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
3
4
5
6
7
8
9
...
99
100
Next >
Hims & Hers Health Stops Offering Wegovy Pill Knockoff Over FDA Crackdown
↗
February 07, 2026
Via
Investor's Business Daily
Exposures
Product Safety
Apple, GE Aerospace Lead Five Stocks Flashing Buy Signals
↗
February 07, 2026
Via
Investor's Business Daily
Tickers
AAPL
TOL
Harness The Wisdom Of The Crowd To Help Your Business
↗
February 06, 2026
Via
Investor's Business Daily
Microsoft Stock Looks For Relief After Brutal Software Sector Sell-Off
↗
February 06, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
MSFT
Exposures
Artificial Intelligence
Roku Could Get Lift From Winter Olympics, Amazon Ads
↗
February 06, 2026
Via
Investor's Business Daily
Tickers
AMZN
ROKU
Stock Market Divided With S&P 500, Nasdaq Below Key Levels; Google, Amazon AI Spending Stuns: Weekly Review
↗
February 06, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Tickers
AMZN
GOOG
GOOGL
Exposures
Artificial Intelligence
US Equities
S&P 500 Health Insurer Dives As ACA Enrollment Implodes
↗
February 06, 2026
Via
Investor's Business Daily
Topics
Stocks
Exposures
US Equities
Roivant Sciences Catapults On A 'Dream Scenario' For Its Blockbuster Hopeful
↗
February 06, 2026
Via
Investor's Business Daily
Cathie Wood Loads Up On Bullish After Earnings, Sells Coinbase
↗
February 06, 2026
Via
Investor's Business Daily
Tickers
COIN
China Biotech Lights Up. U.S. Stocks Prepare For A New Powerhouse.
↗
February 06, 2026
Via
Investor's Business Daily
Long-Time Bear On Palantir Stock Says More Selling Still To Come
↗
February 06, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
How One Drug Heavy-Lifted Biogen's Fourth-Quarter Beat
↗
February 06, 2026
Via
Investor's Business Daily
ITT Stock Scores Relative Strength Rating Upgrade
↗
February 06, 2026
Via
Investor's Business Daily
Sandisk Stock Gained +1,500% Since Its Debut. Why This Trader Is Looking Elsewhere.
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Bitcoin Miner Iren Deepens To Tumble On Q2 Miss, AI Services Pick Up
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Strategy Cheers 'Bitcoin President' As Crypto Plunges (Live Coverage)
↗
February 05, 2026
Via
Investor's Business Daily
Affirm Earnings, Revenue, Merchant Volume Top Estimates
↗
February 05, 2026
Via
Investor's Business Daily
Reddit Stock Climbs On Earnings Beat, $1 Billion Buyback Authorization
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Earnings
Exposures
Financial
Microchip Technology Stock Falls Despite Topping Quarterly Estimates
↗
February 05, 2026
Via
Investor's Business Daily
Cybersecurity Firm Fortinet Earnings, Revenue, Billings Top Estimates
↗
February 05, 2026
Via
Investor's Business Daily
Amazon Stock Slides After Mixed Q4 Results, Big AI Spending Plan
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
AMZN
Exposures
Artificial Intelligence
Monolithic Power Systems Beats Estimates, Hikes Dividend
↗
February 05, 2026
Via
Investor's Business Daily
Coach Parent Company Tapestry Spikes On Soaring Handbag Sales
↗
February 05, 2026
Via
Investor's Business Daily
Axon Tased By AI Software Fears As Investors Shoot First
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Good Sign For Valentine's Day? Hershey Jumps Past Buy Point On Earnings, Outlook
↗
February 05, 2026
Via
Investor's Business Daily
Topics
World Trade
Exposures
Tariff
BYD's Latest Sales Decline In China Explains Its Overseas Expansion
↗
February 05, 2026
Via
Investor's Business Daily
Broadcom Stock Rises On Google's Massive Capex Hike
↗
February 05, 2026
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tickers
AVGO
GOOG
GOOGL
Exposures
Artificial Intelligence
Hims Is Already Knocking Off Novo's Wegovy Pill — For Just $49 A Month
↗
February 05, 2026
Via
Investor's Business Daily
Tickers
LLY
Shell Misses Q4 Profit Target; This Other U.K. Oil Giant Is In A Buy Zone
↗
February 05, 2026
Via
Investor's Business Daily
Bitcoin Falls To 15-Month Low, Stifel Warns Of Drop To $38K. Clarity Talks Hit Snag.
↗
February 05, 2026
Via
Investor's Business Daily
< Previous
1
2
3
4
5
6
7
8
9
...
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.