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
...
24
25
26
27
28
29
30
31
32
...
99
100
Next >
Is VanEck Rare Earth and Strategic Metals ETF the Smartest Investment You Can Make Today?
↗
December 19, 2025
Via
The Motley Fool
Topics
ETFs
World Trade
Tickers
MP
REMX
Exposures
Tariff
Why One Fund Has an $8.5 Million Bet on Five9 Despite a 50% One-Year Stock Collapse
↗
December 19, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
FIVN
KRYS
KTOS
LSCC
PRLB
SYM
Exposures
Legal
Regulatory
Why Lamb Weston Stock Is Plummeting Today
↗
December 19, 2025
Via
The Motley Fool
Topics
Supply Chain
Tickers
LW
Exposures
Supply Chain
Better Quantum Computing Stock to Buy in 2026: IonQ vs. D-Wave Quantum
↗
December 19, 2025
Via
The Motley Fool
Topics
Economy
Tickers
IONQ
QBTS
Exposures
Economy
Should You Invest $1,000 in Costco Stock Right Now?
↗
December 19, 2025
Via
The Motley Fool
Topics
Economy
Tickers
COST
Exposures
Interest Rates
3 Soaring Stocks to Hold for the Next 20 Years
↗
December 19, 2025
Via
The Motley Fool
Topics
Economy
Supply Chain
Tickers
AMZN
AXP
COST
MA
V
WMT
Exposures
Economy
Interest Rates
Supply Chain
Prediction: Dogecoin Will Plunge to Under a Penny in 2026
↗
December 19, 2025
Via
The Motley Fool
Topics
Government
Exposures
Political
This Cytokinetics Director Sold 5,000 Shares in November. Is It Time to Dump the Biopharmaceutical Stock?
↗
December 19, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CYTK
Exposures
Legal
Regulatory
Yelp COO Sells 20,325 Shares. Should You Be Worried?
↗
December 19, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
YELP
Exposures
Legal
Regulatory
Is the Vanguard Dividend Appreciation ETF a Buy Now?
↗
December 19, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Tickers
VIG
Exposures
Interest Rates
Bloom Energy Stock Sank Again This Week. Is It a Buying Opportunity?
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Tickers
BAM
BE
ORCL
Exposures
Artificial Intelligence
Supply Chain
Broadcom vs. AMD: Which AI Chip Stock Will Outperform in 2026?
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AAPL
AMD
AVGO
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
3 Retirement Investing Mistakes to Avoid in 2026
↗
December 19, 2025
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Exposures
Debt Markets
Interest Rates
Pension
Got $2,000? 2 Top Growth Stocks to Buy That Could Double Your Money
↗
December 19, 2025
Via
The Motley Fool
Tickers
CELH
DUOL
PEP
Why Quantum Computing Stock Is Plummeting This Week
↗
December 19, 2025
Via
The Motley Fool
Topics
Intellectual Property
Tickers
QUBT
USB
Exposures
Intellectual Property
Forget Stocks – For 2026 I'm Investing in These Two Metals
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Tickers
COPX
JPM
SLV
Exposures
Artificial Intelligence
Supply Chain
The SoFi CEO Just Shared Amazing News, and Investors Should Be Very Excited About It
↗
December 19, 2025
Via
The Motley Fool
Tickers
SOFI
If I Could Only Buy and Hold a Single Stock, This Would Be It
↗
December 19, 2025
Via
The Motley Fool
Tickers
AMZN
MELI
Down 48%, Should You Buy Chipotle (CMG) Stock in 2026? Here's What Investors Need to Know.
↗
December 19, 2025
Via
The Motley Fool
Topics
Economy
Tickers
CMG
Exposures
Economy
Interest Rates
Centrus Has Tumbled From All-Time Highs in October. Here's What's Next.
↗
December 19, 2025
Via
The Motley Fool
Tickers
LEU
NVDA
These Undervalued Growth Stocks Could Surge 50% by 2026
↗
December 19, 2025
Via
The Motley Fool
Tickers
DIS
DUOL
FOUR
UBER
Despite Warren Buffett's Imminent Departure, Berkshire Hathaway Piled Into an AI Stock That's Been a 10-Bagger Since Its IPO in 2014
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Lawsuit
Tickers
AAPL
BRK
BRK-A
BRK-B
GOOG
GOOGL
Exposures
Artificial Intelligence
Financial
Legal
Stock Market Update: Is the AI Bubble About to Pop?
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AVGO
NVDA
ORCL
TSM
Exposures
Artificial Intelligence
Why Is Broadcom Stock Crashing, and Is It a Buying Opportunity?
↗
December 19, 2025
Via
The Motley Fool
Tickers
AVGO
The AI Bubble Is Popping: Why These Stocks Are Crashing
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
CIFR
CRWV
IREN
NBIS
Exposures
Artificial Intelligence
Time to Buy the Dip in Netflix Stock
↗
December 19, 2025
Via
The Motley Fool
Tickers
NFLX
Can RIVN Stock Beat the Market in 2026?
↗
December 19, 2025
Via
The Motley Fool
Topics
Electric Vehicles
Initial Public Offering
Tickers
F
RIVN
TSLA
Exposures
Electric Vehicles
Securities Market
2 Top Stocks to Buy With $500 Right Now
↗
December 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AMZN
HIMS
NVDA
Exposures
Artificial Intelligence
Economy
Layoff
Here's What Happens When You Tip With a Credit Card
↗
December 19, 2025
Via
The Motley Fool
Topics
Credit Cards
Exposures
Interest Rates
Wealth Manager Bets on BOND With 40,000 Shares Added
↗
December 19, 2025
Via
The Motley Fool
Topics
Bonds
Derivatives
ETFs
Tickers
BOND
Exposures
Debt Markets
Derivatives
Legal
< Previous
1
2
...
24
25
26
27
28
29
30
31
32
...
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.