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 Barron's
Recent news which mentions Barron's
< Previous
1
2
Next >
Elon Musk's X to Shake Up Financial Media With Reality TV Show
June 14, 2025
Tickers
NEWS
X
Tags
Barron's
Top Stories
X
From
Benzinga
Barron's Weekend Stock Picks: Nvidia, Tesla And A Mixed Outlook On Apple
March 09, 2024
Tickers
NEWS
Tags
Markets
News
Barron's
From
Benzinga
Barron's Weekend Stock Picks: Nvidia, AlTi Global, Booking Holdings And Amazon's Addition To The Dow 30
February 24, 2024
Tickers
ALTI
BKNG
NEWS
NVDA
Tags
Market News
AI Generated
Small Cap
From
Benzinga
Barron's Weekend Stock Picks: GE, Meta And Turmoil At Tesla
February 03, 2024
Tickers
AAPL
ESGU
GE
META
Tags
News
ESGU
META
From
Benzinga
Barron's Weekend Stock Picks: Intel, Coinbase And Spirit Airlines' Stock Is Slipping
January 27, 2024
Tickers
COIN
DKNG
INTC
JBLU
Tags
Small Cap
Market News
INTC
From
Benzinga
Barron's Weekend Stock Picks: BP, Texas Instruments And Citigroup's Top Semiconductor Pick For 2024
January 20, 2024
Tickers
BP
ERIC
MRVL
NEWS
Tags
Benzinga
SMCI
Market News
From
Benzinga
Barron's Weekend Stock Picks: Abercrombie & Fitch, Apple, Nvidia And IBM's AI Play
January 06, 2024
Tickers
AAPL
ANF
IBM
NEWS
Tags
Benzinga
IBM
Markets
From
Benzinga
Apple App Store Data Shows Meta Stole Christmas, Amazon Enjoys Strong Holiday Shopping Trends
December 26, 2023
Tickers
AAPL
AMZN
META
MSFT
Tags
News
Top Stories
Barron's
From
Benzinga
Barron's Weekend Stock Picks: Nokia, Roku, Nvidia And Moderna's Latest Cancer Treatment Trial
December 16, 2023
Tickers
AMZN
MRNA
NOK
NVDA
Tags
Market News
Benzinga
AMZN
From
Benzinga
Barron's Weekend Stock Picks: Uber Joins The S&P 500, Schwab Rebounds And What's Next for Johnson & Johnson?
December 02, 2023
Tickers
AAPL
JNJ
PSX
SCHW
Tags
Markets
SCHW
Benzinga
From
Benzinga
Barron's Weekend Stock Picks: Disney, Palantir And Cisco's Calamitous Outlook
November 18, 2023
Tickers
CSCO
DIS
PLTR
VRTX
Tags
Markets
DIS
Benzinga
From
Benzinga
Barron's Weekend Stock Picks: Tesla, Li Auto And Meta Is Back In China
November 11, 2023
Tickers
BAC
DIS
LI
META
Tags
Benzinga
TSLA
Markets
From
Benzinga
Barron's Weekend Stock Picks: Chevron, Apple, Disney And Insulet's Stock Increase
November 04, 2023
Tickers
AAPL
BILL
CVX
DIS
Tags
Benzinga
PODD
CVX
From
Benzinga
Barron's Weekend Stock Picks: Verizon, VF Corp And Altria's Dividend Yield
October 28, 2023
Tickers
DXCM
FCNCA
MO
VFC
Tags
MO
Benzinga
VZ
From
Benzinga
Barron's Weekend Stock Picks: Truist Financial, Groupon And Nvidia's Rising Stock
October 15, 2023
Tickers
GRPN
NVDA
NVO
TFC
Tags
Market News
Penny Stocks
NVO
From
Benzinga
Barron's Weekend Stock Picks: Dollar Tree, Meta And Tesla's Third-quarter Delivery Estimates
September 30, 2023
Tickers
DLTR
FSR
META
PM
Tags
DLTR
Market News
PM
From
Benzinga
Barron's Weekend Stock Picks: UAW's Strike Against The Big Three, Arm's Future And Sights On The S&P 500
September 16, 2023
Tickers
ARM
F
FLWS
GM
Tags
Benzinga
STLA
Small Cap
From
Benzinga
Barron's Weekend Stock Picks: Globalstar Satellites, Catalent And Dell's Delightful Destiny
September 02, 2023
Tickers
ALGM
CTLT
DELL
GSAT
Tags
DELL
CTLT
Markets
From
Benzinga
Barron's Weekend Stock Picks: Tesla, XPeng And Drama At U.S. Steel
August 19, 2023
Tickers
CLF
KVUE
PANW
TSLA
Tags
CLF
Markets
PANW
From
Benzinga
Barron's Weekend Stock Picks: Twilio, AMC And An End To An Aviation Dispute
August 12, 2023
Tickers
ACHR
AMC
BA
TWLO
Tags
News
Barron's
Small Cap
From
Benzinga
Barron's Weekend Stock Picks: PayPal, Nikola And Icahn Enterprises' Challenges
August 05, 2023
Tickers
BSX
EW
FSR
IEP
Tags
Markets
Penny Stocks
IEP
From
Benzinga
Barron's Weekend Stock Picks: Pinterest, Live Nation And The Positivity Around Palantir
July 29, 2023
Tickers
GM
LYV
PINS
PLTR
Tags
Markets
LYV
Benzinga
From
Benzinga
Barron's Weekend Stock Picks: Barbie Bonanza, Vertex's Promising Drug And Tesla Doubts
July 22, 2023
Tickers
AMC
MAT
ROKU
TSLA
Tags
Benzinga
Market News
VRTX
From
Benzinga
Barron's Weekend Stock Picks: Children's Place, AT&T And A Boost From Prime Day
July 15, 2023
Tickers
AMZN
NKLA
PLCE
SOFI
Tags
PLCE
AMZN
T
From
Benzinga
Barron's Weekend Stock Picks: General Motors, Rivian And Where's The Love For Bumble?
July 08, 2023
Tickers
BMBL
GM
MA
NVDA
Tags
Benzinga
Market News
RIVN
From
Benzinga
Barron's Weekend Stock Picks: Eli Lilly, Activision And What's Next For Tesla
July 01, 2023
Tickers
AAPL
ATVI
LLY
MSFT
Tags
News
Barron's
ATVI
From
Benzinga
Barron's Weekend Stock Picks: AutoNation, NRG Energy And Constellation Brands' Secret Sauce
June 17, 2023
Tickers
AN
FCX
NRG
SOFI
Tags
NRG
Market News
STZ
From
Benzinga
3 Growth-Minded ETFs to Play Fed Rate Pause
June 13, 2023
Tickers
ALPS
ARK
ARKK
BFOR
Tags
Barron's
Fed rate pause
biotech etf
From
ETF Trends
Artificial Intelligence Stocks You Might Be Missing: Analyst Breaks Down AI Beneficiaries Into 4 Groups
June 13, 2023
Tickers
AI
AMZN
CRM
GOOG
Tags
cloud
CRM
ChatGPT
From
Benzinga
Barron's Weekend Stock Picks: Molson Coors, Tesla And Apple's Place In The AI Space
June 10, 2023
Tickers
AAPL
CHPT
EVGO
F
Tags
CHPT
TAP
FSR
From
Benzinga
< Previous
1
2
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.