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 Community Notes
Recent news which mentions Community Notes
Trump Mobile Flagged On X For Looking Photoshopped: Is It An iPhone Or Samsung Galaxy?
August 22, 2025
Tags
iPhone
Community Notes
smartphones
From
Benzinga
Elon Musk's X To Deploy AI Note Writers That Can Flag Misinformation, But Final Judgment Still Rests With Humans
July 02, 2025
Tickers
META
TECH
Tags
Consumer Tech
benzinga neuro
artificial intelligence
From
Benzinga
Meta's 'Hail Mary' Before Landmark Antitrust Trial Began: Here's Who The Company Called
May 12, 2025
Tickers
FTC
META
Tags
WhatsApp
Social Media
Politics
From
Benzinga
Meta Suspends Abortion Pill Accounts, 'Delete Facebook' Searches Near 5-Year Peak
January 24, 2025
Tickers
META
Tags
Top Stories
Benzinga
Social Media
From
Benzinga
Meta's 'Community Notes' To Exempt Paid Ads, Marketers Left Puzzled About Organic Content Risks: Report
January 16, 2025
Tickers
META
NEWS
TECH
Tags
Benzinga
Community Notes
Tech
From
Benzinga
Meta Drops Fact-Checking For Community Notes: Zuckerberg Sees 'Opportunity To Restore Free Expression'
January 07, 2025
Tickers
META
NEWS
TECH
X
Tags
Social Media
Politics
X
From
Benzinga
Elon Musk Says 'Lying On This Platform Doesn't Work Anymore' After Biden VP Kamala Harris Gets Community Noted On X After Posting About Trump
July 01, 2024
Tickers
NEWS
TECH
Tags
benzinga neuro
Donald Trump
Abortion ban
From
Benzinga
'YouTube Is Copying Community Notes Right Down To The Nitty-Gritty,' Says Senior Engineer At Elon Musk's X: 'It's A Big Vote Of Confidence'
June 19, 2024
Tickers
GOOG
GOOGL
NEWS
TECH
Tags
Consumer Tech
benzinga neuro
Market News
From
Benzinga
Elon Musk Buys A New Windows PC, Fears Signing In Will Give Microsoft AI Access To His Computer: 'This Is Messed Up'
February 25, 2024
Tickers
MSFT
NEWS
TECH
Tags
Market News
News
Benzinga
From
Benzinga
Elon Musk Laughs Off Mark Ruffalo's AI-Generated Donald Trump Tweet Misfire On X
January 08, 2024
Tickers
NEWS
TECH
Tags
Tech
Consumer Tech
Elon Musk
From
Benzinga
Elon Musk Has Called X 'Best Source Of Truth' Courtesy Community Notes Feature — But He Might Have Forgotten About This Month-Old Error
November 28, 2023
Tickers
TECH
X
Tags
News
X
Market News
From
Benzinga
Elon Musk's Move to Demonetize Content Attracting Community Notes A Blow To Online Humor? X Users Weigh In
October 29, 2023
Tickers
TECH
X
Tags
Software & Apps
News
Market News
From
Benzinga
One Year Of Elon Musk Bringing Sink To 'His' Twitter Office — A Lot Changed But Everything Might Not Be Okay In Paradise
October 27, 2023
Tickers
TECH
X
Tags
Linda Yaccarino
twitter
Consumer Tech
From
Benzinga
Musk's X Under Fire: Vivian Schiller Slams the Platform's 'Cesspool' of Misinformation Amid Global Crisis
October 24, 2023
Tickers
MSFT
TECH
X
Tags
Benzinga
People In Tech
Social Media
From
Benzinga
After Offering $1B Donation With A Condition, Elon Musk Now Highlights 'Fundamental Difference' Between Wikipedia And X
October 24, 2023
Tickers
X
Tags
Consumer Tech
twitter
Software & Apps
From
Benzinga
Israel-Hamas Conflict: Here's How Zuckerberg's Meta Handling Content Moderation Vs. Musk's X
October 19, 2023
Tickers
META
TECH
Tags
Chris Cox
Social Media
Benzinga
From
Benzinga
Elon Musk's X Community Notes Is Wrong, Graphic Hamas Video Shared By Trump Jr. Is Actually Real: Report
October 12, 2023
Tickers
TECH
X
Tags
Consumer Tech
twitter
Linda Yaccarino
From
Benzinga
Elon Musk's X Amplifies Fact-Checking With Community Notes To Take On Edited and AI-Generated Videos
September 06, 2023
Tickers
TECH
X
Tags
Community Notes
Tech
Elon Musk
From
Benzinga
Elon Musk Says 'Criticism Welcome' As X Launches Community Notes Across 23 European Countries: 'Being Super Careful'
August 23, 2023
Tickers
X
Tags
twitter
Consumer Tech
Market News
From
Benzinga
Elon Musk Flexes 'Truth In Advertising' On X Versus Instagram's Unchecked Sponsored Posts
August 23, 2023
Tickers
META
TECH
X
Tags
dogecoin
Top Stories
Benzinga
From
Benzinga
Ethereum Co-Founder Vitalik Buterin Praises Elon Musk's Community Notes For Bridging 'Crypto Values' With Reality
August 16, 2023
Tickers
TECH
Tags
Market News
News
Cryptocurrency
From
Benzinga
Biden's Social Media Team Faces Double Community Nuking — Elon Musk Says, 'Happens To Me' All The Time
July 17, 2023
Tickers
META
TECH
Tags
Threads
Elon Musk
Tech
From
Benzinga
Elon Musk's Twitter Community Notes Also Have Inaccuracies ... And Netizens Have So Many Questions
May 24, 2023
Tickers
TECH
Tags
Benzinga
Market News
Social Media
From
Benzinga
Elon Musk Says 'Anyone' Making False Statements Will Be 'Community Noted' — Gets A Taste Of His Own Medicine
April 28, 2023
Tickers
TECH
Tags
News
Social Media
Market News
From
Benzinga
Musk Slammed For Saying Twitter Is Seeking 'The Least Wrong Truth' With Community Notes Feature
March 15, 2023
Tags
twitter
Elon Musk
Community Notes
From
Benzinga
Elon Musk Says Twitter Is The 'Least Wrong Source Of Truth' — And Divides Internet
January 20, 2023
Tickers
TECH
Tags
$DOGE
Tech
Elon Musk
From
Benzinga
Twitter Rolls Out Elon Musk's 'Game Changer' Feature Globally — Here's How You Can Make An 'Impact'
December 12, 2022
Tickers
TECH
Tags
twitter
Consumer Tech
News
From
Benzinga
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.