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 CRUZ
Recent news which mentions CRUZ
Sonder Secures New Funding, Amends Marriott Agreement
August 08, 2025
Tickers
ABNB
AWAY
CRUZ
MAR
Tags
Financing
MAR
CRUZ
From
Benzinga
Why Delta's Premium Passengers Are Driving Its Next Leg Up
July 11, 2025
Tickers
AXP
CRUZ
DAL
JETS
Tags
Price Target
why it's moving
Benzinga
From
Benzinga
BofA Slashes Delta Air Lines Estimates For 2025 And Beyond Amid Capacity, Revenue Challenges
April 10, 2025
Tickers
CRUZ
DAL
JETS
Tags
JETS
Briefs
CRUZ
From
Benzinga
Carnival Corporation Faces Share Price Dip After Announcing New Vessel Orders
April 07, 2025
Tickers
CCL
CRUZ
NEWS
PEJ
Tags
CCL
CRUZ
Cruise Companies
From
Benzinga
Norwegian Cruise Line to Charter Four Ships Starting 2026, Expands Global Partnerships
April 07, 2025
Tickers
CCL
CRUZ
NCLH
NEWS
Tags
Benzinga
why it's moving
NCLH
From
Benzinga
H World Posts Q4 Revenue Beat, Projects 6% Revenue Growth For 2025
March 20, 2025
Tickers
CRUZ
HTHT
NEWS
PGJ
Tags
Benzinga
PGJ
Large Cap
From
Benzinga
BoFA Expects DeltaTo Maintain 10% EPS Growth in 2025, Sees Strong Q4 Result
January 06, 2025
Tickers
CRUZ
DAL
JETS
Tags
Market News
Equities
AI Generated
From
Benzinga
After Carnival's Q4 Performance, Analysts See Smooth Sailing
December 23, 2024
Tickers
BEDZ
CCL
CRUZ
NEWS
Tags
Stories That Matter
Large Cap
Price Target
From
Benzinga
Goldman Sachs Sees Delta's Long-Term Growth On Track: EPS To Hit $9.50 By FY26
November 21, 2024
Tickers
CRUZ
DAL
JETS
NEWS
Tags
News
Briefs
JETS
From
Benzinga
Royal Caribbean's Q3 EPS Beats, But Goldman Sachs Cautions On Rising Q4 Costs And EPS Impact
October 29, 2024
Tickers
CRUZ
NEWS
PEJ
RCL
Tags
News
PEJ
Trading Ideas
From
Benzinga
This or That: ETF Themes Edition
September 12, 2024
Tickers
ARKK
BNGE
CRUZ
GGME
Tags
BNGE
IPAV
Defiance
From
ETF Trends
Why Is Carnival Corporation Stock Gaining Today?
August 27, 2024
Tickers
CCL
CRUZ
CUK
NBCC
Tags
CUK
News
NBCC
From
Benzinga
Royal Caribbean Orders Another Icon Class Ship: Details
August 27, 2024
Tickers
BEDZ
CRUZ
NEWS
RCL
Tags
Briefs
CRUZ
News
From
Benzinga
Delta Bleeds Money After Tech Disaster, Pursues Legal Claims Against CrowdStrike And Microsoft
August 09, 2024
Tickers
CRUZ
CRWD
DAL
JETS
Tags
News
AI Generated
JETS
From
Benzinga
Stranded And Outraged: Delta Passengers File Class Action Lawsuit Over Meager Refunds
August 08, 2024
Tickers
CRUZ
CRWD
DAL
JETS
Tags
MSFT
JETS
Briefs
From
Benzinga
The Top 3 Cruise Stocks to Buy Now: Summer 2024
July 31, 2024
Tickers
CCL
CRUZ
DAL
HLT
Tags
JPM
RCL
NYSE:RCL,NYSE:CCL,NYSE:NCLH,NYSEARCA:CRUZ,NYSE:HLT,NASDAQ:MAR,NYSE:DAL,NYSE:LUV,NYSE:JPM
From
InvestorPlace
Ryanair Shares Plummet on Q1 Miss: Traffic Up, Fares Down & More
July 22, 2024
Tickers
BA
CRUZ
EIRL
NEWS
Tags
RYAAY
News
AI Generated
From
Benzinga
What's Going On With Delta Air Shares After Pausing Global Flight Schedule?
July 19, 2024
Tickers
CRUZ
DAL
JETS
NEWS
Tags
DAL
Market News
Equities
From
Benzinga
Travel ETFs: Riding the Wave of Consumer Demand
July 18, 2024
Tickers
ALPS
AWAY
BEDZ
CRUZ
Tags
AWAY
travel
JETS
From
ETF Trends
Ryanair Records Solid Traffic Numbers In June: Details
July 02, 2024
Tickers
BA
CRUZ
EIRL
NEWS
Tags
RYAAY
News
EIRL
From
Benzinga
Members of Congress Buy and Sell Stocks. These ETFs Let You Invest Like Democrats or Republicans.
July 02, 2024
Tickers
AAPL
AMZN
ANET
CRUZ
Tags
NVDA
UTHR
GOOG
From
Motley Fool
Airbnb, Norwegian Cruise See Analyst Upgrades: Are Travel And Leisure Stocks The New Value Heaven?
May 28, 2024
Tickers
ABNB
ALK
BEDZ
BYD
Tags
Global
Upgrades
BYD
From
Benzinga
Stock Market Crash Alert: 3 Must-Buy Cruise Stocks When Prices Plunge
April 29, 2024
Tickers
CCL
CRUZ
LIND
RCL
Tags
RCL
CRUZ
CCL
From
InvestorPlace
The Top 3 Cruise Stocks to Buy in April 2024
April 23, 2024
Tickers
CCL
CRUZ
NCLH
RCL
Tags
Stocks to Buy
Market News
NCLH
From
InvestorPlace
The 3 Best Cruise Stocks to Buy in April 2024
April 04, 2024
Tickers
CCL
CRUZ
CUK
DAL
Tags
CUK
HLT
UAL
From
InvestorPlace
Can Carnival Stock Cruise Higher After Q1 Earnings?
March 25, 2024
Tickers
BA
CCL
CRUZ
LUV
Tags
ETFs
Equities
Market News
From
Benzinga
TripAdvisor Attracts Apollo Global's Interest for Possible Buyout
March 06, 2024
Tickers
APO
AWAY
BLK
CRUZ
Tags
AWAY
News
LTRPA
From
Benzinga
Check Out JRNY as Airline Stocks Take Flight
January 25, 2024
Tickers
CRUZ
JRNY
Tags
CRUZ
SS&C ALPS Advisors
ETF Building Blocks Channel
From
ETF Trends
The Carnival Is Not Over: A Remarkable Bounceback For Cruise Industry After Punishing 2 Years
December 19, 2023
Tickers
CCL
CRUZ
NCLH
RCL
Tags
Benzinga
RCL
Stories That Matter
From
Benzinga
VettaFi Voices On: The 2023 Holiday Retail Season
December 01, 2023
Tickers
BATT
CARZ
CRUZ
EBIZ
Tags
XRT
KLXY
ONLN
From
ETF Trends
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.