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 Edge Project
Recent news which mentions Edge Project
< Previous
1
2
3
4
5
6
7
8
9
...
28
29
Next >
Trump Administration Revokes Harvard's Ability To Enroll International Students, Kristi Noem Alleges Coordination With Chinese Communist Party
May 22, 2025
Tickers
NEWS
Tags
Trump
Market News
Edge Project
From
Benzinga
Trump Gives South African President The Zelenskyy Treatment, Hits Cyril Ramaphosa With Controversial Genocide Claims
May 21, 2025
Tickers
NEWS
Tags
South Africa
General
Market News
From
Benzinga
EXCLUSIVE: Congress Trading Ban Sees Huge Support In Reader Poll, Here's The Percent That Say Let Them Keep Trading Stocks
May 21, 2025
Tags
Congress trading
Trading Ideas
Market News
From
Benzinga
New Congressman's First Stock Trade Tanks 45% After Betting On UnitedHealth Before Fallout
May 20, 2025
Tickers
UNH
Tags
medicare
Congress trading
John McGuire
From
Benzinga
Marjorie Taylor Greene Goes Shopping For Tesla, Netflix, UnitedHealth And More: 19 Stocks The Congresswoman Bought
May 20, 2025
Tickers
AMD
AMGN
BX
CAH
Tags
GLW
Congress
Top Stories
From
Benzinga
Warren Buffett's Net Worth Hits $161B — Equal To PayPal, GM, Ford Combined
May 20, 2025
Tickers
BRK
F
GM
PYPL
Tags
Warren Buffett
Market News
Edge Project
From
Benzinga
Joe Biden Diagnosed With Advanced Prostate Cancer, Trump Wishes Former President A 'Fast And Successful Recovery'
May 18, 2025
Tickers
NEWS
Tags
Edge Project
Politics
News
From
Benzinga
Mark Cuban Sounds Alarm On Tariffs: Here's His 4 Word Warning To American Consumers
May 17, 2025
Tickers
SONY
WMT
Tags
Inflation
Politics
Edge Project
From
Benzinga
CalSTRS Ups Trump Media Stake Despite 'Unprecedented And World-Changing' Risks
May 16, 2025
Tickers
AAPL
AMZN
DJT
META
Tags
Top Stories
DJT
pension fund
From
Benzinga
Speaker Johnson Backs Congressional Stock Trading Ban: Ruined By 'A Few Bad Actors'
May 15, 2025
Tickers
GOP
NANC
Tags
Benzinga
GOP
Stories That Matter
From
Benzinga
Musk, Bezos Gain Billions After US-China Trade Deal, But The Wealthiest 10 Are Still Down $67B In 2025
May 14, 2025
Tickers
NEWS
SPY
TSLA
Tags
China
Elon Musk
Market News
From
Benzinga
Trump Makes Peace Gesture At Iran Amid Middle East Optimism: 'Willing To End Past Conflicts And Forge New Partnerships'
May 13, 2025
Tickers
NEWS
Tags
Benzinga
General
Shivdeep Dhaliwal
From
Benzinga
Trump's Qatar Plane A 'Reckless Disregard For National Security,' Says Jack Reed: 'Betrayl Of Trust' In Protecting US Sovereignty
May 12, 2025
Tickers
BA
NEWS
TECH
Tags
Benzinga
General
qatar
From
Benzinga
Trump Reportedly Set To Accept 'Flying Palace' From Qatar, White House Says Lavish Gift Of Boeing Jumbo Jet Complies With 'All Applicable Laws'
May 11, 2025
Tickers
BA
NEWS
TECH
Tags
News
Air Force One
Donald Trump
From
Benzinga
Scott Bessent Attempted Assassination: Charged Massachusetts Man Originally Planned To Target Mike Johnson And Pete Hegseth
May 08, 2025
Tickers
NEWS
Tags
Trump Cabinet
General
Benzinga
From
Benzinga
'No' — Trump Shuts Down Tariff Rollback Buzz Ahead of China Talks
May 07, 2025
Tickers
NEWS
Tags
jamieson greer
General
Benzinga
From
Benzinga
Marjorie Taylor Greene Goes Stock Shopping Again: Here Are 50+ Stocks The Congresswoman Bought
May 07, 2025
Tickers
AAPL
ABBV
ADBE
AMAT
Tags
NVDA
PI
AMD
From
Benzinga
EXCLUSIVE: Trump's Approval Rating Drops In Reader Survey After 100 Days, Could Stock Market Be To Blame?
