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 >
Bighorn Metals Closes a Non-brokered Private Placement and Debt Settlement
Today 16:05 EST
Via
TheNewswire.com
Kaplan Fox Encourages Investors of Corcept Therapeutics, Inc. (CORT) to Contact the Firm Before Lead Plaintiff Deadline on April 21, 2026
Today 14:44 EST
Via
TheNewswire.com
Topics
Lawsuit
Tickers
CORT
Exposures
Financial
Legal
Product Safety
Water Tower Research Publishes Initiation of Coverage Report on Homerun Resources, Inc., “Solar Panel Glass Right Where You Need It”
Today 13:00 EST
Via
TheNewswire.com
Topics
Supply Chain
Tickers
ASX:TWR
HMRFF
Exposures
Supply Chain
B2i Digital Highlights Hybrid Australia Investor Day as a Featured Conference
Today 12:39 EST
Via
TheNewswire.com
Hong Kong Tech Delegation Heading for Market Expansion at Mobile World Congress 2026
Today 1:30 EST
Via
TheNewswire.com
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Atlanta Families Find Relief From Super Lice With Mobile Services
February 23, 2026
Via
TheNewswire.com
Desert Mountain Energy Unlocks New Economic Frontier With Formation Of Helios Data Company, LLC
Today 10:30 EST
Via
TheNewswire.com
Topics
Economy
Energy
Tickers
DMEHF
TSX-V:DME
Exposures
Economy
Fossil Fuels
Kaplan Fox Encourages Corcept Therapeutics, Inc. (CORT) Investors to Inquire About Ongoing Investigation
Today 10:00 EST
Via
TheNewswire.com
Tickers
CORT
Grail Investor ALERT: Kaplan Fox is Investigating Grail, Inc. (NASDAQ: GRAL) for Potential Securities Law Violations
Today 9:00 EST
Via
TheNewswire.com
Tickers
GRAL
Consilium Asset Management Launches Financial Literacy Initiative in Bristol
February 23, 2026
Via
TheNewswire.com
Topics
Retirement
Exposures
Pension
Beat the Heat: Why Spring is the Best Time for AC Repair and AC Maintenance
February 23, 2026
Via
TheNewswire.com
Discover the Best Laundry Service in Toronto
February 23, 2026
Via
TheNewswire.com
GeoVax Announces Oncology Advisory Board to Advance Gedeptin(R) Development Across Solid Tumors
Today 9:00 EST
Via
TheNewswire.com
Tickers
GOVX
ABVC BioPharma Provides Corporate and Structural Update
Today 8:30 EST
Via
TheNewswire.com
Topics
Intellectual Property
Tickers
ABVC
Exposures
Intellectual Property
Travaleo Executes Memorandum of Understanding for Luxury Boutique Hotel in Isla de Coche, Venezuela
Today 8:30 EST
Via
TheNewswire.com
Tickers
GNIS
REMSleep Holdings Announces Full Commercial Launch of DeltaWave(TM)
Today 7:30 EST
Via
TheNewswire.com
Tickers
RMSL
Exposures
Product Safety
B2i Digital Welcomes MySize, Inc. as a Featured Company Focused on Two Big Fashion Problems: Returns and Excess Inventory
Today 7:16 EST
Via
TheNewswire.com
Tickers
AMZN
MYSZ
Lewis Center Medspa Unveils Refreshing Treatments for the New Year
February 23, 2026
Via
TheNewswire.com
Your Ideal Home Awaits in West Lethbridge
February 23, 2026
Via
TheNewswire.com
Celebrating 10 Years of Compassionate Lice Removal in Atlanta
February 23, 2026
Via
TheNewswire.com
E320 Consulting Launches Local SEO Initiative
February 23, 2026
Via
TheNewswire.com
Realty ONE Group Offers Unique Selling Experience for Homeowners
February 23, 2026
Via
TheNewswire.com
E320 Consulting Expands CMO Services to South Shore Florida
February 23, 2026
Via
TheNewswire.com
Realty ONE Group Leads the Way in Philippine Real Estate
February 23, 2026
Via
TheNewswire.com
Oracle Corporation (ORCL) Investors: April 6, 2026, Filing Deadline in Securities Fraud Class Action Filed by Kessler Topaz Meltzer & Check, LLP
February 23, 2026
Via
TheNewswire.com
Topics
Artificial Intelligence
Fraud
Lawsuit
Tickers
ORCL
Exposures
Artificial Intelligence
Financial
Legal
Revolutionizing Tree Services With Instant Pricing Estimates
February 23, 2026
Via
TheNewswire.com
PayPal Holdings, Inc. (PYPL) Investors: April 20, 2026, Deadline in Securities Fraud Class Action Lawsuit
February 23, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Tickers
PYPL
Exposures
Financial
Legal
Ni-Co Energy Inc. Files Preliminary Prospectus for Proposed Initial Public Offering
February 23, 2026
Via
TheNewswire.com
Ni-Co Energie inc. depose un prospectus preliminaire en vue d'un premier appel public a l'epargne
February 23, 2026
Via
TheNewswire.com
GRAL ALERT: Kaplan Fox is Investigating Grail, Inc. (NASDAQ: GRAL) for Potential Securities Law Violations
February 23, 2026
Via
TheNewswire.com
Tickers
GRAL
< 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.