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 Digital Assets
Recent news which mentions Digital Assets
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
Next >
Thailand SEC Sues Ex-Zipmex CEO For Alleged Fraud, False Statements
February 08, 2024
Tickers
ASIA
NEWS
Tags
Cryptocurrency
Legal
Market News
From
Benzinga
RAIR Technologies Launches Web3 Solution With Facial Recognition, Off-Chain Analytics Engine
February 08, 2024
Tickers
NEWS
TECH
Tags
News
Market News
Web3
From
Benzinga
Grayscale CEO Pushes For Spot Bitcoin ETF Options Approval: 'We'll See More Crypto ETFs In Next 3-5 Years'
February 06, 2024
Tickers
BITCOMP
GBTC
NEWS
SEC
Tags
Digital Assets
Markets
Cryptocurrency Exchange
From
Benzinga
GoDaddy Partners With Ethereum Name Service To Bridge Domain And Blockchain Worlds
February 05, 2024
Tickers
GDDY
NEWS
Tags
Cryptocurrency
Market News
News
From
Benzinga
How Bitcoin ETFs Reshape The Investment Landscape: 'Mega-Bullish Longer Term,' Expert Tells Benzinga
February 05, 2024
Tickers
BITCOMP
BITO
GBTC
IBIT
Tags
Markets
Exclusives
Sector ETFs
From
Benzinga
Bankrupt Genesis Global Agrees To $21M SEC Settlement Over Lending Program
February 01, 2024
Tickers
NEWS
SEC
Tags
$FTT
Chapter 11 Bankruptcy
Gemini Trust
From
Benzinga
Celsius Network Successfully Exits Bankruptcy, Begins $3B Creditor Repayment
February 01, 2024
Tickers
HUT
NEWS
Tags
HUT
$BTC
Top Stories
From
Benzinga
Ripple Co-Founder Hacked For $112.5M, XRP Drops 5%: 'Share With Us How The Hack Happened,' Observers Ask
January 31, 2024
Tickers
NEWS
SEC
Tags
Benzinga
SEC
hackers
From
Benzinga
Scaramucci Targets $170,000 For Bitcoin After Halving, Credits BlackRock CEO: 'Larry Did The Reversal'
January 30, 2024
Tickers
BITCOMP
BLK
NEWS
USD-BITSTAMP
Tags
bitcoin ETF
BLK
Spot Bitcoin ETF
From
Benzinga
Bitcoin ETFs Already Hold 3% Of BTC's Supply: Where Does Institutional Adoption End?
January 30, 2024
Tickers
BITCOMP
GBTC
NEWS
USD-BITSTAMP
Tags
Spot Bitcoin ETF
bitcoin ETF
Cryptocurrency
From
Benzinga
Coinbase: Key Player In New Era Of Bitcoin ETFs, Encourages Investor Caution
January 30, 2024
Tickers
BITCOMP
COIN
NEWS
USD-BITSTAMP
Tags
Stories That Matter
Markets
Digital Assets
From
Benzinga
Will Charles Schwab Eyeing Bitcoin ETF Be A Game-Changer For Retail Investors?
