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 Ceo
Recent news which mentions Ceo
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
Williams-Sonoma CEO talks mitigating tariff impact: 'We've been busy'
May 22, 2025
Tickers
CEO
Tags
Retail
Business News
Williams/Sonoma Inc
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
Sustainable development
Construction
Green building
From
CNBC.com News
Cybersecurity is in a pivotal moment with AI, says Palo Alto Networks CEO
May 20, 2025
Tickers
CEO
Tags
Investment Strategy
Mad Money
stocks
From
CNBC.com News
GE Vernova CEO says current U.S. demand for electricity is the largest since the end of WWII
April 23, 2025
Tickers
CEO
Tags
Stock Picks
CEO
Business News
From
CNBC.com News
Mike Tyson, Cannabis CEO: The Champ Now Runs Carma HoldCo
April 17, 2025
Tickers
CEO
NEWS
Tags
CEO
MIke Tyson
Benzinga
From
Benzinga
Successful people balance 2 traits better than most, says CEO: If you can’t, you ‘won’t be around very long’
April 14, 2025
Tickers
CEO
Tags
Career advice
Make It / Leadership
CEO
From
CNBC.com News
30-year-old influencer made $4 million in sales by creating a luxury hair oil brand rooted in Indian traditions
April 14, 2025
Tickers
CEO
CEOS
Tags
CEOs
Hair care
Beauty and personal care services
From
CNBC.com News
I've interviewed over 100 millionaires—these 4 habits made them highly successful
April 09, 2025
Tickers
CEO
Tags
Make It / Success
Make It
CEO
From
CNBC.com News
PatientNow Appoints Fintech and SaaS Veteran Keri Gohman as New CEO to Accelerate Growth in Expanding Medical Aesthetics Market
April 07, 2025
Tickers
CEO
Tags
Technology
Medical Aesthetics
Software
From
PRLog
CoreWeave CEO says debt is 'the fuel for this company'
March 28, 2025
Tickers
CEO
IPO
IPOS
Tags
Stock markets
Investment strategy
CoreWeave Inc
From
CNBC.com News
Second Edition of Peernovation: Forged by CEOs. Perfected for Teams Now Available
March 27, 2025
Tickers
CEO
Tags
Psychological Safety
California
Human resources
From
PRLog
Palo Alto Networks CEO describes cybersecurity risk with agentic AI
March 25, 2025
Tickers
CEO
Tags
Stock markets
Investment strategy
Business
From
CNBC.com News
5 years into the remote work boom, the return-to-office push is stronger than ever—here's why
March 23, 2025
Tickers
CEO
Tags
Corporate offices
Careers
Work/life balance
From
CNBC.com News
CEO of ThyssenKrupp's warship division says attainable market could triple as defense spending surges
March 19, 2025
Tickers
CEO
CEOS
Tags
CEO
Defense
CEOs
From
CNBC.com News
Chevron's High Confidence Is Driving It to Wager Over $2 Billion That It Will Close This Needle-Moving Acquisition
March 19, 2025
Tickers
CEO
CVX
HES
HESM
Tags
CVX
CEO
HES
From
Motley Fool
Japan lacks workers to care for the elderly. This company is using AI to help
March 17, 2025
Tickers
CEO
CEOS
Tags
Sompo Holdings Inc
Technology
Population aging
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
CEO
Leadership
Alibaba Group Holding Ltd
From
CNBC.com News
Companies should resist political pressures and stick to ESG, DEI commitments: Incoming DBS CEO
March 12, 2025
Tickers
CEO
CEOS
Tags
ESG and Green Business
CEO
CEOs
From
CNBC.com News
This Japanese AI unicorn has big plans to use deep learning to fix 'real-world' problems
March 06, 2025
Tickers
CEO
CEOS
Tags
NVIDIA Corp
CEOs
Asia News
From
CNBC.com News
CrowdStrike CEO describes the escalating threat of foreign hackers
March 05, 2025
Tickers
CEO
Tags
Stock markets
Business
Investment strategy
From
CNBC.com News
Indeed CEO: My grandpa gave me this great piece of career advice—'doesn't matter if you're an astronaut or sweeping the floor'
February 27, 2025
Tickers
CEO
Tags
Labor economy
Career advice
Make It / Leadership
From
CNBC.com News
Robinhood CEO talks SEC lawsuit dismissal: 'It's nice to not have to play as much defense'
February 25, 2025
Tickers
CEO
Tags
Coinbase Global Inc
Stock markets
Business
From
CNBC.com News
Celsius CEO talks new acquisition and rise of sugar-free energy drinks
February 24, 2025
Tickers
CEO
Tags
CEO
Stock Picks
Business News
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
Leadership
Breaking News: Business
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
Diversity & Equality
Workplace diversity
Gender ratio
From
CNBC.com News
CNBC Changemakers: How we chose the 2025 list of women business leaders
February 24, 2025
Tickers
CEO
CEOS
Tags
Diversity & Equality
Gender ratio
Workplace diversity
From
CNBC.com News
Parents with these 2 toxic habits raise kids who are bad with money, says investment firm CEO
February 23, 2025
Tickers
CEO
Tags
Make It / Success
Make It / Raising Successful Kids
CEO
From
CNBC.com News
EQT CEO says natural gas will 'take the lion's share' of AI power demand
February 21, 2025
Tickers
CEO
Tags
Business
Investment strategy
Stock markets
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
CEOs
CEO
Instacart (Maplebear Inc)
From
CNBC.com News
CEO of $61 billion company: ‘All of my success’ stems from this 1 counterintuitive piece of advice
February 21, 2025
Tickers
CEO
Tags
Make It
CEO
Career coaching
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
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.