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 Cyber threat
Recent news which mentions Cyber threat
AI agents are being drafted into the cyber defense forces of corporations
August 10, 2025
Tickers
CEOS
Tags
Cyber threat
Cyberattack
Leadership
From
CNBC.com News
'Quishing' scams dupe millions of Americans as cybercriminals turn the QR code bad
July 27, 2025
Tags
Hacking
Technology
Computer crime
From
CNBC.com News
Apple battle with UK over iPhone security is tipping users into danger zone not seen since Edward Snowden
March 18, 2025
Tags
Technology Executive Council
iPhone
Technology
From
CNBC.com News
Why the FastTrak toll road text scam is out of control and Apple, Android can't do anything to stop it
March 13, 2025
Tags
Technology
Cyber Report
Mobile phones
From
CNBC.com News
Chinese medical devices are in health systems across U.S., and the government and hospitals are worried
February 23, 2025
Tags
National security
Breaking News: Politics
Health care industry
From
CNBC.com News
The foundation of modern software development is under rising cyber attack
February 15, 2025
Tags
Technology Executive Council
Akamai Technologies Inc
Hacking
From
CNBC.com News
Tax season is back. So are the fake IRS emails, texts and other financial scams out for your refund
February 07, 2025
Tags
Cybersecurity
Taxes
Cyber threat
From
CNBC.com News
What Google’s quantum computing breakthrough Willow means for the future of bitcoin and other cryptos
December 22, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Computer crime
Crypto
Cryptocurrency
From
CNBC.com News
Why the U.S. government is saying all citizens should use end-to-end encrypted messaging
December 15, 2024
Tags
Technology: Trends
AT&T Inc
Technology: Companies
From
CNBC.com News
In the new space race, hackers are hitching a ride into orbit
November 30, 2024
Tags
Cybersecurity
Space technology
Amazon/com Inc
From
CNBC.com News
In new bitcoin bull market, it's time to beware of the same old crypto scams
November 29, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cyber threat
bitcoin
Bitcoin
From
CNBC.com News
‘That must end’: U.S. government urges new practices as ransomware payments fuel endless cycle of cyberattacks
October 18, 2024
Tags
Cyber Report
Technology
Hacking
From
CNBC.com News
American Water, largest water utility, hit by cyberattack at time of rising threats against U.S. water supply
October 08, 2024
Tags
US: News
Cyber threat
Cyberattack
From
CNBC.com News
Why it's time to take warnings about using public Wi-Fi, in places like airports, seriously
September 29, 2024
Tags
Computer crime
Wi/fi
Airport Services
From
CNBC.com News
How Apple and Microsoft’s trusted brands are being used to scam you online
September 25, 2024
Tags
Cybersecurity
Microsoft Corp
Apple Inc
From
CNBC.com News
'Catastrophic Damage' From Cybersecurity Attacks Worries 62% Of Business Owners: Zscaler, CrowdStrike Stocks React
September 24, 2024
Tickers
CRWD
S
TECH
TLS
Tags
S
Market News
Top Stories
From
Benzinga
Dark web researcher warned Columbus, Ohio, residents ransomware attack was bigger than mayor said. The city is suing him
September 15, 2024
Tickers
LAW
LAWS
Tags
Lawsuits
Computer crime
Technology
From
CNBC.com News
Google searches are becoming a bigger target of cybercriminals with the rise of 'malvertising'
September 05, 2024
Tags
Cybersecurity
Cyber threat
Cyberattack
From
CNBC.com News
2.9 billion people may have had Social Security numbers, other financial data compromised. What it means for you
August 15, 2024
Tags
Social Security
Identity theft
Personal Finance
From
CNBC.com News
Why the market's most-regulated companies need military-grade cybersecurity
August 02, 2024
Tags
Cybersecurity
Technology Executive Council
Cyberattack
From
CNBC.com News
Why you should avoid use of one-time passwords sent by text
July 27, 2024
Tags
Technology Executive Council
Hacking
Data security
From
CNBC.com News
The personal cybersecurity concierge is a new perk, and need, among the wealthy
July 26, 2024
Tags
Computer crime
Technology
Cyber Report
From
CNBC.com News
CrowdStrike outage losses biggest test yet for risky cybersecurity insurance market Warren Buffett warned about
July 24, 2024
Tags
Technology
Insurance industry
Hacking
From
CNBC.com News
America's drinking water is under attack, with links back to China, Russia and Iran
June 26, 2024
Tags
Environment
Cyber threat
Cybersecurity
From
CNBC.com News
New Apple iPhone app proves just how hard it is to kill the online password
June 13, 2024
Tags
Technology: Trends
Data privacy
Technology: Companies
From
CNBC.com News
Amazon, Best Buy, Google may soon sell home smart devices, from door cams to TVs, speakers and appliances, with 'hacker-safe' label
June 07, 2024
Tags
Cyber threat
Cybersecurity
Consumer Technology
From
CNBC.com News
Warren Buffett is worried about potential for 'huge losses' in booming, but still tiny insurance market
May 31, 2024
Tags
Insurance industry
Hacking
Technology
From
CNBC.com News
A Microsoft under attack from government and tech rivals after 'preventable' hack ties executive pay to cyberthreats
May 22, 2024
Tags
Cyberattack
Microsoft Corp
Cyber threat
From
CNBC.com News
'Cyber-physical attacks' fueled by AI are a growing threat, experts say
March 03, 2024
Tags
Cybersecurity
Cyber threat
Cyberattack
From
CNBC.com News
Biden to sign executive order on US port cybersecurity targeting Chinese-manufactured shipping cranes
February 21, 2024
Tags
National security
Breaking News: Politics
Transportation Infrastructure
From
CNBC.com News
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.