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
Brandpoint
BusinesNews Wire
Business Wire
CannabisNewsWire
CryptoCurrencyWire
Equities.com
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
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Hongqi Unveiled at Auto China 2026 with Upgraded Global Strategy and All-New Overseas SUV Lineup
Today 3:23 EDT
Via
Newsfile
Topics
Bonds
Exposures
Debt Markets
OMODA & JAECOO Brings OMODA 4 and OMODA 7 to 2026 Beijing Auto Show in a Show of Global Strength
April 25, 2026
Via
Newsfile
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Solutionz Group LLC Announces Launch of G2 Framework to Expand Revenue and Engagement from Existing Audiences
April 25, 2026
Via
Newsfile
Dawn Michelle Castrataro Joins Entrepreneur of Impact Competition
April 25, 2026
Via
Newsfile
BAIC Unveils Full Product Portfolio at Auto China 2026
April 25, 2026
Via
Newsfile
OMODA Global Music Festival Kicks Off: "Auto Grommy" Trendsetting Sound Feast Redefining Global Youth Trends
April 25, 2026
Via
Newsfile
Beyond the Domain: The Domain Name Company Launches Global 'Ventures' Program to Help Build Startups from the Ground Up
April 25, 2026
Via
Newsfile
Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) Q126
April 24, 2026
Via
Newsfile
Tickers
ARR
Stonegate Updates Coverage on Third Coast Bancshares, Inc. (TCBX) 1Q26
April 24, 2026
Via
Newsfile
Tickers
TCBX
Alliance Advisors Leads Successful Proxy Solicitations for Four Regional Bank Mergers in First Quarter 2026
April 24, 2026
Via
Newsfile
Scott+Scott Attorneys at Law LLP Alerts Investors of Its Investigation into Via Transportation, Inc. (VIA)
April 24, 2026
Via
Newsfile
Topics
Initial Public Offering
Tickers
VIA
Exposures
Securities Market
AISIX Solutions Inc. Announces Contract Renewal With Redzone A Provider Of Underwriting Solutions For The Insurance Industry
April 24, 2026
Via
Newsfile
Topics
Climate Change
Tickers
AISXF
OTC
TSX-V:AISX
Exposures
Climate
A Full Technology Portfolio for the Future of Mobility: Chery Showcases Advanced Innovations at Beijing Auto Show 2026
April 24, 2026
Via
Newsfile
Amazon, Meta, Microsoft, Salesforce, and Stripe Join the Universal Commerce Protocol Tech Council
April 24, 2026
Via
Newsfile
Topics
Artificial Intelligence
Tickers
AMZN
CRM
MSFT
SHOP
Exposures
Artificial Intelligence
Leading with LUXEED V9 Debut at Beijing Auto Show , the Full Lineup Unveils a New Vision of Intelligent Premium
April 24, 2026
Via
Newsfile
AITX's RAD Wins 16 Unit ROSA Order for Multi-Site Construction Deployment
April 24, 2026
Via
Newsfile
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nexa Resources Publishes 2025 Sustainability Report
April 24, 2026
Via
Newsfile
Tickers
NEXA
Gensource Potash Corporation to Present on the Emerging Growth Conference on Wednesday May 6, 2026.
April 24, 2026
Via
Newsfile
Tickers
TSX-V:GSP
LBank Exchange Listed TPT (TPT)
April 24, 2026
Via
Newsfile
Topics
Economy
Exposures
Supply Chain
Visions of You Beautiful Launches Complete Face Serum Collection Featuring Plant-Based Formulations
April 24, 2026
Via
Newsfile
Syntholene Energy Announces DTC Eligibility and Provides Update Regarding Investor Relations Activity
April 24, 2026
Via
Newsfile
Tickers
SYNTF
TSX-V:ESAF
Americas Cardroom Concludes $25K Buy-In Tournament with $1.325 Million Prize Pool
April 24, 2026
Via
Newsfile
Lithosphere Introduces Identity-Driven Architecture for Autonomous Systems
April 24, 2026
Via
Newsfile
Core Progression Elite Personal Training and Vitelize Health Launch Colorado's First Gym-Integrated GLP-1 Weight-Loss Program
April 23, 2026
Via
Newsfile
HealthPlus Staffing Signs OBGYN Dr. Alex Ferro as Franchisee, Introducing a Physician-Led Model Set to Redefine Healthcare Recruitment
April 23, 2026
Via
Newsfile
StoneCo Files Its Annual Report on Form 20-F for the Fiscal Year Ended December 31, 2025
April 23, 2026
Via
Newsfile
Topics
Regulatory Compliance
Tickers
STNE
Exposures
Legal
Regulatory
Kelt Provides Results of Its Shareholders' Meeting
April 23, 2026
Via
Newsfile
Tickers
KELTF
OTC
TSX:KEL
Otavio Zerbini, Founder of Creator OS, Launches New YouTube Series for Creators and Speakers in 2026
April 23, 2026
Via
Newsfile
Topics
Economy
Exposures
Economy
Building the Future of Agricultural Research: OSU Secures $40M Investment for Agronomy Discovery Center, Home to One of the Nation's Premier Wheat Research Programs
April 23, 2026
Via
Newsfile
Topics
Economy
Exposures
Economy
Cudio Achieves Odoo Gold Partner Status, Strengthening Leadership in Custom ERP Solutions
April 23, 2026
Via
Newsfile
Topics
Economy
Exposures
Supply Chain
< 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.