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 Credit
Recent news which mentions Credit
< Previous
1
2
3
4
5
6
Next >
Amid economic uncertainty, here's how to get started with investing and budgeting
May 16, 2023
Tags
Personal Finance
Loans
Retirement planning
From
CNBC.com News
Americans are spending big with credit cards. Here's what that means for the possibility of a recession
May 11, 2023
Tickers
GDP
Tags
Consumerism
Debt
Home prices
From
CNBC.com News
Use of small-dollar loans is up as inflation, credit crunch stretch wallets
May 10, 2023
Tags
Banks
Personal loans
Consumer credit
From
CNBC.com News
Credit card interest rates keep climbing. Here's what consumers need to know and what they can do about it
May 02, 2023
Tags
Personal finance
Credit
Corporate bonds
From
CNBC.com News
Rent or buy? Here's how to make that decision in the current real estate market
April 26, 2023
Tags
Business travel
Sales
Nerdwallet Inc
From
CNBC.com News
High-Yield Corporate Bonds Are Attractive Amid Low Default Risk In 2023: Oaktree Capital
April 21, 2023
Tickers
HYG
Tags
high yields
Bond market
High Yield
From
Benzinga
Biden's student loan forgiveness plan may cause a drop in credit scores for some borrowers
April 10, 2023
Tags
Education
Politics
Personal Finance
From
CNBC.com News
Don't be fooled by these 9 common money myths, finance gurus say
April 01, 2023
Tags
Credit
Auto Loans
Consumer Finance
From
CNBC.com News
Tipping in the United States has gotten out of control, experts say. Here's why
April 01, 2023
Tags
Travel + Leisure Co
Food Stamps
Technology: Video
From
CNBC.com News
With 62% of Americans living paycheck to paycheck amid inflation, more people have a side job
March 28, 2023
Tags
Credit
Retirement
US Economy
From
CNBC.com News
Fed's Kashkari says stress in banking sector brings the U.S. closer to recession
March 27, 2023
Tags
Wells Fargo & Co
Banks
Central Banks
From
CNBC.com News
What happens during a ‘credit crunch’ — and how you can prepare for one
March 20, 2023
Tags
Economy
Economic events
US Economy
From
CNBC.com News
Zolve Review: Seamlessly Build Your U.S.-Based Finances
March 16, 2023
Tags
Credit
Review
From
College Investor
Why you should buy everything with credit cards — provided you meet 1 condition
March 14, 2023
Tags
Discover Financial Services
Bankrupcy
Travelers Companies Inc
From
CNBC.com News
60% of Americans live paycheck to paycheck — 'inflation is part of their everyday lives,' expert says
February 28, 2023
Tags
Investment strategy
Personal Income
Personal saving
From
CNBC.com News
As emergency savings drop and credit card debt rises, an 'ugly stew is brewing,' warns advocate
February 24, 2023
Tickers
JOBS
Tags
Jobs
Personal finance
Mortgages
From
CNBC.com News
Amid persistent inflation, 54% of Americans are using savings to pay for everyday expenses
February 16, 2023
Tags
Personal saving
Economic events
Personal Income
From
CNBC.com News
This is the best strategy to pay down credit card debt — but 37% of borrowers don’t know about it
February 13, 2023
Tags
Debt
Investing
Personal loans
From
CNBC.com News
How small businesses are fighting inflated credit card swipe fees
February 09, 2023
Tags
Economy
Mastercard Inc
Business
From
CNBC.com News
64% of Americans are living paycheck to paycheck — here's how to keep your budget in check
January 31, 2023
Tags
Debt
Personal Finance
LendingClub Corp
From
CNBC.com News
Getting your credit score above 800 isn't easy, but it's 'definitely attainable,' says analyst. Here's how to do it
January 19, 2023
Tags
Credit
Interest Rates
Credit card debt
From
CNBC.com News
Consumers are getting payments from Equifax data breach settlement. Here’s what to expect if you filed a claim
December 28, 2022
Tags
Investment strategy
Personal finance
Cyberattack
From
CNBC.com News
Examining Midstream/MLP Credit Ratings and Yields
December 20, 2022
Tickers
AM
AMNA
AMZ
CEQP
Tags
CEQP
TRP
Gas
From
ETF Trends
Share of Americans living paycheck to paycheck rises to 63% — here's how to get your finances back on track
December 15, 2022
Tags
Credit
US Economy
Retirement
From
CNBC.com News
'Risky behaviors' are causing credit scores to level off — here's how that can hurt you
December 07, 2022
Tags
Mortgages
Personal finance
US: News
From
CNBC.com News
Here's why you may want to say 'no' to a store credit card offer this holiday shopping season
November 23, 2022
Tags
Financial planning
Holiday spending
Personal finance
From
CNBC.com News
This map shows where Americans have the highest — and lowest — credit scores
November 22, 2022
Tags
Personal loans
Investing
Debt
From
CNBC.com News
60% of Americans are living paycheck to paycheck heading into the peak shopping season
November 18, 2022
Tags
Personal loans
Wages and salaries
Social issues
From
CNBC.com News
GrooveCar Direct Welcomes 5 New Credit Union Partners in Q3 2022
November 01, 2022
Tickers
AUTO
CARS
Tags
United States
New York
Automotive
From
PRLog
63% of Americans are living paycheck to paycheck — including nearly half of six-figure earners
October 24, 2022
Tags
Prices
US: News
Savings
From
CNBC.com News
< Previous
1
2
3
4
5
6
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.