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
...
13
14
15
16
17
18
19
20
21
...
45
46
Next >
CryptoNewsBreaks – Upstream Experts Talk NFTs as Effective Ways to Add Value to Loyalty, Rewards Programs
October 16, 2023
Via
CryptoCurrencyWire
Tickers
SBUX
StanChart Predicts Five Times Rise in Value of Ether by 2026
October 16, 2023
Via
CryptoCurrencyWire
Topics
Bonds
Tickers
RIOT
Exposures
Debt Markets
US Mulls Applying EFT Regulations to Cryptocurrency Accounts
October 13, 2023
Via
CryptoCurrencyWire
Tickers
MARA
CryptoNewsBreaks – Nate’s Food Co. (NHMD) Issues Shareholder Update
October 12, 2023
Via
CryptoCurrencyWire
Tickers
NHMD
CryptoNewsBreaks – Untraceable’s Flagship Conference Showcases Ever-Rising Possibilities Unlocked by Blockchain Technologies
October 11, 2023
Via
CryptoCurrencyWire
Binance to Sell Off Russian Operations
October 11, 2023
Via
CryptoCurrencyWire
Topics
Lawsuit
Regulatory Compliance
Workforce
Tickers
HIVE
TSX-V:HIVE
Exposures
Financial
Layoff
Legal
CryptoNewsBreaks – Upstream Suggests Ways to Boost Customer Engagement in Coming Months with Holiday-Themed NFT
October 09, 2023
Via
CryptoCurrencyWire
Sam Bankman-Fried’s Highly Anticipated Trial Begins
October 09, 2023
Via
CryptoCurrencyWire
Tickers
COIN
Singapore Grants Coinbase Payment Exchange License
October 06, 2023
Via
CryptoCurrencyWire
Tickers
CAN
COIN
CryptoNewsBreaks – Santo Mining Corp. (SANP), Planta Vida S.A.S. Enter Strategic Joint Venture
October 04, 2023
Via
CryptoCurrencyWire
Topics
Artificial Intelligence
Cannabis
Tickers
SANP
Exposures
Artificial Intelligence
Cannabis
Singapore Arrests Collapsed Crypto Hedge Fund Cofounder
October 04, 2023
Via
CryptoCurrencyWire
Topics
Bankruptcy
Tickers
BTCM
Exposures
Financial
Legal
CryptoNewsBreaks – CCW to Serve as Official Newswire for Blockchain Economy Dubai Event
October 03, 2023
Via
CryptoCurrencyWire
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
CryptoNewsBreaks – Upstream Discusses Value of Speculative vs. Utility-Based NFTs
September 29, 2023
Via
CryptoCurrencyWire
Topics
Death
Energy
Tickers
AXP
DLAKF
DLAKY
Exposures
Death
Fossil Fuels
Asset Tokenization Gains Traction Among Crypto Skeptics, Enthusiasts
September 29, 2023
Via
CryptoCurrencyWire
Tickers
SDIG
CryptoNewsBreaks — Blockchain Economy Summit in Dubai Gathers Industry Leaders, Enthusiasts to ‘Shape Future of Finance’
September 28, 2023
Via
CryptoCurrencyWire
Topics
Artificial Intelligence
Economy
Tickers
TCEHY
Exposures
Artificial Intelligence
Economy
CryptoNewsBreaks – CAC23B to Showcase Cutting-Edge of DLT, Blockchain and Crypto Assets
September 28, 2023
Via
CryptoCurrencyWire
Binance Sounds Alarm Regarding Possible Delisting of Stablecoins as EU Implements MiCA Law
September 27, 2023
Via
CryptoCurrencyWire
Tickers
RIOT
CryptoNewsBreaks – Upstream Explores How NFTs Add Unique Benefits, Value to Traditional Rewards
September 25, 2023
Via
CryptoCurrencyWire
FTX Sues Bankman Fried’s Parents for Improperly Receiving Millions from the Exchange
September 25, 2023
Via
CryptoCurrencyWire
Topics
Bankruptcy
Lawsuit
Tickers
MARA
Exposures
Financial
Legal
CryptoNewsBreaks – Nate’s Food Co. (NHMD) Announces Reverse Merger, Change of Control to Drive Global Expansion
September 22, 2023
Via
CryptoCurrencyWire
Tickers
NHMD
Blockchain Analysts Suspect Hackers Linked to $70M Crypto Heist
September 22, 2023
Via
CryptoCurrencyWire
Topics
Hacking
Tickers
HIVE
TSX-V:HIVE
Exposures
Information Security
Japan Considers Regulation Permitting VCs to Use Digital Assets as Seed Capital
September 20, 2023
Via
CryptoCurrencyWire
Tickers
COIN
CryptoNewsBreaks – Diamond Lake Minerals Inc. (DLMI) Names Seasoned Veteran as Strategic Advisor
September 18, 2023
Via
CryptoCurrencyWire
Tickers
DLMI
CryptoNewsBreaks – Upstream Experts Explore Ways for Brands to Expand Reach, Foster NFT community growth
September 18, 2023
Via
CryptoCurrencyWire
EU Lawmakers Pass New Crypto Reporting Law with Overwhelming Support
September 18, 2023
Via
CryptoCurrencyWire
Tickers
CAN
Blockchain Association Heeds Legislators’ Call for Input on Cryptocurrency Tax Guidelines
September 13, 2023
Via
CryptoCurrencyWire
Tickers
BTBT
Corporations Holding Cryptos to Benefit from Switch to US Accounting Regulations
September 11, 2023
Via
CryptoCurrencyWire
Tickers
SDIG
CryptoNewsBreaks – Upstream Blog Defines Spinoff Share Distributions, Walks Shareholders Through Participation Process
September 11, 2023
Via
CryptoCurrencyWire
Tickers
AAPL
PYPL
CryptoNewsBreaks — Breaking Conventions: BREATHE! Convention Unites Tech, Education, and Community at UNLV
September 08, 2023
Via
CryptoCurrencyWire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
LSEG Considering Blockchain for Setting Up Digital Ecosystem
September 07, 2023
Via
CryptoCurrencyWire
Tickers
RIOT
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
45
46
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.