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
...
24
25
Next >
Liv Hospital Educates Public on Early Cancer Warning Signs
Today 14:18 EDT
Via
AB Newswire
Bass Energy Exploration Publishes Comprehensive Investor Education Guide on Intangible Drilling Costs
Today 14:17 EDT
Via
PRLog
Atlas Apartments: Guide to Comfortable Living in Koreatown
Today 14:17 EDT
Via
Worldnewswire
Wholesale Inflation Shock: January’s PPI Surge Smashes Expectations and Chains the Fed’s Hands
Today 14:17 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
AVGO
CEG
COST
GAP
LOW
NVDA
Exposures
Artificial Intelligence
Economy
Fossil Fuels
Wayne Homes Launches Updated Akron/Medina Model Home Center Experience for Northeast Ohio Families
Today 14:07 EDT
Via
PRLog
Wallo Introduces the First Social Network Built on Gifting Instead of Posting
Today 14:17 EDT
Via
AB Newswire
Palantir’s New Partnership Continues Separating Fact From Fiction
↗
Today 14:16 EDT
Via
MarketBeat
Tickers
GE
LEU
NVDA
PLTR
Storm Damage Services in Gainesville by L & L Roofing and Construction of Gainesville – Trusted Local Experts Focused on Experience and Quality Work
Today 14:15 EDT
Via
AB Newswire
Tennant Company (TNC) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
Today 14:15 EDT
From
Law Offices of Howard G. Smith
Via
Business Wire
Tickers
TNC
The Grand Divergence: Finance Surges as Health Care Braces for a Historic Q1 Earnings Slump
Today 14:14 EDT
Via
MarketMinute
Topics
Earnings
Economy
Initial Public Offering
Tickers
BAC
BMY
C
GS
HUM
JPM
Exposures
Economy
Financial
Intellectual Property
Equipment Leases Inc. Warns Businesses to Secure Financing Now as Oil Price Spike Risk Threatens Lending Conditions
Today 14:12 EDT
Via
PRLog
Topics
Economy
Exposures
Economy
Interest Rates
Supply Chain
Alphabet's Gemini Expansion: Reimagining Search and Chrome in the Age of Personal Intelligence
Today 14:12 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Data Breach
Economy
Tickers
GOOGL
MSFT
Exposures
Artificial Intelligence
Economy
Information Security
DG Display Showcase Draws Global Attention at HKTDC Hong Kong International Jewellery Show 2026 with Bespoke Luxury Retail Display Solutions
Today 14:11 EDT
Via
AB Newswire
'Unimagined' Without Apple: Tim Cook Dismisses Retirement Rumors as Tech Giant Approaches 50th Anniversary
Today 14:10 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
Tickers
AAPL
BLK
MSFT
NVDA
SSNLF
Exposures
Artificial Intelligence
Pension
ClearML Introduces Floating NVIDIA AI Enterprise License Management with One-click NVIDIA NIM Deployments
Today 14:10 EDT
Via
ACCESS Newswire
Deadline Alert: Driven Brands Holdings Inc. (DRVN) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit
Today 14:10 EDT
From
Glancy Prongay Wolke & Rotter LLP
Via
Business Wire
Tickers
DRVN
Qualcomm Defies Market Slump with Massive $20 Billion Buyback and Dividend Hike
Today 14:09 EDT
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
INTC
QCOM
SSNLF
Exposures
Artificial Intelligence
Supply Chain
Securities Fraud Investigation Into GoDaddy Inc. (GDDY) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
Today 14:09 EDT
From
The Law Offices of Frank R. Cruz
Via
Business Wire
Tickers
GDDY
R2 Copilot Addresses Critical Privacy Issues as Enterprise AI Spending and Security Incidents Rise
Today 14:07 EDT
Via
PRLog
Topics
Artificial Intelligence
Tickers
MSFT
Exposures
Artificial Intelligence
Affordable Hardwood Flooring Options That Won't Break the Bank: BK Flooring Services Shares Expert Guide for Property Owners
Today 14:07 EDT
Via
PRLog
Geopolitical Firestorm: US-Iran Conflict Triggers 70% VIX Surge and Energy Market Upheaval
Today 14:07 EDT
Via
MarketMinute
Topics
Economy
Government
Stocks
Tickers
AAL
BLK
BX
COP
DAL
DJT
Exposures
Economy
Fossil Fuels
Interest Rates
The Streaming Super-Giant That Wasn’t: Why the Netflix-WBD Merger Collapsed Under DOJ Pressure
Today 14:05 EDT
Via
MarketMinute
Topics
Economy
Intellectual Property
Law Enforcement
Tickers
AAPL
AMZN
DIS
GOOGL
NFLX
PARA
Exposures
Economy
Intellectual Property
Legal
The $110 Billion Remake: Paramount Poised to Seize Warner Bros. Discovery as Netflix Retreats
Today 14:03 EDT
Via
MarketMinute
Topics
Intellectual Property
Tickers
CMCSA
DIS
NFLX
ORCL
PARA
WBD
Exposures
Intellectual Property
Simple Leaf Tree Care Delivers Expert Tree Services for Safer Properties in Canyon Lake, TX
Today 14:03 EDT
Via
AB Newswire
1 Magnificent Financial Stock Down 20% to Buy and Hold Forever
↗
Today 14:03 EDT
Via
The Motley Fool
Topics
Stocks
Tickers
SPGI
Exposures
US Equities
Silence and Resistance: Memoir of a Girlhood in Haiti, is Longlisted for the BOCAS Literary Award in Nonfiction
Today 14:02 EDT
Via
PRLog
Tickers
NYT
New Book Beyond the Algorithm By Aey Nopakraw Helps Leaders Navigate the Responsible AI Era with Human Wisdom
Today 14:02 EDT
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Deadline Approaching: Trip.com Group Limited (TCOM) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smith
Today 14:02 EDT
From
Law Offices of Howard G. Smith
Via
Business Wire
Tickers
TCOM
Technology Commerce Partner Cyrus Ansari Joins Dorsey in Seattle
Today 14:02 EDT
From
Dorsey & Whitney LLP
Via
Business Wire
HyperLight Introduces 400G-per-lane PICs on its TFLN Chiplet™ Platform for Next-Generation AI Interconnects
Today 14:02 EDT
From
HyperLight Corporation
Via
Business Wire
< Previous
1
2
3
4
5
6
7
8
9
...
24
25
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.