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
...
24
25
Next >
A Systematic Exploration of Technological Risks: Hu Jiaqi’s Foresight and Practice
December 26, 2025
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Non-Medical Nasal Care Becomes a Global Health Consumer Trend as BGO Bedtime Vapour Patches Gain Popularity at New Zealand’s Countdown Supermarkets
December 26, 2025
Via
Get News
New Heights in Dynamic Performance: DEEP Robotics’ Robots Achieve All-Weather Stable Mobility
December 26, 2025
Via
Get News
Kunshan ramps up efforts to foster world-class industrial hubs
December 26, 2025
Via
Get News
Topics
Artificial Intelligence
Economy
Electric Vehicles
Exposures
Artificial Intelligence
Economy
Electric Vehicles
Medirom Stock Jumps 10% After Hours On Deal To Run Sam Altman’s World ‘Proof Of Human’ Sites In Japan
↗
December 26, 2025
Via
Stocktwits
Tickers
MRM
Peggy Watrous Walters Shares a Powerful Testimony of Faith in Her Book The Unexpected Journey An Inspiring True Story
December 26, 2025
Via
Get News
Alfredo Hector Zacarias Explores Greed Science and Humanity in the Science Fiction Novel MIDAS
December 26, 2025
Via
Get News
NASA Administrator Jared Isaacman Sees US Return To Moon Before Trump’s Presidential Term Expiry
↗
December 26, 2025
Via
Stocktwits
Topics
Government
Tickers
BA
FOUR
TSLA
Exposures
Political
Dave Ramsey Often Says 'The Borrower Is Slave To The Lender.' So Why Are Mortgages Acceptable While Car Loans Aren't? Here's What He Says
↗
December 26, 2025
Via
Benzinga
Vladimir Ingerrman. Discover the Beauty That Powers a Healthy, Vibrant Life. Having Explored 74 Countries, Swam in 55 Seas and Oceans, and Participated in a Yacht Trip Around the Globe.
December 26, 2025
Via
Get News
High Yield Meets High Conviction: 3 Dividend Stocks Built for Any Market
December 26, 2025
Via
Barchart.com
Topics
Energy
Exposures
Fossil Fuels
SGIT Empowers Sustainable Development Through Excellent Governance and Responsible Practices
December 26, 2025
Via
Get News
Topics
Economy
Exposures
Supply Chain
SGIT Achieves Breakthrough in Intelligent Early-Warning Technology for Large-Scale Energy Storage Power Stations
December 26, 2025
Via
Get News
Topics
Energy
Exposures
Electricity Generation
19-Year-Old Tang Yingxi Emerges as a New Voice in Global Education Innovation
December 26, 2025
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Down 73% From All-Time High, Is The Trade Desk Stock a Buy?
↗
December 26, 2025
Via
The Motley Fool
Tickers
TTD
I'm Sounding an Alarm on Opendoor Technologies Stock Following Its Massive Drop This Month
↗
December 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
OPEN
SHOP
Exposures
Artificial Intelligence
Broadcom’s Margin Warning Spooked Wall Street—But Cash Flow Could Still Win
↗
December 26, 2025
Via
MarketBeat
Tickers
AVGO
GOOG
GOOGL
NVDA
The Future Is Playable: “Neuromantics” Shakes New York With Groundbreaking Ecosystem Of Interactive Art And XR
December 26, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Equitable Mediation Partners with Carlsbad Rotary for Village Tree Lighting | Divorce Mediation in California
December 26, 2025
Via
AB Newswire
From Drucker’s Playbook to Real-World Impact: Insight Success Magazine Highlights Kip Lytel’s Entrepreneurial Vision
December 26, 2025
Via
AB Newswire
Annie Jacobsen’s Scenario Realism Questioned by Author of Five Nuclear War Strategy Novel
December 26, 2025
Via
AB Newswire
Lamphier & Company: Six Decades of Commercial Painting and Waterproofing Expertise Serving Central Florida’s Schools, Government, and Healthcare Facilities
December 26, 2025
Via
AB Newswire
Mark Robertson Releases New Children’s Fantasy Adventure – Magic Macy and the Giant
December 26, 2025
Via
AB Newswire
Tickers
ASX:TWR
Omeros Announces New Date for YARTEMLEA® Approval Conference Call
December 26, 2025
From
Omeros Corporation
Via
Business Wire
Tickers
OMER
Thai-born scholar becomes the new Lady Braemar
December 26, 2025
Via
AB Newswire
Veteran Global Infrastructure Banker, Author & CEO Russell Duke Releases The Infrastructure Bible – A Minister-Level Infrastructure Playbook for Building Nations Under Real-World Pressure
December 26, 2025
Via
AB Newswire
If You'd Invested $100 in Nvidia 10 Years Ago, Here's How Much You'd Have Today
↗
December 26, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
NVDA
Exposures
Artificial Intelligence
Perimeter Solutions Stock Up 111% but One Fund Trimmed Its $35 Million Stake
↗
December 26, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
GOOGL
META
PRM
TDG
TSLA
Exposures
Legal
Regulatory
Numetrica is Empowering Businesses to Become Audit-Ready with Dext Integration
December 26, 2025
Via
AB Newswire
Topics
Credit Cards
Supply Chain
Tickers
ASX:XRO
Exposures
Interest Rates
Supply Chain
Liquidity Drain Causes Solana-based USX Stablecoin To Depeg To $0.1
↗
December 26, 2025
Via
Talk Markets
< 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.