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 Awards
Recent news which mentions Awards
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
32
33
Next >
KCBJ celebrates 2022 Champions of Business [PHOTOS]
May 20, 2022
Tags
Dave Johnson
Awards
Champions of Business
From
Business Journals
Small Business Awards finalist: Raincatcher
May 20, 2022
Tags
Career & Workplace
Small Business Awards 2022
Human Resources
From
Business Journals
Hopkins spinout Eyedea Medical wins $30K at FastForward U challenge
May 20, 2022
Tickers
INNO
Tags
Inno
Health Care
Insurance
From
Business Journals
2022 Fire Awards: How the ecoSPEARS team is using 60+ years of experience to safely rid the world of toxins
May 19, 2022
Tickers
INNO
Tags
Environment
Startups
Technology
From
Business Journals
Houston Business Journal names 40 Under 40 Class of 2022 honorees
May 18, 2022
Tags
Awards
40 Under 40
Career & Workplace
From
Business Journals
2022 Fire Awards: Lake Mary’s Accel plays key role in Covid-19 research
May 18, 2022
Tickers
INNO
Tags
Medical Devices
Awards
Inno
From
Business Journals
Announcing the 2022 NextGen Leaders
May 17, 2022
Tags
CRE Developers
Banking & Financial Services
Philanthropy & Nonprofits
From
Business Journals
The Living Future 2022: Restoration + Justice Celebrates Heroes, Buildings & Manufacturers Charting Our Common Living Future
May 17, 2022
Tags
Regenerative
International Living Future Institute
equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
2022 Fire Awards: Central Florida startup Aqfer Inc. aims to build a foundation to scale
May 16, 2022
Tickers
INNO
Tags
Stax
Technology
Startups
From
Business Journals
Baltimore Business Journal captures two "Best of Show' awards in MDDC Press Association contest
May 13, 2022
Tags
Media & Marketing
Awards
Digital Media
From
Business Journals
Deadline extended to nominate Austin's Best CFOs
May 13, 2022
Tags
Technology
Awards
Banking & Financial Services
From
Business Journals
Ann Richards School expansion serves next generation of female leaders
May 13, 2022
Tags
Awards
Laurel Dicus
Education
From
Business Journals
2022 Fire Awards: Engineering & Computer Simulations uses advanced technologies to enhance workforce performance
May 13, 2022
Tickers
INNO
Tags
Awards
Inno
Waymon Armstrong
From
Business Journals
2022 Fire Awards: Space Perspective Inc. aims for the stars with its 'bucket-list' offerings
May 12, 2022
Tickers
INNO
Tags
Aerospace
Technology
Startups
From
Business Journals
Vote now for the 2022 Family-Owned Business Awards Corazón de San Antonio honoree
May 11, 2022
Tags
Awards
Human Resources
Career & Workplace
From
Business Journals
Catalyst 2030 announces Systems Change Awards 2022 finalists
May 11, 2022
Tags
United States
Florida
Netherlands
From
PRLog
Sights and scenes from TBJ's Outstanding Women in Business celebration (PHOTOS)
May 11, 2022
Tags
Awards
Human Resources
Bizwomen
From
Business Journals
After Hours: 2022 Corporate Citizenship Awards
May 10, 2022
Tags
Tri Counties Bank
Dale Carlsen
Kimberly Key
From
Business Journals
(Photos) See New Mexico Inno's 2022 Fire Awards honorees
May 10, 2022
Tickers
INNO
Tags
Awards
Inno
Technology
From
Business Journals
New Mexico Inno's Blazer Award winner: City Mobile Group sets the local economy ablaze
May 10, 2022
Tickers
INNO
Tags
Technology
Judith Breckenridge
Awards
From
Business Journals
2022 Fire Awards: HypGames Inc. has more new games in the works with planned releases this year
May 10, 2022
Tickers
INNO
Tags
Mike Taramykin
Video Games
Technology
From
Business Journals
70 companies named Best Places to Work for 2022
May 09, 2022
Tags
Residential Real Estate
Human Resources
Commercial Real Estate
From
Business Journals
New Mexico Inno's Fire Awards: Parting Stone lays foundation for future growth
May 09, 2022
Tickers
INNO
Tags
Inno
Justin Crowe
Legal Services
From
Business Journals
Story Pirates Announce Podcast Season 5, iHeart Radio and Webby Awards
May 09, 2022
Tickers
KIDS
Tags
Webby
Children
Podcast
From
PRUnderground
New Mexico Inno's Fire Awards: Build With Robots rolling out new product
May 09, 2022
Tickers
INNO
Tags
Awards
Inno
Matthew Ennis
From
Business Journals
2022 Fire Awards: How Yaupon Brothers American Tea is connected to Whole Foods and Morgan Freeman
May 09, 2022
Tickers
INNO
Tags
Inno
Awards
Consumer Goods
From
Business Journals
Fast Company Magazine Recognizes Intermountain Healthcare For World Changing Idea
May 06, 2022
Tags
Health and Nutrition
Medical
Children
From
PRUnderground
New Mexico Inno's Fire Awards: Ready to make a deal? New Mexico Angels is here to help.
May 06, 2022
Tickers
INNO
Tags
Venture capital
Inno
Awards
From
Business Journals
2022 Fire Awards: How Echo Interaction Group laid the groundwork in 2020 to achieve 70% growth last year
May 06, 2022
Tickers
INNO
Tags
Media Technology
Technology
Startups
From
Business Journals
Best Places to Work 2022: At Auditoria.ai, CEO prizes ‘free thought’
May 05, 2022
Tickers
INNO
Tags
Recruiting & Hiring
Career & Workplace
Technology
From
Business Journals
< Previous
1
2
...
22
23
24
25
26
27
28
29
30
...
32
33
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.