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 Cards
Recent news which mentions Credit Cards
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
More wealthy Americans are living paycheck to paycheck after inflation surge
June 03, 2022
Tags
Investing
US Economy
US: News
From
CNBC.com News
Op-ed: Financial literacy should be a family affair to help empower future generations
June 02, 2022
Tags
Empowered Investor
Family issues
Personal saving
From
CNBC.com News
The Fed will raise interest rates again soon. Make these money moves now
May 27, 2022
Tags
Inflation
Credit card debt
Banks
From
CNBC.com News
Director of government financial watchdog Rohit Chopra looks for signs of stress as consumers increase debt to deal with inflation
May 26, 2022
Tags
Credit Cards
Invest in You: Ready Set Grow
Personal Finance
From
CNBC.com News
Being in a wedding party costs an average $825. Here’s how to avoid debt and regret
May 25, 2022
Tickers
LIFE
Tags
Wedding dresses
Credit Cards
Invest in You: Ready Set Grow
From
CNBC.com News
Borrowers are on edge as Biden decides how to act on student loan forgiveness
May 24, 2022
Tags
Debt
Personal loans
College
From
CNBC.com News
Here are some strategies to pay off credit card debt before interest rates rise again
May 13, 2022
Tags
Personal saving
Banks
Savings
From
CNBC.com News
Buy now, pay later is not a boom, it’s a bubble, Harvard researcher says
May 13, 2022
Tags
Debt
Peloton Interactive Inc
Personal loans
From
CNBC.com News
Consumer credit card debt and annual percentage rates are heading to an all-time high
May 10, 2022
Tags
Inflation
Banks
Personal saving
From
CNBC.com News
The Fed just hiked interest rates and signaled more increases are coming. Here are money moves to make now
May 06, 2022
Tags
US Economy
Economy
Home buying
From
CNBC.com News
Here's what the Fed's half-point rate hike means for your money
May 04, 2022
Tags
Economic events
Savings
Banks
From
CNBC.com News
Here’s how you can prepare if there's a half point rate hike from the Fed
May 02, 2022
Tags
Investment strategy
Mortgages
Economic events
From
CNBC.com News
Your credit card debt is about to get a lot more expensive
April 27, 2022
Tags
Personal loans
Debt
Investment strategy
From
CNBC.com News
Want a 720 credit score? Here are four ways to improve yours
April 27, 2022
Tags
Wealth
Personal finance
Credit Cards
From
CNBC.com News
Mortgage rates are rising. Here’s why your credit score matters and 5 ways to improve it
April 14, 2022
Tags
Equifax Inc
Mortgages
Credit
From
CNBC.com News
Here are some smart money moves to make now amid high inflation, rising interest rates
April 13, 2022
Tags
Personal spending
Personal finance
Personal Finance
From
CNBC.com News
Here's what your credit score means and how it impacts you
April 12, 2022
Tags
Investment strategy
Credit
Experian PLC
From
CNBC.com News
The myth about credit cards and credit scores that’s costing you
April 05, 2022
Tags
Loans
Consumer Finance
Your Money Your Future
From
CNBC.com News
Here’s how you can prepare for possible aggressive, quicker rate hikes from the Fed
March 31, 2022
Tags
Investment strategy
Mortgages
Interest Rates
From
CNBC.com News
Amazon renews Prime credit card tie-up with JPMorgan Chase after flirting with American Express
March 31, 2022
Tags
Costco Wholesale Corp
Retail
American Express Co
From
CNBC.com News
She lost everything in a fire. Then her bank froze the savings she needed to move on
March 19, 2022
Tickers
LAW
LAWS
Tags
Banks
Personal saving
Loans
From
CNBC.com News
Here’s why you should start paying off debt now — and how to get started
March 17, 2022
Tags
Personal saving
Loans
Savings
From
CNBC.com News
Here's what the Fed's rate hike means for borrowers, savers and homeowners
March 16, 2022
Tags
COVID/19
Investment strategy
Personal loans
From
CNBC.com News
Here's a breakdown of how the Fed's expected rate hike will impact your wallet
March 14, 2022
Tags
Student Loans
Personal saving
Interest Rates
From
CNBC.com News
Mastercard And Visa To Raise Credit Card Fees For Merchants: Will Consumers Be Paying More?
March 08, 2022
Tickers
MA
V
Tags
Market News
fees
V
From
Benzinga
When buy now, pay later comes back to bite you
March 04, 2022
Tags
Debt
Personal loans
Investment strategy
From
CNBC.com News
If I Have An Extra $1,000, Which Credit Card Should I Pay Up First
March 01, 2022
Tags
debt
Personal Finance
credit cards
From
Benzinga
Here’s how to start planting the seeds for financial success
March 01, 2022
Tickers
LIFE
Tags
Investment strategy
Credit
Personal debt
From
CNBC.com News
Think banks, debt collectors need reform? The Biden administration wants to know
February 17, 2022
Tags
Loans
Government Agencies
Consumer Finance
From
CNBC.com News
Did you sign up for free credit monitoring after massive 2017 Equifax data breach? Keep an eye out for an email or letter
February 14, 2022
Tags
Credit
Consumer credit
Credit Ratings
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
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.