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 DJSI
Recent news which mentions DJSI
Rockwell Automation Named for the 12th Time to 2022 Dow Jones Sustainability Indices
December 19, 2022
Tickers
ROK
Tags
Sustainability
DJSI
Rockwell Automation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Whirlpool Corporation Named to 2022 Dow Jones Sustainability World Index
December 16, 2022
Tickers
WHR
Tags
NYSE:WHR
Marc Bitzer
Dow Jones Sustainability World Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Duke Energy Named One of North America's Top Sustainable Companies for 17th Straight Year
December 16, 2022
Tickers
DUK
Tags
DJSI
Duke Energy
Dow Jones Sustainability Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cummins Named to Prestigious World ESG Index For Second Year In A Row
December 15, 2022
Tickers
CMI
ESG
Tags
esg
Awards, Ratings & Rankings
Cummins
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Medtronic Named as a Leading Sustainability Company
December 14, 2022
Tickers
ESG
MDT
Tags
ESG Reporting
Medtronic
Awards, Ratings & Rankings
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gen Listed on the 2022 Dow Jones Sustainability Index
December 14, 2022
Tickers
GEN
Tags
Awards, Ratings & Rankings
Gen
Dow Jones Sustainability Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Acer Listed on Dow Jones Sustainability Indices (DJSI) 2022; Achieves Its Highest Ranking in Nine Years
December 12, 2022
Tickers
ACER
Tags
Responsible Production & Consumption
Acer
DJSI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Abbott Named 'Global Gold Class 2022' Industry Leader in S&P Global Sustainability Yearbook and One of America's Most Responsible Companies by Newsweek
February 02, 2022
Tickers
ABT
Tags
S&P Global Sustainability Yearbook
Awards, Ratings & Rankings
S&P Global
From
3BL Media: Corporate Social Responsibility, Energy and Health News
For The Fourth Consecutive Year, Stanley Black & Decker Named To 2021 Dow Jones Sustainability World Index (DJSI)
November 19, 2021
Tickers
SWK
Tags
2021 Dow Jones Sustainability Index
NYSE:SWK
DJSI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Owens Corning Earns Place on Dow Jones Sustainability World Index for 12th Consecutive Year
November 18, 2021
Tickers
OC
Tags
owens corning
NYSE:OC
DJSI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cummins Named to Dow Jones Sustainability Index
November 18, 2021
Tags
Awards, Ratings & Rankings
Cummins
DJSI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
MetLife Named to 2021 Dow Jones Sustainability Index
November 18, 2021
Tickers
MET
Tags
Awards, Ratings & Rankings
NYSE:MET
Dow Jones Sustainability Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Ecolab Again Named to Dow Jones Sustainability World and North America Indices
November 18, 2021
Tickers
ECL
SPGI
Tags
Awards, Ratings & Rankings
NYSE:ECL
Ecolab
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gildan Included on the 2021 Dow Jones Sustainability Index for the Ninth Consecutive Year
November 17, 2021
Tickers
ESG
GIL
Tags
ESG
DJSI
Dow Jones Sustainability Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
UnitedHealth Group Included in the Dow Jones Sustainability North America and World Indices for 23rd Consecutive Year
November 16, 2021
Tickers
UNH
Tags
UnitedHealth Group
Dow Jones Sustainability World Index for 2021
Dow Jones Sustainability World Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Biogen Sets Industry Record with Recognition on Dow Jones Sustainability World Index for 9th Consecutive Year
November 15, 2021
Tickers
BIIB
ESG
Tags
esg
Awards, Ratings & Rankings
Dow Jones Sustainability Index
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Medtronic Named to the Dow Jones Sustainability World Index
November 15, 2021
Tickers
MDT
Tags
Dow Jones Sustainability World Index
Dow Jones Sustainability World Index for 2021
NYSE:MDT
From
3BL Media: Corporate Social Responsibility, Energy and Health 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.