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 California
Recent news which mentions California
< Previous
1
2
...
26
27
28
29
30
31
32
33
Next >
Aidaptive releases second "CRO Anthem" music video to assist eCommerce leaders in getting ready for Black Friday
August 15, 2023
Tickers
DTC
Tags
Cyber Monday
Shopping
Direct To Consumer
From
PRLog
GM Cruise's Robotaxi Parade Pauses Traffic In California Just A Day After Getting 24/7 Permit
August 15, 2023
Tickers
EVS
GM
GOOG
GOOGL
Tags
GOOGL
Waymo
self/driving cars
From
Benzinga
Francis Hamit Uses Kickstarter To Promote His New Novel STARMEN
August 12, 2023
Tags
Historical
United States
Romance
From
PRLog
Pettit Kohn Successfully Defends $10 Million Claim by Regents Against UC Doctor Who Nets $39 Million in Consolidated Whistleblower Trial
August 10, 2023
Tags
Pettit Kohn
United States
Business
From
PRLog
Revolutionizing Fashion: ALLTRUEIST Launches Industry-First Vegan Collection – Discover Now!
August 10, 2023
Tags
Fashion
Vegan Shoes
Shoes
From
PRLog
Fresh Out The Hood Jungle Gabrielle Ent Presents :
August 10, 2023
Tickers
RAP
Tags
Urban
Lansing
Los Angeles
From
PRLog
World Premiere of Short Film "Us & In Between" in Oscar Qualifying Competition at HollyShorts 2023
August 08, 2023
Tags
Hollyshorts
Hollywood
Movies
From
PRLog
Yida Gao and Shima Capital Host Peers at Major Web3 Event in Paris
August 04, 2023
Tags
Web3
Yida Gao
United States
From
PRLog
Brian Armstrong Defies SEC, Vows To Stay In US: 'There Is No Break-Glass Plan'
August 04, 2023
Tickers
COIN
Tags
COIN
Markets
crypto regulation
From
Benzinga
Stout Industrial Technology Appoints New Leadership
August 03, 2023
Tags
Farming
#artificialintelligence
Leadership
From
PRLog
Studio Supreme Films' Bilingual Short Film "The Black Box" Captivates Global Film Festival Circuit
August 02, 2023
Tags
Entertainment
Francesco Fioretto
California
From
PRLog
Hydromer Inc. (HYDI) Shareholders Demand Shareholders Meeting
August 01, 2023
Tickers
HYDI
Tags
United States
Newport
Investment
From
PRLog
Military Wife Teaches Others How To Become Successful Entrepreneurs
August 01, 2023
Tickers
ETSY
Tags
Home business
Coach
San Diego
From
PRLog
Spy Novelist Nominated For Three "Best Screenplay" Awards
August 01, 2023
Tags
Content Film Festival and Media Summit
Ruby Rock Films
Wonderfilm Media Corporation
From
PRLog
Aidaptive launches the first-ever "CRO Anthem" Collection
August 01, 2023
Tickers
DTC
Tags
Dtc
Technology
Conversion Rate Optimization
From
PRLog
Writer for Paramount, Disney, & ABC pens witty coming-of-age YA Novel about a teen girl trying to find her place in the world
July 31, 2023
Tags
United States
San Diego
California
From
PRLog
Stirring The Pot In California
July 28, 2023
Tickers
IRS
Tags
retail cannabis
Markets
California
From
Benzinga
Independent Financial Management & founder James R. Wigen Announce Name Change from Wigen Financial Services to Independent Financial Management
July 27, 2023
Tickers
IFM
Tags
Orange County
Financial
James R/ Wigen
From
PRLog
OmegaBrand Launches High-Performance LabelJet Ribbons for Zebra 2-Inch Printers
July 27, 2023
Tags
zebra Ribbons
Toronto
Ontario
From
PRLog
Perry Lieber Elevates Real Estate Luxury in Montecito, California
July 27, 2023
Tags
Construction
Perry Lieber
Property
From
PRLog
Tesla And 'The Boy Who Cried FSD' Reportedly Under Investigation By California Attorney General
July 26, 2023
Tickers
TSLA
Tags
Large Cap
Government
Greg Wester
From
Benzinga
AfterGlow Chorus to Perform Special Commemorative Concert Honoring Emanuel Nine
July 26, 2023
Tags
Live Performance
Emanuel Nine
Concert
From
PRLog
Catedral Mezcal Triumphs at 2023 LA Spirit Awards, Winning Platinum Award and Best in Class Mezcal
July 25, 2023
Tickers
FOOD
Tags
Spirits
Food
Restaurants
From
PRLog
The New Real Estate "Just Looking" Program Is A Big Hit With Palos Verdes/Southbay Residents!
July 25, 2023
Tags
California
Timbrauerealtor
Palosverdeshomesearch
From
PRLog
Yida Gao and Shima Capital Invest in Web3 Gaming Project Pixion Games
July 25, 2023
Tags
Web3
Yida Gao
United States
From
PRLog
Zion AI Announces a Decentralized Artificial Intelligence Computing Framework
July 25, 2023
Tags
Culture
Technology
Chat GPT
From
PRLog
If You Earn Over $100,000 Per Year In Parts Of California, You're Considered 'Low Income,' According To The State
July 25, 2023
Tags
General
News
California
From
Benzinga
Chino Hills Real Estate Agent Promotes Homes To MORE Buyers For MORE Money
July 24, 2023
Tags
United States
Real Estate
Chino Hills
From
PRLog
Youth Voices Rising's "Pack to the Future" Backpack Drive Returns July 29 in Los Angeles
July 24, 2023
Tags
Education
Los Angeles
Non/profit
From
PRLog
Bill McCaig Joins STS Capital Partners
July 21, 2023
Tickers
MA
Tags
Deals
M A
Banking
From
PRLog
< Previous
1
2
...
26
27
28
29
30
31
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.