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 Cryptocurrency Exchanges
Recent news which mentions Cryptocurrency Exchanges
< Previous
1
2
3
4
5
6
7
Next >
Bitcoin has lost more than 50% of its value this year. Here's what you need to know
June 15, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Personal income
Cryptocurrency
Stock markets
From
CNBC.com News
There's more crypto destruction to come: Blockchain.com CEO
May 19, 2022
Tags
Crypto
CNBC Disruptor 50
FinTech
From
CNBC.com News
Cryptocurrency luna crashes to $0 as UST falls further from dollar peg; bitcoin rebounds 8%
May 13, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Markets
Cryptocurrency
Technology
From
CNBC.com News
Experts advise teens to take a careful hands-on approach when learning about crypto investing
April 21, 2022
Tags
Personal Finance
Personal investing
Bitcoin
From
CNBC.com News
Bitcoin could hit $100,000 within a year, crypto firm's CEO predicts
April 14, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
Digital currency
Bitcoin
From
CNBC.com News
Regulatory Trouble Ahead? India's Central Bank Distances Itself From Coinbase's UPI Plans
April 08, 2022
Tickers
COIN
Tags
Benzinga
COIN
$BTC
From
Benzinga
'Let's Get Started:' Coinbase Sets Up For India Foray, CEO Says 'Excited To Be On The Ground'
April 07, 2022
Tickers
COIN
Tags
$BTC
India
Cryptocurrency
From
Benzinga
Majority of crypto investors still aren’t ready to file their taxes, survey finds
April 06, 2022
Tags
Personal Finance
Taxes
Personal taxes
From
CNBC.com News
Whales Send $152M Bitcoin To Coinbase In Series Of Rapid Transfers
March 25, 2022
Tickers
BITCOMP
COIN
USD-BITSTAMP
Tags
$ETH
Cryptocurrency Exchanges
News
From
Benzinga
Financial advisors are still reluctant to use cryptocurrencies. Investor demand may change that
March 21, 2022
Tags
Your Money Your Future
Personal saving
Personal taxes
From
CNBC.com News
Goldman Sachs announces milestone with first over-the-counter crypto trade with Galaxy Digital
March 21, 2022
Tags
Crypto
Breaking News: Markets
Banks
From
CNBC.com News
Bitcoin drops below $40,000, almost wiping out gains from Biden's crypto executive order
March 10, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Digital currency
Bitcoin
White House
From
CNBC.com News
Bitcoin spikes 8% after apparent release of Yellen statement on Biden's crypto executive order
March 09, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
Economy
Cryptocurrency exchanges
From
CNBC.com News
Coinbase Says This Is Why Crypto Is No Good For Sanctions Evasion
March 07, 2022
Tickers
COIN
Tags
COIN
Benzinga
General
From
Benzinga
Fraudsters are using bots to drain cryptocurrency accounts
February 15, 2022
Tags
CNBC Investigations
Cryptocurrency exchanges
Fraud and false statements
From
CNBC.com News
Why Analyst Thinks Coinbase Is On Track To Become A 'Generational Company'
February 15, 2022
Tickers
COIN
Tags
COIN
Benzinga
$BTC
From
Benzinga
Coinbase Plans To Add 2,000 Employees This Year Due To 'Enormous Product Opportunities' In Web 3.0
February 15, 2022
Tickers
AMZN
COIN
Tags
Benzinga
COIN
Cryptocurrency
From
Benzinga
Rams Win Super Bowl LVI, Coinbase Ad Goes Viral, MCD Disappoints Doge Fans And More: 5 Headlines You May Have Missed From This Weekend
February 14, 2022
Tickers
AAPL
BABA
COIN
MCD
Tags
Cryptocurrency
Sports
dogecoin
From
Benzinga
LeBron James, Larry David And QR Codes: The Star-Studded Crypto Super Bowl Commercials
February 14, 2022
Tickers
COIN
Tags
Cryptocurrency
$BTC
COIN
From
Benzinga
Coinbase Extends Bitcoin Giveaway To Existing Users After Superbowl Fame: How To Enter
February 13, 2022
Tickers
BITCOMP
COIN
USD-BITSTAMP
Tags
$BTC
Cryptocurrency
Benzinga
From
Benzinga
Why U.S. minority communities may turn to cryptocurrencies to pay their bills
February 08, 2022
Tags
Personal loans
Debt
Personal finance
From
CNBC.com News
3 ways 'savvy' crypto investors can 'actively use the tax code' to their advantage, according to a CPA
February 01, 2022
Tags
Cryptocurrency
Make It
Taxes
From
CNBC.com News
As Bitcoin, Ethereum, Dogecoin And Other Top 100 Coins Suffered Massive Losses In January — This Crypto Managed To Post A 10% Gain
February 01, 2022
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
$ETH
Sam Bankman/Fried
Cryptocurrency Exchanges
From
Benzinga
SEC is 'running out of excuses' for rejecting a pure-play bitcoin ETF, top financial advisor says
January 11, 2022
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
U/S/ Markets
Investing
Cryptocurrency exchanges
From
CNBC.com News
Chart Wars: Will Coinbase Or Robinhood Stock Buck The Downtrend First?
January 11, 2022
Tickers
COIN
HOOD
Tags
Market News
Trading Ideas
Movers
From
Benzinga
What Is Coinbase Doing That Caused BofA To Upgrade The Stock?
January 06, 2022
Tickers
COIN
Tags
Cryptocurrency
COIN
Analyst Color
From
Benzinga
Cryptocurrency companies take multi-million dollar step into sports
December 14, 2021
Tags
Endeavor Group Holdings Inc
College Football
Cryptocurrency exchanges
From
CNBC.com News
Prospects for 24-hour trading in 2022 are 'pretty bright,' 24 Exchange CEO says
December 10, 2021
Tags
Exchange/traded funds
US: News
ETF Edge
From
CNBC.com News
China's Largest Crypto Exchange Huobi Said To Make Singapore Its Regional Base For Asia
November 30, 2021
Tags
Markets
China
Market News
From
Benzinga
'I'm still very bullish' on a pure-play bitcoin ETF in early 2022, Gemini executive says
November 26, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Markets
U/S/ Markets
stocks
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
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.