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 Budget
Recent news which mentions Budget
Warren Buffett's Tip for the Middle Class: 'Do Not Save What Is Left After Spending, but Spend What Is Left After Saving'
August 23, 2025
Tickers
LOAN
NEWS
Tags
Wizards
personal finance
Benzinga
From
Benzinga
Trump's Defense Budget Shifts Focus To Missiles, Drones: F-35 Orders Cut By 31%
June 26, 2025
Tickers
GD
HII
LMT
PLTR
Tags
Benzinga
defense budget
PLTR
From
Benzinga
'I'm Trying To Save Medicaid,' Says Trump-Appointed CMS Chief Dr. Oz As CBO Estimates 7.6 Million Could Lose Coverage Under GOP's 'Big, Beautiful Bill'
June 02, 2025
Tickers
GOP
NEWS
Tags
GOP
Health Care
Budget
From
Benzinga
Trump's 'One Big, Beautiful Bill' Slammed As 'Reverse Robin Hood' By Economist Justin Wolfers — Takes From The Poor, To Give To The Rich
May 21, 2025
Tags
Elizabeth Warren
Craig Shapiro
Bernie Sanders
From
Benzinga
'Spring Clean' Your Personal Finances With These Apps
April 17, 2025
Tickers
BULL
HOOD
INTU
RKT
Tags
BULL
Budget
Acorns
From
Benzinga
House Passes Bill To Avert Government Shutdown, Now It's Heading To The Senate
March 11, 2025
Tags
House
Economics
Budget
From
Benzinga
Is it time to overhaul the R&D Advance Assurance scheme?
September 10, 2024
Tickers
TAX
Tags
Hmrc
Compliance
Avalon Tax
From
PRLog
Elon Musk Berates Gavin Newsom After California Governor Discloses Plans To Cut 10,000 Vacant State Jobs To Address $27.6B Deficit: 'This Is Bizarre On So Many Levels'
May 11, 2024
Tickers
NEWS
Tags
Benzinga
Politics
benzinga neuro
From
Benzinga
Biden's Budget Aims To Slash US Deficit By $3 Trillion Next Decade Through Higher Taxes On Wealthy, Big Corporations
March 11, 2024
Tags
Joe Biden
Market News
Benzinga
From
Benzinga
Demystifying California's Governmental Process
February 20, 2024
Tags
Capitol
United States
Services
From
PRLog
Is Your Monthly Weed Bill Typical Or Too Much? Smart Ways To Keep Your Cannabis Costs In Check
October 22, 2023
Tags
Personal Finance
General
Benzinga
From
Benzinga
Meta Plans More Job Cuts, Delays Setting Team Budgets: 'A Bunch Of People Getting Paid To Do Nothing'
February 12, 2023
Tickers
META
TECH
YEAR
Tags
year
News
Top Stories
From
Benzinga
Tips for Effectively Communicating ROI To Secure the EHS Budget You Need
December 21, 2022
Tags
ehs
antea group
Budget
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Why This Avis Budget Analyst Remains Bearish Despite Positive Third Quarter Earnings
November 01, 2022
Tickers
CAR
Tags
After/Hours Center
Analyst Ratings
Benzinga
From
Benzinga
Suggestions for Eating Healthy on a Tight Budget
September 25, 2022
Tags
Healthcare
dietitian
Recipes
From
PRUnderground
Hardbacon Named Top 11 Finalist for the 2022 Calgary Fintech Award
September 19, 2022
Tags
Investing
investment tracking
budget
From
PRUnderground
Hardbacon Reveals the Best Prepaid Business Credit Cards for Canadians in 2022
September 08, 2022
Tags
mobile app
Financial Services
Mobile Apps
From
PRUnderground
Hardbacon Joins the Canadian Lenders Association to Support the Future of Lending
September 06, 2022
Tags
Wealth Management
budget
investment tracking
From
PRUnderground
Hardbacon Launches News Business Section to Help Small Businesses Make Better Financial Decisions
August 19, 2022
Tags
Banking
Mobile Apps
Financial Services
From
PRUnderground
Hardbacon Launches Consumer Credit Counselling Service Guide for Canadians
August 11, 2022
Tags
Banking
Financial Services
mobile app
From
PRUnderground
Hardbacon Reveals the Best Business Credit Cards for Canadians in 2022
August 04, 2022
Tags
Mobile Apps
mobile app
Financial Services
From
PRUnderground
Helping Families Fight Inflation: Common Cents Mom is Helping Thousands Access Free Food Through Rewards Programs
August 02, 2022
Tags
budget
inflation
finance
From
PRUnderground
Hardbacon Reveals the Top Tips for Canadian Couples to Save this Wedding Season
July 25, 2022
Tags
Mobile Apps
mobile app
Financial Services
From
PRUnderground
Canadian Fintech Hardbacon Secures Over $700,000 in Funding
July 18, 2022
Tags
Banking
Mobile Apps
mobile app
From
PRUnderground
Bank of Canada Rate Hike Drives Twice as Many Canadians to Shop for Mortgage Rates on Hardbacon.ca
July 13, 2022
Tags
Banking
Mobile Apps
Financial Services
From
PRUnderground
Hardbacon Reveals the Top Tips to Save Money on Travel this Summer
June 30, 2022
Tags
Wealth Management
budget
investment tracking
From
PRUnderground
Hardbacon Reveals the Best Credit Cards to Save on Gas
June 09, 2022
Tags
finance
FinTech
investment tracking
From
PRUnderground
Hardbacon Launches New Web App for Budgeting
June 07, 2022
Tags
Investing
investment tracking
budget
From
PRUnderground
Hardbacon Reveals the Top Tips to Save Money on Groceries in 2022
May 12, 2022
Tags
FinTech
finance
Wealth Management
From
PRUnderground
Hardbacon Reveals the Best Secured Credit Cards in Canada for 2022
May 06, 2022
Tags
Financial Services
mobile app
Mobile Apps
From
PRUnderground
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.