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 Benzinga Future Of Digital Assets
Recent news which mentions Benzinga Future Of Digital Assets
The $133 Billion Question: Can Stablecoins Streamline Trade Settlements?
December 18, 2024
Tags
Reba Beeson
Expert Ideas
Stablecoin
From
Benzinga
Why TradFi Firms Have 'No Choice' But To Enter Crypto As M&A, Regulations Drive Change
December 18, 2024
Tags
Expert Ideas
Events
Ernst & Young LLP
From
Benzinga
How Bitcoin Miners Assist Energy Grids, Partner With Renewable Energy Projects
December 13, 2024
Tickers
BITCOMP
MARA
USD-BITSTAMP
Tags
Cryptocurrency
FODA
Benzinga Future Of Digital Assets
From
Benzinga
'The Higher The Price Goes, The Less Risky It Becomes' — Why Institutions Are Watching Bitcoin
December 13, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
MacKenzie Sigalos
bitcoin
Bitcoin
From
Benzinga
How Bitcoin ETFs Are Changing The Way Institutions Manage Risk According To Experts
December 12, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
TradeStation
Bitcoin
bitcoin
From
Benzinga
Clear Digital Asset Rules Key To Unlocking Institutional Growth, Experts Say
December 12, 2024
Tags
Events
John Divine
Market News
From
Benzinga
The Case For An American Bitcoin Reserve: Bold Move Or Misstep?
December 12, 2024
Tickers
BITCOMP
ETF
USD-BITSTAMP
Tags
FODA
Cryptocurrency
bitcoin ETF
From
Benzinga
'Consumers Expect Immediate And Efficient Transactions': Tokenization Gains Momentum
December 11, 2024
Tags
Benzinga
Robert Leshner
Benzinga Future Of Digital Assets
From
Benzinga
What Does Fair Value Accounting Mean For Bitcoin In Corporate Strategy?
December 11, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Interview
Anthony Rousseau
Financial Accounting Standards Board
From
Benzinga
Bitcoin ETFs Spark Institutional Interest: 'The Doors Have Been Blown Off,' Superstate CEO Says
December 11, 2024
Tickers
BITCOMP
ETF
USD-BITSTAMP
Tags
Exclusives
Market News
Events
From
Benzinga
'If People See Value, They'll Keep Coming Back': Addressing Web3's Engagement Challenges
December 10, 2024
Tags
Google Cloud
Propy
Market News
From
Benzinga
Decentralization Takes Center Stage: 1iO CEO Stresses The Need For User Control In Digital Assets
December 09, 2024
Tags
Expert Ideas
Interview
Broadridge Financial
From
Benzinga
Crypto's Turning Point: How US Politics Are Shifting The Future Of Digital Assets
December 05, 2024
Tags
Interview
Dan Morehead
Pantera Capital
From
Benzinga
Stablecoins: A New Tool For U.S. Dollar Dominance, Global Financial Access
December 05, 2024
Tags
Benzinga Future Of Digital Assets
Benzinga
Real Vision
From
Benzinga
'Education Is Great, But Regulation Is Bigger': Experts From BlackRock, Grayscale, FTSE Russell, Galaxy Discuss Crypto's Future
December 04, 2024
Tags
Anthony Dixon
Events
Zach Pandl
From
Benzinga
Could Bitcoin Soon Account For 5% Of Your Portfolio? Here's What Anthony Pompliano Says
December 02, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Bitcoin
Anthony Pompliano
From
Benzinga
NFTs, Metaverse 'Derided Rightly,' But Experts See Bright Future Ahead
November 25, 2024
Tags
Top Stories
Market News
Exclusives
From
Benzinga
'Don't Stress About Timing The Market': Advice For New Investors
November 25, 2024
Tags
Events
eToro US
Exclusives
From
Benzinga
Coinbase Hedge Fund Manager Sees Bright Crypto Future, 'Regulation Unlocks Everything'
November 19, 2024
Tickers
COIN
NEWS
Tags
News
Market News
Fintech
From
Benzinga
MiCA Regulation Could Reshape Europe's Crypto Market, Says Industry Executive
October 31, 2024
Tags
Interview
Expert Ideas
MiCA
From
Benzinga
What's Stopping Wider Crypto Adoption? It Could Be Tax Policies, Says One Expert
October 29, 2024
Tags
Stories That Matter
Tanya Solati
Bitcoin
From
Benzinga
What Can Clear Crypto's Biggest Hurdles? Expert Says, 'We're Just Focused On Building The Best Tech'
September 12, 2024
Tags
Expert Ideas
Polygon Labs
Events
From
Benzinga
Anthony Scaramucci Says Digital Assets Nowhere 'Near Their Peak,' Urges Embracing Volatility In Crypto
September 12, 2024
Tickers
SALT
Tags
Benzinga Future Of Digital Assets
Benzinga
Cryptocurrency
From
Benzinga
Can Kamala Harris's Engagement With Crypto Leaders Change US Policy? Insights From Anthony Scaramucci
August 01, 2024
Tickers
SALT
SEC
Tags
Elizabeth Warren
SkyBridge Capital
Interview
From
Benzinga
Blockchain's Potential Beyond Finance: From Sustainable Energy To Humanitarian Aid
November 20, 2023
Tags
News
Market News
Carbon Credits
From
Benzinga
EXCLUSIVE: Why Ripple Top Executive Is 'Really Excited' About Tokenization Revolution
November 15, 2023
Tags
Cryptocurrency
FODA
Future Of Digital Assets
From
Benzinga
Tori Samples: The Elevator Of Aid - Blockchain's Role In Humanitarian Payments
November 13, 2023
Tickers
IDT
Tags
IDT
Blockchain
Markets
From
Benzinga
Brooke Stoddard: How Crypto Spot ETFs Can Help Financial Advisors
November 09, 2023
Tags
Opinion
Markets
contributors
From
Benzinga
Alex Salnikov: Why NFTs Are Not Dead - The Future Of NFTs Powered By Brands And Developers
November 08, 2023
Tags
Cryptocurrency
Benzinga Future Of Digital Assets
Benzinga
From
Benzinga
David Alderman: Reducing The Cost Of Trust
November 07, 2023
Tags
Cryptocurrency
News
Market News
From
Benzinga
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.