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's Birthright Citizenship Order Halted By Judge: 'Blatantly Unconstitutional'
January 23, 2025
Tickers
NEWS
Tags
Trump
General
Market News
From
Benzinga
Mark Cuban Wants More Users On X Rival Bluesky, NFL Says No To Teams Using Platform
January 23, 2025
Tickers
NBA
NFL
X
Tags
Social Media
Dallas Mavericks
Sports
From
Benzinga
Tesla Lost $15 Billion In Brand Value In 2024, Report Says: Did Elon Musk's Political Push Hurt EV Giant?
January 23, 2025
Tickers
AAPL
EVS
NEWS
NVDA
Tags
Toyota
Donald Trump
NVDA
From
Benzinga
Marco Rubio Reportedly Set To Visit Panama Amid Trump's Canal Rhetoric
January 22, 2025
Tickers
NEWS
Tags
Benzinga
General
José Raúl Mulino
From
Benzinga
Follow Biden Or Harris On Instagram, Facebook? Chances Are You're Now Following Trump Or Vance
January 22, 2025
Tickers
META
X
Tags
Benzinga
twitter
Inauguration
From
Benzinga
How Many People Watched Donald Trump's 2025 Inauguration? (Spoiler: Less Than Biden Four Years Ago)
January 22, 2025
Tickers
ABC
CBS
CMCSA
DIS
Tags
FOX
PARA
MSNBC
From
Benzinga
2028 Election Betting Odds: Where Do J.D. Vance, Kamala Harris, Michelle Obama, Donald Trump Jr. Rank?
January 21, 2025
Tickers
DKNG
HOOD
MGM
Tags
Hillary Clinton
HOOD
Top Stories
From
Benzinga
Trump Signs Orders To Take US Out Of Paris Climate Agreement, Calls The Deal 'One-Sided' And Unfair
January 20, 2025
Tickers
NEWS
XOM
Tags
Edge Project
Politics
News
From
Benzinga
Marco Rubio Becomes First Trump Cabinet Pick To Be Confirmed As Secretary Of State
January 20, 2025
Tickers
NEWS
Tags
Secretary of State Marco Rubio
Trump Inauguration
Shivdeep Dhaliwal
From
Benzinga
EXCLUSIVE: Where Will S&P 500 Open Tuesday After Trump's Inauguration? 39% Pick This Range
January 20, 2025
Tickers
SPY
Tags
Benzinga Poll
Benzinga
S&P 500
From
Benzinga
Bernie Sanders Slams Elon Musk's Vision Of 'Super High IQ' Aristocracy Who Are 'Going To Be Running The World For Us'
January 19, 2025
Tickers
MUSK
NEWS
Tags
Shivdeep Dhaliwal
General
Benzinga
From
Benzinga
EXCLUSIVE: Can S&P 500 Repeat Large Gains From Donald Trump's First Term A Second Time Around? Readers Say This Return Range Most Likely
January 17, 2025
Tickers
SPY
Tags
Politics
Edge Project
Donald Trump
From
Benzinga
EXCLUSIVE: How High Will S&P 500 Go Under Donald Trump In 2025? Readers Are Optimistic, 26% Say This...
January 16, 2025
Tickers
SPY
Tags
Edge Project
Politics
Donald Trump
From
Benzinga
Trump Treasury Nominee Pledges To Maintain Dollar's Global Reserve Status, Outlines Vision For 'New Economic Golden Age'
January 15, 2025
Tickers
NEWS
Tags
Edge Project
Politics
Senate Finance Committee
From
Benzinga
Biden Administration Announces One-Time $770 Payments To California Wildfire Victims
January 14, 2025
Tickers
FEMA
NEWS
Tags
Benzinga
General
Federal Emergency Management Agency
From
Benzinga
Joe Biden's Approval Rating Hits 37% Ahead Of White House Exit, Poll Finds President Made Progress In 1 Of 18 Areas
January 14, 2025
Tags
Benzinga
poll
federal debt
From
Benzinga
Trump's 2024 Election Win Spares Him From 'Conviction' In January 6 Case, Special Counsel Says: 'Admissible Evidence Was Sufficient'
January 14, 2025
Tags
Supreme Court
Stories That Matter
Top Stories
From
Benzinga
Congressman Who Wanted Airport Named After Trump Buys Bitcoin, Solana, XRP Token Ahead Of Inauguration
January 13, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Benzinga
$XRP
Congress
From
Benzinga
Canadian Official Claps Back At Trump's 51st State Comments, Offers To Buy These Two American States
January 09, 2025
Tickers
EWC
Tags
Benzinga
Government
Elon Musk
From
Benzinga
Pentagon Dismisses Greenland Invasion Plans Following Trump's Comments: 'We're Concerned With The Real National Security Concerns'
January 08, 2025
Tickers
NEWS
Tags
Greeland
Market News
Edge Project
From
Benzinga
'Canada will never be the 51st state. Period': Pierre Poilievre Slams Trump's Push For Annexation
January 07, 2025
Tickers
NEWS
Tags
General
Benzinga
Shivdeep Dhaliwal
From
Benzinga
Top 10 Stock Traders In Congress For 2024: How Nancy Pelosi, Pete Sessions, Susan Collins, Marjorie Taylor Greene Rank
January 07, 2025
Tickers
AVGO
DJT
KRUZ
NANC
Tags
Unusual Whales
Morgan mcgarvey
Benzinga
From
Benzinga
Musk Holds Poll To Figure Out If US Should 'Liberate' UK, French President Macron Says X Owner Is Backing A New 'Reactionary Movement'
January 06, 2025
Tickers
MUSK
NEWS
UK
X
Tags
General
Benzinga
Nigel Farage
From
Benzinga
Trump Jr. Partners With GrabAGun: What Investors Should Know About E-Commerce Company Set To Trade As 'PEW'
January 06, 2025
Tickers
AOUT
ASO
AXON
CLBR
Tags
Benzinga
ASO
millenials
From
Benzinga
Justin Trudeau Set To Resign As Prime Minister Of Canada: Report
January 05, 2025
Tickers
NEWS
Tags
Market News
Benzinga
General
From
Benzinga
Elon Musk Flips On Trump's UK Ally Nigel Farage: 'Doesn't Have What It Takes'
January 05, 2025
Tickers
NEWS
TSLA
Tags
Market News
Tommy Robinson
Elon Musk
From
Benzinga
Bernie Sanders Says Elon Musk Wrong On Tech Guest Worker Program: H1-B Visa Purpose Is To 'Replace Good-Paying American Jobs'
January 02, 2025
Tickers
MUSK
NEWS
TSLA
Tags
General
Benzinga
Sanders
From
Benzinga
Marjorie Taylor Greene Went Christmas Shopping For Stocks, Here's What She Bought Before Holiday
December 31, 2024
Tickers
ADBE
AMAT
AMZN
CAT
Tags
Donald Trump
NVDA
JNJ
From
Benzinga
South Korean President Yoon Suk Yeol Faces Arrest Over Martial Law Declaration
December 30, 2024
Tickers
HYMTF
NEWS
SSNLF
Tags
South Korea President
Yoon Suk Yeol
Benzinga
From
Benzinga
Dow Jones 2024 Scoreboard: Top 5 Winners, Losers — And How Amazon, Nvidia Could Reshape 2025
December 30, 2024
Tickers
AAPL
AMZN
AXP
BA
Tags
Stories That Matter
S&P 500
Benzinga
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.