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 FAANG
Recent news which mentions FAANG
Trump's Deregulation Efforts To Benefit Energy, Oil And Gas Sectors, While AI Frenzy Will Boost FAANG Stocks And Nvidia, Says Fintech Insider
December 09, 2024
Tickers
AMZN
GOOG
GOOGL
IWD
Tags
News
VYM
NVDA
From
Benzinga
Tech Giants Transform: From FAANG To Magnificent 7, Now Entering The AI5 Era
February 02, 2024
Tickers
AAPL
AI
AMD
AMZN
Tags
Stories That Matter
TSM
AMZN
From
Benzinga
Analysts Ready to Unleash the Bears on Apple’s Stock
January 19, 2024
Tickers
AAPD
AAPU
FNGG
Tags
FNGG
AAPD
Direxion
From
ETF Trends
Nvidia Climbs From $300B To $1T Since MAMAA Dethroned FAANG: Jim Cramer's Cue For A New Tag?
November 13, 2023
Tickers
AAPL
AMZN
FB
GOOG
Tags
NFLX
NVDA
Market News
From
Benzinga
The Magnificent Seven
October 25, 2023
Tickers
AAPL
AMZN
GOOGL
META
Tags
Benzinga
TSLA
AAPL
From
Benzinga
Microsoft, Google-Parent Alphabet, Snap, Amazon, Tesla: Why These Five Stocks Are Trending Today?
October 24, 2023
Tickers
AMZN
GOOG
GOOGL
MSFT
Tags
Google
big tech
MSFT
From
Benzinga
Apple, Fisker, Amazon.com, DraftKings, Block: Top 5 Trending Stocks Today
August 03, 2023
Tickers
AAPL
AMZN
DKNG
EVS
Tags
ecommerce
SQ
EVs
From
Benzinga
Move Over Apple, Google, Amazon: Cathie Wood Says There's Now A Cooler Kid In 'Innovation' Town
March 29, 2023
Tickers
AAPL
AMZN
ARKK
ARKQ
Tags
FAANG
META
AMZN
From
Benzinga
Oh MAMAA! Apple, Microsoft And 3 More Of The Largest Companies In Jim Cramer's FAANG Replacement Are Reporting This Week
October 24, 2022
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
GOOG
Top Stories
FANG Stocks
From
Benzinga
Tax Loss Harvesting the FAANGs? Try PTNQ, FCOM
October 24, 2022
Tickers
FCOM
PTNQ
Tags
PTNQ
featured
FCOM
From
ETF Trends
Microsoft, Google, Meta Have All Dropped Below June Lows But These 2 Big Tech Stocks Are Holding Up
September 22, 2022
Tickers
AAPL
AMZN
GOOGL
META
Tags
MSFT
big tech
Long Ideas
From
Benzinga
EXCLUSIVE: TD Ameritrade's Shawn Cruz Says The Data Will Tell If The Market Is Playing Out A Dead Cat Bounce
July 25, 2022
Tickers
TECH
Tags
After/Hours Center
Money Mitch
Financial Advisors
From
Benzinga
How Are The FAANG Stocks Doing? Checking In
May 19, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
GOOG
S&P 500
News
From
Benzinga
Largest US Pension Fund Sold FAANG Stocks In Q1: Which Chip Stock Did It Buy Instead?
May 05, 2022
Tickers
AAPL
AMD
AMZN
FB
Tags
AMZN
GOOGL
Tech
From
Benzinga
Europe Antitrust Chief: Stopping Tech Giants Like Apple, Facebook From 'Exploiting Enforcement Gaps' Requires Global Unity
May 05, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
Regulations
GOOG
Media
From
Benzinga
Jim Cramer Thinks 'The Bear Market Is Finished': Top Picks Include Nvidia And These 2 FAANGs
March 24, 2022
Tickers
FB
GOOG
GOOGL
NVDA
Tags
FAANG
Trading Ideas
GOOGL
From
Benzinga
If You Invested $1,000 In Each Of The FAANG Stocks One Year Ago, Here's How Much You'd Have Now
February 01, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
General
tech stocks
GOOG
From
Benzinga
Apple, Microsoft Set Positive Tone Ahead Of Another Key Earnings Week: Analyst Says Tech Stocks Are Oversold
January 31, 2022
Tickers
AAPL
AMZN
FB
GOOG
Tags
GOOG
News
Market News
From
Benzinga
Which FAANG Stock Has Emerged The Winner For 2021 (And It Isn't Apple)
December 31, 2021
Tickers
AAPL
AMD
AMZN
FB
Tags
AMD
FB
MSFT
From
Benzinga
What Does Ryan Cohen Mean By MGGA?
November 01, 2021
Tickers
AAPL
AMZN
FB
GME
Tags
GOOG
FAANG stocks
Media
From
Benzinga
Why This Analyst Sees Further Upside To FAANG Stocks — With Apple As A 'Favorite' Pick
November 01, 2021
Tickers
AAPL
FB
NFLX
TECH
Tags
Benzinga
AAPL
Analyst Ratings
From
Benzinga
Here's The New Acronym From Jim Cramer Replacing FAANG
October 29, 2021
Tickers
AAPL
AMZN
FANG
FB
Tags
Market News
NFLX
News
From
Benzinga
Treasury Yields Hit Highest Level Since June, Weighing On Tech Sector In Particular
September 28, 2021
Tickers
AAPL
AMZN
COST
CRM
Tags
Markets
AMZN
COST
From
Benzinga
Tech Market In Focus After Big Friday Slide From Apple, Alphabet Following Judge's Decision
September 13, 2021
Tickers
AAPL
DHI
GOOGL
MSFT
Tags
Benzinga
Government
AAPL
From
Benzinga
Tuesday's Market Minute: LEO, 5G & What To Expect From The iPhone 13 Release
August 31, 2021
Tickers
AAPL
TECH
Tags
AAPL
Benzinga
Earnings
From
Benzinga
Market Wavers Ahead Of Fed's Virtual Jackson Hole Symposium, But Durable Goods Impress
August 25, 2021
Tickers
BNTX
CRM
DKS
PFE
Tags
DKS
Regulations
tech stocks
From
Benzinga
Big Tech's Q2 Results Are Poking The Regulatory Bear
August 06, 2021
Tickers
AAPL
AMZN
FB
GOOG
Tags
Amazon
FB
MSFT
From
Benzinga
Apple's Strongest June Quarter Ever Was Overshadowed By Chip Shortage
August 02, 2021
Tickers
AAPL
GOOG
MSFT
TECH
Tags
Benzinga
chips
IAM Newswire
From
Benzinga
Strong Month; Weak Finish: Stocks, Treasury Yields Under Pressure In Early Friday Trading
July 30, 2021
Tickers
AAPL
AMD
AMZN
ATVI
Tags
FAANG
Health Care
LYFT
From
Benzinga
Alphabet's Majestic Q2 Results Show It Remains King Of Search And Video Ads
July 29, 2021
Tickers
AAPL
AMZN
GOOG
MSFT
Tags
Google
Q2 earnings
Google Alphabet
From
Benzinga
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.