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
...
5
6
7
8
9
10
11
12
13
...
99
100
Next >
Canadians: Here’s How Much You Need in Your TFSA to Retire
↗
February 21, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
TSX-V:TOI
Exposures
Pension
XP Could Soar If These 2 Things Go Right
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Retirement
Tickers
XP
Exposures
Artificial Intelligence
Interest Rates
Pension
Can You Retire on S&P 500 ETFs Alone?
↗
February 21, 2026
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Exposures
Pension
US Equities
This TSX Dividend Stock Could Surprise in 2026
↗
February 21, 2026
Via
The Motley Fool
3 High-Yield Pipeline Stocks to Buy Now and Hold Forever
↗
February 21, 2026
Via
The Motley Fool
Topics
Energy
Tickers
ENB
KMI
WMB
Exposures
Fossil Fuels
Here Are My 2 Favourite ETFs for 2026
↗
February 21, 2026
Via
The Motley Fool
Topics
Cannabis
ETFs
Economy
Exposures
Cannabis
Economy
Why Rivian Stock Sank This Week
↗
February 21, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Tickers
RIVN
Exposures
Electric Vehicles
This 5.9% Dividend Stock Pays Cash Every Month
↗
February 21, 2026
Via
The Motley Fool
If You'd Invested $1,000 in Fluor Stock (FLR) 5 Years Ago, Here's How Much You'd Have Today (It's Probably More Than You Expected)
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
FLR
Exposures
Artificial Intelligence
Economy
90% of Credit Card Fraud Comes From Accounts You Never Opened
↗
February 21, 2026
Via
The Motley Fool
Topics
Credit Cards
Fraud
Exposures
Interest Rates
Legal
2 Northeast Retirement Towns That Keep You Close to Culture Without Big-City Prices
↗
February 21, 2026
Via
The Motley Fool
Topics
Retirement
Exposures
Pension
February 26 Could Be a Huge Day for the Stock Market
↗
February 21, 2026
Via
The Motley Fool
Topics
Stocks
Supply Chain
Tickers
AMD
AVGO
NVDA
Exposures
Supply Chain
US Equities
The Best Stocks to Invest $1,000 in Right Now
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Tickers
BAM
GE
GEV
NVDA
Exposures
Artificial Intelligence
Fossil Fuels
If You'd Invested $1,000 in Ford 5 Years Ago, Here's How Much You'd Have Today
↗
February 21, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Product Recall
Tickers
F
Exposures
Electric Vehicles
Legal
Product Safety
2 Top Stocks to Buy and Hold for the Long Term
↗
February 21, 2026
Via
The Motley Fool
Topics
Credit Cards
Tickers
AMZN
GOOG
GOOGL
MELI
SHOP
Exposures
Interest Rates
Here's What Happens to Your Credit Cards When You Pass Away
↗
February 21, 2026
Via
The Motley Fool
Topics
Credit Cards
Exposures
Interest Rates
1 Reason Why Investors Shouldn't Worry About This No-Brainer AI Stock's Biggest Competitive Risk
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
GOOG
GOOGL
MSFT
Exposures
Artificial Intelligence
Financial
Is Nokia a Buy, Sell, or Hold in 2026?
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
NOK
Exposures
Artificial Intelligence
Boeing and Lockheed's Space Joint Venture Is Falling Apart -- and Northrop Grumman Is the Reason
↗
February 21, 2026
Via
The Motley Fool
Topics
Initial Public Offering
Tickers
BA
LMT
NOC
Exposures
Securities Market
All It Takes is $3,000 in Chevron to Generate Hundreds in Passive Income
↗
February 21, 2026
Via
The Motley Fool
Tickers
CVX
XOM
Exposures
Fossil Fuels
Should You Really Invest in the Stock Market Right Now? History Offers a Clear Answer.
↗
February 21, 2026
Via
The Motley Fool
Topics
ETFs
Economy
Exposures
Economy
This Is One Small Banking Change That Can Pay Off Forever
↗
February 21, 2026
Via
The Motley Fool
2 Growth Stocks to Hold for the Next Decade
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMZN
COST
META
WMT
Exposures
Artificial Intelligence
President Donald Trump's Nomination of Kevin Warsh to Become Fed Chair May Come With Unintended Consequences for Wall Street
↗
February 21, 2026
Via
The Motley Fool
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Political
Why Americans Waste So Much Money Without Realizing It
↗
February 21, 2026
Via
The Motley Fool
If You'd Invested $5,000 in the Vanguard S&P 500 ETF 15 Years Ago, Here's What You'd Have Today
↗
February 21, 2026
Via
The Motley Fool
Topics
ETFs
Stocks
Tickers
VOO
Exposures
US Equities
Wall Street Erases $47 Billion From This Once Unstoppable Company
↗
February 21, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Tickers
PTON
Exposures
Artificial Intelligence
COVID-19
Economy
Altria Stock Is Interesting, but Here's What I'd Buy Instead
↗
February 21, 2026
Via
The Motley Fool
Topics
Retirement
Tickers
HRL
MO
Exposures
Pension
Vast Takes a Giant Leap Towards Building a Private Space Station
↗
February 21, 2026
Via
The Motley Fool
Tickers
AMZN
BA
EADSY
HLT
JHG
LDOS
Is Plug Power (PLUG) Stock a Buy Now?
↗
February 21, 2026
Via
The Motley Fool
Tickers
BE
PLUG
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.