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 DFDV
Recent news which mentions DFDV
Institutions Hold $1.72 Billion In Solana, Strategic Reserve Data Reveals
August 27, 2025
Tickers
DFDV
MFH
NEWS
STSS
Tags
UPXI
Cryptocurrency
Benzinga
From
Benzinga
Keurig Dr Pepper, Valneva, Venu Holding And Other Big Stocks Moving Lower On Monday
August 25, 2025
Tickers
AAPG
AMBR
AXGN
DFDV
Tags
AMBR
Trading Ideas
VENU
From
Benzinga
Why Sapiens International Shares Are Trading Higher By Around 44%; Here Are 20 Stocks Moving Premarket
August 13, 2025
Tickers
ACDC
ATNF
BSLK
CAVA
Tags
Market News
TGEN
ECG
From
Benzinga
Earnings Scheduled For August 12, 2025
August 12, 2025
Tickers
ABOS
ABSI
ACCS
ACXP
Tags
ECC
AP
ICMB
From
Benzinga
Preview: DeFi Development's Earnings
August 11, 2025
Tickers
DFDV
Tags
Benzinga
Earnings
DFDV
From
Benzinga
Why Are Public Companies Amassing ETH, XRP, SOL, BNB Instead Of Just Bitcoin?
July 25, 2025
Tickers
BITCOMP
DFDV
MFH
NA
Tags
SBET
DFDV
MFH
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
July 22, 2025
Tickers
AFRM
BULL
COF
COIN
Tags
COF
DFDV
HLNE
From
Benzinga
EXCLUSIVE: DeFi Development Buys $19 Million In Solana
July 21, 2025
Tickers
DFDV
NEWS
Tags
Market News
News
Top Stories
From
Benzinga
Johnson & Johnson Raises FY25 Forecast, Joins Rigetti Computing, Unity Software, Brighthouse Financial And Other Big Stocks Moving Higher On Wednesday
July 16, 2025
Tickers
BHF
BMNR
CIFR
CRCL
Tags
Markets
VCTR
Intraday Update
From
Benzinga
EXCLUSIVE: DeFi Development Issues First Outlook, Targets 1.0 SPS By 2028
July 14, 2025
Tickers
DFDV
NEWS
Tags
Top Stories
Benzinga
Cryptocurrency
From
Benzinga
This Company Is Giga-Bullish About Solana. But Should You Buy the Stock or the Coin?
July 11, 2025
Tickers
BTC
DFDV
MSTR
SOL
Tags
DFDV
MSTR
BONK
From
Motley Fool
Olo, Tripadvisor, Aebi Schmidt Holding And Other Big Stocks Moving Higher On Thursday
July 03, 2025
Tickers
AEBI
BMNR
CIGL
DDOG
Tags
CIGL
Movers
Mid/Day Movers
From
Benzinga
Centene, BrightView Holdings, ArriVent BioPharma And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
July 02, 2025
Tickers
AVBP
BV
CNC
DFDV
Tags
MOH
Market News
News
From
Benzinga
Kanzhun, DeFi Development And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
June 24, 2025
Tickers
AAP
BZ
DAIC
DFDV
Tags
Pre/Market Outlook
BZ
RGC
From
Benzinga
Why Nektar Therapeutics Shares Are Trading Higher By Over 30%; Here Are 20 Stocks Moving Premarket
June 24, 2025
Tickers
ADIL
DFDV
IBIO
IBO
Tags
SSL
KEP
TMDE
From
Benzinga
4 Uptrending Stocks With Strong Momentum
June 20, 2025
Tickers
DAVE
DFDV
QBTS
RKLB
Tags
Trading Ideas
Benzinga
Benzinga Edge
From
Benzinga
12 Financials Stocks Moving In Friday's Intraday Session
June 20, 2025
Tickers
DFDV
ISBA
LGHL
NCPL
Tags
PNBK
OXBR
Movers
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
June 19, 2025
Tickers
COIN
DFDV
FUTU
HOOD
Tags
Market News
Options
NTRS
From
Benzinga
Solana Treasury Firms Get Cantor Vote Of Confidence: 'We Expect Developer Growth To Continue'
June 16, 2025
Tickers
DFDV
HODL
HODL
HOOD
Tags
Digital Assets
Crypto Staking
CSE:HODL
From
Benzinga
12 Financials Stocks Moving In Friday's Intraday Session
June 13, 2025
Tickers
AFCG
AIHS
ATHR
CWD
Tags
DAVE
MDBH
DFDV
From
Benzinga
CureVac, TELUS International, Oracle And Other Big Stocks Moving Higher On Thursday
June 12, 2025
Tickers
CVAC
DFDV
FTRE
GENI
Tags
YB
Benzinga
Markets
From
Benzinga
Oxford Industries, GameStop, Boeing And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
June 12, 2025
Tickers
BA
DFDV
GE
GME
Tags
GE
Benzinga
TNXP
From
Benzinga
Michael Saylor's Strategy To Outperform Bitcoin? Here's How It Could Happen
June 03, 2025
Tickers
BITCOMP
CEP
DFDV
MSTR
Tags
Cryptocurrency
Market News
Pantera Capital
From
Benzinga
Jim Cramer Says Rocket Is A 'Very Fine' Company, Recommends Buying This Health Care Stock
May 27, 2025
Tickers
COOP
DFDV
HAL
LBYE
Tags
mad money Lightning Round
$BTC
Benzinga
From
Benzinga
Solana Slides As Meme-Coin Rally Cools, Enterprise Engagement And Open Interest Stay Hot
May 19, 2025
Tickers
DFDV
SOL
Tags
DFDV
BZ/REALESTATE
$BTC
From
Benzinga
EXCLUSIVE: DeFi Development Makes Record Solana Purchase, Surpasses $100 Million In Treasury Holdings
May 12, 2025
Tickers
DFDV
NEWS
Tags
Exclusives
Market/Moving Exclusives
Briefs
From
Benzinga
Trade Tensions Push Dow Down Triple Digits
May 09, 2025
Tickers
DFDV
DJI
QQQ
REAL
Tags
DJI
REAL
VIX
From
TalkMarkets
EXCLUSIVE: DeFi Development Corp Expands Digital Asset Portfolio, Holds $58.5 Million In Solana Tokens
May 06, 2025
Tickers
DFDV
NEWS
Tags
Briefs
$SOL
Cryptocurrency
From
Benzinga
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.