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
...
9
10
11
12
13
14
15
16
17
...
99
100
Next >
1 Company Set to Make a Fortune from the $650 Billion Data Center Buildout
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMD
AMZN
AVGO
GOOG
GOOGL
INTC
Exposures
Artificial Intelligence
McDonald's $120B Real Estate Portfolio Paves the Way to Its 50th Consecutive Dividend Hike
↗
February 21, 2026
Via
The Motley Fool
Tickers
ASX:MQG
ASX:RBD
MCD
QSR
YUM
Nvidia Stock Is Interesting, But Here's What I'd Buy Instead
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AVGO
NVDA
Exposures
Artificial Intelligence
Here's Why Tesla Is Discontinuing the Model S and Model X
↗
February 21, 2026
Via
The Motley Fool
Topics
Earnings
Electric Vehicles
Tickers
F
GM
STLA
TSLA
Exposures
Electric Vehicles
Financial
1 Genius Stock Up Nearly 27,000% in the Past Decade to Buy Now
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
NVDA
Exposures
Artificial Intelligence
2 Stocks Under $30 to Buy in 2026
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMZN
CIFR
MS
NVDA
PLTR
SOFI
Exposures
Artificial Intelligence
Cameco Stock Down to Below $120 -- Is Now the Time to Buy?
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Tickers
BAM
CCJ
Exposures
Artificial Intelligence
Political
Tariff
Got $5,000? Here Are 5 Must-Buy Artificial Intelligence (AI) Stocks Right Now.
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Tickers
AVGO
GOOG
GOOGL
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Supply Chain
Goosehead (GSHD) Q4 2025 Earnings Call Transcript
↗
February 21, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
GSHD
Exposures
Financial
2 Monster Stocks to Hold for the Next 5 Years
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
APLD
RDDT
Exposures
Artificial Intelligence
3 Undervalued Canadian Stocks to Buy Immediately
↗
February 20, 2026
Via
The Motley Fool
Should You Invest $1,000 in Oklo Right Now? 3 Things to Know First
↗
February 20, 2026
Via
The Motley Fool
Tickers
LBRT
META
OKLO
SMEGF
Should You Buy Nvidia Stock Before Earnings?
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Tickers
INTC
NVDA
Exposures
Artificial Intelligence
Political
Tariff
GeoSphere Capital Initiates Borr Drilling Position as Offshore Rig Markets Tighten
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BKV
BORR
CCJ
CNR
NESR
SEI
Exposures
Legal
Regulatory
The Best Stock to Invest $100 in Right Now
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
TUYA
Exposures
Artificial Intelligence
Why Tandem Diabetes Care Stock Popped Today
↗
February 20, 2026
Via
The Motley Fool
Topics
Supply Chain
Tickers
TNDM
Exposures
Supply Chain
Could This $14 Stock Be Your Ticket to Millionaire Status?
↗
February 20, 2026
Via
The Motley Fool
Topics
Energy
Tickers
GS
NNE
OKLO
SMR
Exposures
Electricity Generation
This 5.2% Dividend Stock Pays Cash Every Single Month
↗
February 20, 2026
Via
The Motley Fool
The 1 Stock I’d Keep Forever Inside a TFSA
↗
February 20, 2026
Via
The Motley Fool
3 Signs a Looming Recession Might Trigger a Stock Market Crash, and 1 Potential Way the Federal Reserve Might Be Able to Bail the Market Out
↗
February 20, 2026
Via
The Motley Fool
Topics
Credit Cards
Economy
Exposures
Economy
Interest Rates
Invest $30,000 in 3 Stocks for $1,280 in Passive Income
↗
February 20, 2026
Via
The Motley Fool
All It Takes Is $10,000 in ExxonMobil to Generate Hundreds in Annual Passive Income
↗
February 20, 2026
Via
The Motley Fool
Tickers
XOM
Today’s Perfect TFSA Stock: 0.5% Monthly Income
↗
February 20, 2026
Via
The Motley Fool
Topics
Energy
Retirement
Tickers
TSX:FRU
Exposures
Fossil Fuels
Pension
Novo Nordisk Stock Investors Just Got Great News From Eli Lilly
↗
February 20, 2026
Via
The Motley Fool
Tickers
LLY
NVO
Suncor Energy: Buy, Sell, or Hold in 2026?
↗
February 20, 2026
Via
The Motley Fool
Tickers
TSX:SU
Savaria Stock Is Already Up 12% This Year: Is It a Buy Now?
↗
February 20, 2026
Via
The Motley Fool
Topics
Cannabis
Economy
Tickers
TSX:SIS
Exposures
Cannabis
Interest Rates
Why Alight Stock Plummeted by More Than 42% This Week
↗
February 20, 2026
Via
The Motley Fool
Tickers
ALIT
Ramaco Stock Up 69%, So Why Did One Fund Just Sell Off $6 Million in Shares?
↗
February 20, 2026
Via
The Motley Fool
Topics
Stocks
Tickers
BL
METC
MSFT
STX
TAC
TLN
Exposures
Coal
US Equities
2 U.S.-Traded ETFs That Can Help Save Canadians Big Money!
↗
February 20, 2026
Via
The Motley Fool
Topics
ETFs
Better Data Center Stock: Applied Digital vs. Riot Platforms
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMD
APLD
RIOT
Exposures
Artificial Intelligence
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
99
100
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.