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
...
18
19
20
21
22
23
24
25
Next >
Lineage Cell Therapeutics Q1 Earnings Call Highlights
↗
May 15, 2026
Via
MarketBeat
Topics
Earnings
Tickers
AMD
LCTX
Exposures
Financial
Legacy Education Q3 Earnings Call Highlights
↗
May 15, 2026
Via
MarketBeat
Topics
Earnings
Tickers
LGCY
Exposures
Financial
Logistic Properties of the Americas Q1 Earnings Call Highlights
↗
May 15, 2026
Via
MarketBeat
Topics
Earnings
Tickers
LPA
PEP
Exposures
Financial
Blue Dolphin Reports First Quarter 2026 Financial Results
May 15, 2026
Via
ACCESS Newswire
Tickers
BDCO
Integra Resources Q1 Earnings Call Highlights
↗
May 15, 2026
Via
MarketBeat
Topics
Earnings
Tickers
ITRG
Exposures
Financial
KULR Technology Group Q1 Earnings Call Highlights
↗
May 15, 2026
Via
MarketBeat
Topics
Earnings
Tickers
KULR
Exposures
Financial
Arrowhead Clinic Chiropractor Savannah Emphasizes Comprehensive Care for Auto Accident Recovery
May 15, 2026
Via
Press Advantage
FeedReach Launches To Simplify Social Media Management for Modern Teams
May 15, 2026
Via
GlobePRwire
Bicara Stock Is Up 50%, and One Biotech Investor Has Made It a 29% Portfolio Bet
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BBNX
BBOT
BCAX
KMTS
NUVB
Exposures
Legal
Regulatory
Have $1M Saved At 73? Here's How Much You Are Required To Withdraw In Retirement Each Year
↗
May 15, 2026
Via
Benzinga
Topics
Retirement
Exposures
Pension
Here's How Much You Would Have Made Owning ProShares UltraPro QQQ Stock In The Last 15 Years
↗
May 15, 2026
Via
Benzinga
3 Dividend Aristocrats Under $100 to Buy and Hold Forever
May 15, 2026
Via
Barchart.com
Tickers
AAPL
NVDA
Arctic Fox Adopts Semi-Annual Reporting
May 15, 2026
Via
ACCESS Newswire
Tickers
CSE:AFX
INVESTOR ALERT: Securities Class Action Filed Against Phreesia, Inc. – Investors Encouraged to Contact Kirby McInerney LLP
May 15, 2026
From
Kirby McInerney LLP
Via
Business Wire
Tickers
PHR
2 High-Yield Dividend Stocks You Can Buy and Hold for a Decade
↗
May 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Cannabis
Exposures
Artificial Intelligence
Cannabis
Alumis Stock Is Up Over 300%. One Major Healthcare Investor Is Cutting Back
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ALMS
BBNX
BBOT
BCAX
KMTS
NUVB
Exposures
Legal
Regulatory
Faraday Future Announces $25 Million in New Financing, Demonstrating Institutional Investors' Confidence in the Company's Prospects; Recent Total of $70 Million in Financing to Sufficiently Support the Phase I Goals of Its Robotics Business Plan
May 15, 2026
From
Faraday Future Intelligent Electric Inc.
Via
Business Wire
Tickers
FFAI
Kestra Medical Grew Revenue 63%. One Fund Still Trimmed 351,000 Shares
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BBNX
BBOT
ENGN
KMTS
NUVB
Exposures
Legal
Regulatory
$100 Invested In MercadoLibre 15 Years Ago Would Be Worth This Much Today
↗
May 15, 2026
Via
Benzinga
Sidecar Health Supports CMS Decision to Remove Network Requirement for ACA Exchange Plans
May 15, 2026
From
Sidecar Health
Via
Business Wire
What to Know About This Fund’s Bigger Bet on Lionsgate Studios Amid an 85% Stock Surge
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMZN
BKNG
LION
MSGS
RSKD
TRIP
Exposures
Legal
Regulatory
Why This "Boring" Stock Is a Strong Buy Right Now
↗
May 15, 2026
Via
The Motley Fool
Topics
Economy
Tickers
KO
Exposures
Interest Rates
Why Charles Schwab Stock Bumped Higher on Friday
↗
May 15, 2026
Via
The Motley Fool
Tickers
BCS
PIPR
SCHW
Why One Fund Opened a $9 Million Position in Ziff Davis Amid a Major Business Sale
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMZN
BKNG
MSGS
RSKD
TRIP
ZD
Exposures
Legal
Regulatory
Enhertu® Approved in the U.S. for Two New Indications for Patients with HER2 Positive Early Breast Cancer
May 15, 2026
From
Daiichi Sankyo
Via
Business Wire
$1000 Invested In Innodata 5 Years Ago Would Be Worth This Much Today
↗
May 15, 2026
Via
Benzinga
Endo GUC Trust Provides Its First Quarter 2026 Report
May 15, 2026
Via
ACCESS Newswire
This Tech Stock Has Printed Money for Patient Investors for 5 Years, and It's Still Cheap
↗
May 15, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
AMAT
KLAC
ONTO
Exposures
Artificial Intelligence
This Travel Stock Is Down 38%, but a Fund Just Increased Its Position by $24 Million
↗
May 15, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AMZN
BKNG
MSGS
RSKD
TRIP
Exposures
Legal
Regulatory
Lifeloc Reports First Quarter 2026 Results and SpinDetect(TM) Development Milestone
May 15, 2026
Via
ACCESS Newswire
Tickers
LCTC
< Previous
1
2
...
18
19
20
21
22
23
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.