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 Discord
Recent news which mentions Discord
Financial Crime Weekly: Man Sentenced To 78 Months For Investment Scheme, Woman Convicted Of $20 Million Insurance Fraud
March 16, 2025
Tickers
NEWS
Tags
Financial Crime Weekly
YouTube
Legal
From
Benzinga
Discord Reportedly Exploring IPO In 2025, Met Financial Advisors Recently To Explore Going Public
March 05, 2025
Tickers
NEWS
TECH
Tags
News
benzinga neuro
Software & Apps
From
Benzinga
Erdoğan's Justice Minister Speaks Up On Discord Ban In Turkey: 'We Are Determined To Protect Our Youth And Children'
October 09, 2024
Tickers
META
NEWS
TECH
Tags
Tech
Stories That Matter
Benzinga
From
Benzinga
X Gains Ground As Facebook Slips: Musk Closes In On Zuckerberg In Social Media Face-Off
September 11, 2024
Tickers
META
PINS
RDDT
SNAP
Tags
Long Ideas
TikTok
META
From
Benzinga
PS5 Enhancement Allows Discord Voice Chats Directly From Your Console
June 13, 2024
Tickers
MSFT
NEWS
SONY
Tags
SONY
PS5
MSFT
From
Benzinga
Cathie Wood, Ark Invest Announce Stake In OpenAI: Here's How You Can Get Exposure To ChatGPT Parent, X (Twitter), SpaceX, Discord, Epic Games
April 11, 2024
Tickers
AI
COIN
HOOD
MSFT
Tags
Ark Invest Venture Fund
COIN
Elon Musk
From
Benzinga
Winning Whales Trading Discord Server Expands Services with Exclusive $ABQQ OTC Stock Discussion Channel
January 14, 2024
Tags
Research
OTC Investments
Stock Trading
From
PRLog
2024 Gaming Industry Shakeup: Over 2,700 Layoffs Revealed In Past 11 Days
January 11, 2024
Tickers
AMZN
JOBS
NEWS
PLTK
Tags
Gaming Industry Layoffs
Markets
Archiact
From
Benzinga
Senate Demands Answers From Mark Zuckerberg, Linda Yaccarino, And Other Tech CEOs On Online Child Safety Concerns
November 21, 2023
Tickers
META
SNAP
TECH
X
Tags
Benzinga
Tech
People In Tech
From
Benzinga
Discord Is Down: People Are Seeing A 'Blocked' Message, Here's What You Need To Know
September 29, 2023
Tickers
TECH
Tags
Discord
Market News
Consumer Tech
From
Benzinga
Why China-Owned Vape Brand SKE Deleted Its TikTok Account After Ignoring UK Age Laws
August 26, 2023
Tickers
SKE
TECH
VAPE
Tags
Tech
Benzinga
Market News
From
Benzinga
IPO Market Sees Sluggish Recovery From 2022's 'Absolute Radio Silence:' Panera, Instacart, Stripe Among Companies Waiting In The Wings
July 28, 2023
Tickers
AFRM
BMBL
BSAQ
IPOS
Tags
John Collison
News
Markets
From
Benzinga
Classified Document Leak On Discord Prompts Pentagon To Strengthen Security Procedures
July 06, 2023
Tags
Discord
Market News
Politics
From
Benzinga
Discord Data Breach Exposes Millions Of Users: Is Your Account At Risk?
May 13, 2023
Tickers
TECH
Tags
News
Software & Apps
Gaming
From
Benzinga
Been Vying To Try Your Hands On Midjourney For Free? Now Is Your Chance!
May 06, 2023
Tickers
TECH
Tags
News
Consumer Tech
Discord
From
Benzinga
Discord Leaks Highlight Security Challenges For US Military, Social Media Platforms
April 24, 2023
Tags
Government
video games
Benzinga
From
Benzinga
Guardsman Charged With Leaking Classified Documents Did So To Show Off, Discord Users Say
April 16, 2023
Tags
Discord
Market News
leak
From
Benzinga
Air National Guardsman Arrested In Connection With Leaked US Intelligence Documents
April 13, 2023
Tags
FBI
Benzinga
Government
From
Benzinga
US Intel Leaks Reportedly Traced Back To Military Base Worker Called 'OG' On Discord
April 13, 2023
Tags
News
General
Global
From
Benzinga
Is 2023 The Year For A $15 Billion Valuation Discord IPO?
March 07, 2023
Tickers
IPO
IPOS
Tags
Benzinga
Startups
IPOs
From
Benzinga
ChatGPT Pro Available For $42? No Official Confirmation But Netizens Are Going Gaga
January 24, 2023
Tickers
TECH
Tags
News
ChatGPT Professional
Consumer Tech
From
Benzinga
EXCLUSIVE: How Vayner3 Has Helped Connect Web3 Communities — And A Look At Brands That Are Doing It Right
December 14, 2022
Tickers
SBUX
Tags
Exclusives
Christie's
Market News
From
Benzinga
Manchester United Digital Collectibles (NFTs) Coming Soon: Here Are The Details
November 14, 2022
Tickers
MANU
Tags
Discord
Market News
metaverse
From
Benzinga
WhatsApp Forays Into Slack And Discord Territory As It Rolls Out Communities Globally
November 03, 2022
Tickers
META
TECH
Tags
META
General
News
From
Benzinga
Is Discord To Blame For NFT Hacks? Project Founder And Community Divided
June 07, 2022
Tickers
ETH
MSFT
SONY
TWTR
Tags
Moonbirds
Beeple
Instagram
From
Benzinga
How A Hacker Stole $360,000 Worth Of NFTs From Bored Ape Yacht Club's Discord Server
June 05, 2022
Tickers
HACK
Tags
account
Boris Vagner
News
From
Benzinga
NBA Trademark Filing For NFTs: How Could It Impact NBA Top Shot And Will Fans Get NFT Tickets?
April 13, 2022
Tickers
LYV
NBA
TWTR
Tags
General
Entertainment
News
From
Benzinga
Twitter Is A Ghost Town And Needs Elon Musk, CEO Of Trump's Competing Social Media Platform Says
April 08, 2022
Tickers
AAPL
DWAC
GOOG
GOOGL
Tags
Market News
AAPL
Clubhouse
From
Benzinga
Dennis Rodman NFTs Are Coming—And Yes, They Will Feature Colorful Hair
April 04, 2022
Tickers
DIS
ESPN
NBA
NFLX
Tags
The Last Dance
non/fungible tokens
Sports
From
Benzinga
Alert: Bored Ape Yacht Club Official Discord Hacked
April 01, 2022
Tags
$APE
Benzinga
ApeCoin
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.