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
...
16
17
18
19
20
21
22
23
24
...
99
100
Next >
SPXL vs. SSO: Do These Leveraged ETFs' Big Swings Pay Off for Investors? Here's What You Need to Know
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
AAPL
MSFT
NVDA
SPXL
SSO
Exposures
US Equities
What to Monitor With TJX Stock in 2026
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Tickers
EBAY
TJX
Exposures
Artificial Intelligence
Economy
Interest Rates
Is a Beyond Meat (BYND) Stock Rally in the Cards in 2026?
↗
December 20, 2025
Via
The Motley Fool
Tickers
BYND
XLK vs. IYW: Which is the Better Choice for Tech-Focused Investors?
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
IYW
MSFT
NVDA
XLK
VDC vs. FSTA: Comparing Two Similar Consumer Staples ETFs
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
COST
FIS
FSTA
VDC
WMT
1 Big Reason Why Today's Value Investors Won't Find Tomorrow's Nvidia
↗
December 20, 2025
Via
The Motley Fool
Tickers
BRK
BRK-A
BRK-B
NVDA
3 Artificial Intelligence Stocks With as Much as 88% Upside in 2026, According to Select Wall Street Analysts
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AB
ADBE
AMZN
AVGO
EVR
JEF
Exposures
Artificial Intelligence
VUG Has Delivered Larger Gains, VOO Sports a Higher Dividend Yield and Lower Fees
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
MSFT
NVDA
VOO
VUG
One of the Best Tech Stocks to Hold for the Next 10 Years
↗
December 20, 2025
Via
The Motley Fool
Topics
Intellectual Property
Tickers
NFLX
PSKY
WBD
Exposures
Intellectual Property
Is Meta Stock a Buy Headed Into 2026?
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
META
Exposures
Artificial Intelligence
This 2026 Retirement Rule Change Could Have Some Older Workers Bracing for Higher Taxes
↗
December 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
3 Monster Dividend Stocks Yielding As Much As 13.6%
↗
December 20, 2025
Via
The Motley Fool
Tickers
AGNC
ARCC
DKL
This Software Stock Is Down 20% in a Year and Just Became One Fund's $6 Million Bet
↗
December 20, 2025
Via
The Motley Fool
Tickers
APP
CCC
CPNG
CWAN
HGV
KAR
The Bull Case for Buying Algorand Before Its Next Big Move
↗
December 20, 2025
Via
The Motley Fool
Topics
Economy
Tickers
CRCL
Exposures
Economy
Dividend ETF Matchup: SCHD Offers Higher Yield While VIG Leads in Growth
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
AVGO
CSCO
MSFT
SCHD
SCHW
GitLab Stock Is Down 70% From 2021 Highs but One Fund Is Betting $10 Million on Its Performance
↗
December 20, 2025
Via
The Motley Fool
Tickers
APP
CCC
CPNG
GTLB
HGV
KAR
This SaaS Stock Is Down 45% From Its Peak but Just Became a $12.5 Million Bet
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
APP
CCC
CCCS
CPNG
HGV
KAR
Exposures
Artificial Intelligence
Economy
Supply Chain
401(k) Rules Are Changing for Higher Earners in 2026. Here's What You Need to Know.
↗
December 20, 2025
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
Can XRP (Ripple) Reach $3 in 2026?
↗
December 20, 2025
Via
The Motley Fool
Topics
Economy
Government
Lawsuit
Exposures
Financial
Interest Rates
Legal
This Stock Is Up 38% in the Past Year but Just Saw a Big Portfolio Cut
↗
December 20, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
EGO
HBM
IREN
KGC
SRAD
TSEM
Exposures
Legal
Regulatory
Should You Buy Nvidia Before Jan. 6, 2026?
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMD
AMZN
AVGO
LNVGY
NVDA
Exposures
Artificial Intelligence
Should You Buy Klarna Stock Before the New Year?
↗
December 20, 2025
Via
The Motley Fool
Topics
Credit Cards
Initial Public Offering
Tickers
KLAR
SEZL
Exposures
Interest Rates
Securities Market
This Education Stock Suddenly Lost a Investor Amid a Nearly 70% Surge
↗
December 20, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ATGE
EGO
HBM
IREN
KGC
TSEM
Exposures
Legal
Regulatory
VOO and VOOG Both Offer S&P 500 Exposure, But One Offers Greater Earning Potential for Investors
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
AAPL
MSFT
NVDA
VOO
VOOG
Exposures
US Equities
Why One Fund Sold All Its Stock in a Healthcare REIT Up 77% Over the Past Year
↗
December 20, 2025
Via
The Motley Fool
Tickers
AHR
EGO
HBM
IREN
KGC
TSEM
3 Reasons Why I'm Not Worried About Bitcoin Slipping Below $90,000
↗
December 20, 2025
Via
The Motley Fool
1 Tech Stock That Should Be on Every Investor's Holiday List
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
NFLX
PSKY
WBD
Exposures
Artificial Intelligence
Economy
Best Stock to Buy Right Now: Apple vs. Amazon
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AAPL
AMZN
Exposures
Artificial Intelligence
VYM vs. FDVV: Which High-Yield Dividend ETF Is the Best Choice for Investors?
↗
December 20, 2025
Via
The Motley Fool
Topics
ETFs
Tickers
AAPL
AVGO
FDVV
FIS
JPM
MSFT
Prediction: These 3 Stocks Will Be Worth More Than $2 Trillion by 2026
↗
December 20, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Electric Vehicles
Tickers
AVGO
BRK-A
BRK-B
META
TSLA
TSM
Exposures
Artificial Intelligence
Electric Vehicles
Supply Chain
< Previous
1
2
...
16
17
18
19
20
21
22
23
24
...
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.