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 College Planning
Recent news which mentions College Planning
< Previous
1
2
3
4
5
6
7
8
9
Next >
Biden administration signals a decision on student loan forgiveness could come soon
April 27, 2022
Tags
Student Loans
Personal Finance
Politics
From
CNBC.com News
These 10 colleges are giving out the most financial aid this year
April 26, 2022
Tags
Investment strategy
Life Changes
Personal finance
From
CNBC.com News
Nearly 9 in 10 young Americans support government action on student debt, Harvard survey finds
April 25, 2022
Tags
College
Congress
Investing
From
CNBC.com News
Here are the sacrifices young adults have made to pay their student loans
April 20, 2022
Tags
Education
Retirement planning
FA Playbook
From
CNBC.com News
Here's how to get the most money towards college
April 20, 2022
Tags
Investment strategy
Bright Horizons Family Solutions Inc
Savings
From
CNBC.com News
How to decide whether to spend or save your tax refund
April 18, 2022
Tags
Your Money Your Future
Retirement
College
From
CNBC.com News
Solving student debt crisis requires a ‘New Deal moment,’ former education secretary under Obama says
April 14, 2022
Tags
Education
Politics
Personal Finance
From
CNBC.com News
Student loan payments won't be due until September. Here's what borrowers need to know
April 12, 2022
Tags
Personal finance
College Planning
Savings
From
CNBC.com News
Free college is now a reality in nearly 30 states
April 08, 2022
Tags
Education
Personnel
Investing
From
CNBC.com News
Here are 3 ways to avoid taking on too much student loan debt
April 07, 2022
Tags
Investment strategy
Savings
Higher education
From
CNBC.com News
100,000 student loan borrowers have had their debt forgiven under this policy fix
April 01, 2022
Tags
College
Student loans
Personal loans
From
CNBC.com News
Biden's budget makes no mention of student loan forgiveness
March 29, 2022
Tags
College
Congress
US Economy
From
CNBC.com News
These are the country's 'dream' colleges, but price remains the top concern
March 27, 2022
Tags
US: News
Personal finance
Higher education
From
CNBC.com News
Here’s the average tax refund so far this year — and the 3 best places to stash yours
March 24, 2022
Tags
Government taxation and revenue
Personal Finance
Retirement planning
From
CNBC.com News
3 reasons why the White House may extend the payment pause for student loan borrowers
March 08, 2022
Tags
Government Programs
White House
Personal finance
From
CNBC.com News
Student loan delinquencies could return to pre-pandemic rate when payments resume. What borrowers can do now
March 05, 2022
Tags
Personal finance
College Planning
Higher education
From
CNBC.com News
White House may delay student loan payments yet again as it weighs debt forgiveness
March 04, 2022
Tags
Personal finance
White House
College Planning
From
CNBC.com News
Why establishing residency for in-state college tuition is so challenging
March 03, 2022
Tags
College
Investing
COVID/19
From
CNBC.com News
Biden makes no mention of student loan forgiveness in State of the Union address
March 02, 2022
Tags
College
Higher education
College Planning
From
CNBC.com News
Here are 3 ways to make the most out of your tax refund
February 28, 2022
Tags
Personal saving
Economic events
Investment strategy
From
CNBC.com News
Former Education Secretary under Obama calls on Biden to cancel student debt
February 24, 2022
Tags
College
Congress
Debt
From
CNBC.com News
Why choosing between a public or private college based on tuition can be a mistake
February 23, 2022
Tags
Personal Finance
Coronavirus
Personal finance
From
CNBC.com News
Parents face a surprise ‘kiddie tax’ bill if children are trading stocks
February 22, 2022
Tags
Investing
Social issues
Tax bill
From
CNBC.com News
Education Department forgives $415 million in student debt for borrowers who attended for-profit schools
February 17, 2022
Tags
Personal debt
Personal finance
White House
From
CNBC.com News
Is college worth it? Here's why it's so hard to figure out the return on investment
February 15, 2022
Tags
College
Debt
Investing
From
CNBC.com News
One of the nation’s largest 529 college savings plans slashes fees. Others may follow
February 11, 2022
Tags
Personal finance
US: News
College Planning
From
CNBC.com News
What it would take for the government to cancel federal student loans
February 08, 2022
Tags
Education
Treasurys
Politics
From
CNBC.com News
College enrollment continues to slide as free tuition and loan forgiveness stall
February 08, 2022
Tags
Education
Personnel
Personal Finance
From
CNBC.com News
What to be wary of before taking on private student loans
February 04, 2022
Tags
Personal loans
Student Loans
Debt
From
CNBC.com News
Student loan debt hurts the mental health of most borrowers, survey finds
January 29, 2022
Tags
Family issues
Baby Boomers
Debt
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
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.