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 Ally Financial Inc
Recent news which mentions Ally Financial Inc
Consumer spending is up big in early April as people buy in anticipation of tariffs
April 23, 2025
Tags
Breaking News: Business
Ally Financial Inc
Multiline Retail
From
CNBC.com News
Friday's big stock stories: What’s likely to move the market in the next trading session
October 17, 2024
Tags
Tencent Music Entertainment Group
Stock markets
Centene Corp
From
CNBC.com News
Women's sports are on an upward trajectory as fans, brands engage
September 10, 2024
Tickers
LIFE
Tags
Business
Movies
CNBC Sport
From
CNBC.com News
Wednesday's big stock stories: What’s likely to move the market in the next trading session
September 10, 2024
Tags
Ally Financial Inc
stocks
Citigroup Inc
From
CNBC.com News
Cramer's Lightning Round: Ally Financial is a buy
August 15, 2024
Tags
Investing
U/S/ Markets
Core Scientific Inc
From
CNBC.com News
Intel, Palantir and Ally talk AI’s impact on leadership
August 08, 2024
Tags
Leadership
Science
Personnel
From
CNBC.com News
A Silicon Valley executive had $400,000 stolen by cybercriminals while buying a home. Here’s her warning
July 23, 2024
Tags
Venture capital
Finance
JPMorgan Chase & Co
From
CNBC.com News
New York Community Bank’s online arm is paying the nation’s highest interest rate
April 10, 2024
Tags
Savings
Investing
Banks
From
CNBC.com News
Stocks making the biggest moves midday: Novo Nordisk, DaVita, Exxon Mobil, Amgen and more
October 11, 2023
Tags
Business
Stock markets
Plug Power Inc
From
CNBC.com News
Stocks making the biggest moves midday: Meta, Warby Parker, McCormick and more
October 03, 2023
Tags
Breaking News: Economy
Market Insider
Economy
From
CNBC.com News
Here are 16 stocks Jim Cramer is watching, including J&J split-off Kenvue, Petco, GM
August 24, 2023
Tags
Snowflake Inc/
Markets
CNBC Investing Club
From
CNBC.com News
Why Charles Schwab became a financial 'supermarket'
June 17, 2023
Tags
Business News
Financial planning
Morgan Stanley
From
CNBC.com News
TipRanks reveals the top 10 financial sector analysts of the past decade
May 18, 2023
Tags
Ally Financial Inc
Weekend Brief
U/S/ Markets
From
CNBC.com News
Stocks making the biggest moves premarket: United Airlines, Netflix, Morgan Stanley and more
April 19, 2023
Tags
Western Alliance Bancorp
stocks
Tesla Inc
From
CNBC.com News
Global brands look to boost media investment in women's sports through a new partnership, The Women's Sports Club
March 07, 2023
Tags
Retail
Business News
Sports
From
CNBC.com News
For women's sports, the media buys are becoming a big deal
March 04, 2023
Tags
Ally Financial Inc
Sports TV
Paramount Global
From
CNBC.com News
Stocks making the biggest moves midday: Netflix, Coinbase, Alphabet, SVB Financial & more
January 20, 2023
Tags
Netflix Inc
Market Insider
Finance
From
CNBC.com News
Banks take No.1 spot, tech loses a market crown: The 2023 Just 100 rankings
January 10, 2023
Tags
KeyCorp
Stock indices and averages
Corporate governance
From
CNBC.com News
Stocks making the biggest moves midday: Silvergate Capital, Bed Bath & Beyond, Walgreens, CrowdStrike and more
January 05, 2023
Tags
Stock markets
Breaking News: Markets
Western Digital Corp
From
CNBC.com News
Stocks making the biggest moves midday: Salesforce, Five Below, Okta, Costco
December 01, 2022
Tags
Aclaris Therapeutics Inc
Market Insider
Goodrx Holdings Inc
From
CNBC.com News
Millennials, bailing on stocks and other investments, might not find bonds so boring anymore
September 27, 2022
Tags
Personal Finance
Generation Y
Investing
From
CNBC.com News
Stocks making the biggest moves midday: FedEx, Boeing, Ally, Domino's and more
September 23, 2022
Tags
Morgan Stanley
Market Insider
Marathon Petroleum Corp
From
CNBC.com News
Stocks making the biggest moves premarket: FedEx, Costco, Boeing and more
September 23, 2022
Tags
Qualcomm Inc
Market Insider
FedEx Corp
From
CNBC.com News
Stocks making the biggest moves midday: Walmart, Bed Bath & Beyond, Zoom, Ally and more
August 16, 2022
Tags
U/S/ Markets
Walmart Inc
Nu Holdings Ltd
From
CNBC.com News
Stocks making the biggest moves premarket: Home Depot, Walmart, Masimo and more
August 16, 2022
Tags
Economy
Finance
Nu Holdings Ltd
From
CNBC.com News
Earnings could be an even bigger catalyst for stocks after the market’s wild ride on rate fears
July 15, 2022
Tags
Market Insider
Schlumberger NV
Tractor Supply Co
From
CNBC.com News
Citigroup shares jump 5% after Warren Buffett reveals a near $3 billion stake in the struggling bank
May 17, 2022
Tags
Wall Street
Finance
Bank of New York Mellon Corp
From
CNBC.com News
Cramer's lightning round: Fluor is not a buy
April 26, 2022
Tags
Business News
ONEOK Inc
S&P 500
From
CNBC.com News
Big banks' earnings and a hot inflation report could sway markets in short holiday week
April 08, 2022
Tags
Ally Financial Inc
BlackRock Inc
Bed Bath & Beyond Inc
From
CNBC.com News
Earnings season is the next big test for the market and value stocks in the week ahead
January 14, 2022
Tags
American Airlines Group Inc
United Airlines Holdings Inc
Netflix Inc
From
CNBC.com News
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.