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 >
Prescription for Growth: Why Zoetis and Viatris are Defining Healthcare’s New Winners in 2025
December 24, 2025
Via
MarketMinute
Topics
Bonds
Earnings
World Trade
Tickers
ELAN
MRK
VTRS
ZTS
Exposures
Debt Markets
Financial
Product Safety
Building Through the Storm: How PulteGroup and the Housing Sector Defied the Odds in 2025
December 24, 2025
Via
MarketMinute
Topics
Economy
World Trade
Tickers
DHI
GS
KBH
LEN
MS
PHM
Exposures
Interest Rates
Tariff
Defensive Giants: Why Residential and Healthcare REITs are Dominating the 2025 Market Landscape
December 24, 2025
Via
MarketMinute
Topics
Bonds
Earnings
Economy
Tickers
DOC
INVH
Exposures
Debt Markets
Economy
Financial
The 2026 Magnificent Seven Power Ranking: Who Will Lead the Next AI Wave?
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
AMD
AMZN
AVGO
GOOGL
INTC
Exposures
Artificial Intelligence
Economy
Interest Rates
The Fortress Strategy: Why Investors are Anchoring 2026 Portfolios with Procter & Gamble
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
BLK
CL
KMB
PG
TGT
UL
Exposures
Artificial Intelligence
Economy
Interest Rates
Navigating the Peak: American Airlines Faces Operational Test Amidst Record Holiday Surge and 2026 Pivot
December 24, 2025
Via
MarketMinute
Topics
Economy
Tickers
AAL
BA
DAL
UAL
UBS
Exposures
Supply Chain
The Digital David Becomes a Goliath: SoFi Technologies Caps 2025 with Record Momentum
December 24, 2025
Via
MarketMinute
Topics
Earnings
Economy
Tickers
BAC
JPM
SOFI
WFC
Exposures
Economy
Financial
Interest Rates
Nike Sprints Ahead: How the Sportswear Titan is Outpacing the Dow in a Resurgent 2025
December 24, 2025
Via
MarketMinute
Topics
Economy
Stocks
World Trade
Tickers
AAPL
ADDYY
DECK
DKS
FL
GS
Exposures
Supply Chain
Tariff
US Equities
The $1 Trillion Holiday: How Target and Costco Are Winning the 2025 Retail War
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
COST
TGT
WMT
Exposures
Artificial Intelligence
Interest Rates
Supply Chain
The Great Re-Rating: How Citigroup and the Banking Sector Conquered 2025
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
BAC
C
GS
JPM
MS
PNC
Exposures
Artificial Intelligence
Interest Rates
Securities Market
The Great Media Consolidation: Netflix and Paramount Skydance Locked in $100 Billion Bidding War for Warner Bros. Discovery
December 24, 2025
Via
MarketMinute
Topics
Intellectual Property
Tickers
AAPL
AMZN
DIS
NFLX
ORCL
PSKY
Exposures
Intellectual Property
Mastercard’s Holiday Pulse: Resilient 2025 Spending Masks a Fragile Consumer 'K-Shaped' Reality
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
AXP
MA
V
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
Nasdaq Bears Dig In: Short Interest Hits Record 18.38 Billion Shares Amid Valuation Anxiety
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
CAR
GOOGL
HIMS
LCID
Exposures
Artificial Intelligence
Economy
Interest Rates
Apple’s Record-Breaking Holiday: iPhone 17 Momentum and AI Maturity Fuel Nasdaq’s 2026 Bull Case
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
GOOGL
MSFT
NVDA
SSNLF
Exposures
Artificial Intelligence
Economy
Supply Chain
The Great Tariff Pivot: How Trade Protectionism and a Fractured Fed Are Shaping the 2025 Market
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AAPL
AMZN
BAC
JPM
LMT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
The Silent Warning: Fed’s Historic Three-Way Dissent Signals a Volatile 2026
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tickers
AAPL
ABX
GOLD
JPM
MS
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Nvidia’s $20 Billion Christmas Eve Coup: Acquiring Groq to Solidify Dominance in the AI Inference Era
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
AMD
AMZN
CSCO
GOOGL
INTC
META
Exposures
Artificial Intelligence
Economy
Intellectual Property
Wall Street’s Christmas Miracle: S&P 500 and Dow Hit Record Highs as Market Eyes AI-Driven 2026
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
CAT
CHGG
CRM
GE
GEV
GS
Exposures
Artificial Intelligence
Economy
Interest Rates
The Tariff Paradox: Why Morgan Stanley Believes 2025’s Inflationary Surge May Be Saving American Jobs
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
Tickers
AAPL
AVGO
COST
MS
NKE
NUE
Exposures
Artificial Intelligence
Economy
Immigration
The $19 Trillion Milestone: How 2025 Became the Year of the ETF Revolution
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Intellectual Property
Tickers
BLK
FIS
STT
Exposures
Artificial Intelligence
Intellectual Property
Legal
The Goldilocks Horizon: Resilient Jobs Data and Fiscal Stimulus Fuel Soft Landing Hopes for 2026
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
JPM
MDAI
MSFT
NOW
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
Gold and Silver Hit Record Highs in Historic 'Everything Rally' Alongside Stocks
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
ABX
GOLD
NEM
NVDA
PAAS
Exposures
Artificial Intelligence
Economy
Interest Rates
Advance Auto Parts Enters the Spotlight: Turnaround Hopes Drive Holiday Interest Amid Market Volatility
December 24, 2025
Via
MarketMinute
Topics
Earnings
Economy
Tickers
AAP
AZO
CG
ORLY
Exposures
Financial
Supply Chain
Deere & Company Snaps Six-Day Slide as Analysts Signal a Cyclical Floor Amid Industrial Sector Resurgence
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CAT
DE
GEV
MS
UBS
Exposures
Artificial Intelligence
Interest Rates
Tariff
The $65 Billion Pulse: How Wearable AI and Telemedicine are Redefining the Future of Healthcare
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Tickers
AAPL
DXCM
FIT
GOOGL
GRMN
MASI
Exposures
Artificial Intelligence
Product Safety
The Zirconium Renaissance: Nuclear Surge and Coating Innovations Drive Market Transformation
December 24, 2025
Via
MarketMinute
Topics
World Trade
Tickers
ASX:ASM
ASX:ILU
ASX:RIO
ATI
BEP
CCJ
Exposures
Tariff
Citi’s Strategic Gambit: Inside the Aggressive Investment Banking Expansion Targeting a 2026 M&A Supercycle
December 24, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
BAC
BX
C
EVR
GS
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Regulatory Roadblock: ImmuCell Pivots to Core Growth After FDA Rejects Mastitis Treatment
December 24, 2025
Via
MarketMinute
Tickers
ELAN
ICCC
ZTS
Exposures
Product Safety
FAT Brands Reaches Tentative SEC Settlement to Resolve Long-Standing Loan Scheme Investigation
December 24, 2025
Via
MarketMinute
Topics
Fraud
Initial Public Offering
Lawsuit
Tickers
DIN
FAT
JACK
TWNP
YUM
Exposures
Financial
Legal
Regulatory
Apple’s Walled Garden Cracks in Brazil: A Landmark Settlement and the $100 Billion Services Milestone
December 24, 2025
Via
MarketMinute
Topics
Economy
Lawsuit
Tickers
AAPL
GOOGL
MELI
SPOT
Exposures
Economy
Financial
Legal
< 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.