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
...
24
25
26
27
28
29
30
31
32
...
99
100
Next >
Is Astera Labs a Buy After the Massive Earnings Dip?
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
ALAB
ASTR
Exposures
Artificial Intelligence
Down Over 20%, Waste Connections Stock Is in the Dumps: Time to Buy?
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Cannabis
Energy
Tickers
TSX:WCN
Exposures
Artificial Intelligence
Cannabis
Fossil Fuels
Howard Hughes Just Got a New $11 Million Investor. Is the $82 Stock Undervalued?
↗
February 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
DHC
DRH
HHH
INN
RLJ
VRE
Exposures
Legal
Regulatory
Workiva (WK) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
WK
Exposures
Artificial Intelligence
Financial
Texas Roadhouse (TXRH) Q4 2025 Earnings Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Economy
Tickers
TXRH
Exposures
Interest Rates
Down 22%, Should You Buy CrowdStrike Stock on the Dip Before March 3?
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Hacking
Tickers
CRWD
Exposures
Artificial Intelligence
Information Security
Vicor (VICR) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Intellectual Property
Tickers
VICR
Exposures
Financial
Intellectual Property
$17 Million Bet on Veris Residential Stock: What a 1.2 Million Share Buy Signals to Investors Now
↗
February 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ASX:VRS
DHC
DRH
INN
PK
RLJ
Exposures
Legal
Regulatory
TenCore Partners Loads Up 2,000 MercadoLibre Shares
↗
February 19, 2026
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Tickers
AMZN
CRM
GOOGL
MELI
META
MNDY
Exposures
Economy
Legal
Regulatory
Sprouts SFM Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
SFM
Exposures
Financial
Bold Prediction: Nvidia Is About to Soar. Here's Why.
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
NVDA
Exposures
Artificial Intelligence
Stock Market Today, Feb. 19: American Airlines Falls as Rising Fuel Costs Test 2026 Earnings Outlook
↗
February 19, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Tickers
AAL
DAL
UAL
Exposures
Fossil Fuels
Securities Market
US Equities
2 Innovative Biotech Stocks That May Climb 58% and 200%, According to Wall Street
↗
February 19, 2026
Via
The Motley Fool
Tickers
CRSP
LLY
NVO
VKTX
Why Etsy Stock Popped Today
↗
February 19, 2026
Via
The Motley Fool
Tickers
EBAY
ETSY
Why an $8 Million Sale of Park Hotels Stock Stands Out After $609 Million in 2025 EBITDA
↗
February 19, 2026
Via
The Motley Fool
Tickers
DHC
DRH
INN
PK
RLJ
VRE
Lynx Investment Advisory Buy $5 Million of Akre Focus ETF
↗
February 19, 2026
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Tickers
AAPL
AKRE
GLD
IGRO
IJH
SPHQ
Exposures
Legal
Regulatory
Where Will IonQ Stock Be in 5 Years?
↗
February 19, 2026
Via
The Motley Fool
Topics
Economy
Tickers
IONQ
Exposures
Supply Chain
Fund Takes New $18 Million Position in Boston Properties Stock Despite 10% One-Year Slide
↗
February 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BXP
DHC
DRH
INN
RLJ
VRE
Exposures
Legal
Regulatory
Forget the Noise: Here's Why I'm Still Bullish on AI Stocks for 2026
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
MSFT
ORCL
Exposures
Artificial Intelligence
RLJ Stock Is Down 8% in a Year, but This $71 Million Position Signals Conviction
↗
February 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
DHC
DRH
INN
RLJ
VRE
Exposures
Legal
Regulatory
Is It Too Late to Buy Amcor After Its Recent Rally?
↗
February 19, 2026
Via
The Motley Fool
Tickers
AMCR
ASX:AMC
Warning: This Skyrocketing Stock Has a Hidden Risk
↗
February 19, 2026
Via
The Motley Fool
Topics
Intellectual Property
Tickers
LLY
NVO
PFE
Exposures
Intellectual Property
Fortuna (FSM) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
FSM
Exposures
Financial
Xenon Stock at $42: What to Know of a $75 Million Trim Ahead of March Phase 3 Data
↗
February 19, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CAI
EWTX
GKOS
NBIX
NUVL
XENE
Exposures
Legal
Regulatory
Royal Gold (RGLD) Q4 2025 Earnings Call Transcript
↗
February 19, 2026
Via
The Motley Fool
Topics
Earnings
Tickers
RGLD
SAND
TSX:CU
Exposures
Financial
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stocks
Tickers
DELL
HPE
SMCI
Exposures
Artificial Intelligence
Securities Market
US Equities
Stock Market Today, Feb. 19: Klarna Group Shares Plunge After Q4 Results Miss Forecasts
↗
February 19, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Tickers
KLAR
Exposures
Securities Market
US Equities
Stock Market Today, Feb. 19: Rising Geopolitical Tensions Weigh on Markets
↗
February 19, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
CVX
DASH
NOW
NVDA
WMT
XOM
Exposures
Artificial Intelligence
Fossil Fuels
Intellectual Property
Is Western Union an Underrated Financial Stock Investment Play?
↗
February 19, 2026
Via
The Motley Fool
Tickers
WU
Why Pediatrix Medical Group Stock Tumbled on Thursday
↗
February 19, 2026
Via
The Motley Fool
Tickers
MD
< 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.