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 Coin
Recent news which mentions Coin
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
1 Top Cryptocurrency That Can Overtake Ethereum by 2028, According to Standard Chartered Analyst Geoff Kendrick
August 19, 2025
Tickers
ADA
BTC
COIN
ETH
Tags
ETH
BTC
SCBF/Y
From
Motley Fool
OpenServ CEO Says Social Analytics Will Stand Beside Price And Volume As Core Market Data For Traders
August 18, 2025
Tickers
BTC
COIN
NEWS
TECH
Tags
Tech
Benzinga
Exclusives
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
August 18, 2025
Tickers
COF
COIN
DAVE
FLG
Tags
DAVE
WFC
HOOD
From
Benzinga
Strategy's Bitcoin Stash Hits 629,376 BTC—More Than Tesla, Coinbase, Marathon Digital Combined
August 18, 2025
Tickers
BITCOMP
COIN
MARA
MSTR
Tags
COIN
Benzinga
TSLA
From
Benzinga
Weekend Crypto Review
August 17, 2025
Tickers
BITCOMP
COIN
CRCL
MSTR
Tags
Cryptocurrencies
COIN
Stocks / Equities
From
TalkMarkets
If You'd Invested $1,000 in SHIB 5 Years Ago, Here's How Much You'd Have Today
August 17, 2025
Tickers
BTC
COIN
ETH
XRP
Tags
^GSPC
ETH
BTC
From
Motley Fool
Winklevoss Twins' Gemini Heads To Nasdaq Amid $282 Million Loss, Joining Crypto's Public Market Surge
August 16, 2025
Tickers
BLSH
C
COIN
CRCL
Tags
GS
Market News
CRCL
From
Benzinga
Where Will XRP Be in 3 Years?
August 16, 2025
Tickers
COIN
CRCL
ETH
JPM
Tags
RLUSD
Market News
CRCL
From
Motley Fool
Applied Materials To Rally Around 17%? Here Are 10 Top Analyst Forecasts For Friday
August 15, 2025
Tickers
AAP
AIT
AMAT
CLBT
Tags
COIN
VTR
analysts forecasts
From
Benzinga
Coinbase Completes Deribit Acquisition, Expands Global Crypto Derivatives Reach
August 15, 2025
Tickers
COIN
CRPT
NEWS
TECH
Tags
General
Top Stories
News
From
Benzinga
Deep Dive Into Coinbase Global Stock: Analyst Perspectives (25 Ratings)
August 15, 2025
Tickers
COIN
Tags
BZI/AAR
COIN
Analyst Ratings
From
Benzinga
Citi's Crypto Custody Gambit Puts Blockchain ETFs In The Spotlight
August 15, 2025
Tickers
ARKF
BITQ
BKCH
BLOK
Tags
Benzinga
ARKF
FINX
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
August 14, 2025
Tickers
AFRM
C
COIN
FIS
Tags
SUPV
Market News
Options
From
Benzinga
Cathie Wood's Top 10 Stock Picks: Unpacking Ark Funds Innovation Picks For The Next Decade
August 14, 2025
Tickers
ACHR
AI
AMD
ARKF
Tags
Trading Ideas
KTOS
ARKK
From
Benzinga
Producer Inflation Shocks Markets–These 10 Stocks Took The Biggest Hit
August 14, 2025
Tickers
ANET
APP
ARM
COIN
Tags
ANET
COIN
News
From
Benzinga
Is XRP a Buy While It's Below $5?
August 14, 2025
Tickers
BTC
CHYM
COIN
CRCL
Tags
Market News
CRCL
XRP
From
Motley Fool
Coinbase Integration Helped This Crypto Token Pop Over 80% In A Week: Find Out More
August 14, 2025
Tickers
AERO
COIN
MSTR
NEWS
Tags
Movers
Market News
DEX Trading
From
Benzinga
Tokenization Market Could Grow To $2 Trillion In 5 Years, Expert Says
August 13, 2025
Tickers
BAC
BLK
COIN
JPM
Tags
JPM
Benzinga
COIN
From
Benzinga
CRCL Stock Drops 6% After Hours Even As Circle CEO Doubles Down On 'Big-Tent' Crypto Strategy, Backs Coinbase-Shopify Deal
August 12, 2025
Tickers
COIN
CRCL
NEWS
SHOP
Tags
Market News
Cryptocurrency
Benzinga
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 12, 2025
Tickers
COIN
FUTU
GLXY
HOOD
Tags
XYZ
Options
Market News
From
Benzinga
UK Protests Grow Over Weak Migration Policies, Rising Fiscal Burden
August 12, 2025
Tickers
COIN
Tags
Market News
Global
contributors
From
Benzinga
Telegram-Affiliated Toncoin Gets Coinbase Ventures' Backing
August 11, 2025
Tickers
COIN
NEWS
VERB
Tags
Cryptocurrency
News
$TON
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 11, 2025
Tickers
AFRM
BAC
BULL
CMA
Tags
Benzinga
AFRM
HOOD
From
Benzinga
Coinbase Global Unusual Options Activity For August 11
August 11, 2025
Tickers
COIN
Tags
BZI/UOA
Options
Market News
From
Benzinga
The SEC Wants to Supercharge Super-Apps. Here's What Investors Need to Know
August 11, 2025
Tickers
COIN
HOOD
UNI
Tags
COIN
Recent Press Releases
UNI
From
Motley Fool
Prediction: Stablecoins Are About to Soar. Here's Why.
August 10, 2025
Tickers
ADDYY
BTC
COIN
CRCL
Tags
USDC
V
CRCL
From
Motley Fool
Wall Street's Top 10 Stock Calls This Week - Saturday, Aug. 9
August 09, 2025
Tickers
AKAM
CART
CAT
COIN
Tags
LYFT
CART
TTD
From
TalkMarkets
Coinbase's DEX Trading Rollout: Hidden Gem Tokens, Instant Listings, Zero Network Fees
August 08, 2025
Tickers
AERO
COIN
NEWS
Tags
$AERO
Market News
Cryptocurrency
From
Benzinga
Stock Market Today: S&P 500, Nasdaq 100 Futures Rise As Trump Appoints New Fed Governor—Beauty Health, RealReal, Twilio In Focus On Q2 Earnings
August 08, 2025
Tickers
AAPL
AXL
COIN
COP
Tags
AXL
AAPL
SPY
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 07, 2025
Tickers
COIN
HOOD
JPM
MA
Tags
RKT
MA
OSCR
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
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.