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 >
Amazon Prime Day is coming up: Here's why deal experts say you might want to skip it this year
July 09, 2022
Tags
Amazon/com Inc
Savings
Overstock/com Inc
From
CNBC.com News
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
July 05, 2022
Tags
Economy
Personal Finance
Careers
From
CNBC.com News
Student loan borrowers may regret not taking these 3 steps before payments restart
July 03, 2022
Tags
Consumer Finance
Student loans
Social issues
From
CNBC.com News
Settled medical debt is now dropping off credit reports — here's how to check your record and make sure it's right
July 01, 2022
Tags
Personal loans
Personal finance
Consumer credit
From
CNBC.com News
Students are taking on 'unsustainable debt' for college, says former FDIC chair: How to know what you can afford
June 30, 2022
Tickers
LIFE
Tags
College
Invest in You: Ready Set Grow
Education
From
CNBC.com News
Debt collectors' 'pay to pay fees' are 'often illegal,' consumer watchdog agency says
June 29, 2022
Tickers
LAW
LAWS
Tags
Consumer Finance
Law and Regulation
Regulations
From
CNBC.com News
Buy now, pay later refunds can be tricky: 'The process isn't quite down to a science,' says chief credit analyst
June 29, 2022
Tags
Retail
Retail industry
Personal Finance
From
CNBC.com News
58% of Americans are living paycheck to paycheck after inflation spike — including 30% of those earning $250,000 or more
June 27, 2022
Tags
Savings
US Economy
Personal saving
From
CNBC.com News
Supreme Court’s overturning of Roe v. Wade expected to financially hurt the 'most marginalized' women, experts say
June 24, 2022
Tags
Personal debt
Wealth
Debt
From
CNBC.com News
With or without a federal gas tax holiday, here are 4 ways to save money at the pump
June 23, 2022
Tags
US: News
Investing
Travel
From
CNBC.com News
Average credit card interest rates have topped 20%. Here's how to pay down that debt fast
June 22, 2022
Tags
Investing In
Personal loans
Personal finance
From
CNBC.com News
Millions of students never finish college. Here's what loan forgiveness may mean for them
June 22, 2022
Tags
Student loans
Colleges & Universities
Personal Finance
From
CNBC.com News
Student loan forgiveness 'is not a problem that concerns the wealthy,' Schumer says
June 22, 2022
Tags
Politics
Debt
Higher education
From
CNBC.com News
100 million adults have health-care debt — and 12% of them owe $10,000 or more
June 22, 2022
Tags
Investing
Health care costs
Health insurance
From
CNBC.com News
This is what women must do to overcome the retirement savings shortfall, says a financial pro
June 22, 2022
Tags
Personal finance
Personal loans
Debt
From
CNBC.com News
As Biden weighs a federal gas tax holiday, here’s what that could mean for prices at the pump
June 21, 2022
Tags
Inflation
Oil and Gas
Personal Finance
From
CNBC.com News
Tax pros ‘very skeptical’ about expanded IRS voice bots for payments plans
June 21, 2022
Tags
Personal debt
Wealth
Personal loans
From
CNBC.com News
Student loan forgiveness could help narrow the racial wealth gap, say advocates. Here's how
June 17, 2022
Tags
Diversity in education
College
Invest in You: Ready Set Grow
From
CNBC.com News
Cost to finance a new car hits a record $656 per month — and auto shoppers could pay even more with latest Fed rate hike
June 16, 2022
Tags
Investing
Autos
Personal Finance
From
CNBC.com News
HEXO Deal Could Be A Big Win For Tilray, This Analyst Tells Us Why
June 16, 2022
Tickers
HEXO
TLRY
Tags
Cantor Fitzgerald
stocks
Markets
From
Benzinga
Food stamps, credit card debt: Record high inflation forces some older Americans to make tough financial choices
June 16, 2022
Tags
Debt
Personal finance
Government Programs
From
CNBC.com News
Building credit is one of the most important things young adults can do. Here's how to get started
June 16, 2022
Tags
Invest in You: Ready Set Grow
Credit Cards
Debt
From
CNBC.com News
Here's what the Federal Reserve's three-quarter-point rate hike — the highest in 28 years — means for you
June 15, 2022
Tags
Invest in You: Ready Set Grow
Credit Cards
U/S/ Economy
From
CNBC.com News
Companies from Tesla to Coinbase are laying off workers: Here are 3 things to do first if you lose your job
June 15, 2022
Tickers
JOBS
Tags
Health Insurance
Government Programs
Coinbase Global Inc
From
CNBC.com News
Make these money moves before the Fed hikes rates again
June 14, 2022
Tags
Interest Rates
Auto Loans
Personal finance
From
CNBC.com News
The next frontier for buy now, pay later is plastic
June 10, 2022
Tags
Affirm Holdings Inc
Savings
Banks
From
CNBC.com News
Credit card balances spike to an all-time high of $841 billion after stimulus checks helped reduce debt
June 09, 2022
Tags
Personal Finance
Inflation
Savings
From
CNBC.com News
Some of medical debt will soon disappear from consumer credit reports. What to know
June 09, 2022
Tags
Health care costs
Investing
Personal debt
From
CNBC.com News
Leaving your job? Here are options for handling that unpaid 401(k) loan
June 07, 2022
Tags
Personal debt
Retirement
Retirement planning
From
CNBC.com News
'No different than the mortgage crisis': NAACP President Derrick Johnson on why student loan forgiveness is needed
June 06, 2022
Tags
Personal Finance
Student Loans
Coronavirus
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.