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 Bull Market
Recent news which mentions Bull Market
Stocks Just Hit Rare Golden Cross For 1st Time Since 2023 — Here's What It Means For Investors
July 07, 2025
Tickers
QQQ
SPY
URTH
Tags
Bull Market
SPY
QQQ
From
Benzinga
Tom Lee Says Institutional Investors 'Hate This V-Shaped Rally' With $7 Trillion On Sidelines, Sees 3 Drivers For More Gains
July 04, 2025
Tickers
QQQ
SPY
Tags
money market funds
V/shaped rally
S&P 500
From
Benzinga
Tom Lee Says V-Shaped Rally Among 'Most Hated' Ever As Market Nears All-Time Highs, Warns Of Possible 'Face-Ripper' Surge
June 04, 2025
Tickers
NEWS
QQQ
SPY
Tags
SPY
Tom Lee
Bull Market
From
Benzinga
Tom Lee Bets On 'A New Bull Market,' As Trump's Tariff Retreat Fuels 'TACO' Trade Amid 'Run It Hot' Optimism
June 02, 2025
Tickers
DIPS
QQQ
SPY
TACO
Tags
Bob Elliott
China
Run It Hot
From
Benzinga
Jurrien Timmer Says Cyclical Bull Market Likely Over In Feb 2025, Expects Rangebound Scenario: 'Modest Bear Market Is Now Underway'
May 28, 2025
Tickers
NEWS
QQQ
SPY
Tags
JPMorgan
Markets
Jurrien Timmer
From
Benzinga
Cathie Wood Bucks Consensus, Predicts Economic Boom And Broad Bull Market: 'The Opportunity Is Now'
May 06, 2025
Tickers
GDP
NEWS
QQQ
SPY
Tags
Markets
Tariff
Monetary Policy
From
Benzinga
Bull Markets Last For 7.9 Years On Average But Third-Year Returns Can Be Weak, Says This Research Firm
January 17, 2025
Tickers
DIA
IWM
NEWS
QQQ
Tags
Markets
DIA
Carson Research
From
Benzinga
Is The 26-Month Bull Market Over? Here Is What Carson Research's 50-Year Old Study Tells Us
December 11, 2024
Tickers
IWM
NEWS
QQQ
SPY
Tags
General
News
Markets
From
Benzinga
Evercore Sees US Stocks Just Getting Started on Bull Run
November 07, 2024
Tickers
NEWS
Tags
Stocks
market update
News
From
Wall Street Pit
Top Analyst Remains 'Very Bullish' About '3 To 5 Year Bull Market' Despite Tech-Induced Market Pullbacks
July 19, 2024
Tickers
NEWS
TECH
Tags
General
News
Gene Munster
From
Benzinga
EXCLUSIVE: What Investors Need To Know About Bitcoin's Rangebound Behavior And Market Corrections — Experts Have Their Say
June 13, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
correction
Markets
Bitcoin
From
Benzinga
Stock Market To Rally For 3-5 Years Before AI Bubble Bursts, Predicts Veteran Analyst Gene Munster: 'We're In The Early Stages'
May 19, 2024
Tickers
GOOG
GOOGL
META
NEWS
Tags
Bull Market
Market News
GOOG
From
Benzinga
'This Is A Long-Term Bull Market': Expert Ed Yardeni Stands By His 5,400 Year-End S&P 500 Target, Predicts 26% Upside By 2026
March 15, 2024
Tickers
AAPL
NEWS
TSLA
Tags
S&P 500
Milton Berg
AAPL
From
Benzinga
Investment Expert Anticipates Decade-Long Bull Market Fueled By AI Revolution
December 20, 2023
Tickers
AI
GOOG
GOOGL
MSFT
Tags
Tech
tech stocks
Benzinga
From
Benzinga
11 Stock Market Charts That Offer Much Needed Context
October 23, 2023
Tags
Economics
Benzinga
Markets
From
Benzinga
Crypto Analyst Says Bitcoin Bull Market Is On The Horizon: 'This Is The Beginning'
September 17, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
News
Top Stories
$BTC
From
Benzinga
Bitcoin Price Could Dip Before Next Rally, Expert Says, Highlighting Levels To Watch Out
September 10, 2023
Tickers
BITCOMP
BTC
USD-BITSTAMP
Tags
$BTC
News
Cryptocurrency analysis
From
Benzinga
Michael Burry Is A 'One-Trick Pony' And Will Be Wrong With The Big Short Trade, Investor Says
August 17, 2023
Tickers
BEAR
QQQ
SPY
Tags
Large Cap
Mark Chaikin
Opinion
From
Benzinga
Dow Jones Hits Milestone: 10th Straight Day In Green, Longest Winning Streak Since Early 2017
July 21, 2023
Tickers
AXP
BA
CAT
CVX
Tags
DIA
MRK
Markets
From
Benzinga
How To Earn $500 A Month From SPY Stock
June 29, 2023
Tickers
SPY
Tags
Long Ideas
Interest Rates
News
From
Benzinga
A Powerful Contrarian Indicator Signals Now Is The Time To Sell: Bullishness Among US Individual Investors Hits November 2021 Highs
June 15, 2023
Tickers
SPY
Tags
stock market
Long Ideas
Indicators
From
Benzinga
Harness the Equity Bull Run With This Outperforming Income ETF
June 13, 2023
Tickers
NEOS
SPYI
Tags
Tax Efficient Income Channel
SPYI
NEOS
From
ETF Trends
Overheated Market? Fidelity's Jurrien Timmer Believes It's 'Almost' In A New Bull Run
June 12, 2023
Tickers
AMD
MSFT
NVDA
QQQ
Tags
Economics
Benzinga
Recession
From
Benzinga
S&P 500 Bull Market Kicks Off, But The Dominance Of 7 Stocks Leaves S&P 493 In The Dust
June 09, 2023
Tickers
AAPL
AI
AMZN
GOOG
Tags
MSFT
Trading Ideas
GOOGL
From
Benzinga
Historical Averages Of Bull Markets And Bear Markets: Understanding Market Cycles
May 25, 2023
Tags
Benzinga
Education
Market News
From
Benzinga
Bitcoin Indicator Just Turned Positive: Could It Indicate Another Bull Market?
April 18, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin halving
Mining reward
Markets
From
Benzinga
Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here
March 30, 2023
Tickers
AAPL
META
MSFT
NVDA
Tags
NASDAQ
Benzinga
Tech
From
Benzinga
Jim Cramer Tells Investors To Stay Selective Amid Rally: 'Understand Difference Between Hype And Hope Versus Cold Hard Reality'
February 07, 2023
Tickers
QQQ
SPY
Tags
Benzinga
Jerome Powell
Analyst Color
From
Benzinga
Ken Fisher Believes Wall Street Is On Verge Of A Roaring Bull Market: Inflation Is 'Deader Than A Doornail'
January 18, 2023
Tags
Benzinga
Market News
Ken Fisher
From
Benzinga
What Bear Market? The Dow Is Officially In A Bull Market And The S&P 500 May Follow Suit
December 02, 2022
Tickers
BEAR
BULL
SPY
Tags
Markets
Trading Ideas
Sector ETFs
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.