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 Advice
Recent news which mentions Business Advice
Why Warren Buffett Says Stocks Aren't What He's Really Buying
July 05, 2025
Tickers
BRK
Tags
BRK
Market News
Business Advice
From
Benzinga
Why Warren Buffett Says Stocks Aren't What He's Really Buying
July 05, 2025
Tickers
BRK
Tags
Market News
BRK
Business Advice
From
Benzinga
Bill Gates Says This 'Very Bad Habit' Nearly Derailed His Career
July 04, 2025
Tags
Management
Bill Gates
Warren Buffett
From
Benzinga
Mark Cuban And Elon Musk Have Something In Common Beyond Their Billions
July 03, 2025
Tickers
META
NVDA
TSLA
Tags
General
META
Entrepreneurship
From
Benzinga
Chamath Palihapitiya Asks Just 1 Interview Question, And Says It Filters Out The Fakes
June 27, 2025
Tags
Market News
Business Advice
All/In Podcast
From
Benzinga
How 27-Year-Old Turned Side Hustles Into $700K—And His 2 Rules For Getting Started
June 26, 2025
Tickers
ABNB
ETSY
Tags
side gigs
ETSY
Entrepreneurship
From
Benzinga
Jeff Bezos Advice On Getting True Opinions From Employees: 'Time For Everyone To Get On The Same Page'
May 31, 2025
Tickers
AMZN
Tags
ICYMI
Benzinga
Education
From
Benzinga
Warren Buffett, The Best Advice Giver Says Melinda Gates: Here's Wisdom She Uses In Philanthropy
April 17, 2025
Tickers
NEWS
Tags
philanthropy
Pivotal Ventures
Melinda Gates
From
Benzinga
Mark Cuban Reveals 4 Rules To Becoming A Millionaire: 'Find Something You Can Be Good At. Then...'
April 06, 2025
Tags
Business Advice
Market News
Success Stories
From
Benzinga
Elon Musk Gave Kobe Bryant 'Genius' Investment Advice In 2017: 'The Most Important Thing Is...'
December 26, 2024
Tickers
NBA
Tags
Los Angeles Lakers
Success Stories
Discover Project
From
Benzinga
If Mark Cuban Were President: His Decade-Old Plan To Fix The Economy, Starting With The 'Risk Factor That Hurts Everybody'
September 20, 2024
Tags
Sharknado
Mark Cuban
Small Businesses
From
Benzinga
Mark Cuban Shares Advice He Would Give To His Younger Self, 'I Wish Someone Told Me...'
September 05, 2024
Tags
Entertainment
Mark Cuban
KeyProj
From
Benzinga
Steve Jobs Had 3 Management Tips For Companies After Previously Hiring 'Bozos' To Run Apple
April 01, 2024
Tickers
AAPL
Tags
Top Stories
General
Business Advice
From
Benzinga
Mark Cuban Shares Top Qualities Employees Need To Have: 'Two Things That Matter The Most'
March 14, 2024
Tickers
NEWS
Tags
Benzinga
entrepreneur
Stories That Matter
From
Benzinga
EXCLUSIVE: Patron Founder John Paul DeJoria On Never Giving Up, Overcoming Rejection And His Best Business Advice
February 02, 2024
Tags
The Raz Report
Paul Mitchell
John Paul DeJoria
From
Benzinga
Patron Founder John Paul DeJoria Shares Advice On Starting A Business, Embracing Rejection And Importance Of Being Kind
February 01, 2024
Tags
The Raz Report
Paul Mitchell
Entrepreneurship
From
Benzinga
Mark Cuban On Success: Business - 'Sales Cures All,' Entrepreneurship - 'Keep Grinding,' Life - 'Be Curious and Learn'
January 30, 2024
Tickers
NEWS
Tags
Market News
Business Advice
Top Stories
From
Benzinga
Charlie Munger Once Told People To Be Happier, Recalled Living Through The Great Depression: 'Life Was Pretty Brutal'
December 01, 2023
Tags
Business Advice
Market News
News
From
Benzinga
Charlie Munger Shared A Three Word Piece Of Advice At A Dinner, How It Helped An Investor And Was Also Used By Warren Buffett
November 30, 2023
Tickers
BRK
KO
Tags
Charlie Munger
David Senra
BRK
From
Benzinga
Tom Hanks Harnesses Powerful Productivity Method In Writing First Book: Here's How You Can Use The Same Tool
July 12, 2023
Tickers
AAPL
Tags
General
Entertainment
Benzinga Inspire
From
Benzinga
Charlie Munger Says People Could Be Happier If They Did This
July 11, 2023
Tickers
BRK-A
BRK-B
Tags
Benzinga Inspire
BRK/A
News
From
Benzinga
Mark Cuban Sold Trash Bags Door-To-Door At 12 Years Old, 'In Our Household, If You Wanted Something, You Had To Earn It'
June 14, 2023
Tags
Benzinga
Market News
Broadcast
From
Benzinga
Mark Cuban Would Give This Advice To His Younger Self, 'I Wish Someone Told Me...'
June 14, 2023
Tags
News
Entertainment
General
From
Benzinga
Kevin O'Leary Says You Should Quit Your Job, Do This Instead: Elon Musk And Doge Co-Founder Disagree
March 05, 2023
Tickers
WMT
Tags
twitter
Market News
Business Advice
From
Benzinga
Jeff Bezos Says 'No, No, No. You're The Boss': How Amazon Founder Avoids Yes Men, Gets True Opinions From Employees
February 07, 2023
Tickers
AMZN
Tags
Lauren Sanchez
Entertainment
General
From
Benzinga
Mark Cuban Has 4 Rules For Making Money: How You Can Succeed And Become A Millionaire
January 22, 2023
Tags
Mark Cuban
News
Dallas Mavericks
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.