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 CNBC Changemakers
Recent news which mentions CNBC Changemakers
Clear CEO Caryn Seidman Becker on future of identity verification technology in daily life
July 02, 2025
Tags
Business Travel
Airlines
Leadership
From
CNBC.com News
How to reverse alarming education decline in U.S. and around the world: Teach for All founder Wendy Kopp
June 26, 2025
Tickers
CEO
CEOS
Tags
Education
CEOs
CEO
From
CNBC.com News
CEO of Sean Parker's breakthrough cancer drug institute on leading new race for cure
June 18, 2025
Tickers
CEOS
Tags
Biotechnology
CNBC Changemakers
Drugs
From
CNBC.com News
How twin sister triathletes doubled down on sports success to raise health-startup millions from investors
June 05, 2025
Tags
Health & Science
Health
Health care industry
From
CNBC.com News
How girl who loved Legos went from MIT back to the perfume counter to CEO of multi-billion dollar design firm
May 22, 2025
Tickers
CEO
CEOS
Tags
Eco/friendly practices
Green building
CEOs
From
CNBC.com News
CEO at 33, Tubi's Anjali Sud on success hacks she learned at Amazon, IAC on way to top of Fox's Tubi
May 07, 2025
Tags
CNBC Changemakers
Leadership
Streaming services
From
CNBC.com News
The outdated health idea that's holding women back in life and careers
April 29, 2025
Tags
Health & Science
Health
Health care industry
From
CNBC.com News
Napheesa Collier on how Unrivaled's success will pay off for women in all sports: 'We have more leverage now than we've ever had'
April 24, 2025
Tickers
CEOS
Tags
Arts and entertainment
CEOs
Sports
From
CNBC.com News
Paris Hilton on the promise she made to herself that's key to achieving singular success
April 17, 2025
Tickers
CEOS
Tags
Entertainment
Media
Corporate Leaders
From
CNBC.com News
Hollywood entertainment boss Donna Langley on how she sees future of movies and TV, and which is more ‘murky’
April 09, 2025
Tags
Entertainment
Movies
CNBC Changemakers
From
CNBC.com News
How Amazon drones, Waymo self-driving cars and TSMC chips are making Phoenix 'future ready'
April 09, 2025
Tags
Consumer Technology
Amazon/com Inc
CNBC Changemakers
From
CNBC.com News
How Lead Bank CEO Jackie Reses rose from 'a pretty gritty childhood' to Goldman Sachs, Square and top of U.S. fintech
March 12, 2025
Tickers
CEO
CEOS
Tags
Alibaba Group Holding Ltd
CEO
FinTech
From
CNBC.com News
Meta is targeting 'hundreds of millions' of businesses in agentic AI deployment
March 06, 2025
Tags
Technology: Trends
Meta Platforms Inc
Technology: Companies
From
CNBC.com News
These are the 2025 CNBC Changemakers: See the full list of women transforming business
February 24, 2025
Tickers
CEO
CEOS
Tags
CNBC Changemakers
Leadership
CEOs
From
CNBC.com News
From Google DeepMind to Skims and Reddit, Paris Hilton to Naomi Watts, Changemakers have a new model for success
February 24, 2025
Tickers
CEO
CEOS
Tags
Gender issues
Leadership
CNBC Changemakers
From
CNBC.com News
CNBC Changemakers: How we chose the 2025 list of women business leaders
February 24, 2025
Tickers
CEO
CEOS
Tags
Leadership
CNBC Changemakers
Diversity & Equality
From
CNBC.com News
Instacart CEO Fidji Simo: 3 lessons on reaching the top of U.S. tech from a French fishing port childhood
February 21, 2025
Tickers
CEO
CEOS
Tags
CNBC Changemakers
Meta Platforms Inc
Leadership
From
CNBC.com News
Volvo to deploy Waabi self-driving gen AI to get more autonomous freight trucks on the road this year
February 04, 2025
Tags
Breaking News: Business
Technology
CNBC Changemakers
From
CNBC.com News
2025 Changemakers: Submit a nomination for CNBC's annual list of women leading in business
September 30, 2024
Tickers
CEOS
Tags
Gender discrimination
Entertainment
Workplace diversity
From
CNBC.com News
With Harris-Walz economic plan, America's family and child-care crisis is in the election
August 18, 2024
Tags
Economy
Elections
US Economy
From
CNBC.com News
Uber, Khosla, Nvidia invest in $200 million funding round for autonomous trucking startup Waabi
June 18, 2024
Tags
CNBC Changemakers
Volvo AB
Breaking News: Business
From
CNBC.com News
How Eli Lilly is managing soaring demand for GLP-1s, according to outgoing CFO Anat Ashkenazi
June 17, 2024
Tags
Novo Nordisk A/S
Business News
Biotechnology
From
CNBC.com News
A 'deeply misguided' political belief is weakening the economy, says Secretary of Commerce Gina Raimondo
April 18, 2024
Tags
US Economy
Economy
Breaking News: Economy
From
CNBC.com News
Caitlin Clark salary criticisms a 'false narrative,' says WNBA commissioner Cathy Engelbert
April 18, 2024
Tickers
CEOS
Tags
Media
Basketball
Breaking News: Business
From
CNBC.com News
Consumer microbiome startup Seed Health is rolling its profits into an AI science moonshot
April 11, 2024
Tags
Biotech and Pharmaceuticals
Life Sciences
Health & Science
From
CNBC.com News
Barclays lands New York Liberty jersey patch deal as WNBA popularity grows
March 27, 2024
Tags
Corporate sponsorship
WNBA Finals
Sports
From
CNBC.com News
Kim Kardashian’s Skims is making bride-to-be Alex Cooper the star of its wedding brand
March 25, 2024
Tags
Advertising
Breaking News: Business
Retail industry
From
CNBC.com News
Weight Watchers CEO just sent an internal memo to employees as stock crashes, amid debt concerns, Oprah exit
March 14, 2024
Tags
Medicine
CNBC Changemakers
Obesity
From
CNBC.com News
How NWSL Commissioner Jessica Berman led the league out of crisis to revive women's soccer
March 11, 2024
Tags
Business
Media
Business News
From
CNBC.com News
The Taylor Swift economy has been measured nationally, globally and at every Eras tour stop. It's also every town in America
March 01, 2024
Tags
Small Business
CNBC Changemakers
Music & Musicians
From
CNBC.com News
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.