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 Business
Recent news which mentions Business
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
CDC director Susan Monarez ousted weeks after being sworn in
August 27, 2025
Tags
Pharmaceuticals
Health & Science
US: News
From
CNBC.com News
OddsTrader Projects Three Potential Elimination Games in Week 1 of College Football
August 27, 2025
Tags
College Football Playoff
Sports
Event
From
PRLog
Cracker Barrel rebrand: Why companies retreat when faced with consumer criticism
August 27, 2025
Tags
Warner Bros Discovery Inc
Tata Motors Ltd
Starbucks Corp
From
CNBC.com News
Inkdnylon Partners with Original Favorites to Deliver Luxury Blank Apparel with Custom Decoration in Chicago & Nationwide
August 27, 2025
Tags
DTF Printing USA
Marketing
Apparel
From
PRLog
Taylor Swift's engagement is such a big deal it's moving the stock market. Here's what's moving
August 27, 2025
Tags
stocks
Stock markets
Breaking News: Investing
From
CNBC.com News
Gusto agrees to buy retirement plan provider Guideline
August 27, 2025
Tags
Enterprise
Business
US: News
From
CNBC.com News
Nvidia reports second-quarter earnings after the bell
August 27, 2025
Tags
US: News
NVIDIA Corp
Business
From
CNBC.com News
Three retailers, 3 distinct front-loading strategies: What these plans says about their businesses
August 27, 2025
Tags
Five Below Inc
Costco Wholesale Corp
Retail
From
CNBC.com News
Larry Tuch Launches The Abundant Wallet A Movement for Professionals to Master Money and Build Legacy
August 27, 2025
Tickers
NEWS
Tags
News Room
Society
News
From
Authority Press WireNews – Authority Press Wire
Mike Milligan, Founder of One Oak Financial Interviewed on the Influential Entrepreneurs Podcast Discussing “Deja Vu Traps” In The Context Of Retirement Planning.
August 27, 2025
Tickers
NEWS
Tags
Business
News Room
News
From
Authority Press WireNews – Authority Press Wire
American Eagle shares rise on retailer's Travis Kelce partnership
August 27, 2025
Tags
Breaking News: Business
Retail industry
American Eagle Outfitters Inc
From
CNBC.com News
Cracker Barrel shares rise after restaurant chain gets rid of controversial new logo
August 27, 2025
Tags
Business
Cracker Barrel Old Country Store Inc
Restaurants
From
CNBC.com News
Nvidia earnings, Fed's Cook fights back, Taylor Swift's ring and more in Morning Squawk
August 27, 2025
Tags
Intel Corp
Technology
Politics
From
CNBC.com News
The Squires Group Becomes a Workday Partner
August 27, 2025
Tags
Workday Talent
Workday Recruiting
ERP Staffing
From
PRLog
Abercrombie sales growth slows again, but Hollister surges 19%
August 27, 2025
Tags
Retail
Retail industry
Breaking News: Business
From
CNBC.com News
Kohl's shares jump more than 15% after big earnings beat
August 27, 2025
Tags
Breaking News: Earnings
Discounters
Burlington Stores Inc
From
CNBC.com News
Lego hits record revenue in first half of 2025, boosted by brick flowers and cars
August 27, 2025
Tickers
LIFE
Tags
Entertainment
Business
Breaking News: Business
From
CNBC.com News
GOAT SKIN® Launches the Campaign Tee: A Sovereign Statement in Luxury Apparel
August 26, 2025
Tags
Business
Chicago
United States
From
PRLog
Microsoft had police remove protesters who stormed office over work with Israeli military
August 26, 2025
Tags
Breaking News: Politics
Technology
Politics
From
CNBC.com News
Trump's pressure on the Fed won't have a huge impact on key stocks, Jim Cramer says
August 26, 2025
Tags
Investment strategy
Business
NVIDIA Corp
From
CNBC.com News
eStore Factory to exhibit at Amazon Seller Summit Australia 2025
August 26, 2025
Tags
Retail
Advertising
Victoria
From
PRLog
Cramer's Lightning Round: Oklo is a buy
August 26, 2025
Tags
stocks
Stock markets
Investment Strategy
From
CNBC.com News
Tariffs aren't enough to bring furniture manufacturing back to the U.S., Jim Cramer says
August 26, 2025
Tickers
RH
Tags
Stock Picks
RH
Stock markets
From
CNBC.com News
Trump administration pulls additional $175 million from California high-speed rail project
August 26, 2025
Tags
Business
Transportation
Transportation Infrastructure
From
CNBC.com News
Okta raises forecast as CEO says economic conditions were ‘better than we thought’
August 26, 2025
Tags
Okta Inc
Earnings
Cyberark Software Ltd
From
CNBC.com News
500% Increase in Revenue for Q2 with Acquisition Plans Including UK Telecom 3D Design/Modeling Company for Global AI Drone & Quantum Computing Leader
August 26, 2025
Tickers
ZENA
Tags
Nasdaq
ZenaDrone
Quantum Computing
From
PRLog
K2 Integrity and Rafidain Bank Launch Strategic Partnership to Strengthen Financial Integrity
August 26, 2025
Tags
Rafidain Bank
Risk Management
Financial
From
PRLog
Trump halts work on New England offshore wind project that’s nearly complete
August 26, 2025
Tickers
NEWS
Tags
Wind Power
Business
Policy & Regulation
From
Geothermal Energy RSS Feed
Trump halts work on New England offshore wind project that’s nearly complete
August 26, 2025
Tickers
NEWS
Tags
News
Renewables
Offshore
From
Green Power RSS Feed
Executive Performance Coach Michael Ceely Expands System That Helps High Achievers Break Through Barriers
August 26, 2025
Tags
Miami
Executive Coaching
Leadership
From
PRLog
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.