May 07, 2025
Tickers
SPY
Tags
Exclusives
Benzinga
S&P 500
From
Benzinga
If You Invested $1,000 In Berkshire Hathaway Stock When Warren Buffett Did, Here's How Much You'd Have Now
May 06, 2025
Tickers
AAPL
BAC
BRK
KO
Tags
Edge Project
Management
AAPL
From
Benzinga
Trump A Grinch Or Santa For Christmas? 'Children Will Have Two Dolls Instead Of 30 Dolls'
May 01, 2025
Tickers
HAS
JAKK
MAT
Tags
Donald Trump
HAS
Edge Project
From
Benzinga
US, Ukraine Sign Minerals Deal: Scott Bessent Says Agreement Is A Clear Sign To Russia That Trump Administration Wants A 'Free And Prosperous' Kyiv
April 30, 2025
Tickers
NEWS
Tags
Shivdeep Dhaliwal
Yulia Svyrydenko
U/S//Ukraine
From
Benzinga
Trump 100 Days: If You Invested $1,000 In SPY, QQQ, Bitcoin When Trump Was Inaugurated, Here's How Much You'd Have Today
April 30, 2025
Tickers
BITCOMP
QQQ
SPY
USD-BITSTAMP
Tags
QQQ
Entertainment
bitcoin
From
Benzinga
Mike Pence Says Trump Comeback 'Unrivaled' In Modern American History But Only Return To Values Of First Term Will Ensure President's Legacy
April 29, 2025
Tickers
NEWS
Tags
Trump
Vice President
Benzinga
From
Benzinga
Jeff Bezos Wants To Send You To Space After Katy Perry: Here's How Much A Reservation With Blue Origin Costs
April 29, 2025
Tickers
NEWS
SPCE
Tags
SPCE
Katy Perry
Jeff Bezos
From
Benzinga
Bill Named After Nancy Pelosi Could Ban Congress Members From Trading Stocks: What You Need To Know About The 'PELOSI' Act
April 29, 2025
Tickers
GOP
NANC
Tags
Josh Hawley
$BTC
GOP
From
Benzinga
Michigan Democrat Files Impeachment Articles Against Trump Over 'Real Damage' To Democracy: 'Enough Is Enough'
April 28, 2025
Tickers
NEWS
Tags
Edge Project
michigan
Kilmar Abrego Garcia
From
Benzinga
Buffett Remembers Media Legend And Hero Katharine Graham Ahead Of Streaming Documentary: 'She Was One Of A Kind'
April 26, 2025
Tickers
AMZN
BRK
Tags
BRK
Education
Katharine Graham
From
Benzinga
Trump Change Of Heart Or Musk Influence? President Once Said He'd Keep Autonomous Vehicles 'From Operating On American Roads'
April 25, 2025
Tickers
TSLA
Tags
Benzinga
mobility
autonomous vehicles
From
Benzinga
Senator On Digital Assets Committee Buys More Bitcoin ETF Shares: '2025 Is The Year For Digital Assets'
April 25, 2025
Tickers
BITB
BITCOMP
USD-BITSTAMP
Tags
Senate
$BTC
Cryptocurrency
From
Benzinga
Bezos Vs. Tesla Vs. Rivian Stock? Company Backed By Amazon Founder Can Turn $20K EV Truck Into SUV
April 25, 2025
Tickers
AMZN
EVS
F
NEWS
Tags
F
KeyProj
Slate Auto
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
28
29
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.