Technology Group Holding Ltd (NASDAQ:CRDO) Stands Out as a Top Growth Stock Pick
↗
Today 7:41 EST
Via
Chartmill
Tickers
CRDO
3 Stock-Split Stocks to Buy that Could Soar As Much as 40%, 35%, and 640%, According to Wall Street
↗
Today 7:35 EST
Via
The Motley Fool
Tickers
AVGO
NFLX
NOW
Size Matters: Comparing Small-Cap and Mid-Cap Value Funds ISCV and IJJ
↗
Today 7:34 EST
Via
The Motley Fool
Topics
ETFs
Tickers
IJJ
ISCV
1 Reason I Am Never Selling This International ETF
↗
Today 7:29 EST
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
HSBC
SCHF
SCHW
SHOP
SSNLF
TM
Exposures
Artificial Intelligence
Economy
AppLovin Corp (NASDAQ:APP) Combines Strong Growth with Bullish Technical Setup for Potential Surge
↗
Today 7:21 EST
Via
Chartmill
Tickers
APP
5 Top Tips for Maximizing CD Investment Returns
↗
Today 7:20 EST
Via
The Motley Fool
Toni Reinhart, Realtor Launches New Land Leasing and Sales Solutions in PA
Today 7:17 EST
Via
Press Release Distribution Service
Somnigroup International Inc (NYSE:SGI) Shows Strong Growth Momentum and Technical Setup
↗
Today 7:11 EST
Via
Chartmill
Tickers
SGI
2 Dividend Stocks to Double Up on Right Now
↗
Today 7:06 EST
Via
The Motley Fool
Tickers
DG
FDX
HD
O
PEP
WBA
Baker Hughes Co (NASDAQ:BKR) Passes Key Peter Lynch Investment Screen
↗
Today 7:01 EST
Via
Chartmill
Tickers
BKR
Kaplan Fox Alerts Investors to a Securities Class Action Against Coupang, Inc. (CPNG) - Deadline is February 17, 2026
Today 7:00 EST
Via
NewMediaWire
Topics
Data Breach
Lawsuit
Tickers
CPNG
NYT
Exposures
Financial
Information Security
Legal
Kaplan Fox Alerts Investors to a Securities Class Action Against Coupang, Inc. (CPNG) - Deadline is February 17, 2026
Today 7:00 EST
Via
TheNewswire.com
Topics
Data Breach
Lawsuit
Tickers
CPNG
NYT
Exposures
Financial
Information Security
Legal
MarketBeat Week in Review – 12/22 - 12/26
↗
Today 7:00 EST
Via
MarketBeat
Tickers
AMZN
CART
DRI
EVTL
GOOGL
MU
Palantir Technologies (NASDAQ:PLTR) Shows Strong Momentum with High Growth and Technical Scores
↗
Today 6:51 EST
Via
Chartmill
Tickers
PLTR
< Previous
1
2
3
4
5
6
7
8
9
...
24
25
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.