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
...
19
20
21
22
23
24
25
26
27
...
32
33
Next >
Options Corner: Quest Diagnostics' Post-Earnings Digestion Drama Opens A Science-Backed Opportunity
July 24, 2025
Tickers
DGX
Tags
Benzinga
Options Trade of the Day
Earnings
From
Benzinga
Nike And Jordan Power Academy Sports' Store Upgrade
July 24, 2025
Tickers
ASO
NEWS
Tags
Benzinga
why it's moving
Price Target
From
Benzinga
Stock Of The Day: Confirmed Breakout For Vistra Corp?
July 24, 2025
Tickers
VST
Tags
Benzinga
Trading Ideas
Stock of the Day
From
Benzinga
Buy IBM Stock On 'Short-Term Weakness,' Analyst Asserts After Q2 Performance
July 24, 2025
Tickers
IBM
NEWS
TECH
Tags
Expert Ideas
Market News
Movers
From
Benzinga
Centene, Cigna, Others Drop As Molina's Results Rattle Sector
July 24, 2025
Tickers
ALHC
CI
CNC
CVS
Tags
News
General
why it's moving
From
Benzinga
ICON Stock Up After Q2 Results Signal Growing Confidence In Biopharma Recovery
July 24, 2025
Tickers
ICLR
NEWS
Tags
why it's moving
Benzinga
Analyst Color
From
Benzinga
McDonald's Targets $100 Billion Beverage Market With Colorful Lineup
July 24, 2025
Tickers
BROS
MCD
NEWS
SBUX
Tags
Fast Food
Market News
Expert Ideas
From
Benzinga
Verizon And Federal Wins Power Ribbon Communications' Confident Outlook
July 24, 2025
Tickers
NEWS
RBBN
T
VZ
Tags
Expert Ideas
Movers
Analyst Ratings
From
Benzinga
Tesla Stock Faces 'Critical Milestone' Ahead: Here's What Analysts Are Flagging As Next Key Catalyst
July 24, 2025
Tickers
TSLA
Tags
Chris Pierce
mobility
electric vehicles
From
Benzinga
Trump To Visit Fed – A First For A President In 20 Years; Tough Road Ahead For Tesla
July 24, 2025
Tickers
GLD
SLV
Tags
Market Summary
SLV
GLD
From
Benzinga
Deckers Outdoor Likely To Report Lower Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
July 24, 2025
Tickers
DECK
NEWS
Tags
Market News
Analyst Ratings
Expert Ideas
From
Benzinga
Why Is Testing Giant Labcorp Stock Surging On Thursday?
July 24, 2025
Tickers
LH
NEWS
Tags
Trading Ideas
News
Top Stories
From
Benzinga
Vaccine-Skeptic RFK Jr. Finalizes Ban On Mercury-Based Thimerosal In US Flu Vaccines
July 24, 2025
Tickers
NEWS
Tags
General
News
Expert Ideas
From
Benzinga
Google Stock Roars As Analysts Race To Raise Price Targets
July 24, 2025
Tickers
AI
GOOG
GOOGL
NEWS
Tags
YouTube
GOOGL
Reiteration
From
Benzinga
A New Obesity Contender From China Targeting Same Receptors As Eli Lilly's Blockbuster
July 24, 2025
Tickers
ASIA
Tags
contributors
Expert Ideas
Health Care
From
Benzinga
China's New Investment Playbook: VCs Chase Crypto As A Travel Upstart Eyes New York
July 24, 2025
Tickers
ASIA
IPOS
Tags
Expert Ideas
contributors
Cryptocurrency
From
Benzinga
Why Stella International Rose ~9% Despite Lackluster Revenue Growth, Falling ASP
July 24, 2025
Tickers
ASIA
Tags
contributors
Expert Ideas
Asia
From
Benzinga
AI-Focused Waystar, Iodine Deal Wins Praise For Margin Upside
July 24, 2025
Tickers
NEWS
WAY
Tags
Market News
Health Care
Analyst Ratings
From
Benzinga
West Pharma Lifts Outlook On Surging GLP-1 Demand, Stock Soars
July 24, 2025
Tickers
NEWS
WST
Tags
Guidance
Earnings
Benzinga
From
Benzinga
Intel Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
July 24, 2025
Tickers
INTC
NEWS
Tags
INTC
Earnings
Markets
From
Benzinga
EU Falls Further Behind China, US In Chips, Rare Earths Race
July 24, 2025
Tickers
AAPL
MP
USAR
Tags
contributors
Expert Ideas
AAPL
From
Benzinga
Natural Gas Market Outlook: Stable Surface, Structural Strain
July 24, 2025
Tags
Trading Ideas
Expert Ideas
Commodities
From
Benzinga
Top 2 Tech Stocks You May Want To Dump This Quarter
July 24, 2025
Tickers
JOBY
MXL
NEWS
PXLW
Tags
information technology
Benzinga
RSI
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Materials Stocks Delivering High-Dividend Yields
July 24, 2025
Tickers
DOW
FMC
NEWS
TROX
Tags
materials
Wall Street's Most Accurate Analysts
Trading Ideas
From
Benzinga
How To Trade SPY, Top Tech Stocks Today Using Technical Analysis
July 24, 2025
Tags
Technicals
Equities
Market News
From
Benzinga
Top 3 Energy Stocks Which Could Rescue Your Portfolio In July
July 24, 2025
Tickers
AR
EXE
NEWS
NXXT
Tags
News
AR
Pre/Market Outlook
From
Benzinga
Manpower Stock: Why It May Be Best To Wait Until Next July
July 24, 2025
Tickers
MAN
Tags
Expert Ideas
contributors
Technicals
From
Benzinga
Intuit Stock Rises 2.2% After Key Trading Signal
July 24, 2025
Tickers
INTU
Tags
Market News
Equities
Technicals
From
Benzinga
Top Wall Street Forecasters Revamp Blackstone Expectations Ahead Of Q2 Earnings
July 24, 2025
Tickers
BX
NEWS
Tags
Market News
Analyst Ratings
Expert Ideas
From
Benzinga
American Airlines Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
July 24, 2025
Tickers
AAL
MA
NEWS
Tags
Pre/Market Outlook
MA
News
From
Benzinga
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
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.