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
3
4
5
6
7
8
9
...
99
100
Next >
Parkinsong Announces Rob Georg and Kristin K Smith as Winners of 2026 Contest
Today 10:36 EST
Via
Press Release Distribution Service
Flags Online Becomes South Africa's Leading Flags and Banners Distributor with Nationwide Delivery Network
Today 9:59 EST
Via
Press Release Distribution Service
Topics
Supply Chain
Exposures
Supply Chain
CarGym Announces Global Expansion of Premium Automotive Parts
Today 9:20 EST
Via
Press Release Distribution Service
Tickers
BMWYY
RACE
TSLA
VERA Launches as the Only AI Built for the Space Between Therapy Sessions
Today 9:01 EST
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Deep Intelligent Pharma (DIP) Raises Nearly 50 Million USD in Series D Financing
Today 8:44 EST
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
James Cameron cautions generative AI, praises the power of cinema at HIIFF masterclass
Today 8:35 EST
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Tickers
DIS
Exposures
Artificial Intelligence
Space Ranger Fred Releases Free Holiday Activity Sheets to Keep Kids Creative Over Christmas
Today 6:35 EST
Via
Press Release Distribution Service
Stockport Electric Vehicle Options Increase as Swansway Welcomes New Brands
Today 6:34 EST
Via
Press Release Distribution Service
Topics
Electric Vehicles
Energy
Exposures
Electric Vehicles
Fossil Fuels
Atlas Termite & Pest Control Launches Expert Mosquito Extermination in Norman
Today 6:32 EST
Via
Press Release Distribution Service
Electric Kick Scooter Market Set to Reach USD 7.38 Billion by 2030 with Strong Growth and Key Trends - Mordor Intelligence
Today 6:14 EST
Via
Press Release Distribution Service
Topics
Emissions
RED ART PROJECT Brings a Global Exploration of Red to Geneva During Art Genève
Today 6:12 EST
Via
Press Release Distribution Service
Leon’s Boot Alterations Expands Boot Fit Services for Women Across North America
Today 6:10 EST
Via
Press Release Distribution Service
Telehealth Savings Guide for Businesses Released Amid Expiring ACA Subsidies
Today 1:37 EST
Via
Press Release Distribution Service
American Academy of Micropigmentation Strengthens Industry Standards
December 23, 2025
Via
Press Release Distribution Service
Triolla Recognized as Top Cybersecurity UX/UI Design Studio in Silicon Valley
December 23, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Boris Mizhen Participates in Inaugural NYC Real Estate Tech Week
December 23, 2025
Via
Press Release Distribution Service
Billy Lerner and Wife Discuss the IPI Conference & Expo
December 23, 2025
Via
Press Release Distribution Service
Topics
Electric Vehicles
Exposures
Electric Vehicles
Anthony Joseph Amaradio, Who Wrote Faithful with Finances, Shows How to Live on A Single Income
December 23, 2025
Via
Press Release Distribution Service
Topics
Credit Cards
Retirement
Exposures
Interest Rates
Pension
Daniel Yomtobian Discusses Essential Metrics for Measuring Social Media Campaign Success
December 23, 2025
Via
Press Release Distribution Service
“Quiet Luxury” Revolutionizes Home Wellness: Frizzlife Launches the Only Two Products for a Healthier, Safer 2026
December 23, 2025
Via
Press Release Distribution Service
Dr. Meetu Bhatnagar Redefines Elite Wealth-Building Through the 7 Pillars of Wealth Framework
December 23, 2025
Via
Press Release Distribution Service
From Cost Center to Recovery Engine: A New Approach to Retail ReCommerce
December 23, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Economy
Tickers
AMZN
FDX
Exposures
Artificial Intelligence
Supply Chain
CoreLabs AI Announces Guaranteed 2X ROI for Enterprise AI Transformation
December 23, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Affinity Advisory Network Enhances Senior Financial Estate Planning
December 23, 2025
Via
Press Release Distribution Service
MARKETER Releases Comprehensive Advertising & Marketing Services Market Research Report
December 23, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
A Pak Paving Announces Fifth Generation Asphalt Services
December 23, 2025
Via
Press Release Distribution Service
Brixen Funding Unveils Success-Based Business Financing Model to Empower Entrepreneurs
December 23, 2025
Via
Press Release Distribution Service
Kricon Group Marks Over 15 Years of Growth in Global Liquid Bulk Logistics
December 23, 2025
Via
Press Release Distribution Service
VidaLibre.com Personal Development Platform Announced to Break Mental Limits
December 23, 2025
Via
Press Release Distribution Service
Ditch the Follower Chase in 2026: Why Authority Building Beats Vanity Metrics
December 23, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
< 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.