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 Boston
Recent news which mentions Boston
< Previous
1
2
3
4
Next >
Iterators Named Preferred Accessibility Testing Vendor by MIT
August 20, 2025
Tags
Massachusetts
Computers
Boston
From
PRLog
The GENIUS Act Kicks Off a New Era of Compliance — WinnerMining Helps XRP & ETH Holders Passively Grow Their Assets
August 05, 2025
Tickers
ETH
XRP
Tags
WinnerMining
XRP
New York
From
PRLog
Ignazio Arces Wins Silver Stevie Award in New York as Culture Transformation Leader of the Year
July 19, 2025
Tags
New York
Engineering
EnergyTransition
From
PRLog
Paul E. Saperstein Co. Announces Geographic Expansion of Auction Services
July 08, 2025
Tags
Business
Auction House
Real Estate Auctions
From
PRLog
Zareef Hamid Analyzes How AI is Redefining Financial Services
June 02, 2025
Tags
Business
Technology
Zareef Hamid AI
From
PRLog
Zareef Hamid on the Rise of AI-Native Organizations
June 01, 2025
Tags
Zareef Hamid Medium
AI Native
Computers
From
PRLog
FoodNiche Health Forum to Honor Pioneers in Food Justice, Innovation, and Community Impact
May 22, 2025
Tickers
FOOD
Tags
United States
Business
Massachusetts
From
PRLog
Sumis Partners Launches, Uniting Industry Leaders to Redefine Life Sciences Consulting
May 20, 2025
Tags
Boston
Health
Services
From
PRLog
U.S. Lawmakers Propose New $250 Fee for Green Card Lottery Applicants
May 20, 2025
Tags
$250 Fee for Green Card Hopefuls
Government
Family
From
PRLog
Marc Soucy's Newest Music Series Approaches Its One Year Mark
May 16, 2025
Tags
Neo/classical
Eclectic Music
Immersive Audio
From
PRLog
Be Prepared for the Qualitative and Quantitative Effects of Tariffs: How Businesses Can Navigate Potential Disruption in Finances and Production
May 12, 2025
Tags
Financial
Middle Market Business Turnaround
Massachusetts
From
PRLog
FoodNiche Health Forum Announce Awards Recognizing Global Leaders Enhancing Health In Communities Through Food Initiatives & Innovation
April 25, 2025
Tickers
FOOD
Tags
Nutrition
Health
Boston
From
PRLog
Marilyn Bevans Honored at Boston Marathon on Fiftieth Anniversary of Her Historic Race
April 21, 2025
Tags
National Black Marathoners
Boston Marathon
Culture
From
PRLog
Jarvis Crowned March Comedy Madness Champion
March 30, 2025
Tags
Event
Comedian
Cambridge
From
PRLog
Boston Apostille Service Celebrates 15 Years of Excellence, Expands Services Across Massachusetts and New Hampshire
March 24, 2025
Tags
United States
Legal
Services
From
PRLog
Electives Launches AI Simulations to Give Employees a Safe Space to Practice Critical Skills
March 11, 2025
Tags
Software
Massachusetts
Technology
From
PRLog
Let's Talk Series: Depolarize: Dialogue skills for transcending divides
March 10, 2025
Tags
Massachusetts
Depolarize
Event
From
PRLog
FoodNiche Health Forum: A Transformative Gathering for Advancing Healthier Communities Through Food Innovation & Education
March 08, 2025
Tickers
FOOD
Tags
Massachusetts
Food
Food Security
From
PRLog
Gentreo CEO Renee Fry Honored with Top Leadership, Innovation & Social Impact Awards
March 06, 2025
Tags
Power Of Attorney
Gentreo
Top Ceo
From
PRLog
Dexter B. Jenkins: Championing Financial Literacy and Empowering Generational Wealth Through Faith-Based Guidance
March 06, 2025
Tags
Boston
Mortgage
Investment
From
PRLog
Last Chance for Green Card Dreams: DV Lottery Deadline Extended to November 7
October 30, 2024
Tags
United States
Boston
GreenCardLottery
From
PRLog
Capital Realty Group Has An Outstanding October!
October 29, 2024
Tags
Residential Real Estate
Legal Negotiation
Investment
From
PRLog
Crosby Tatum's "The People, United" heads to Georgia & New York City during 2024 US General Election Season
October 22, 2024
Tags
Pandemic
United States
Boston
From
PRLog
Cummings Graduate Institute for Behavioral Health Studies Celebrates 10 Years of Excellence in Integrated Behavioral Healthcare Education
October 17, 2024
Tickers
RENO
Tags
Hartford
New Mexico
Integrated Care
From
PRLog
Celebrating 30 Years: 2024 Diversity Visa Lottery Opens Oct. 2, Offering Life-Changing Opportunities for U.S. Immigration
September 27, 2024
Tags
DV/2026
United States
Boston
From
PRLog
The Enchanting Tree-Talking Wizards Are Back!
September 24, 2024
Tags
New Book Release
United States
Library
From
PRLog
Alice's Lullaby Set for an October 8, 2024, Launch
September 17, 2024
Tags
Entertainment
Adventure Game
Albino Lullaby
From
PRLog
ApostilleDepot.com Expands Services to Offer Comprehensive Apostille & Document Legalization Solutions in Massachusetts and New Hampshire
September 09, 2024
Tags
Apostille Service
FBI Report Apostille
Apostille
From
PRLog
Nations Premier Buyer's Broker Femion Mezini Joins Capital Realty Group
August 27, 2024
Tags
Investment
Realestate
Commercialrealestate
From
PRLog
Veronica Lewis Releases New Album "Too Late For Tears" Via Moonwink/Symphonic
August 16, 2024
Tags
AlternativeRock
Musicdiscovery
Women
From
PRLog
< Previous
1
2
3
4
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.