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 Anna Baluch
Recent news which mentions Anna Baluch
Recoverable depreciation: What you need to know
November 29, 2022
Tags
article
532ff4be/8e0d/5ee5/a34a/7330edb49892
fox/business/personal/finance
From
FOX Business
What you need to know about Christmas loans
November 22, 2022
Tags
c9ea3c98/4fc6/5e28/a263/3f57d9f2669f
fbn
fox/business/credible
From
FOX Business
Down payment options for first-time homebuyers
November 04, 2022
Tags
Credible
6b50e944/de79/5a1f/8d43/e196cf998a30
fox/business/home/mortgage
From
FOX Business
12 best bad credit hardship loans of November 2022
October 24, 2022
Tags
02fb3182/7bab/5254/ac5a/7ee5b6af2d77
fox/business/credible
fbn
From
FOX Business
How do personal loans work?
October 10, 2022
Tags
fbn
fox/business/credible
article
From
FOX Business
4 reasons to take out a personal loan for debt consolidation
September 21, 2022
Tags
ccf78d91/4435/507c/aa43/70b63459da24
fbn
fox/business/credible
From
FOX Business
Debt consolidation loan vs. balance transfer: Which is right for you?
September 14, 2022
Tags
Anna Baluch
fox/business/topic/personal/loans
article
From
FOX Business
2 lenders that offer more than $50,000
September 05, 2022
Tags
article
fox/business/personal/finance
Credible
From
FOX Business
How to get a loan with no credit history
August 17, 2022
Tags
fbn
fox/business/credible
article
From
FOX Business
How to get an emergency loan with bad credit
August 15, 2022
Tags
fbn
fox/business/credible
article
From
FOX Business
How to get a good personal loan interest rate
July 29, 2022
Tags
fox/business/personal/finance
article
Credible
From
FOX Business
The best places to get a bad credit loan in August 2022
July 25, 2022
Tags
Anna Baluch
bde132ad/28b1/51e0/84bd/a3593ecf798b
fox/business/topic/personal/loans
From
FOX Business
What are current personal loan rates?
July 08, 2022
Tags
fox/business/topic/personal/loans
Anna Baluch
Credible
From
FOX Business
What to know about insurance scores
July 08, 2022
Tags
fox/business/credible
0857f695/4467/5d1c/8308/8083af6bf3b3
fbn
From
FOX Business
7 ways to manage credit card debt
July 08, 2022
Tags
fox/business/credible
fbn
fox/business/topic/personal/loans
From
FOX Business
What is your debt-to-income ratio and how do you calculate it?
June 07, 2022
Tags
article
fox/business/personal/finance
Credible
From
FOX Business
How to transfer your student loans to a different lender
June 06, 2022
Tags
fbn
fox/business/credible
article
From
FOX Business
How to improve personal loan applications: 6 ways to boost approval odds
May 30, 2022
Tags
fbn
fox/business/credible
article
From
FOX Business
Should I refinance my mortgage now?
May 20, 2022
Tags
fbn
fox/business/credible
fox/business/money
From
FOX Business
What's loan-to-value ratio and how does it affect your mortgage refinance?
May 18, 2022
Tags
Credible
fox/business/home/mortgage
article
From
FOX Business
8 student loans for an engineering degree
April 28, 2022
Tags
394c9e10/4d18/5799/a68f/e1d2e0688cc6
fbn
fox/business/credible
From
FOX Business
Where to get a personal loan
April 20, 2022
Tags
Anna Baluch
fox/business/topic/personal/loans
b16ae9bc/ed4f/51ac/acf2/f47766679619
From
FOX Business
Pros and cons of debt consolidation
April 14, 2022
Tags
fbn
fox/business/credible
381f2f0b/51af/5952/9128/68c452d6cd51
From
FOX Business
What are collateral loans and where can you get one?
April 12, 2022
Tags
6182be75/3681/5a2f/9e39/8947d3eec79c
fox/business/personal/finance
article
From
FOX Business
What happens if you don't pay student loans?
March 31, 2022
Tags
fbn
fox/business/credible
71555cb6/e7f4/5f83/9a5e/882563a721db
From
FOX Business
How to get a $3,000 loan
March 30, 2022
Tags
fbn
fox/business/credible
Anna Baluch
From
FOX Business
Can you stop wage garnishment with debt consolidation?
March 30, 2022
Tags
fox/business/topic/personal/loans
81f449fe/e2c1/556f/b8f4/f6a8c796a02d
Anna Baluch
From
FOX Business
20-Year Fixed Mortgage Rates
March 25, 2022
Tags
Anna Baluch
5a5789f3/1d91/5964/9268/e224fc364551
Credible
From
FOX Business
What to know about the Teacher Loan Forgiveness Program
March 17, 2022
Tags
Anna Baluch
fox/business/personal/finance
fox/business/topic/student/loans
From
FOX Business
What you need to know about grants for graduate school
March 02, 2022
Tags
fox/business/credible
fbn
Anna Baluch
From
FOX Business
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.