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
...
26
27
28
29
30
31
32
33
Next >
Apple scores big victory with 'F1,' but AI is still a major problem in Cupertino
July 04, 2025
Tags
Entertainment
Breaking News: Technology
Mobile
From
CNBC.com News
Some international LGBTQ+ travelers pull back on U.S. trips: 'Why would I go there?'
July 04, 2025
Tickers
LGBT
Tags
Pride parade
Business
Pride events
From
CNBC.com News
From mustard makeovers to beef tallow, six food and beverage trends that could take over
July 04, 2025
Tags
Retail
Retail industry
Food and Beverage
From
CNBC.com News
Real Estate Experts Highlight Jersey Shore as a Smart Buy in 2025
July 03, 2025
Tags
Jersey Shore Realty
Construction
Business
From
PRLog
Microsoft layoffs hit 830 workers in home state of Washington
July 03, 2025
Tickers
JOBS
Tags
Business
Enterprise
Jobs
From
CNBC.com News
Family Braces Reports Strong First Half of 2025 as Patient Growth Continues Across Their Calgary Locations
July 03, 2025
Tags
Calgary
Family Braces Orthodontic Group
Consumer
From
PRLog
$18 Price Target Issued in New Research Report After $34 Million Revenue Forecast from Acquisition; $101.5 Million Net Revenue in 2025; NAS DAQ: IQST
July 03, 2025
Tickers
CYCU
IQST
Tags
Finance
Florida
Telecom
From
PRLog
CoreWeave is the first cloud provider to deploy Nvidia's latest AI chips
July 03, 2025
Tags
Semiconductors
Mobile
Alphabet Inc
From
CNBC.com News
Clark Smith, President of Golden Years Financial, Featured on Influential Entrepreneurs Podcast to Discuss The retirement Planning Process.
July 03, 2025
Tickers
NEWS
Tags
Business
News
News Room
From
Authority Press WireNews – Authority Press Wire
Terry Register- CEO of Capsur Tax and Estate Planning Interviewed on The Influential Entrepreneurs Podcast, Discussing Mastering Tax Strategies for Retirement
July 03, 2025
Tickers
NEWS
Tags
Business
News
News Room
From
Authority Press WireNews – Authority Press Wire
Top five tax changes for the wealthy in Trump's 'big beautiful bill'
July 03, 2025
Tags
Personal Finance
Inside Wealth
Business News
From
CNBC.com News
Essence Fest leads a summer of events for Black entrepreneurs galvanized by economic uncertainty
July 03, 2025
Tags
Target Corp
Economy
Breaking News: Economy
From
CNBC.com News
How the retail industry is responding to Trump's trade deal with Vietnam
July 03, 2025
Tags
Business News
Nike Inc
Retail
From
CNBC.com News
New Podcast "Spreading the Good BUZZ" Hosted by Josh and Heidi Case Launches July 7th with Explosive Global Reach and a Mission to Transform Lives
July 03, 2025
Tickers
BTC
MEN
Tags
Sobriety
South Jordan
Trauma
From
PRLog
US Labor Market Adds 147,000 Jobs in June, Unemployment Drops to 4.1%
July 03, 2025
Tickers
JOBS
NEWS
Tags
News
jobs
33
From
Wall Street Pit
Fourth of July barbeque prices have risen since Trump imposed tariffs, congressional analysis says
July 03, 2025
Tags
Fourth of July
Business
Walmart Inc
From
CNBC.com News
Airlines face investors after strong— but cheaper — July 4 holiday
July 03, 2025
Tickers
LIFE
Tags
Alaska Air Group Inc
Transportation
US: News
From
CNBC.com News
5 things to know before the stock market opens Thursday
July 03, 2025
Tags
Amazon/com Inc
Deckers Outdoor Corp
Technology
From
CNBC.com News
Drone Light Shows Emerge as the New Standard in Live Event Entertainment
July 02, 2025
Tags
Los Angeles
Advertising
Skyrunner Shows
From
PRLog
Jim Cramer gives his take on Centene's decline and the managed care sector
July 02, 2025
Tags
Stock Picks
stocks
Stock markets
From
CNBC.com News
Cramer's Lightning Round: 'I can't recommend' Titan International
July 02, 2025
Tags
Joby Aviation Inc
U/S/ Markets
Rada Electronic Industries Ltd
From
CNBC.com News
Jim Cramer on two trends moving the market: Global trade and dollar weakness
July 02, 2025
Tags
Investment Strategy
Stock markets
stocks
From
CNBC.com News
Datadog stock jumps 10% on tech company’s inclusion in S&P 500 index
July 02, 2025
Tags
Hewlett Packard Enterprise Co
Microsoft Corp
Datadog Inc
From
CNBC.com News
Skyline Partners with ZenSpace to Offer Private Meeting Pods for Trade Show Exhibitors
July 02, 2025
Tags
Event
Minnesota
Marketing
From
PRLog
Trump's deportations are hurting Constellation Brands' beer sales
July 02, 2025
Tags
Beer, Wine & Spirits
Grupo Aeroportuario del Pacifico SAB de CV
Business News
From
CNBC.com News
AI Innovation Dual-Strategy Business Model Focused on Real Estate Development for Strategic Expansion: OFA Group, (N A S D A Q: OFAL)
July 02, 2025
Tickers
OFAL
Tags
Finance
California
Real Estate
From
PRLog
Trump Strikes Vietnam Trade Deal, Imposes 20% Tariff on Imports
July 02, 2025
Tickers
NEWS
Tags
Business
33
Tariff
From
Wall Street Pit
Rosann Santos, CPC, Outlines the Tangible Results Clients Can Expect from Career Coaching in Episode 7 of "Rosann's Career Corner"
July 02, 2025
Tags
Self/improvement
Career Coaching
Women
From
PRLog
Scott Leonardi, Certified Financial Fiduciary®, Shares Long-Term-Care Asset-Protection Strategies in TV Interview
July 02, 2025
Tickers
NEWS
Tags
Business
News Room
News
From
Authority Press WireNews – Authority Press Wire
“The Voice of Leadership” Celebrates 500 Episodes with a Uniquely Inspiring Series for C-Suite Leaders
July 02, 2025
Tickers
NEWS
Tags
Business
News
News Room
From
Authority Press WireNews – Authority Press Wire
< Previous
1
2
...
26
27
28
29
30
31
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.