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 >
10 Financials Stocks Whale Activity In Today's Session
July 22, 2025
Tickers
AFRM
BULL
COF
COIN
Tags
DFDV
COIN
HLNE
From
Benzinga
Jamie Dimon Once Called Bitcoin A 'Fraud'—Now JPMorgan Might Lend Against It
July 22, 2025
Tickers
BITCOMP
COIN
JPM
MS
Tags
JPM
bitcoin
Benzinga
From
Benzinga
Nvidia, Tesla And Few Of Jim Cramer's 'PARC' Stocks Are 'Red Flag' For Market, JPMorgan Warns: What's The Smarter Trade Instead?
July 22, 2025
Tickers
ALLE
APP
CBOE
CME
Tags
KO
Benzinga
CBOE
From
Benzinga
Chamath Palihapitiya 'Excited' About Coinbase's Upcoming Crypto Credit Card That Promises Bitcoin Rewards
July 22, 2025
Tickers
AXP
BITCOMP
COIN
USD-BITSTAMP
Tags
Cryptocurrency
AXP
bitcoin
From
Benzinga
Jamie Dimon Trying To Undermine Trump's Plans To Make US Crypto Capital Of The World, Says Tyler Winklevoss
July 22, 2025
Tickers
COIN
JPM
Tags
Fintech
COIN
Market News
From
Benzinga
Peter Thiel Effect? Cathie Wood Pours $175 Million Into Bitmine Immersion Stock As Founders Fund Backing, Ethereum Spike Fuels Buzz
July 21, 2025
Tickers
ABNB
AMD
ARKF
ARKK
Tags
XYZ
Market News
Equities
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
July 21, 2025
Tickers
BAC
BULL
CIA
COIN
Tags
GLXY
HOOD
TFC
From
Benzinga
Looking Into Coinbase Global's Recent Short Interest
July 21, 2025
Tickers
COIN
Tags
Market News
BZI/SHORTHIST
Benzinga
From
Benzinga
P/E Ratio Insights for Coinbase Global
July 21, 2025
Tickers
COIN
NEWS
Tags
Markets
Benzinga
BZI/PE
From
Benzinga
NYU Professor Warns Companies Against Moving Cash Into Bitcoin — Unless You're Strategy, PayPal, Or A Meme Stock: 'This Is A Bad Idea'
July 20, 2025
Tickers
AMC
BITCOMP
COIN
GME
Tags
MSTR
AMC
Jim Chanos
From
Benzinga
Wall Street's Top 10 Stock Calls This Week - Sunday, July 20
July 20, 2025
Tickers
ARM
CMG
COIN
CRWV
Tags
CRWV
SBUX
COIN
From
TalkMarkets
3 Cryptocurrencies That Could Soar in the Second Half of 2025
July 19, 2025
Tickers
BTC
COIN
ETH
MSTR
Tags
WMT
MSTR
Market News
From
Motley Fool
Looking For Downside Confirmation
July 18, 2025
Tickers
BA
COIN
DIA
EWY
Tags
XLC
Market News
SPX
From
TalkMarkets
Coinbase And Robinhood Shares Surge As US Passes Historic Crypto-Friendly Act
July 18, 2025
Tickers
COIN
HOOD
Tags
Financial
HOOD
COIN
From
TalkMarkets
If You Invested $1,000 In Ethereum At Launch, Here's How Much You'd Have Today
July 18, 2025
Tickers
COIN
Tags
Market News
Cryptocurrency
$ETH
From
Benzinga
Coinbase Stock Soars To All-Time High On Landmark Crypto Legislation
July 18, 2025
Tickers
COIN
NEWS
Tags
COIN
Market News
Benzinga
From
Benzinga
Another $1.1 Billion: Is This Bitcoin, Ethereum ETF Buying Spree Sustainable?
July 18, 2025
Tickers
BITCOMP
COIN
ETHA
NEWS
Tags
Cryptocurrency
News
Top Stories
From
Benzinga
Ripple CEO Hails GENIUS Act As 'Transformational Legislation,' Compares It To Dodd-Frank Act: 'This Moment Is A Historic One'
July 18, 2025
Tickers
COIN
HOOD
XRP
Tags
COIN
$XRP
Benzinga
From
Benzinga
US House Passes Crucial Crypto Bills — From SEC Chair Paul Atkins To Coinbase CEO Brian Armstrong, Here's How Everyone Reacted
July 17, 2025
Tickers
BTC
COIN
CRL
HOOD
Tags
$USDT
Market News
Cryptocurrency
From
Benzinga
$344M And Counting: What Is Ripple Co-Founder Chris Larsen Planning With His XRP Transfers?
July 17, 2025
Tickers
COIN
NEWS
Tags
News
Top Stories
Cryptocurrency
From
Benzinga
Coinbase Global Stock Hit A New 52-Week High Today: What's Going On?
July 17, 2025
Tickers
COIN
NEWS
Tags
COIN
why it's moving
Benzinga
From
Benzinga
These Were the 2 Best-Performing Stocks in the S&P 500 in June 2025
July 17, 2025
Tickers
COIN
ORCL
Tags
COIN
Recent Press Releases
Market News
From
Motley Fool
Cathie Wood's Ethereum Double-Down: Ark Bets $7.9 Million On ETH-Staking ETF Buy While Selling Coinbase At Highs
July 16, 2025
Tickers
ARKF
ARKG
ARKK
ARKW
Tags
TEM
NVDA
News
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
July 16, 2025
Tickers
BN
COIN
GLXY
HOOD
Tags
BN
SOFI
MS
From
Benzinga
Why Coinbase Global Stock Hit A New 52-Week High Today
July 16, 2025
Tickers
COIN
NEWS
Tags
why it's moving
Benzinga
COIN
From
Benzinga
$100M In PAC Funding, But Still No Crypto Laws — What Coinbase Wants Washington To Know
July 16, 2025
Tickers
COIN
NEWS
Tags
News
Cryptocurrency
Benzinga
From
Benzinga
Should You Buy Dogecoin While It's Under $1?
July 16, 2025
Tickers
BTC
COIN
TSLA
XRP
Tags
Recent Press Releases
TSLA
BNB
From
Motley Fool
Cathie Wood Doubles Down On Tesla Despite Leadership Exodus, Dumps $22 Million Of Crypto Stocks Amid Bitcoin Buzz
July 15, 2025
Tickers
ARKB
ARKK
ARKW
ARKX
Tags
Equities
Market News
ETFs
From
Benzinga
Billionaire Tim Draper Says His Son Beat Him To 'The Best Investment Of The Decade': 'My Son's Returns Solidly Beat My Own'
July 15, 2025
Tickers
COIN
Tags
Benzinga
COIN
news access
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.