January 29, 2024
Tickers
BITCOMP
NEWS
SCHW
USD-BITSTAMP
Tags
Meanwhile
Raj Kapoor
$BTC
From
Benzinga
Bitcoin To Touch Mid-$20K Levels Before Bouncing Back To New All-Time High, Says Former Ark Crypto Lead: 'Path To Get There Will Be Volatile'
January 27, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
General
Markets
Digital Assets
From
Benzinga
Bitcoin's Price Rebound Triggers Rally In Crypto-Linked Stocks As Expert Highlights 'Very Bullish Long Term' Outlook
January 27, 2024
Tickers
ANY
BITCOMP
BITF
CIFR
Tags
News
Cryptocurrency
Bitcoin
From
Benzinga
Bitcoin ETFs More Likely 'Off-Ramp For Whales' Than 'On-Ramp For Traditional Investors': Analyst
January 26, 2024
Tickers
BITCOMP
BTC
GBTC
NEWS
Tags
Bitcoin ETFs
Cryptocurrency
GBTC
From
Benzinga
Unlocking Crypto Riches: Crypto Expert Shares Guide How To Value Tokens
January 26, 2024
Tickers
NEWS
Tags
Crypto token
Benzinga
$BTC
From
Benzinga
Bitcoin Pressure Eases As Profit-Taking Party Winds Down, JPMorgan Examines GBTC
January 26, 2024
Tickers
BITCOMP
BLK
GBTC
JPM
Tags
Spot Bitcoin ETF
BLK
Market News
From
Benzinga
SEC Postpones Decision On Grayscale's Ethereum ETF Proposal, Seeks Public Input
January 25, 2024
Tickers
GBTC
NEWS
SEC
Tags
Cryptocurrency
GBTC
News
From
Benzinga
XRP ETF: Hype Or Hope? Experts Weigh In After BlackRock's Cautionary Move
January 24, 2024
Tickers
BLK
NEWS
SEC
Tags
Market News
Sologenic
ripple
From
Benzinga
Snipers Enjoy Over $15M In SatoshiVM Token Launch, Raising Concerns In Crypto Community
January 23, 2024
Tickers
NEWS
Tags
MemeCoins
Cryptocurrency
Market News
From
Benzinga
Bitcoin Experts Say Price Plunge To $39,000 Is 'Healthy For The Market': Here's Why
January 23, 2024
Tickers
BITCOMP
BTC
GBTC
NEWS
Tags
Grayscale
Cryptocurrency
GBTC
From
Benzinga
Crypto Craze Meets Politics: How A Donald Trump Memecoin Soared To Astounding $96M Market Cap
January 22, 2024
Tickers
NEWS
Tags
Digital Assets
Markets
General
From
Benzinga
FTX Sold $1B Of GBTC, Explaining Part Of Grayscale Outflows
January 22, 2024
Tickers
GBTC
NEWS
SEC
Tags
Spot Bitcoin ETF
New ETFs
ETFs
From
Benzinga
TradeStation Crypto Bows Out Of Spot Cryptocurrency Trading: What Investors Need To Know
January 18, 2024
Tickers
COMP
NEWS
Tags
Markets
$USDC
Stories That Matter
From
Benzinga
Morgan Stanley Crypto Expert Outlines How Bitcoin, CBDCs Threaten US Dollar Supremacy
January 16, 2024
Tickers
BITCOMP
MS
NEWS
USD-BITSTAMP
Tags
U/S/ Dollar
Market News
News
From
Benzinga
Bitcoin Hangover After ETF Party: Were Bulls Blinded By Hype?
January 12, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Spot Bitcoin ETF
Markus Levin
Cryptocurrency
From
Benzinga
Bitcoin ETFs Roar Onto Wall Street On Day 1, But Questions Linger About New Money
January 12, 2024
Tickers
BITCOMP
BLK
GBTC
IBIT
Tags
Cryptocurrency
cryptocurrency trading
Market News
From
Benzinga
BlackRock CEO Larry Fink: 'I'm A Big Believer,' Sees Value In Having Ethereum ETFs
January 12, 2024
Tickers
BLK
GOLD
NEWS
Tags
Digital Assets
Blockchain Technology
Markets
From
Benzinga
Beyond Bitcoin: Ethereum ETF Approval Has Investors Craving Liquid Staking Gold Rush
January 11, 2024
Tickers
BITCOMP
BLK
BTC
NEWS
Tags
Top Stories
Benzinga
$ETH
From
Benzinga
Vanguard Shuns Bitcoin ETFs, Faces Social Media Backlash From Crypto Enthusiasts: 'Have Fun Staying Poor'
January 11, 2024
Tickers
BITCOMP
BLK
NEWS
SCHW
Tags
Fidelity
Stories That Matter
vanguard
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
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.