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 FODA
Recent news which mentions FODA
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
'Banks Are Kind Of Paralyzed': Why Mass Adoption Of Crypto Needs Regulation, Education And Simplification
November 21, 2023
Tags
FODA
Market News
Future Of Digital Assets
From
Benzinga
Blockchain's Potential Beyond Finance: From Sustainable Energy To Humanitarian Aid
November 20, 2023
Tags
Benzinga
Stellar Foundation
Benzinga Future Of Digital Assets
From
Benzinga
Blockchain Data Revolution: Taming The Beast Of Fragmented Global Exchanges
November 20, 2023
Tickers
GSR
Tags
Benzinga
GSR
Blockchain Technology
From
Benzinga
Attracting The Masses To Web3: 'We Need To Educate People In A Fun Way'
November 20, 2023
Tags
Cryptocurrency
FODA
Market News
From
Benzinga
Fortune 500 And Bitcoin: Top Public Companies Embrace Crypto
November 17, 2023
Tickers
AMZN
BITCOMP
C
GOOGL
Tags
GOOGL
bitcoin
Fortune 500 Companies
From
Benzinga
EXCLUSIVE: Sam Bankman-Fried Was A Programming Student Of Former FTX US President, Claims He Couldn't Code Were 'Completely False, One Of His Many Lies'
November 17, 2023
Tags
Caroline Ellison
Benzinga
FTX
From
Benzinga
EXCLUSIVE: Former FTX Exec Brett Harrison Fed Up With 'Lack Of Crypto Rules,' Says Bitcoin ETF Event Not Yet 'Priced In'
November 17, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Stories That Matter
bitcoin
$ETH
From
Benzinga
EXCLUSIVE: Why Traditional Banks Could Play A Major Role In Crypto Mass Adoption
November 17, 2023
Tickers
IAT
TECH
Tags
Market News
Broad U/S/ Equity ETFs
Top Stories
From
Benzinga
EXCLUSIVE: Ripple's Brendan Berry On 2024 Trends, Why Crypto's 'Second Wave' Is All About Utility
November 16, 2023
Tickers
HSBC
Tags
Interview
HSBC
ripple
From
Benzinga
EXCLUSIVE: As Major Brands Explore Web3, 'Expect NFT Bull Run Peak In 2 Or 3 Years'
November 15, 2023
Tickers
AXP
DIS
LYFT
MAT
Tags
Future Of Digital Assets
UBER
FODA
From
Benzinga
EXCLUSIVE: Why Ripple Top Executive Is 'Really Excited' About Tokenization Revolution
November 15, 2023
Tags
Events
Fintech
Market News
From
Benzinga
EXCLUSIVE: MoonPay President Keith Grossman: Web 3 Is Having A Demographics Expansion
November 14, 2023
Tags
Market News
FODA
Future Of Digital Assets
From
Benzinga
EXCLUSIVE: Bitcoin Vs. Ethereum — Investment Prospects In Leading Cryptocurrencies
November 14, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
$ETH
Markets
From
Benzinga
EXCLUSIVE: How Google Is Tapping Into Its Own DNA To Help Fuel The Growth Of Web3
November 14, 2023
Tickers
GOOG
GOOGL
Tags
News
Top Stories
Market News
From
Benzinga
EXCLUSIVE: Bitcoin ETF's Potential Approval Looms Large — 'The Market Has Not Realized How Big A Deal This Is'
November 14, 2023
Tickers
BITCOMP
SEC
USD-BITSTAMP
Tags
SEC
News
Exclusives
From
Benzinga
From Chaos to Clarity: Experts Agree 'Bankruptcies Add Resilience' To The Crypto Industry, Transparency Needed To Forge Investor Trust
November 14, 2023
Tickers
TECH
Tags
Legal
Andrew Glantz
Exclusives
From
Benzinga
EXCLUSIVE: 'They Can Start With Five Bucks' - Robinhood's Role In Democratizing Trading
November 14, 2023
Tickers
HOOD
Tags
FODA
Cryptocurrency
HOOD
From
Benzinga
EXCLUSIVE: Crypto-Friendly Bank CEO Defines 'The Only Thing That Makes Sense' In Stablecoin Rules
November 14, 2023
Tags
Events
Custodia Bank
Fintech
From
Benzinga
EXCLUSIVE: Blockchain Is 'Undeniably Part Of The Next Big Wave' In Tech Revolution
November 14, 2023
Tickers
AI
UBER
Tags
Markets
Kyle Langham
Abhishek Saxena
From
Benzinga
EXCLUSIVE: Experts Foresee Blockchain Coexisting With Traditional Assets, Eye Trillions In Growth By 2030
November 14, 2023
Tickers
MCO
NTRS
Tags
Fintech
Events
Digital Assets
From
Benzinga
EXCLUSIVE: Hedge Funder Envisions Bitcoin As Settlement Layer For Global Assets — 'We Haven't Even Started'
November 14, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Morgan Creek Digital
$BTC
Bitcoin Settlement Layer
From
Benzinga
EXCLUSIVE: Crypto Industry Insider Predicts Bitcoin Spot ETF In Early 2024 — Why It's 'Not Entirely Priced In'
November 14, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Benzinga
Cryptocurrency
Future Of Digital Assets
From
Benzinga
EXCLUSIVE: Crypto Market Akin To Early Days Of Internet, Says Unicoin Founder, CEO Alex Konanykhin
November 14, 2023
Tags
Markets
Alex Konanykhin
crypto regulation
From
Benzinga
EXCLUSIVE: 'Incredible Tragedy' - Former Citadel and Fintech Exec Slams Sam Bankman-Fried Era In Wake Of FTX Scandal
November 14, 2023
Tags
BTCUSD
Bitcoin
Markets
From
Benzinga
EXCLUSIVE: Blockchain' Path To Customer Protection At Benzinga Fintech Event — 'We Need to Have Trust'
November 13, 2023
Tags
Market News
Exclusives
FODA
From
Benzinga
The Defiant's Camila Russo At Benzinga's Upcoming NYC Events: Her Insightful Journey From ICO Boom To Future Of Crypto
November 10, 2023
Tags
Camila Russo
Markets
FinTech Deal Day
From
Benzinga
Blockchain Revolution: How To Achieve Scalability, Decentralization And Regulatory Clarity
November 10, 2023
Tickers
AI
Tags
FODA
Cryptocurrency
Benzinga
From
Benzinga
Bitcoin Halving: Boom Or Bust? Observers Curb Enthusiasm On Heels Of Ethereum Merge
November 10, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
News
Cryptocurrency
FODA
From
Benzinga
BlackRock's Ethereum ETF Plan Boosts Ether Prices, Signals Growing Digital Asset Optimism
November 10, 2023
Tickers
BLK
Tags
$BTC
$ETH
Markets
From
Benzinga
James Macedonio: Why Blockstream's ASIC Miner Has Its Own 'Special Sauce'
November 10, 2023
Tickers
SQ
TSLA
Tags
TSLA
SQ
Benzinga
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
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.