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 News
Recent news which mentions Business News
< 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
US: News
Biotechnology
White House
From
CNBC.com News
Cracker Barrel rebrand: Why companies retreat when faced with consumer criticism
August 27, 2025
Tags
Coca/Cola Co
Warner Bros Discovery Inc
Business News
From
CNBC.com News
Taylor Swift's engagement is such a big deal it's moving the stock market. Here's what's moving
August 27, 2025
Tags
Breaking News: Markets
Business News
Investment strategy
From
CNBC.com News
FDA ends broad Covid vaccine authorization as RFK Jr. limits access to immunizations
August 27, 2025
Tags
Business News
Breaking News: Business
From
CNBC.com News
Three retailers, 3 distinct front-loading strategies: What these plans says about their businesses
August 27, 2025
Tags
Tapestry Inc
State of Freight
Five Below Inc
From
CNBC.com News
American Eagle shares rise on retailer's Travis Kelce partnership
August 27, 2025
Tags
Sports
American Eagle Outfitters Inc
Domino's Pizza Inc
From
CNBC.com News
Cracker Barrel shares rise after restaurant chain gets rid of controversial new logo
August 27, 2025
Tags
Business
Restaurants
Politics
From
CNBC.com News
Nvidia earnings, Fed's Cook fights back, Taylor Swift's ring and more in Morning Squawk
August 27, 2025
Tags
Lockheed Martin Corp
Business News
5 Things to Know
From
CNBC.com News
Abercrombie sales growth slows again, but Hollister surges 19%
August 27, 2025
Tags
Breaking News: Earnings
Retail
Earnings
From
CNBC.com News
Kohl's shares jump more than 15% after big earnings beat
August 27, 2025
Tags
Business
Breaking News: Business
Dividends
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
Business News
Breaking News: Business
Entertainment
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
Markets
NVIDIA Corp
Stock markets
From
CNBC.com News
Cramer's Lightning Round: Oklo is a buy
August 26, 2025
Tags
Kodiak Sciences Inc
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
Wayfair Inc
stocks
Investment Strategy
From
CNBC.com News
Trump administration pulls additional $175 million from California high-speed rail project
August 26, 2025
Tags
Transportation Infrastructure
Transportation
Politics
From
CNBC.com News
Trump says 'Cracker Barrel should go back to the old logo'
August 26, 2025
Tags
Business News
Restaurants
Business
From
CNBC.com News
Lamborghini CEO says tariffs are causing even the wealthiest buyers to pause
August 26, 2025
Tags
Business News
Autos
Inside Wealth
From
CNBC.com News
Frontier Airlines goes after Spirit Airlines' routes as its rival reels
August 26, 2025
Tickers
LIFE
Tags
Travel
Transportation
Life
From
CNBC.com News
Trump fires Fed's Cook, Musk sues Apple and OpenAI, Netflix's theatrical run and more in Morning Squawk
August 26, 2025
Tags
Business
Economy
Apple Inc
From
CNBC.com News
Tennis legend Billie Jean King sees progress, opportunity in women's sports and leveling the playing field
August 26, 2025
Tags
Tennis
Men's tennis
Sports
From
CNBC.com News
Eli Lilly’s weight loss pill orforglipron clears its latest trial, paving way for approval
August 26, 2025
Tags
Business News
Health care industry
Novo Nordisk A/S
From
CNBC.com News
Jim Cramer says CVS stock is a buy at these levels. Here's why
August 25, 2025
Tags
Investment Strategy
stocks
Mad Money
From
CNBC.com News
Cramer's Lightning Round: Powell Industries is a buy
August 25, 2025
Tags
Ouster Equity Warrants Exp 11th March 2026
U/S/ Markets
Stock Picks
From
CNBC.com News
Jim Cramer makes a case for sticking with tech megacaps
August 25, 2025
Tags
Mad Money
Investment Strategy
stocks
From
CNBC.com News
Cracker Barrel responds to backlash over new logo and rebranding: 'We could've done a better job'
August 25, 2025
Tags
Retail
Marketing
Breaking News: Business
From
CNBC.com News
Netflix's 'KPop Demon Hunters' seemingly smashed the box office. Here's why it's likely a one-off
August 25, 2025
Tickers
LIFE
Tags
Movies
Entertainment
IMAX Corp
From
CNBC.com News
European carriers pause some shipments to U.S. as they prepare for end of 'de minimis' exemption
August 25, 2025
Tags
Europe News
Trade
Retail
From
CNBC.com News
Kevin O'Leary says he bought Bryant-Jordan card for record-breaking $13 million at auction
August 25, 2025
Tags
CNBC Sport
Business
Sports
From
CNBC.com News
Powell sparks a rally, the U.S. invests in Intel, Keurig Dr Pepper buys JDE Peet’s and more in Morning Squawk
August 25, 2025
Tags
Business
Economy
Investing
From
CNBC.com News
Eli Lilly's obesity pill remains a viable rival to Novo's oral Wegovy despite data that underwhelmed investors
August 24, 2025
Tags
Pfizer Inc
Health care industry
Structure Therapeutics Inc
From
CNBC.com News
< 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.