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 Economic events
Recent news which mentions Economic events
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
The Republican spending bill is sending yields soaring and creating a major market headache
May 21, 2025
Tags
US: News
Charles Schwab Corp
U/S/ Markets
From
CNBC.com News
Treasury yields tick higher as investors monitor budget bill discussions
May 21, 2025
Tags
Treasurys
U/S/ Economy
Government debt
From
CNBC.com News
UK inflation surges to hotter-than-expected 3.5% in April
May 21, 2025
Tags
Europe: Top News And Analysis
Europe Economy
Economic events
From
CNBC.com News
CNBC Daily Open: Markets continue winning streak but Treasury yields spike and testy trade talks loom
May 20, 2025
Tags
Market Outlook
Daily Open
World Markets
From
CNBC.com News
U.S. Treasury yields slip as Fed signals just one rate cut in 2025
May 20, 2025
Tags
Markets
Government debt
Treasurys
From
CNBC.com News
Mortgage rates cross back over 7% after U.S. credit downgrade
May 19, 2025
Tags
Mortgages
Foreclosures
US: News
From
CNBC.com News
What Moody’s downgrade of U.S. credit rating means for your money
May 19, 2025
Tags
Credit Cards
Politics
FA Playbook
From
CNBC.com News
Tariffs could signal decline of American influence in the world: Robert Reich
May 19, 2025
Tags
Corporate Finance
Economic events
CNBC Global CFO Council
From
CNBC.com News
30-year Treasury passes 5% after Moody's downgrades U.S. credit rating
May 19, 2025
Tags
U/S/ Economy
Treasurys
Government debt
From
CNBC.com News
China's April retail sales growth of 5.1% misses expectations as consumption remains a worry
May 18, 2025
Tags
Economic events
Market Insider
Finance
From
CNBC.com News
The low-end consumer is about to feel the pinch as Trump restarts student loan collections
May 16, 2025
Tags
Markets
stocks
Stock markets
From
CNBC.com News
U.S. Treasury yields lower as investors weigh the state of the U.S. economy
May 16, 2025
Tags
Bonds
Breaking News: Economy
Prices
From
CNBC.com News
CNBC Daily Open: U.S. stocks are rallying, but beware the aftereffects of a head rush
May 16, 2025
Tags
Daily Open
Market Outlook
Apple Inc
From
CNBC.com News
Japan assets saw record inflows in April as investors fled U.S. markets — their promise still holds
May 16, 2025
Tags
Asia News
Economic events
Asia Markets
From
CNBC.com News
CNBC's Inside India newsletter: Could border flare-ups threaten India investments?
May 15, 2025
Tags
Economic events
Asia: Business
World News
From
CNBC.com News
Treasury yields tick lower as investors await more inflation data
May 15, 2025
Tags
Economy
Economic events
Treasury bills
From
CNBC.com News
CNBC's The China Connection newsletter: U.S.-China relations have changed
May 14, 2025
Tags
China Economy
China Politics
World economy
From
CNBC.com News
Treasury yields move lower as investors weigh the state of the U.S. economy
May 14, 2025
Tags
Treasurys
Government debt
U/S/ Treasury bonds
From
CNBC.com News
The UK wants to crack down on foreign workers. Businesses worry Brits can't — or won't — fill the labor gap
May 14, 2025
Tags
Europe Economy
Social issues
Europe: Top News And Analysis
From
CNBC.com News
India's inflation rate slows to 3.16% in April, marking six straight months of decline
May 13, 2025
Tags
Asia Economy
Breaking News: Asia
Trade
From
CNBC.com News
Treasury yields flat as investors parse China-U.S. trade deal, await inflation print
May 13, 2025
Tags
Economic events
Foreign policy
Bonds
From
CNBC.com News
Investment banks lift China growth outlook after surprise trade deal with U.S.
May 13, 2025
Tags
China Markets
Asia News
Economic events
From
CNBC.com News
More than half of the summer's top trending travel destinations are in Asia
May 12, 2025
Tickers
LIFE
Tags
Lifestyle
Economy
Entertainment
From
CNBC.com News
Trump taps CFPB director nominee Jonathan McKernan for Treasury post
May 09, 2025
Tags
Economic events
Political Leaders
Business
From
CNBC.com News
America's small businesses preparing for recession with Trump tariffs: CNBC|SurveyMonkey survey
May 09, 2025
Tags
Corporate Finance
Economy
CNBC Global CFO Council
From
CNBC.com News
The U.S. and China are set for icebreaker trade talks. Here's what to expect
May 09, 2025
Tags
China Economy
Trade
China Markets
From
CNBC.com News
Bank of England cuts interest rates: Here's what it means for your money
May 08, 2025
Tags
Prices
International: Top News And Analysis
Breaking News: Europe
From
CNBC.com News
Treasury yields rise as investors await first trade deal on tariffs
May 08, 2025
Tags
Government debt
U/S/ Treasury bonds
Treasurys
From
CNBC.com News
CNBC's Inside India newsletter: India looks ready for a deal with the U.S. — but at what cost?
May 08, 2025
Tags
JSW Steel Ltd
Ford Motor Co
World Economy
From
CNBC.com News
Billionaire Ken Griffin calls tariffs a 'painfully regressive tax,' hitting working class Americans the hardest
May 07, 2025
Tags
Stock markets
stocks
Breaking News: Business
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.