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 World
Recent news which mentions Crypto World
< Previous
1
2
...
5
6
7
8
9
10
11
12
Next >
Bitcoin falls ahead of debt ceiling vote, heads for first its losing month of the year
May 31, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Markets
Breaking News: Investing
Investment strategy
From
CNBC.com News
Bitcoin rises as investors await vote on tentative debt ceiling agreement
May 30, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Crypto
bitcoin
Markets
From
CNBC.com News
A.I. cryptocurrencies jump after Nvidia reports booming artificial intelligence demand
May 25, 2023
Tags
Breaking News: Markets
NVIDIA Corp
Cryptocurrency
From
CNBC.com News
Bitcoin and ether slide as debt ceiling negotiations weigh on investors
May 24, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
Crypto
bitcoin
From
CNBC.com News
Bitcoin climbs back above $27,000 after Hong Kong greenlights some retail crypto trading
May 23, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Crypto World
Investing
Technology
From
CNBC.com News
Litecoin, XRP and other altcoins rise Wednesday as 'blue chip' bitcoin hits a lull
May 17, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Markets
Breaking News: Investing
Investment strategy
From
CNBC.com News
Bitcoin falls below $27,000 as U.S. regulatory crackdown pressures crypto's biggest market makers
May 11, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Investing
Breaking News: Markets
Cryptocurrency
From
CNBC.com News
Bitcoin rises slightly after key inflation data comes in better than feared
May 10, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Investing
Crypto World
Technology
From
CNBC.com News
Institutional interest in crypto is 'maturing,' says Cantor Fitzgerald's Han
May 08, 2023
Tags
Breaking News: Markets
Goldman Sachs Group Inc
Markets
From
CNBC.com News
Bitcoin slides after network congestion leads Binance to briefly halt withdrawals
May 08, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Investing
Breaking News: Markets
Cryptocurrency
From
CNBC.com News
Ether rallies more than 6% as meme mania tries to reenter the crypto market
May 05, 2023
Tags
Breaking News: Markets
Breaking News: Investing
Investment strategy
From
CNBC.com News
Crypto has ‘lost its shine’ for institutional investors, says Northern Trust executive
May 04, 2023
Tags
Technology
Bitcoin
Crypto World
From
CNBC.com News
Bitcoin pulls back to start May as First Republic Bank saga comes to an end
May 01, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Business
Breaking News: Investing
Investment strategy
From
CNBC.com News
Bitcoin jumps as First Republic pulls banking sector concerns back into focus
April 26, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
Crypto
bitcoin
From
CNBC.com News
Ether is rallying ahead of major upgrade that will let holders more easily access their tokens
April 05, 2023
Tags
FinTech
Cryptocurrency
Bitcoin
From
CNBC.com News
Crypto markets are undergoing a 'flight to quality,' says Goldman Sachs digital assets chief
February 10, 2023
Tags
Technology
Goldman Sachs Group Inc
Goldman Sachs BDC Inc
From
CNBC.com News
Bitcoin struggles around $23,000 level as new-year rally loses steam
February 06, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Investment strategy
Cryptocurrency
Breaking News: Markets
From
CNBC.com News
FTX's token plunges 80% on liquidity concerns, wiping out over $2 billion in value
November 08, 2022
Tags
Technology
Crypto World
Coinbase Global Inc
From
CNBC.com News
Bitcoin miner Core Scientific issues bankruptcy warning and the stock is down 97% for the year
October 27, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
FinTech
Cryptocurrency
Bitcoin
From
CNBC.com News
Bitcoin's volatility falls below Nasdaq and S&P 500's for first time since 2020
October 21, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Technology
Bitcoin
Crypto World
From
CNBC.com News
Crypto prices are little changed as $940 million in bitcoin exits exchanges
October 18, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Crypto
Cryptocurrency
Signature Bank
From
CNBC.com News
Bitcoin is higher to start the week but continues holding sideways pattern
October 17, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Investing
Crypto World
Technology
From
CNBC.com News
Cryptocurrencies continue higher, with bitcoin looking at a test of $20,000
October 14, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Investment strategy
Cryptocurrency
Bitcoin
From
CNBC.com News
Tether, world's biggest stablecoin, cuts its commercial paper holdings to zero
October 13, 2022
Tags
Bitcoin
FinTech
Cryptocurrency
From
CNBC.com News
Bitcoin falls below $19,000 after latest U.S. inflation report
October 13, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Technology
Investing
Crypto World
From
CNBC.com News
Crypto prices are higher ahead of key inflation data, bitcoin holds at $19,000
October 12, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Markets
Cryptocurrency
From
CNBC.com News
Biden White House just put out a framework on regulating crypto — here’s what’s in it
September 16, 2022
Tags
Banks
Crypto
Energy
From
CNBC.com News
The 'merge' has arrived — Wednesday is your last chance to buy ether before historic makeover
September 14, 2022
Tags
Crypto
Energy
Crypto World
From
CNBC.com News
Coinbase bankrolls lawsuit against Treasury Department following Tornado Cash sanctions
September 08, 2022
Tags
Markets
Blockchain
Technology
From
CNBC.com News
Hackers have stolen $1.4 billion this year using crypto bridges. Here’s why it's happening
August 10, 2022
Tags
Crypto World
Cybersecurity
Technology
From
CNBC.com News
< Previous
1
2
...
5
6
7
8
9
10
11
12
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.