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 Disability Rights
Recent news which mentions Disability Rights
Social Security reduces benefit clawback from 100% to 50% for some; experts still warn of 'devastating' effects
May 05, 2025
Tags
Personal saving
Social Security
Retiree finances
From
CNBC.com News
Social Security Administration to emphasize in-person office visits to curb identity fraud
March 19, 2025
Tags
Disability benefits
Personal Finance
Government budgets
From
CNBC.com News
As Social Security plans to cut about 7,000 workers, some experts worry that may affect benefits
March 03, 2025
Tags
Personal finance
Personal saving
Government budgets
From
CNBC.com News
Disabled workers are getting screened out of digital hiring
January 30, 2025
Tickers
JOBS
Tags
Social issues
Disability rights
Jobs
From
CNBC.com News
"Federal Complaint Filed: David Medeiros Uncovers Medicaid Mismanagement, ADA Violations, and Systemic Failures in Connecticut"
December 03, 2024
Tags
Disability Rights
District of Columbia
Society
From
PRLog
New bill proposals aim to make it easier for disabled individuals to save money
August 01, 2024
Tags
Disability benefits
Personal Finance
Family finances
From
CNBC.com News
This is America's most overlooked labor force, with as much as 80% shut out of work
August 03, 2023
Tickers
JOBS
Tags
Small Business Administration
Business
Small Business
From
CNBC.com News
New bill aims to help low-income Americans with disabilities build emergency savings through a federal match
July 26, 2023
Tags
Congress
Personal debt
Personal finance
From
CNBC.com News
Long Covid has led to financial hardship for patients, research finds. Experts say these changes can help
July 26, 2023
Tags
Personal finance
Social issues
Personal income
From
CNBC.com News
Disclosing a disability in the workplace, as employers focus on creating a culture of inclusion
July 25, 2023
Tags
Personal finance
Personnel
Labor economy
From
CNBC.com News
Less than 5% of U.S. housing supply is accessible to older, disabled Americans. These changes may help
July 21, 2023
Tags
Retirement
Politics
Disability benefits
From
CNBC.com News
This safety net for the elderly and disabled comes with strict rules on savings. That may change
June 30, 2023
Tags
Social Security
Personal saving
Government Agencies
From
CNBC.com News
What it feels like when your mental health condition becomes a punchline: 'It actually drives people further into hiding'
February 10, 2023
Tags
Make It
Mental health
Make It / Life
From
CNBC.com News
Democrats renew push for national paid family and medical leave program
February 03, 2023
Tags
Personal Income
Personal income
Disability rights
From
CNBC.com News
Successfully applying for Social Security disability is difficult. Applying as a long Covid patient is even trickier
January 09, 2023
Tags
COVID/19
Disability benefits
Personal Finance
From
CNBC.com News
Long Covid may be 'the next public health disaster' — with a $3.7 trillion economic impact rivaling the Great Recession
November 30, 2022
Tags
Coronavirus: Diagnosis
Coronavirus
Personal Finance
From
CNBC.com News
People with disabilities rate the top 10 cities that are easiest for them to travel around
November 09, 2022
Tickers
LIFE
Tags
Travel
Business travel
Disability rights
From
CNBC.com News
U.S. workers lost about $28 billion in wages during Covid-19 due to lack of access to paid leave, report finds
August 12, 2022
Tickers
JOBS
Tags
Health issues
Personal finance
Employment
From
CNBC.com News
Washington leaders agree Social Security needs to be fixed — but proposed tax increases are a key sticking point
July 05, 2022
Tags
Legislation
Social issues
401(k) plans
From
CNBC.com News
Creating a special needs trust? Here are the costs, what you need to know and who to use
May 21, 2022
Tags
Trusts and fund management
Trusts and Estates
Personal finance
From
CNBC.com News
Congress seeks ways to reduce Social Security customer service delays
May 18, 2022
Tags
Social Security
Retiree finances
Personal saving
From
CNBC.com News
Bill to improve federal benefits for the elderly, blind and disabled may herald broader reform, Sen. Sherrod Brown says
May 03, 2022
Tags
Vision impairment and blindness
Occupational injuries and disabilities
Congress
From
CNBC.com News
Bipartisan bill aims to update rules for federal benefits for elderly, disabled
May 02, 2022
Tags
Welfare of the disabled
Personal saving
Caring for elderly parents
From
CNBC.com News
Supreme Court decision may hurt Puerto Rico residents who need access to federal disability program, expert says
April 21, 2022
Tags
Personal saving
Social Security
Supreme Court (U/S/)
From
CNBC.com News
3 ways hiring this 'under-tapped pool' of talent can benefit Asia's workforce
April 14, 2022
Tags
Asia News
Disability rights
Mercer International Inc
From
CNBC.com News
People who live on these government benefits live close to the federal poverty level. How reform could change that
April 08, 2022
Tags
Personal saving
Government pensions and social security
Disability benefits
From
CNBC.com News
Social Security offices are reopening this week. How to reduce your wait time
April 04, 2022
Tags
Financial planning
National security
Personal spending
From
CNBC.com News
Biden pushes for paid family leave in State of the Union address
March 02, 2022
Tickers
JOBS
Tags
Employee benefits
Personal saving
Personal Finance
From
CNBC.com News
‘You’re on hold forever.’ Social Security applicants complain about agency’s long waits
February 16, 2022
Tags
Fixed Income Strategies
Bonds
Social Security
From
CNBC.com News
Senate Majority Leader Chuck Schumer calls paid leave 'one of the most important planks' in Build Back Better
December 09, 2021
Tickers
JOBS
LIFE
Tags
Personal Finance
Disability benefits
U/S/ Economy
From
CNBC.com News
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.