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 Crypto
Recent news which mentions Crypto
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Shaquille O’Neal to pay $1.8 million to settle FTX investor lawsuit
June 11, 2025
Tags
Crypto
Energy
Bitcoin
From
CNBC.com News
Chime's IPO will test public market appetite for fintech as companies line up to exit
June 11, 2025
Tags
eToro Group Ltd
Circle Internet Group Inc
Block Inc
From
CNBC.com News
Jim Cramer Says 'Apple Buyback Is Not Working Right Now,' Michael Saylor Quips Tim Cook's Company 'Should Buy Bitcoin'
June 11, 2025
Tickers
AAPL
BITCOMP
GOOG
GOOGL
Tags
Jim Cramer
Michael Saylor
AAPL
From
Benzinga
Bitcoin Mining Stock With 'Biggest Opportunity' In Crypto Space Grabs Eyeballs As Expert Recalls Tom Lee's Call: 'If We Are In For Another Leg Up In BTC, This Flies'
June 10, 2025
Tickers
BITB
BITCOMP
BTCO
FBTC
Tags
crypto mining
Data Center
GBTC
From
Benzinga
Michael Saylor's MSTR Could Be 'Hit Hard' If BTC Tumbles: Strategy Is 'High-Stakes And Risky Now, But So Far, It's Working,' Says Analyst
June 10, 2025
Tickers
MSTR
QQQ
SPY
STRF
Tags
Equities
$BTC
BTC Treasury
From
Benzinga
Crypto CEO accused of laundering $500 million linked to sanctioned Russian banks
June 09, 2025
Tags
Energy
Breaking News: Politics
Cryptocurrency
From
CNBC.com News
Sam Altman brings his eye-scanning identity verification startup to the UK
June 08, 2025
Tags
AI / Artificial Intelligence
Crypto
Privacy
From
CNBC.com News
'Bitcoin Family' hides crypto codes etched onto metal cards on four continents after recent kidnappings
June 07, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Coinbase Global Inc
FinTech
Cryptocurrency
From
CNBC.com News
Winklevoss twins' crypto firm Gemini confidentially files for IPO
June 06, 2025
Tags
Cryptocurrency
FinTech
Crypto
From
CNBC.com News
Britain wants to lift a ban on a key crypto product — and catch up to the U.S.
June 06, 2025
Tags
Crypto
Bitcoin
Technology
From
CNBC.com News
CNBC Daily Open: Trump and Musk's breakup spills into the markets
June 06, 2025
Tags
Market Outlook
Markets
JPMorgan Chase & Co
From
CNBC.com News
CNBC Daily Open: Trump's relationships can send markets roiling
June 05, 2025
Tags
Daily Open
Microsoft Corp
Tesla Inc
From
CNBC.com News
Musk's spat with Trump and exit from DOGE are really bad for Dogecoin
June 05, 2025
Tags
Tesla Inc
Bitcoin
Crypto
From
CNBC.com News
Stablecoin issuer Circle soars 124% in NYSE debut after pricing IPO above expected range
June 05, 2025
Tickers
IPO
Tags
Investing
Technology
IPO
From
CNBC.com News
CNBC Daily Open: The health of the U.S. economy can depend on your viewing angle
June 05, 2025
Tickers
JOBS
Tags
Economy
Jobs
Europe Markets
From
CNBC.com News
CNBC Daily Open: The observed slowdown of the U.S. economy depends on your vantage point
June 04, 2025
Tickers
JOBS
Tags
Crypto
Economy
Jobs
From
CNBC.com News
Stablecoin issuer Circle prices IPO at $31, above expected range, ahead of NYSE debut
June 04, 2025
Tags
Cryptocurrency
Breaking News: Investing
Investment strategy
From
CNBC.com News
Venmo adds debit card perks, checkout options in push to catch rival Cash App
June 04, 2025
Tags
Instacart (Maplebear Inc)
Lyft Inc
Uber Technologies Inc
From
CNBC.com News
Trump's Truth Social takes step toward launching bitcoin ETF with NYSE Arca filing
June 03, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Crypto
Bitcoin
Politics
From
CNBC.com News
Trump's USD1 stablecoin is off to a rocky start, data shows
June 03, 2025
Tags
Technology
Bitcoin
Crypto
From
CNBC.com News
$TRUMP crypto wallet launches for president's meme token
June 03, 2025
Tags
FinTech
Cryptocurrency
Bitcoin
From
CNBC.com News
Robinhood's $200 million Bitstamp deal takes it beyond retail trading
June 02, 2025
Tags
Technology
Energy
Crypto
From
CNBC.com News
Classover Stock Trades Higher Monday: What's Going On?
June 02, 2025
Tickers
KIDZ
NEWS
Tags
KIDZ
Benzinga
Cryptocurrency
From
Benzinga
Saylor's bitcoin buying strategy is 'exploding' globally, but Wall Street is skeptical
May 31, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Energy
Breaking News: Politics
Cryptocurrency
From
CNBC.com News
Stablecoins stole the show at Bitcoin 2025 — here's what the major players said
May 30, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Energy
Crypto
Bitcoin
From
CNBC.com News
$TRUMP and other meme coins won't be protected by SEC, Commissioner Hester Peirce says
May 30, 2025
Tags
Regulations
Technology
Bitcoin
From
CNBC.com News
CNBC Daily Open: Certainty of 'reciprocal' tariffs better than confusing legal tussle
May 30, 2025
Tags
Markets
JPMorgan Chase & Co
World Markets
From
CNBC.com News
CNBC Daily Open: Definite tariffs could be better for markets than on-and-off ones
May 29, 2025
Tags
Daily Open
Cryptocurrency
Trade
From
CNBC.com News
SEC drops Binance lawsuit, ending one of last remaining crypto enforcement actions
May 29, 2025
Tags
Crypto
Energy
Bitcoin
From
CNBC.com News
Bitcoin ETFs Gain Momentum Amid Digital Asset Boom: 'Investors Are Asking For It' And Institutions Want To 'Incorporate Digital Assets,' Says Grayscale
May 29, 2025
Tickers
BITCOMP
BTC
ETF
GBTC
Tags
$BTC
Benzinga
bitcoin
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.