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 Charts
Recent news which mentions Charts
< Previous
1
2
3
4
5
Next >
Momentum Monday – Hello Volatility?
August 05, 2025
Tickers
AI
NEWS
TECH
Tags
Perspectives
Markets
Market News
From
Phil's Stock World
Momentum Monday – You Do Not Have To Like The Bull Market To Ride It
July 21, 2025
Tickers
NEWS
TECH
Tags
tech
Market News
charts
From
Phil's Stock World
Third Waves Are the Ones You Want to Catch
July 03, 2025
Tags
charts
Markets
From
Phil's Stock World
Investors Bought the Dip
June 01, 2025
Tickers
NEWS
Tags
Markets
News
charts
From
Phil's Stock World
This is how tops form
May 27, 2025
Tickers
NEWS
Tags
Markets
Perspectives
Hot Items
From
Phil's Stock World
Fallen Angels
October 05, 2024
Tickers
NEWS
Tags
Charts
Perspectives
Markets
From
Phil's Stock World
Momentum Monday – Does The Bleeding Turn Into A Code Red?
September 09, 2024
Tickers
NEWS
TECH
Tags
tech
Market News
Perspectives
From
Phil's Stock World
Oliver Sean's "Mama Taught Me (Dance Mix)" Featuring DJ Xquizit Hits #1 in Multiple Countries Within 24 Hours of Release
August 31, 2024
Tickers
EDM
FARO
Tags
Mama Taught Me
Woa International
Lifestyle
From
PRLog
Dow Hits Record High But Nasdaq Dumps As Oil & Gold Jumps
August 26, 2024
Tickers
NEWS
Tags
News
Markets
zerohedge
From
Phil's Stock World
Chart of the Day
July 12, 2024
Tickers
NEWS
Tags
Hot Items
News
Markets
From
Phil's Stock World
Inflation is Cooling
May 21, 2024
Tickers
NEWS
Tags
Markets
News
Perspectives
From
Phil's Stock World
Momentum Monday – Make New Watchlists As Leaders Evolve and Change
May 13, 2024
Tickers
NEWS
Tags
Perspectives
Charts
News
From
Phil's Stock World
Momentum Monday – Apple Helps The Markets Bounce
May 06, 2024
Tickers
NEWS
Tags
News
Markets
Perspectives
From
Phil's Stock World
PSW’s Wednesday Webinar: Earnings Season Update ~ 4/24/24
April 25, 2024
Tickers
NEWS
Tags
Markets
News
Charts
From
Phil's Stock World
Omens For The Nasdaq As Technical Signal Proliferates
April 17, 2024
Tickers
NEWS
Tags
News
Markets
zerohedge
From
Phil's Stock World
Animal Spirits: The Never-Ending Travel Boom
April 03, 2024
Tickers
NEWS
Tags
Markets
News
Perspectives
From
Phil's Stock World
Reddit’s IPO, DJT Surge, Micron’s AI Game Plan, Untapped Opportunities, and More
March 28, 2024
Tickers
NEWS
TECH
Tags
Energy
tech
Charts
From
Phil's Stock World
Intel vs Nvidia Tweet
March 22, 2024
Tickers
AI
TECH
Tags
AI
tech
Perspectives
From
Phil's Stock World
GDP, Oil, and Loans – Oh My!
March 03, 2024
Tickers
NEWS
Tags
News
webinar
Energy
From
Phil's Stock World
Animal Spirits: New All-Time Highs
January 28, 2024
Tickers
NEWS
Tags
Hot Items
Markets
News
From
Phil's Stock World
A Sentimental View of the Stock Market
January 23, 2024
Tickers
NEWS
Tags
Perspectives
Charts
News
From
Phil's Stock World
‘Goldilocks’ Gored By Growth Gains; Bitcoin Bounces As Rate-Cut Hopes Hammered
January 04, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
News
Markets
bitcoin
From
Phil's Stock World
Did Santa Claus Come Early This Year?
December 01, 2023
Tags
Hot Items
News
Markets
From
Phil's Stock World
Howard Lindzon’s Trends with Friends EP. 39
November 26, 2023
Tags
Charts
Perspectives
Markets
From
Phil's Stock World
All Hell Breaks Loose in AI
November 22, 2023
Tickers
AI
Tags
AI
News
Markets
From
Phil's Stock World
Momentum Monday – The Markets Have World War 3 On Their Mind
October 30, 2023
Tags
Markets
News
Charts
From
Phil's Stock World
The Real Story Is Real Yields
September 13, 2023
Tags
zerohedge
Charts
Markets
From
Phil's Stock World
Is the US banking crisis over?
September 05, 2023
Tags
Charts
Perspectives
Markets
From
Phil's Stock World
The Great and Awful Thing About These Interest Rates
August 28, 2023
Tags
News
Markets
Perspectives
From
Phil's Stock World
Stocks Plunge, Nvidia Closes Barely Green As Markets Sell The News Ahead Of J-Hole
August 24, 2023
Tags
Charts
zerohedge
News
From
Phil's Stock World
< Previous
1
2
3
4
5
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.