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 >
New Year, New Rules: 5 Social Security Changes for 2026
↗
Today 20:52 EST
Via
The Motley Fool
Topics
Economy
Retirement
Exposures
Interest Rates
Pension
Ethics Shmethics
↗
Today 20:30 EST
Via
Talk Markets
Topics
Government
Exposures
Political
A Holiday Memo: NBER BCDC And Alternative Indicators
↗
Today 19:30 EST
Via
Talk Markets
Gold Has Been Warning Us For A Year - This Is What Comes Next
↗
Today 19:24 EST
Via
Talk Markets
Netflix: A 6.4 Rating-Is It Time to Reassess Your Investment?
↗
Today 19:20 EST
Via
The Motley Fool
Tickers
NFLX
A $62K Wedding Called Off When Mother-In-Law Insists On Keeping Every Cash Gift From Her 300 Guests Plus Full Repayment Of Her $23K
↗
Today 19:01 EST
Via
Benzinga
Gold Has Been Warning Us For A Year; This Is What Comes Next
↗
Today 18:30 EST
Via
Talk Markets
Is Costco Stock a Multimillionaire Maker?
↗
Today 18:30 EST
Via
The Motley Fool
Tickers
COST
Inside a $31 Million Vote of Confidence in JFrog Amid a 119% Surge
↗
Today 18:05 EST
Via
The Motley Fool
Tickers
FLEX
FROG
IDCC
PEGA
TSEM
WIX
Is First American Financial Stock a Buy After Davis Asset Management Added Over 800,00 Shares to Its Position?
↗
Today 17:58 EST
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
CB
FAF
GOOGL
META
STT
WAL
Exposures
Legal
Regulatory
Bitcoin Sparks Record SEC Filings In 2025 Amid Clear Regulatory Path
↗
Today 17:58 EST
Via
Talk Markets
Topics
ETFs
Regulatory Compliance
Exposures
Legal
Regulatory
Can Cryptocurrency Dogecoin Make You a Millionaire in 2026?
↗
Today 17:50 EST
Via
The Motley Fool
The Edge of Euphoria: Markets Hit Record Highs as 'Greed' Indicators Flash Late-2025 Warning
Today 17:33 EST
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AAPL
C
FIX
GS
INTC
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
The Great Normalization: What the Reshaping Yield Curve Foretells for 2026
Today 17:31 EST
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Tickers
BAC
DLR
GOOGL
JPM
MSFT
PLD
Exposures
Debt Markets
Economy
Interest Rates
Washington’s Great AI Tug-of-War: Federal Deregulation Collides with State-Level Oversight
Today 17:29 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
GOOGL
META
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Legal
The $1 Trillion Milestone: 2025 Holiday Season Reveals a Divided but Resilient US Consumer
Today 17:27 EST
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AFRM
AMZN
TGT
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Normalization: How US Banking Giants Defied the Odds in 2025
Today 17:26 EST
Via
MarketMinute
Topics
Credit Cards
Economy
Initial Public Offering
Tickers
BAC
C
JPM
PNC
USB
WFC
Exposures
Economy
Interest Rates
Securities Market
Crude Realities: How 2025’s Volatile Oil Market Reshaped US Energy Titans
Today 17:25 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Tickers
CVX
HES
MSFT
XOM
Exposures
Artificial Intelligence
Economy
Electricity Generation
The Great Silicon Consolidation: How the Race for AI Supremacy is Reshaping the Semiconductor Landscape
Today 17:23 EST
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Economy
Tickers
AMD
ANSS
AVGO
INTC
LSCC
MRVL
Exposures
Artificial Intelligence
Economy
Financial
The Golden Paradox: Why Investors are Flocking to Safe Havens as Stocks Hit Record Highs
Today 17:21 EST
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Tickers
ABX
GOLD
NEM
NVDA
TLT
Exposures
Coal
Debt Markets
Economy
The Hawkish Pivot Risk: Why Wall Street Fears the Fed’s Next Move Despite Rate Cuts
Today 17:20 EST
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Tickers
AAPL
BAC
DHI
GS
JPM
MS
Exposures
Artificial Intelligence
Debt Markets
Economy
Warren Buffett's Warning to Wall Street Has Reached Deafening Levels: 4 Things You Should Do Before 2026
↗
Today 17:20 EST
Via
The Motley Fool
Tickers
NFLX
The Great Unbundling: How 2025’s Regulatory Reckoning is Redrawing the Map for Silicon Valley
Today 17:19 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Tickers
AAPL
AMZN
GOOGL
META
MSFT
PRST
Exposures
Artificial Intelligence
Economy
Intellectual Property
The Silicon Fortress: Microsoft’s Azure AI Expansion Solidifies Its Dominance in the Enterprise Cloud War
Today 17:17 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
GOOGL
MSFT
NVDA
ORCL
SFTBY
Exposures
Artificial Intelligence
Economy
Tesla’s 2025 Finish Line: High-Stakes Delivery Countdown Sets the Stage for an AI-Driven 2026
Today 17:16 EST
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Electric Vehicles
Tickers
BLK
BYDDY
F
GM
LCID
RIVN
Exposures
Artificial Intelligence
Electric Vehicles
Financial
The "Soft Landing" Squeeze: US Consumer Spending Slowdown Clouds 2026 Outlook
Today 17:14 EST
Via
MarketMinute
Topics
Economy
World Trade
Tickers
AMZN
BBY
BURL
COST
HD
LCID
Exposures
Economy
Interest Rates
Tariff
AI-Driven "Agentic" Surge Propels Nasdaq 100 Past 25,000 as Technical Breakouts Signal 2026 Momentum
Today 17:11 EST
Via
MarketMinute
Topics
Artificial Intelligence
Tickers
AAPL
AMZN
AVGO
GOOGL
JPM
META
Exposures
Artificial Intelligence
Institutional Validation: XRP Anchors at $2.00 as Ripple Secures Historic U.S. Trust Bank Charter
Today 17:10 EST
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Tickers
BEN
COIN
WT
Exposures
Economy
Interest Rates
Legal
The 2nm Revolution and the Foldable Pivot: Apple’s 2026 Roadmap Targets a New Super-Cycle
Today 17:08 EST
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AAPL
GOOGL
LPL
QCOM
SSNLF
TSM
Exposures
Artificial Intelligence
Supply Chain
Consumer Fatigue and the Q1 Contraction: How 2025’s GDP Revision Reshaped the Economic Map
Today 17:06 EST
Via
MarketMinute
Topics
Credit Cards
Economy
World Trade
Tickers
C
GOOGL
GS
JPM
MS
NVDA
Exposures
Economy
Interest Rates
Tariff
< 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.