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 CFTC
Recent news which mentions CFTC
< Previous
1
2
Next >
Robinhood CEO Brushes Off Concerns Prediction Markets Are Gambling: 'They Have Societal Value Across All Categories'
April 15, 2025
Tickers
HOOD
Tags
March Madness
Benzinga
CFTC
From
Benzinga
Robinhood Ends Super Bowl LIX Bets Plan After CFTC Complaint: 'Work To Roll Out A More Comprehensive Contracts Platform Later This Year'
February 04, 2025
Tickers
DKNG
FLUT
HOOD
NEWS
Tags
Super Bowl LIX
Kalshi
Crypto
From
Benzinga
Kalshi, Crypto.com Super Bowl Contracts Under Regulatory Scrutiny
February 03, 2025
Tickers
HOOD
NEWS
Tags
Benzinga
Government
CFTC
From
Benzinga
Coinbase Subpoenaed Over Polymarket Involvement, Federal Agency Seeks Customer Information
January 09, 2025
Tickers
COIN
NEWS
POL
Tags
Polymarket
subpoena
Market News
From
Benzinga
CFTC Chairman Rostin Behnam To Step Down In February
January 07, 2025
Tickers
NEWS
Tags
CFTC
Cryptocurrency
Rostin Behnam
From
Benzinga
Gemini Resolves CFTC Lawsuit With $5M Settlement Over Bitcoin Futures Misstatements
January 06, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Benzinga
CFTC
Gemini
From
Benzinga
Can You Bet On Luigi Mangione's Fate? Betting Platforms, Regulators Wrestle With Limits In Growing Market
December 27, 2024
Tickers
NEWS
SNL
UNH
Tags
Luigi Mangione
health insurance stocks
News
From
Benzinga
Donald Trump Reportedly Tapping Brian Quintenz As Head Of Commodity Futures Trading Commission
December 12, 2024
Tickers
NEWS
Tags
News
Top Stories
Brian Quintenz
From
Benzinga
'Crypto Dad' Chris Giancarlo Advocates For Passing Crypto Regulation From The SEC To Another Commission — Here's Why
November 27, 2024
Tickers
NEWS
SEC
Tags
Chris Giancarlo
News
Top Stories
From
Benzinga
Trump Administration To Reportedly Let CFTC Regulate Bitcoin, Ethereum Spot Market, Is The SEC Set To Lose Its Grip Over Crypto?
November 26, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Government
Benzinga
bitcoin
From
Benzinga
FBI Raids Polymarket CEO Over Crypto Betting Platform's US Activities — He Fires Back: 'In The Face Of Adversity, We Build'
November 13, 2024
Tickers
NEWS
Tags
Donald Trump
CFTC
FBI
From
Benzinga
Amid Kamala Harris-Trump Polymarket Hype, CFTC Chair Wary Of Turning Into An 'Election Cop' — Wants Congress To Make Moves On Crypto And Election Betting
October 22, 2024
Tickers
NEWS
Tags
Benzinga
CFTC
Kalshi
From
Benzinga
CFTC Fines Uniswap Labs $175,000 For Illegal Digital Asset Derivatives Trading
September 04, 2024
Tickers
NEWS
UNI
Tags
decentralized finance
$BTC
Top Stories
From
Benzinga
EXCLUSIVE: All You Need To Know About The FIT21 'Crypto Bill'
May 24, 2024
Tickers
NEWS
SEC
Tags
Market News
News
Top Stories
From
Benzinga
Top House Democrats Will Not Rally Party Against Crypto Bill Despite Opposition
May 21, 2024
Tickers
COIN
NEWS
SEC
Tags
Stories That Matter
CFTC
Maxine Waters
From
Benzinga
Crypto Crackdown Coming? CFTC Chair Predicts Enforcement Surge
May 07, 2024
Tickers
NEWS
Tags
Benzinga
Stories That Matter
CFTC
From
Benzinga
Bitcoin Options On Horizon? Grayscale Pushes For Regulatory Approval
March 01, 2024
Tickers
BITCOMP
GBTC
NEWS
SEC
Tags
ETFs
Options
Market News
From
Benzinga
Court Fines Two Defendants In $45M Crypto Scam: Financial Crimes Weekly
February 10, 2024
Tickers
NEWS
SEC
Tags
Regulations
Legal
Financial Crime Weekly
From
Benzinga
Goldman Sachs Under Investigation For Futures Trading Fees
February 08, 2024
Tickers
GS
Tags
GS
Market News
big banks
From
Benzinga
Prometheum To Offer Regulated Ether Custody In US: 'Ethereum First And Many More Thereafter'
February 07, 2024
Tickers
COIN
ETH
NEWS
SEC
Tags
Benzinga
Stories That Matter
CFTC
From
Benzinga
DeFi Risks Get Regulatory Spotlight As CFTC Seeks Collaboration With Industry Pros
January 09, 2024
Tickers
NEWS
Tags
Markets
decentralized finance
Digital Identity
From
Benzinga
SEC's Lack Of Action On Crypto Regulation Triggers Coinbase's Legal Challenge
December 15, 2023
Tickers
COIN
SEC
Tags
COIN
Markets
Paul Grewal
From
Benzinga
CFTC Chairman Rostin Behnam Signals Possible Jail Time For Binance Founder Changpeng Zhao: Here's Why
December 14, 2023
Tags
U/S/ Securities and Exchange Commission
News
cryptocurrency regulation
From
Benzinga
Derivatives Exchange Bitnomial Gains Complete Regulatory Slate From CFTC
December 13, 2023
Tags
Market News
crypto trading
News
From
Benzinga
Binance's Market Dominance Plummets To 30% Amid Regulatory Challenges In 2023
December 12, 2023
Tags
Changpeng Zhao
Market News
benzinga neuro
From
Benzinga
CFTC Subpoena: Is Coinbase Handing Over User Data To Hunt Down Bybit?
November 28, 2023
Tickers
COIN
Tags
COIN
Legal
Markets
From
Benzinga
Former Binance CEO's Message To Musk After His Twitter Account Was Temporarily Restricted
November 23, 2023
Tickers
SEC
Tags
Cryptocurrency Exchange
General
News
From
Benzinga
Binance Settlement Bolsters Bitcoin, Ether On Heels Of Changpeng Zhao's Resignation
November 22, 2023
Tickers
BITCOMP
BTC
USD-BITSTAMP
Tags
Changpeng Zhao
$BNB
Market News
From
Benzinga
CFTC Chairman's Crypto Market Warning: 'We Could Be In A Position Where Another FTX-Type Event Happens'
November 15, 2023
Tickers
SEC
Tags
crypto market
Market News
Cryptocurrency
From
Benzinga
SEC's Gary Gensler Take Note — CFTC Now Claims To Be The 'Premium Enforcement Agency' In Crypto Sphere
November 08, 2023
Tags
Benzinga
Sam Bankman/Fried
Maxine Waters
From
Benzinga
< Previous
1
2
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.