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
Latest News about 13F filings
Recent news which mentions 13F filings
Warren Buffett's Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary
July 09, 2025
Tickers
AAPL
ARCC
AXP
BAC
Tags
CPB
BMY
BRK
From
Benzinga
Three Stocks: Bank of America, Boeing, and Intel
August 20, 2024
Tags
Stocks
Bank Stocks
AI stocks
From
Money Morning
Three Stocks: Rocket Lab USA, AST SpaceMobile, and SoFi
August 19, 2024
Tags
Stocks
13f filings
space stocks
From
Money Morning
What Do George Soros and Warren Buffett Know That You Don’t?
August 16, 2024
Tags
13f filings
Sell Signals
market correction
From
Money Morning
Bill Ackman Cuts Chipotle Stake Right Before Stock Drop: Did Billionaire See What The Market Couldn't?
August 15, 2024
Tickers
CMG
FOOD
HLT
SBUX
Tags
Stories That Matter
Large Cap
Bill Ackman
From
Benzinga
Three Stocks: Cisco Systems, Kellanova, and Sirius XM Holdings
August 14, 2024
Tags
tech stocks
Stocks
consumer stocks
From
Money Morning
'Big Short' Investor Michael Burry Bets Heavy On Gold, Renewable Energy Stocks, Exits Amazon, Alphabet
May 16, 2024
Tickers
ASIA
BABA
BIDU
BP
Tags
PHYS
Equities
Market News
From
Benzinga
Top 5 Tech Stocks See Increased Interest From Institutional Investors
November 17, 2023
Tickers
AAPL
AMD
ARM
ATVI
Tags
MDTKF
MSFT
QCOM
From
Benzinga
David Einhorn's Portfolio Is Prepared For 'Higher Oil Prices' That Could 'Likely Cause A Recession'
November 16, 2023
Tickers
CEIX
DHT
GLD
GPK
Tags
SDRL
David Einhorn
Market News
From
Benzinga
Buffett's Berkshire Trimmed Chevron Stake While Cashing Out Of GM And This COVID Stock: Here's How The Sage Of Omaha Adjusted His Portfolio In Q3
November 15, 2023
Tickers
AAPL
AMZN
AXP
BAC
Tags
MA
GM
AXP
From
Benzinga
How To Earn $500 A Month With This $10 Stock
August 28, 2023
Tickers
RITM
Tags
Long Ideas
$500 Dividend
dividend yields
From
Benzinga
Apple, Meta, Exxon Stakes Hiked By Putnam Investments In Q1 While AI-Focused Chipmaker Holdings Trimmed
May 23, 2023
Tickers
AAPL
META
MSFT
NVDA
Tags
NVDA
News
META
From
Benzinga
Michael Burry, Farallon Capital, Coatue Management Bet Big On China Stocks In Q4 As Country Came Out Of Zero-COVID
February 15, 2023
Tickers
BABA
JD
Tags
The Big Short
Markets
JD
From
Benzinga
'Chinese Warren Buffett' Buys Shares In These 2 International Dividend Stocks: Here's Why
December 12, 2022
Tickers
ASIA
BAC
BRK-A
BYDDF
Tags
BRK/A
BAC
BYDDF
From
Benzinga
'3-Legged Stool' Hedge Fund Upped Its Stake In 2 Dividend Stocks - The Next Compounding Machine?
December 06, 2022
Tickers
KKR
MCO
Tags
MCO
Market News
13F filings
From
Benzinga
This Hedge Funder With Over $197B Under Management Just Increased His Stake In 2 High Yielding ETFs
December 03, 2022
Tickers
ALIZF
BAC
EUFN
GS
Tags
BAC
ALIZF
13F filings
From
Benzinga
A Philanthropic Activist Investor Maintains Stakes In 2 Canadian Railroad Stocks Paying Dividends
December 01, 2022
Tickers
CNI
CP
Tags
Chris Hohn
Trading Ideas
TCI Fund Management
From
Benzinga
'Canadian Warren Buffett' Owns These Dividend Stocks: How To Invest Like The Billionaire
December 01, 2022
Tickers
ATCO
DK
FFHPF
KW
Tags
Warren Buffett
Prem Watsa
Benzinga
From
Benzinga
Cathie Wood's ARK Invest Sells Shares In 2 Manufacturers With Increasing Dividends
November 29, 2022
Tickers
ARKK
ARKQ
ASIA
CAT
Tags
Markets
Eurozone
News
From
Benzinga
Ken Griffin's Hedge Fund Increased Its Stake By Over 150% In These 2 Dividend-Paying Energy Stocks
November 25, 2022
Tickers
CVX
GME
HOOD
PSX
Tags
Benzinga
Kenneth Griffin
Hedge Funds
From
Benzinga
Bill Gates Diversifies His Portfolio With These 2 Blue Chip Dividend Paying Stocks
November 23, 2022
Tickers
ASIA
FDX
KHC
Tags
Global
Latin America
KHC
From
Benzinga
George Soros Bought 2 New Dividend Paying Stocks, Upped His Stake In This Media Giant By Over 300%
November 22, 2022
Tickers
ADC
DIS
REIT
UNP
Tags
Real Estate
News
General
From
Benzinga
Cathie Wood Increases Stake In 4 Stocks By Over 1,000% - Plus 4 New Holdings For Ark
November 22, 2022
Tickers
ADBE
AMZN
ARKG
ARKK
Tags
Top Stories
SHOP
ARKW
From
Benzinga
Steven Cohen's $24B Hedge Fund Increased Stake In 2 Tech Dividend Payers, Opened 2 Energy Positions
November 20, 2022
Tickers
CVE
EOG
FIS
JNPR
Tags
Large Cap
EOG
Dividends
From
Benzinga
Outspoken Activist Investors Bill Ackman, Dan Loeb Have Made Some Intriguing Changes To Their Hedge Funds
November 18, 2022
Tickers
BBWI
CL
CMG
CP
Tags
13F filings
CMG
CL
From
Benzinga
Bill Gates Trims Berkshire Stake, Adds 2 New Positions - One Is A 'Garbage' Stock
November 15, 2022
Tickers
BRK-B
CNI
CPNG
DE
Tags
KHC
News
General
From
Benzinga
Carolina Panthers Owner David Tepper Shakes Up Portfolio: Sells 8 Stocks, Ups Google Stake
November 15, 2022
Tickers
AMZN
APTV
AR
BABA
Tags
NFLX
David Tepper Carolina Panthers Owner
Market News
From
Benzinga
Tesla, Apple Stocks Picked Up By Biggest US Public Pension Fund In Q3: Here's What It Offloaded
November 14, 2022
Tickers
AAPL
ADBE
TECH
TSLA
Tags
Market News
13F filings
AAPL
From
Benzinga
MIT Has Coupang, Snowflake, Robinhood Among Holdings — How It Adjusted Bets In Q3
November 04, 2022
Tickers
CPNG
GRAB
HOOD
MIT
Tags
Massachusetts Institute of Technology
Benzinga
HOOD
From
Benzinga
Apple Remains Top Holding As Rockefeller Capital Loads Up Heavily On Amazon, NYSE Parent In Q3, Trims Stake In This Tech Giant
November 03, 2022
Tickers
AAPL
AMZN
ICE
META
Tags
Market News
13F filings
AAPL
From
Benzinga
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.