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
...
26
27
28
29
30
31
32
33
Next >
What college students need to know about credit cards
September 15, 2022
Tags
Credit Cards
Higher education
Personal loans
From
CNBC.com News
The 'good news is they will be regulated,' Harvard fellow says of watchdog crackdown on buy now, pay later lenders
September 15, 2022
Tags
Personal loans
Personal saving
Credit Cards
From
CNBC.com News
'It's belt-tightening time' — How to save as food inflation jumps more than 11% in a year
September 15, 2022
Tags
Food and Beverage
Retail
Inflation
From
CNBC.com News
Taxpayers can avoid a 'very nasty surprise' by making quarterly payments by Sept. 15
September 14, 2022
Tags
Tax Planning
Wealth
Financial planners
From
CNBC.com News
Millions of borrowers may be eligible for a refund on student loan payments made during Covid. Here's what to know
September 14, 2022
Tags
Student Loans
Personal loans
Debt
From
CNBC.com News
Secondhand shopping is booming: Here’s how much you can save
September 14, 2022
Tags
Shopping
Winmark Corp
Debt
From
CNBC.com News
'A real game changer' — Citi is the latest employer to offer workers a free college degree
September 13, 2022
Tags
T/Mobile US Inc
United Parcel Service Inc
Starbucks Corp
From
CNBC.com News
When to apply for student loan forgiveness — 4 key dates to know
September 12, 2022
Tags
Personal finance
Politics
Personal Finance
From
CNBC.com News
Who benefits most from student loan forgiveness? Economists, investment banks and education experts weigh in
September 11, 2022
Tags
Student Loans
Personal loans
Social issues
From
CNBC.com News
'It’s not enough:' Student loan forgiveness means less for the millions of borrowers who never finished college
September 10, 2022
Tags
Education
Debt
Savings
From
CNBC.com News
While you wait for student debt forgiveness, 'don't refinance your federal loans,' warns expert: Do these 5 things instead
September 09, 2022
Tags
Personal loans
Personnel
Student Loans
From
CNBC.com News
What credit score you need to get an Apple Card — and save 3% on the new iPhone 14
September 09, 2022
Tags
Investing
Personal finance
Personal Finance
From
CNBC.com News
You may owe taxes for federal student loan forgiveness if you live in one of these states
September 08, 2022
Tags
Personal saving
Higher education
Personal debt
From
CNBC.com News
Inflation fears spur shoppers to get an early jump on the year-end holidays
September 08, 2022
Tags
Retail
Inflation
Investing
From
CNBC.com News
Why young adults in minority communities tend to start out with lower credit scores
September 08, 2022
Tags
Racial discrimination
Racial and ethnic discrimination
Personal finance
From
CNBC.com News
More Americans tapping buy now, pay later services for groceries 'shows the height of personal desperation,' Harvard researcher says
September 07, 2022
Tags
Investment strategy
US: News
Debt
From
CNBC.com News
67% of pandemic 'boomerang kids' are still living with mom and dad
September 06, 2022
Tags
Real Estate
Inflation
Millennials
From
CNBC.com News
Stressed about credit card debt? Take these steps to help trim high-interest account balances
September 05, 2022
Tags
Wealth
Bankruptcy
Credit card services
From
CNBC.com News
Student loan forgiveness could result in a $2,500 burden per taxpayer, research finds
September 02, 2022
Tags
Personal Finance
Personal taxes
Student loans
From
CNBC.com News
Why Tilray Shares Are Trading Higher Today
September 02, 2022
Tickers
TLRY
Tags
News
TLRY
Cannabis
From
Benzinga
'No one wants to be the state taxing student loan forgiveness.' Here's where borrowers may see a bill
September 01, 2022
Tags
Savings
Education
Debt
From
CNBC.com News
Americans have ‘tip fatigue’ — post-pandemic, diners are less inclined to tip generously for takeout
September 01, 2022
Tags
Wages and salaries
Food services
Personal loans
From
CNBC.com News
Who wants to be a billionaire? 6 in 10 Americans strive to be mega-wealthy, report finds
August 31, 2022
Tags
US: News
Investment strategy
Social issues
From
CNBC.com News
Education Department cancels $1.5 billion in student debt for 79,000 borrowers subjected to ‘false promises’ by Westwood College
August 30, 2022
Tags
Student loans
Wealth
Student finances
From
CNBC.com News
Borrowers could get up to $300 back in their monthly budget from student loan forgiveness. Here’s how to use that money
August 30, 2022
Tags
Investment management
U/S/ Economy
Economic events
From
CNBC.com News
Credit scores still sit at all-time high, despite some 'deterioration' in how Americans are faring financially
August 30, 2022
Tags
Credit Cards
Personal saving
Credit
From
CNBC.com News
Mortgage rates will fall to 4.5% in 2023? That's the estimate from Fannie Mae. Here’s what that means for homebuyers
August 29, 2022
Tags
Personal loans
Real estate
Government Programs
From
CNBC.com News
Fewer Americans say they are living paycheck to paycheck as inflation begins to ease
August 29, 2022
Tags
Personnel
Personal loans
Credit
From
CNBC.com News
Do you make too much for student loan forgiveness? Here's how to figure out whether you qualify
August 27, 2022
Tags
Personal saving
Personal loans
Higher education
From
CNBC.com News
Beyond student loan forgiveness, here's what the government can do to keep the rising household debt in check
August 27, 2022
Tickers
GDP
Tags
Environment
Inflation
Recession
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.