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 Debt
Recent news which mentions Debt
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
32
33
Next >
31% of millionaires say they're part of the middle class, survey finds. 'People feel squeezed,' advisor explains
November 10, 2023
Tags
Personal finance
Personal debt
Personal saving
From
CNBC.com News
'Fear is an opportunity,' expert says. These steps can help you use what scares you to build wealth
November 09, 2023
Tags
Personal saving
Debt
Personal finance
From
CNBC.com News
Average credit card balances top $6,000, a 10-year high, as delinquencies rise
November 09, 2023
Tags
Personal Finance
Investing
Interest Rates
From
CNBC.com News
Parent borrowers have been shut out of Biden administration's recent student loan relief measures, but this loophole could help
November 08, 2023
Tags
College Planning
Student Loans
Student loans
From
CNBC.com News
As more consumers struggle with credit card debt, here's what to know heading into the holiday season
November 08, 2023
Tags
Credit
US: News
Your Money
From
CNBC.com News
Credit card balances spiked in the third quarter to a $1.08 trillion record. Here's how we got here
November 07, 2023
Tags
US Economy
Savings
Debt
From
CNBC.com News
U.S. consumer is 'quite healthy,' VantageScore CEO says, as credit scores rise despite inflation, mounting debt
November 06, 2023
Tags
Your Money
Personal Finance
Personal finance
From
CNBC.com News
Retirement is overrated, Gen Z says, as ‘soft saving’ trend takes hold
November 04, 2023
Tags
Retirement planning
Personal Finance
Personal saving
From
CNBC.com News
The Federal Reserve leaves rates unchanged. Here's what that means for your wallet
November 01, 2023
Tags
Economic events
Coronavirus
Personal loans
From
CNBC.com News
62% of Americans are still living paycheck to paycheck, making it 'the main financial lifestyle,' report finds
October 31, 2023
Tags
Retirement planning
Inflation
Personal Income
From
CNBC.com News
Credit scores hit an all-time high, even though households are falling deeper in debt
October 30, 2023
Tags
Debt
Personal credit scores
Savings
From
CNBC.com News
The Federal Reserve may not hike interest rates next week, but consumers are unlikely to feel any relief
October 27, 2023
Tags
Central Banks
Inflation
Personal saving
From
CNBC.com News
Shoppers have choices when it comes to payment plans. Here's how to pick between buy now, pay later and retail credit cards
October 26, 2023
Tags
Personal finance
Debt
Personal loans
From
CNBC.com News
Only 19% of Americans increased their emergency savings in 2023. 'That puts households in a bind,' expert says
October 25, 2023
Tags
Personal saving
Personal finance
Personal debt
From
CNBC.com News
Biden administration rolls out new consumer protections for student loan borrowers
October 24, 2023
Tags
Personal Finance
Education
Breaking News: Investing
From
CNBC.com News
A risk of 'cash stuffing:' You may forgo ‘the easiest money you are ever going to make,’ says analyst
October 24, 2023
Tags
Economic events
Credit Cards
Personal loans
From
CNBC.com News
These credit cards have had 'increasingly notable' high rates, analyst says. What to know before you shop
October 23, 2023
Tags
Interest Rates
Investing
Breaking News: Investing
From
CNBC.com News
The 10-year Treasury tops key 5% level once again: Here’s what that means for you
October 23, 2023
Tags
Investing
Auto Loans
Breaking News: Investing
From
CNBC.com News
The 10-year Treasury yield just crossed 5% for the first time since 2007: Here’s what that means for you
October 20, 2023
Tags
Personal saving
Personal finance
Personal debt
From
CNBC.com News
Some of the nation's top colleges are eliminating student loans
October 14, 2023
Tags
Personal finance
Personal loans
Investment strategy
From
CNBC.com News
EXCLUSIVE: Fed Was Wrong On Inflation, 'We're Making It Very Hard For The Poor And The Middle Class To Catch Up,' Says Scaramucci
October 13, 2023
Tags
SkyBridge Capital
Anthony Scaramucci
Raz Report
From
Benzinga
5 ways to reduce credit card debt ahead of the holiday shopping season
October 12, 2023
Tags
Personal finance
Retail
Economic events
From
CNBC.com News
Why even those winning 'the capitalist game' feel insecure, says Debt Collective co-founder
October 07, 2023
Tags
Investing
Labor economy
Breaking News: Investing
From
CNBC.com News
California Cannabis Co. Pays Off Debt, Here's What's Next
October 06, 2023
Tickers
LOWLF
Tags
Cannabis
Market News
Benzinga
From
Benzinga
From Amazon to Target, here's a look at some of the biggest holiday sales happening now
October 06, 2023
Tags
Savings
Holiday shopping
Inside Wealth: Spending
From
CNBC.com News
The cost of applying to college: 'Bare minimum,' expect $1,200 on application fees, says expert
October 04, 2023
Tags
Higher education
Investing
College
From
CNBC.com News
More mortgage applications are being rejected for 'insufficient income.' Here's why
October 04, 2023
Tags
Mortgages
Personal Finance
Debt
From
CNBC.com News
Savings rate for Americans is falling. 'I'm concerned,' top economist says
October 03, 2023
Tags
Retirement planning
Personal Income
Personal Finance
From
CNBC.com News
Latino student loan borrowers face extra challenges as payments restart
October 02, 2023
Tags
Personal loans
Politics
Personal debt
From
CNBC.com News
Holiday shoppers are getting an early jump on the season, but student loan payments weigh heavily
September 28, 2023
Tags
Student loans
Personal Finance
Shopping
From
CNBC.com News
< Previous
1
2
...
13
14
15
16
17
18
19
20
21
...
32
33
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.