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
Finterra
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
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
...
82
83
Next >
Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Interviewed on the Influential Entrepreneurs Podcast, Discussing IRS and Insurance
February 20, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Women Lead the Way in Automotive F&I Leadership Anthology, Training Camp with Adam Marburger Debuts #1 Hot New Release in Automotive & Transportation
February 19, 2026
Via
Authority Press Wire
Tickers
AMZN
Amy Hitch Contributes Process-Driven Leadership Perspective to Training Camp
February 19, 2026
Via
Authority Press Wire
Tickers
AMZN
Training Camp with Adam Marburger Features Top F&I Leaders, Debuts as #1 Hot New Release in Automotive & Transportation
February 19, 2026
Via
Authority Press Wire
Tickers
AMZN
Amy Hitch Highlights Systems-Based Leadership Approach in New Book Training Camp
February 19, 2026
Via
Authority Press Wire
sunRISE Group Inc. Honors Dr. Pamela Williamson During Black History Month for Transformational Leadership and Impact on Women Entrepreneurs
February 19, 2026
Via
Authority Press Wire
Topics
Supply Chain
Exposures
Supply Chain
Roma Pithadiya, President & CEO Affordable Insurance & Financial Services , On the Influential Entrepreneurs Podcast Discussing Hybrid Approach to Tax-Free Retirement
February 19, 2026
Via
Authority Press Wire
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
Curtis Cottle, Founder of SBC Financial, Interviewed on the Influential Entrepreneurs Podcast, Discussing Taxes in Retirement
February 19, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Checking In on Atlanta: CAREGD™ Launches “Drop the Weight” to Normalize Care in Black Community Spaces
February 18, 2026
Via
Authority Press Wire
The Luxury Car Hire Club Marbella Unveils ‘The Big 5’: A New Benchmark in Mediterranean Supercar Rental
February 18, 2026
Via
Authority Press Wire
Tickers
RACE
Leadership Exposé by Alexander Benjamin Hart Hits No.1 International Bestseller in U.S., Canada, and Australia
February 18, 2026
Via
Authority Press Wire
Topics
Whistleblower
Exposures
Legal
Vincent Virga, Founder & CEO of PFS Wealth Management Group, warns of the 2026 Retirement Tax Reset, a pivotal shift impacting retirees and those nearing retirement today
February 16, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Curtis Cottle, Founder of SBC Financial Interviewed on the Influential Entrepreneurs Podcast Discussing Market Risk & the Sequence of Returns Trap
February 13, 2026
Via
Authority Press Wire
Topics
Bonds
Retirement
Exposures
Debt Markets
Pension
ReliefNow® Laser Centers Announces The Shift Summit for Physicians Seeking Diagnostic Clarity and Structured Neuropathy Care Frameworks
February 13, 2026
Via
Authority Press Wire
ReliefNow Laser Centers Appoints Michelle Geller-Vino as Director of Training and Patient Experience
February 12, 2026
Via
Authority Press Wire
ReliefNow® Laser Centers Announces Three-Hour Neuropathy Deep Dive Workshop at The Shift Summit
February 12, 2026
Via
Authority Press Wire
ReliefNow® Laser Centers to Host Three-Hour Neuropathy Deep Dive at The Shift Summit
February 12, 2026
Via
Authority Press Wire
ReliefNow® Laser Centers Appoints Michelle Geller-Vino as Director of Training and Patient Experience as The Shift Summit Brings Physician Education to Texas
February 12, 2026
Via
Authority Press Wire
Dr. Michael W. Mathesie to Lead Neuropathy Deep Dive at The Shift Summit, Bringing Clinical Laser and Rehabilitation Expertise to Texas Providers
February 12, 2026
Via
Authority Press Wire
Dr. Michael W. Mathesie to Headline The Shift Summit With Advanced Neuropathy Training for Physicians Seeking Clinical Certainty
February 12, 2026
Via
Authority Press Wire
The Shift Summit Brings Together Clinical, Surgical, and Practice Leaders to Address the Future of Regenerative and Conservative Care
February 12, 2026
Via
Authority Press Wire
Tangible Wealth Solutions Founder Ryan Finch Recognized for Community Leadership in Youth Soccer
February 10, 2026
Via
Authority Press Wire
Curtis Cottle, Founder of SBC Financial Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Timing & Strategy
February 10, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Dr. Jon Randall, Founder of XFA.COACH Interviewed on Podcast Discussing Ideal Client Growth: The Key to Transforming Advisory Practices
February 10, 2026
Via
Authority Press Wire
Randy Hux of Hux Capital Management Shares How Fiduciary Planning Brings Clarity and Confidence to Retirement Decisions in TV Interview
February 10, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
Pri Cosentino, Financial Planner & Wealth Mentor, Fern Prosperity, Discussing Why January Is the Most Important Month for Financial, Tax & Legacy Planning
February 10, 2026
Via
Authority Press Wire
Daniel Wachs Founder Perpetual Wealth Management on the Influential Entrepreneurs Podcast Discussing Strategic Use of Leverage in Strategic Relationships w/ Advisors
February 10, 2026
Via
Authority Press Wire
“Courageous Conversations Connect: A Pathway to Reset Your Mindset with Intentional Thoughts from the Inside Out” Becomes a Bestseller
February 09, 2026
Via
Authority Press Wire
Tickers
AMZN
Daniel Wachs, Founder of Perpetual Wealth Management, Interviewed on Influential Entrepreneurs Podcast, Discussing Navigating the Complexities & Fears of Premium Finance
February 06, 2026
Via
Authority Press Wire
Randy Hux, Founder & President of Hux Capital Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Traditional vs Independent Advisors
February 06, 2026
Via
Authority Press Wire
Topics
Retirement
Exposures
Pension
< Previous
1
2
3
4
5
6
7
8
9
...
82
83
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.