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 C&I
Recent news which mentions C&I
< Previous
1
2
3
Next >
Salt River Project, NextEra partner to add energy storage at solar plant
January 12, 2022
Tags
News
Utility Scale
Solar
From
Green Power RSS Feed
Salt River Project, NextEra partner to add energy storage at solar plant
January 12, 2022
Tags
News
Utility Scale
Solar
From
Geothermal Energy RSS Feed
FERC should act on these 3 issues in 2022
January 03, 2022
Tickers
SPP
Tags
MISO
Storage
NE/ISO
From
Geothermal Energy RSS Feed
FERC should act on these 3 issues in 2022
January 03, 2022
Tickers
SPP
Tags
Utility Integration
News
DER
From
Green Power RSS Feed
Clean Energy Groups Technical Assistance Fund: 2021 Year-in-Review
January 03, 2022
Tags
Storage
Blogs
Rooftop
From
Green Power RSS Feed
Clean Energy Groups Technical Assistance Fund: 2021 Year-in-Review
January 03, 2022
Tags
Solar
Microgrids
Community Solar
From
Geothermal Energy RSS Feed
Energy justice and local solar go hand-in-hand
December 10, 2021
Tags
Storage
Rooftop
DER
From
Green Power RSS Feed
Energy justice and local solar go hand-in-hand
December 10, 2021
Tags
News
Policy & Regulation
Rooftop
From
Geothermal Energy RSS Feed
Amid a flood of solar applications, Maine seeks a more targeted approach
December 06, 2021
Tags
News
Versant
Utility Integration
From
Geothermal Energy RSS Feed
Amid a flood of solar applications, Maine seeks a more targeted approach
December 06, 2021
Tags
Solar
C&I
News
From
Green Power RSS Feed
Study: Connecticut could conserve land by installing solar above parking lots
November 18, 2021
Tags
News
Solar
C&I
From
Geothermal Energy RSS Feed
Study: Connecticut could conserve land by installing solar above parking lots
November 18, 2021
Tags
Solar
News
C&I
From
Green Power RSS Feed
How 24/7 clean energy procurement impacts the grid
November 17, 2021
Tags
Policy & Regulation
Wind Power
News
From
Geothermal Energy RSS Feed
How 24/7 clean energy procurement impacts the grid
November 17, 2021
Tags
Solar
News
Wind Power
From
Green Power RSS Feed
L’Oreal achieves carbon-neutrality across US operations
September 27, 2021
Tags
L'Oreal
Solar
News
From
Geothermal Energy RSS Feed
L’Oreal achieves carbon-neutrality across US operations
September 27, 2021
Tags
Energy Efficiency
C&I
Solar
From
Green Power RSS Feed
The policies that could send the global rooftop solar market to 2,000 GW
September 16, 2021
Tags
DER
Rooftop
Policy & Regulation
From
Green Power RSS Feed
The policies that could send the global rooftop solar market to 2,000 GW
September 16, 2021
Tags
DER
Rooftop
Policy & Regulation
From
Geothermal Energy RSS Feed
A guide to inspecting solar PV systems from manned aircraft
September 01, 2021
Tags
Utility Scale
Solar
News
From
Geothermal Energy RSS Feed
A guide to inspecting solar PV systems from manned aircraft
September 01, 2021
Tags
Utility Scale
Solar
News
From
Green Power RSS Feed
Solar + storage provider unveils new financing structure for C&I, community solar projects
August 30, 2021
Tags
Solar
Community Solar
News
From
Green Power RSS Feed
Solar + storage provider unveils new financing structure for C&I, community solar projects
August 30, 2021
Tags
amped solutions
C&I
Solar
From
Geothermal Energy RSS Feed
Anheuser-Busch begins construction on largest brewery solar project in U.S.
August 20, 2021
Tags
Solar
News
Anheuser/Busch
From
Green Power RSS Feed
Anheuser-Busch begins construction on largest brewery solar project in U.S.
August 20, 2021
Tags
Solar
News
C&I
From
Geothermal Energy RSS Feed
Facebook building solar-powered data center in Arizona
August 16, 2021
Tags
C&I
News
facebook
From
Geothermal Energy RSS Feed
Facebook building solar-powered data center in Arizona
August 16, 2021
Tags
C&I
Solar
facebook
From
Green Power RSS Feed
Ørsted, Microsoft enter into power purchase agreement for solar in Texas
August 10, 2021
Tags
C&I
Microsoft
Utility Scale
From
Green Power RSS Feed
Ørsted, Microsoft enter into power purchase agreement for solar in Texas
August 10, 2021
Tags
News
Ørsted
Microsoft
From
Geothermal Energy RSS Feed
Interactive map shows how states can meet 50% of energy demand with solar
August 10, 2021
Tags
News
Utility Scale
Solar
From
Green Power RSS Feed
Interactive map shows how states can meet 50% of energy demand with solar
August 10, 2021
Tags
C&I
News
Utility Scale
From
Geothermal Energy RSS Feed
< Previous
1
2
3
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.