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 Baby Boomers
Recent news which mentions Baby Boomers
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
Trump's Approval Rating Rises Among Baby Boomers After Dip in June
August 23, 2025
Tickers
NEWS
Tags
approval rating
News
Benzinga
From
Benzinga
CEO: One stunning data point explains the 'Gen Z stare'—and why it's going to backfire on them
July 17, 2025
Tickers
JOBS
Tags
Career advice
Make It / Work
Baby Boomers
From
CNBC.com News
Millions of older workers lost jobs during Covid. Here's how their employment prospects have improved
May 01, 2025
Tags
Baby Boomers
Careers
Workers' rights
From
CNBC.com News
50% of parents financially support adult children, report finds. Here's how much it costs them
March 25, 2025
Tags
Education
Personal debt
Investment strategy
From
CNBC.com News
Why nursing homes and hospice are so expensive in the U.S.
March 01, 2025
Tags
Medicaid
Breaking News: Markets
Health care industry
From
CNBC.com News
How Gen X and millennials are changing the face of the traditional family office as they inherit over $80 trillion
December 22, 2024
Tags
Investment strategy
Generation Y
Make It
From
CNBC.com News
56% of Americans say their parents never discussed money with them. How experts recommend getting the conversation started
November 27, 2024
Tags
Estate planning
Personal Finance
Personal finance
From
CNBC.com News
Here are the pros and cons of renting versus owning a home in those retirement years
October 04, 2024
Tags
Personal finance
Investing
Breaking News: Investing
From
CNBC.com News
Most Gen Z Brits want to 'be their own boss' — but one expert says they'll face a reality check
September 13, 2024
Tags
Generations
Make It / Get Ahead
Make It / Success
From
CNBC.com News
Op-ed: A 'retirement disconnect' has swept across multiple generations of Americans
September 04, 2024
Tags
Personal Finance
Generation Z
Retiree finances
From
CNBC.com News
Gen Z and millennial workers are bringing their need for 'likes' into the office
July 23, 2024
Tickers
CEOS
JOBS
Tags
Employment
Personnel
CEOs
From
CNBC.com News
Gen Z Will Have To Wait As Gen X Set To Inherit Trillions From Silent Generation
July 07, 2024
Tickers
GENX
Tags
Gen Z
General
Benzinga
From
Benzinga
Move Over Stocks: Wealthy Americans Are Turning To Real Estate, Crypto And Watches For Investments
June 20, 2024
Tickers
NEWS
SPY
Tags
US Stocks
Stories That Matter
Analyst Color
From
Benzinga
As retirement looms, many Gen Xers are still playing catch-up
June 20, 2024
Tags
Roth 401(k) plans
Generation Y
Investment strategy
From
CNBC.com News
Gen Z is harnessing 'one of the magical qualities of investing,' advisor says — how it helps them build wealth
June 14, 2024
Tags
Retirement planning
Retirement
Personal saving
From
CNBC.com News
The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate
May 07, 2024
Tags
Personal loans
Debt
Social issues
From
CNBC.com News
The new class war: A wealth gap between millennials
April 26, 2024
Tags
Business News
Generation Y
Business
From
CNBC.com News
Women, part of the wave of baby boomers reaching 'peak 65,' are more likely to struggle in retirement, research finds
April 18, 2024
Tags
Retiree finances
Individual retirement accounts
Personal Income
From
CNBC.com News
Physical gold offers more protection than mining stocks, says State Street’s George Milling-Stanley
April 11, 2024
Tags
Baby Boomers
Exchange/traded funds
Currency markets
From
CNBC.com News
'Rich Dad Poor Dad' Author Warns 'Baby Boomers To Go Bust' Because China-Like Crisis Is Coming To America: 'Get Real'
March 29, 2024
Tickers
KRE
NEWS
Tags
Stories That Matter
Analyst Color
Market News
From
Benzinga
47% of parents still financially support adult children, study finds. Here's how much they spend
March 11, 2024
Tags
Investing
Personal finance
Personal Finance
From
CNBC.com News
Do you have a joint account? Here’s what that says about your relationship
February 09, 2024
Tags
Personal Finance
Generation Z
Breaking News: Investing
From
CNBC.com News
Cars are one of the few purchases Gen Z is reluctant to make online. Here's why that can be smart
January 17, 2024
Tags
Consumer Finance
Baby Boomers
Generation Z
From
CNBC.com News
A city famous for its beaches is helping residents age in place. What to know if you want to stay in your home
January 14, 2024
Tags
Nursing homes
Baby Boomers
Mortgage rates
From
CNBC.com News
Barbara Corcoran’s one-word hack for successfully landing a job after 40—it can ‘fool an employer’
January 02, 2024
Tags
Career advice
Career coaching
Baby Boomers
From
CNBC.com News
Young Americans Embrace 'Buy Now,Pay Later' For Holiday Spending: 5 ETFs To Watch
December 18, 2023
Tickers
AFRM
AMZN
CVNA
ECON
Tags
GPS
Buy Now Pay Later
AFRM
From
Benzinga
The Fastest Growing Brands In 2023: ChatGPT, Starry, Zelle, Shein, Tesla, Hulu And More
December 07, 2023
Tickers
AAPL
AMZN
BKNG
BUD
Tags
Lionel Messi
UL
OpenAi
From
Benzinga
Can Consumer Tailwinds Keep Retail Stocks In The Pink In 2024?
December 05, 2023
Tickers
DRVN
FIVE
GPC
MCW
Tags
Equities
GPC
Analyst Color
From
Benzinga
Gen Z could overtake Boomers in the workforce in 2024: This has 'sweeping implications,' economist says
December 05, 2023
Tags
Personnel
Make It
Generation Z
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
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.