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 Expert Ideas
Recent news which mentions Expert Ideas
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
32
33
Next >
Venture Capital: 5 Signals Democratization Has Arrived
July 30, 2025
Tags
Expert Ideas
General
contributors
From
Benzinga
MARA's Power Efficiency and Global Expansion Keep It Ahead Of Peers: Analyst
July 30, 2025
Tickers
DELL
MARA
NEWS
NVDA
Tags
Expert Ideas
Cryptocurrency
Market News
From
Benzinga
Options Corner: Check Point Software's Post-Earnings Implosion Opens Deep Value Opportunity For Speculators
July 30, 2025
Tickers
CHKP
Tags
Expert Ideas
Options
CHKP
From
Benzinga
Royal Caribbean's 2025 Upside May Be Limited, But 2026 Yield Growth Could Exceed Estimates
July 30, 2025
Tickers
NCLH
NEWS
RCL
Tags
RCL
why it's moving
Benzinga
From
Benzinga
SoFi's Loan Platform Shines In Q2, Driving Profitability And Growth
July 30, 2025
Tickers
NEWS
SOFI
Tags
Expert Ideas
Movers
Analyst Ratings
From
Benzinga
Why Is Cardiff Oncology Stock Trading Lower After Colorectal Cancer Data?
July 30, 2025
Tickers
CRDF
NEWS
Tags
Analyst Color
Biotech
why it's moving
From
Benzinga
Cautious Optimism As Merck Leans On Oncology Amid Gardasil Vaccine Concerns
July 30, 2025
Tickers
MRK
NEWS
Tags
Biotech
Analyst Color
Benzinga
From
Benzinga
Analysts Confident Boeing Is 'Gaining Altitude' Despite Q2 Loss
July 30, 2025
Tickers
BA
NEWS
Tags
Analyst Color
Reiteration
Benzinga
From
Benzinga
3 Natural Gas Stocks That Are Booming Because Of AI
July 30, 2025
Tickers
EQT
GEV
WMB
Tags
EQT
Expert Ideas
WMB
From
Benzinga
What's Fueling PayPal's Post-Earnings Skepticism?
July 30, 2025
Tickers
NEWS
PYPL
TECH
Tags
Reiteration
Price Target
Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Energy Delivering High-Dividend Yields
July 30, 2025
Tickers
NEWS
PAA
USAC
WES
Tags
Expert Ideas
PAA
Market News
From
Benzinga
Priced For Perfection – Stock Market To Face Most Critical Two Days, Fed Rate Decision, META and MSFT Earnings Ahead
July 30, 2025
Tickers
META
Tags
META
Expert Ideas
contributors
From
Benzinga
Only A 2.6% Chance Of A Fed Rate Cut; Fintech, Healthcare Earnings In Focus
July 30, 2025
Tags
Earnings
Trading Ideas
Federal Reserve
From
Benzinga
Exxon, Chevron Could Be Wall Street's Best-Kept Secrets This Quarter
July 30, 2025
Tickers
CVX
HES
SPY
XOM
Tags
Expert Ideas
Analyst Ratings
SPY
From
Benzinga
Why First Solar Is A Buy-And-Hold Bet
July 30, 2025
Tickers
FSLR
Tags
Opinion
Benzinga
FSLR
From
Benzinga
Six Years Late, Apple's Foldable iPhone Could Still Flip Everything
July 30, 2025
Tickers
AAPL
APH
GLW
SSNLF
Tags
APH
Long Ideas
Top Stories
From
Benzinga
Powell Cornered? Strong GDP, Jobs Data Weaken September Rate Cut Odds
July 30, 2025
Tickers
ECON
Tags
Donald Trump
Top Stories
Econ #s
From
Benzinga
Trump, 'Inflation President' Of The Free World—Investors Run For Cover
July 30, 2025
Tickers
AAPL
DBA
ETF
GLD
Tags
Benzinga
XME
Macro Economic Events
From
Benzinga
Robinhood Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
July 30, 2025
Tickers
HOOD
NEWS
Tags
Benzinga
Most Accurate Analysts
Price Target
From
Benzinga
UnitedHealth Prognosis Mixed: Analysts Trim Targets But Keep Faith After Q2 Miss
July 30, 2025
Tickers
UNH
Tags
Matthew Gillmor
Earnings
Stories That Matter
From
Benzinga
What's Going On With Sarepta, Capricor And Other Gene Therapy Stocks On Wednesday?
July 30, 2025
Tickers
CABA
CAPR
NEWS
NGNE
Tags
why it's moving
Analyst Color
Stories That Matter
From
Benzinga
Apple Stock Will Get Q3 Boost From iPhones, Analyst Says This Is The 'Elephant In The Room'
July 30, 2025
Tickers
AAPL
AI
TECH
Tags
Expert Ideas
Market News
Analyst Ratings
From
Benzinga
West Fraser Timber Stock May Face Prolonged Weakness Ahead
July 30, 2025
Tickers
WFG
Tags
Expert Ideas
contributors
Technicals
From
Benzinga
Microsoft Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
July 30, 2025
Tickers
MSFT
NEWS
Tags
Market News
Analyst Ratings
Expert Ideas
From
Benzinga
Beijing's Tourism Push May Boost Struggling CTG
July 30, 2025
Tickers
ASIA
Tags
Asia
Market News
Equities
From
Benzinga
China's Raging Retail War May Spill Into Hong Kong, As JD.com Reportedly Buys 70% Of Supermarket Chain Kai Bo
July 30, 2025
Tickers
ASIA
JD
Tags
Equities
Market News
Global
From
Benzinga
Private Markets Are Booming - But Who Really Is Partying?
July 30, 2025
Tags
Market News
Benzinga
Opinion
From
Benzinga
Top 2 Consumer Stocks You May Want To Dump This Quarter
July 30, 2025
Tickers
JOBY
MOD
NEWS
RL
Tags
Markets
Trading Ideas
News
From
Benzinga
China Inc. - From Delhi Risks To Dairy Bust
July 30, 2025
Tickers
ASIA
Tags
Market News
Global
Asia
From
Benzinga
Intuit Stock Rises 1.3% After Key Trading Signal
July 30, 2025
Tickers
INTU
Tags
contributors
INTU
Expert Ideas
From
Benzinga
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
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.