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 industry
Recent news which mentions Crypto industry
< Previous
1
2
Next >
Debt-Saddled Zipmex Looks To Restructure, Irks Creditors With Compensation Offer
November 29, 2023
Tags
Top Stories
Market News
News
From
Benzinga
EXCLUSIVE: Changpeng Zhao's Exit, Binance's $4B Fine — A Wake-Up Call For Crypto, Or A Death Knell For The Industry?
November 22, 2023
Tags
Benzinga
Cryptocurrency
digital currencies
From
Benzinga
Chanpeng Zhao Is 'Dealing With Pain... Will Survive,' Quotes Spock To Binance Employees
November 22, 2023
Tags
Markets
Benzinga
Richard Teng
From
Benzinga
Tether, OKX Strike At 'Pig Butchering' Scam With $225M Freeze
November 20, 2023
Tags
Market News
Digital Assets
News
From
Benzinga
Kronos Research Crypto Hack — Trading Resumes After $25M Ether Token Theft
November 20, 2023
Tags
Cryptocurrency
Crypto industry
cryptocurrency security
From
Benzinga
The Block Under New Reign: Foresight Ventures' Strategic Acquisition
November 13, 2023
Tags
Markets
Foresight
Acquires The Block
From
Benzinga
Celsius Network's New Lease on Life — Judge Greenlights Crypto Miner Transformation
November 09, 2023
Tickers
SEC
Tags
$BTC
bitcoin mining
News
From
Benzinga
BlackRock's Ethereum Trust Ignites Crypto Market: Asset Management Behemoth Doubles Down On Digital Assets
November 09, 2023
Tickers
BLK
SEC
Tags
Cryptocurrency
Crypto industry
Benzinga
From
Benzinga
EXCLUSIVE: Crypto Payments Here To Stay, Solana Exec Says: 'US Risks Losing Talent'
November 06, 2023
Tickers
SOL
V
Tags
Benzinga
Blockchain Technology
Crypto industry
From
Benzinga
EXCLUSIVE: Bankman-Fried Trial Outcome Casts Positive Light On Blockchain Integrity, Says Wormhole Exec
November 02, 2023
Tickers
DEFI
SOL
Tags
Cryptocurrency
FTX
Benzinga
From
Benzinga
Bankman-Fried's Defense Hits Back: He Is Not A Monster, Making Mistakes Is Not A Crime
November 01, 2023
Tags
Market News
News
Jane Street
From
Benzinga
Sam Bankman-Fried Admits Risk Using FTX Funds To Settle Alameda Research Debt
October 30, 2023
Tickers
SEC
Tags
FTX
Benzinga
Crypto industry
From
Benzinga
Taiwan's Crypto Regulatory Bill: This Could Be A Template For Other Countries To Follow
October 27, 2023
Tags
Benzinga
Government
Crypto industry
From
Benzinga
Former Alameda Insider Exposes Massive Security Lapses Leading To Millions In Losses
October 12, 2023
Tickers
DEFI
Tags
Yield farming
Digital Assets
News
From
Benzinga
Tales From A Crypto Miner: Bitfarms' Geoff Morphy To Speak At Benzinga's Future Of Digital Assets Event
October 11, 2023
Tickers
BITF
Tags
BITF
Penny Stocks
Geoff Morphy
From
Benzinga
Bitfinex Parent Company Considers $150M Share Repurchase
October 10, 2023
Tags
US Treasury Bills
Crypto industry
Cryptocurrency
From
Benzinga
Hacker Steals Then Returns Funds For Reward To Huobi's HTX: 'You Made The Right Choice'
October 09, 2023
Tags
Digital Assets
News
Justin Sun
From
Benzinga
THORSwap Crypto Exchange Takes Drastic Action To Thwart Illicit Activity
October 06, 2023
Tags
Markets
$ETH
Cryptocurrency
From
Benzinga
EDX Markets CEO Calls For Accountability For Lost Customer Funds In Wake Of Bankman-Fried Controversy
October 04, 2023
Tags
Benzinga
Jamil Nazarali
Blockchain Technology
From
Benzinga
Celsius's Successor Aims To Revive Crypto Lender: What Does That Mean For Creditors?
October 03, 2023
Tickers
CEL
Tags
Cryptocurrency
Crypto industry
crypto lender
From
Benzinga
Chase's Crypto-Related Transactions Ban In UK: A Sign Of The Times — Or A Sign Of Weakness?
September 26, 2023
Tickers
JPM
UK
Tags
UK
Benzinga
Crypto industry
From
Benzinga
Coinbase Continues To Expand Abroad, Scores AML Registration With Bank Of Spain
September 25, 2023
Tickers
COIN
Tags
VASP
crypto assets
Market News
From
Benzinga
Mt. Gox Repayment Saga Continues, Creditors To Wait Another Year
September 21, 2023
Tags
$BTC
Markets
Mt/ Gox
From
Benzinga
Ripple Prefers Overseas Talent, Shifts 80% Of Hiring Due To Regulatory Challenges
September 13, 2023
Tickers
SEC
Tags
Fortress Trust
Market News
Top Stories
From
Benzinga
SEC Chair Gensler Calls Crypto A 'Field Rife With Fraud, Abuse And Misconduct'
September 12, 2023
Tickers
COIN
SEC
Tags
Market News
Housing
SEC
From
Benzinga
India Pivots On Crypto After Reviewing G20 Proposal, Secretary Of Economic Affairs Says
September 11, 2023
Tickers
FSB
IMF
Tags
Markets
IMF
Reserve Bank of India
From
Benzinga
Coinbase Capitalizes On Institutional Lending Gap Left By BlockFi, Genesis
September 06, 2023
Tickers
COIN
SEC
Tags
Staking/as/a/service
Genesis
COIN
From
Benzinga
SEC Delays Bitcoin ETF Approval Yet Again Citing Commitment To Safeguard Investors
September 01, 2023
Tickers
BITCOMP
BLK
BTC
SEC
Tags
$BTC
Fidelity
Cathie Wood
From
Benzinga
Coin-Only Exchanges In South Korea Face Extinction As Government Cracks Down On Crypto
August 28, 2023
Tags
Benzinga
Crypto industry
Cryptocurrency
From
Benzinga
UK Crypto Winter? FCA's Stringent Registration Process Leaves Firms Out In The Cold
August 14, 2023
Tickers
FCA
UK
Tags
FCA
News
5th Anti/Money Laundering Directive
From
Benzinga
< Previous
1
2
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.