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 >
China's Anti-corruption Sweep Hits DouYu As CEO Chen Shaojie Mysteriously Vanishes
December 09, 2023
Tickers
AMZN
CEO
DOYU
IDCBF
Tags
Anti/Corruption
Markets
DOYU
From
Benzinga
Amazon CEO explains how company carries out same-day delivery
December 06, 2023
Tickers
CEO
Tags
Investing
Business News
Markets
From
CNBC.com News
Signet Jewelers CEO says the 'engagement trough' triggered by Covid has passed, marriage proposals are coming back
December 05, 2023
Tickers
CEO
Tags
Investment strategy
Business
CEO
From
CNBC.com News
Robinhood CEO defends payment for order flow, says practice is 'here to stay'
December 01, 2023
Tickers
CEO
CEOS
Tags
CEO
Robinhood Markets Inc
Breaking News: Technology
From
CNBC.com News
China Is 'Throwing Gas On Raging Crypto Bull Market,' Former BitMEX CEO Says
November 29, 2023
Tickers
BTC
CEO
Tags
BTC
Markets
Crypto
From
Benzinga
Cannabis Industry's New Mavericks: Two Companies Introduce Fresh Leadership
November 29, 2023
Tickers
AEIS
CEO
EAST
QBAK
Tags
Entrepreneurship
General
FirePower Technology
From
Benzinga
Binance Enters New Era As CEO Richard Teng Prioritizes Transparency, Compliance
November 27, 2023
Tickers
CEO
TENG
Tags
Zhao
regulatory
News
From
Benzinga
HP CEO says AI capabilities will 'double the growth of the PC category'
November 21, 2023
Tickers
CEO
Tags
Business
CEO
Investment strategy
From
CNBC.com News
Satya Nadella's Move To Hire Sam Altman Wins Universal Praise And Some 'Revenge Of Clippy' Humor
November 20, 2023
Tickers
BOX
CEO
MSFT
TECH
Tags
Benzinga
Microsoft
Tech
From
Benzinga
Ex-IBM CEO: Here's the No. 1 thing my mom did to raise four highly successful executives
November 18, 2023
Tickers
CEO
Tags
Leadership
Career advice
Make It
From
CNBC.com News
This common trait is a red flag of a toxic boss, says ex-IBM CEO: 'I used to think it was a great skill'
November 16, 2023
Tickers
CEO
Tags
Mental health
Make It / Success
Career coaching
From
CNBC.com News
Palo Alto Networks CEO says demand remains high despite quarterly weakness in billings
November 15, 2023
Tickers
CEO
Tags
Business
CEO
Investment strategy
From
CNBC.com News
Target CEO says he's pleased with the progress that's been made against retail theft
November 15, 2023
Tickers
CEO
Tags
Target Corp
Investment strategy
Business
From
CNBC.com News
Barbara Corcoran almost rejected her best hire because she was introverted: I had ‘no intention of calling her’
November 12, 2023
Tickers
CEO
Tags
Make It / Power Players
Leadership
Workplace culture
From
CNBC.com News
How Urban Outfitters’ Nuuly is outsmarting Rent the Runway
November 09, 2023
Tickers
CEO
Tags
Apparel Retail
Urban Outfitters Inc
US: News
From
CNBC.com News
'We need everything': CEO on why natural gas infrastructure needs to be ready for clean hydrogen
November 09, 2023
Tickers
CEO
Tags
Snam SpA
Oil and Gas
Renewable Energy
From
CNBC.com News
Carvana CEO says it's hard to predict when used car prices will come down
November 06, 2023
Tickers
CEO
Tags
Investing
Mad Money
Carvana Co
From
CNBC.com News
Pursuit Of Perfection: Amplitude CEO Turns Startup Into Software Giant With $1.4B Valutaion
November 06, 2023
Tickers
AMPL
CEO
Tags
AMPL
News
Top Stories
From
Benzinga
The 'biggest threat to global order since the 1930s' is underway and every CEO is talking about it
November 02, 2023
Tickers
CEO
CEOS
WAR
Tags
War
World economy
Leadership
From
CNBC.com News
'We are really keen to join forces with Seagen': Pfizer CEO on plans to acquire cancer drugmaker
October 31, 2023
Tickers
CEO
Tags
Investing
Markets
Business News
From
CNBC.com News
Cannabis Lender Taps Industry Veteran As CEO To Gain In-House Operating Expertise
October 30, 2023
Tickers
AAWH
AFCG
CEO
Tags
Cannabis
executives
CEO
From
Benzinga
Webinar Announcement: Bridge the Trust Gap between CEOs and Marketers
October 26, 2023
Tickers
CEO
Tags
Technology
Financial Reporting
United States
From
PRLog
Mattel CEO says opportunity lies beyond the toy aisle: 'We are here to build film franchises'
October 25, 2023
Tickers
CEO
Tags
Investing
Markets
Business News
From
CNBC.com News
From Bill Gates to the pope, talk of carbon capture and its efficacy is dividing society
October 25, 2023
Tickers
CEO
Tags
Oil and Gas
Renewable Energy
Alternative and sustainable energy
From
CNBC.com News
Marijuana Veteran Gary Santo To Lead Denver Maker Of Cannabis Cultivation Inputs And Services
October 17, 2023
Tickers
CCHWF
CEO
TILT
TLLTF
Tags
Movers & Shakers
marijuana industry
Wes Matelich
From
Benzinga
Meet Chicago 40 Under 40, M1 Finance CEO Brian Barnes At Benzinga's Fintech Deal Day Event
October 13, 2023
Tickers
CEO
TECH
Tags
Top Stories
News
Market News
From
Benzinga
CarMax CEO says it's 'a little early' to see how the UAW strikes will impact business
October 10, 2023
Tickers
CEO
Tags
stocks
Stock markets
Investment Strategy
From
CNBC.com News
How Ozempic and Wegovy turned Novo Nordisk into a $400 billion company
October 10, 2023
Tickers
CEO
Tags
Biotech and Pharmaceuticals
Diabetes
Consumer Finance
From
CNBC.com News
The biggest mistake most bosses make when trying to be honest with workers, according to a former Google executive
October 07, 2023
Tickers
CEO
CEOS
Tags
Employment
CEO
Career advice
From
CNBC.com News
This tactic helped a CEO sell his business for $1 million at age 21—here’s how to do it
October 05, 2023
Tickers
CEO
Tags
Entrepreneurs
Make It / Leadership
Leadership
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.