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 Delta Variant
Recent news which mentions Delta Variant
CBRE Updates US Lodging Forecast Following Delta Variant's Impact
October 12, 2021
Tickers
CBRE
Tags
CBRE
Delta variant
business travel
From
Benzinga
Purfresh Clean Ozone Sanitizing Technology Now in Use at Texas A&M at Galveston
September 01, 2021
Tags
SARS CoV/2
Mold
Services
From
PRLog
US Delta Variant Situation 'Likely To Remain Tenuous' Through September, Analyst Says
August 31, 2021
Tickers
CDC
SPY
Tags
Covid/19
Bank of America
Analyst Color
From
Benzinga
South Florida Doctors Did NOT Walk Out in Protest
August 26, 2021
Tags
Palm Beach Gardens doctors
United States
Palm Beach Gardens
From
PRLog
Could Biotech ETFs Get Another Boost From JNJ News?
August 26, 2021
Tickers
BIB
IBBJ
JJ
JNJ
Tags
BIB
vaccine
PBE
From
ETF Trends
ETF Strategies To Explore As Fed Monitors Inflation And Tapering
August 26, 2021
Tickers
DIVS
GSG
MOTO
SDIV
Tags
DIVS
GSG
FlexShares
From
ETF Trends
Delta Air Lines Avoids Delta Variant Wording, Charges Unvaccinated Employees More For Health Care
August 26, 2021
Tickers
DAL
PFE
STZ
Tags
vaccine
DAL
Delta variant
From
Benzinga
Pfizer Working On Specialized Vaccine Targeting COVID-19 Delta Variant: CEO
August 24, 2021
Tickers
BNTX
PFE
Tags
Coronavirus
Covid/19 vaccines
Benzinga
From
Benzinga
Biotech ETFs Are Already Benefitting from Pfizer Vaccine’s Full Approval
August 23, 2021
Tickers
BIB
IBBJ
PBE
Tags
biotech etfs
delta variant
Featured
From
ETF Trends
Friday's Market Minute: Delta Déjà Vu
August 20, 2021
Tickers
AAPL
CMG
PYPL
SBUX
Tags
SQ
PayPal
AAPL
From
Benzinga
Crude Oil ETFs Crater for the Sixth Day in a Row
August 19, 2021
Tickers
OIL
SCO
UCO
USO
Tags
crude etfs
coronavirus
USO
From
ETF Trends
New Zealand On Nationwide Three-Day Lockdown After Single COVID-19 Case Was Confirmed
August 17, 2021
Tickers
SPY
Tags
Jacinda Ardern
Covid/19
New Zealand
From
Benzinga
Hot M&A Market Plus Delta Variant Equals Unusual Time In Logistics
August 13, 2021
Tags
merger and acquisition
Delta variant
Freight
From
Benzinga
Cargo Airlines Cancel Hundreds Of China Flights Amid COVID Outbreak
August 13, 2021
Tickers
AAWW
Tags
Travel
Markets
General
From
Benzinga
Xybion Launches a Rapid COVID-19 Diagnostic Lab Management System: Labwise XD COVAPP
August 10, 2021
Tags
compliance
preclinical
delta variant
From
PRUnderground
Friday's Market Minute: Delta Variant, Bonds, And The Labor Market
August 06, 2021
Tickers
JOBS
Tags
Federal Reserve
Markets
General
From
Benzinga
Bridges Crisis Management Partners with California Department of Health in the fight against Covid 19 and its variants
August 05, 2021
Tags
Hospice
Memory Care
Health
From
PRLog
Delta, Lambda Covid Variants Still Weighing On Market Despite Positive Earnings Reports
August 05, 2021
Tickers
CI
F
GM
GS
Tags
Federal Reserve
Markets
Health Care
From
Benzinga
Which Tech Companies Are Requiring Vaccinations — And Which Are Not?
July 29, 2021
Tickers
AMZN
DAL
FB
GOOG
Tags
Benzinga
Coronavirus
Media
From
Benzinga
5 Days after Monday’s Plunge, Stocks Score Fresh Highs Friday
July 23, 2021
Tickers
DIA
QQQ
SOCL
SPDR
Tags
Invesco
VTI / Vanguard Total Stock Market ETF
SOCL
From
ETF Trends
ImmunoPrecise SkyRockets On Delta Variant Therapy News: What's Next?
July 22, 2021
Tickers
IPA
Tags
Market News
Short Ideas
Trading Ideas
From
Benzinga
The Delta Variant Spreads. Will It Mutate Gold?
July 22, 2021
Tickers
GOLD
Tags
Benzinga
Commodities
Gold
From
Benzinga
Johnson & Johnson's COVID-19 Shot Is Less Effective Against Delta Variant: Study
July 21, 2021
Tickers
BNTX
JNJ
MRNA
PFE
Tags
Biotech
Benzinga
Delta variant
From
Benzinga
CN Optimistic Despite Wildfires, Congestion And Delta Variant
July 21, 2021
Tickers
CNI
CP
KSU
Tags
Delta variant
CNI
Freight
From
Benzinga
PreMarket Prep Stock Of The Day: Pfizer
July 20, 2021
Tickers
MRNA
NVAX
PFE
Tags
Delta variant
Technicals
Covid/19
From
Benzinga
'We Are More Than Due For Some Turbulence': Experts React To Stock Market's Worst Day In Months
July 19, 2021
Tickers
SPY
Tags
Trading Ideas
News
Futures
From
Benzinga
Crude ETFs Plummet as Oil Drops More than 8%
July 19, 2021
Tickers
JJE
OIL
SCO
UCO
Tags
coronavirus
crude etfs
Oil
From
ETF Trends
While Stocks Fall, Inverse ETFs Outperform Amid Delta Variant Concerns
July 19, 2021
Tickers
DIA
IAT
KBE
QQQ
Tags
spdr
Federal Reserve
Inflation
From
ETF Trends
The SPY Bears Look Strong, But Bulls Have Opportunity
July 19, 2021
Tickers
NFLX
SPY
Tags
SPY
Benzinga
Top Stories
From
Benzinga
3 Stocks Are Stephanie Link's Favorite Reopening Plays
July 19, 2021
Tickers
EXPE
SAVE
TJX
Tags
Long Ideas
Covid/19
Squawk Box
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.