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 >
EDX Markets CEO Calls For Accountability For Lost Customer Funds In Wake Of Bankman-Fried Controversy
October 04, 2023
Tags
Cryptocurrency
Future Of Digital Assets
Market News
From
Benzinga
FODA EXCLUSIVE: EDX Markets CEO Says Bitcoin Has The Potential To Become A Global Reserve Asset
October 03, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
cryptocurrency market
Benzinga
Cross/Border Payments
From
Benzinga
Kevin O'Leary Envisions A $100K Bitcoin, But This Has To Happen First
October 03, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Markets
Fintech
$BTC
From
Benzinga
8 Hollywood Celebrities Buying Into Crypto Hype: Is Bitcoin Having A Red Carpet Moment?
October 02, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
decentralized finance
FODA
Entertainment
From
Benzinga
EXCLUSIVE: Yusko Calls Out Warren Buffett, 'The Reason Warren Wants To P--- On Bitcoin Is...'
September 29, 2023
Tickers
AAPL
BITCOMP
BRK-A
BRK-B
Tags
Exclusives
bitcoin
Raz Report
From
Benzinga
EXCLUSIVE: Mark Yusko On Bitcoin's Future, Crypto Protocol Investing, 2024 Price Target
September 29, 2023
Tickers
AI
BITCOMP
USD-BITSTAMP
Tags
Bitcoin
Morgan Creek Capital Management
Tim Berners/Lee
From
Benzinga
EXCLUSIVE: Mark Yusko Silences Bitcoin Critics, Sees Bitcoin Hitting $5 Trillion Market Cap
September 28, 2023
Tickers
BITCOMP
GOLD
USD-BITSTAMP
Tags
Market News
Interview
Future Of Digital Assets
From
Benzinga
Pudgy Penguins Walmart Debut Marks 'Huge Step Forward' For Web3, NFTs
September 26, 2023
Tickers
AMZN
DIS
FIVE
WMT
Tags
Luca Netz
News
Top Stories
From
Benzinga
Rarible Partners With Ethereum's Mantle Network To Launch NFT Marketplace Mintle
September 22, 2023
Tickers
TECH
Tags
Benzinga
Tech
Interview
From
Benzinga
'99% Of The Industry Needs To Burn To The Ground': Custodia Bank CEO Caitlin Long On Crypto Landscape
September 22, 2023
Tags
Interview
Market News
FODA
From
Benzinga
EXCLUSIVE: Custodia Bank CEO Caitlin Long On Bitcoin's Future After 'Fed Threw The Baby Out With The Bathwater'
September 22, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Exclusives
Benzinga
Custodia Bank
From
Benzinga
EXCLUSIVE: Cryptocurrency Is Not A Scam, 'There's Real Technology Behind It': Caitlin Long Debunks Misconceptions
September 21, 2023
Tags
$BTC
FODA
Bitcoin
From
Benzinga
'Tron Is The King Of USDT': Justin Sun Announces $1B In Tether On His Blockchain Network
September 21, 2023
Tickers
TECH
Tags
Interview
Market News
Feroz Lakhani
From
Benzinga
Cross-Chain Bridges: The New Money Laundering Hot Spot For Crypto Criminals
September 19, 2023
Tickers
DEFI
Tags
Benzinga
US sanctions
Tornado Cash
From
Benzinga
Crypto Ethos Vs. Regulatory Compliance: Who Will Win The Battle For DeFi?
September 18, 2023
Tickers
DEFI
Tags
Dave Weisberger
Government
Benzinga
From
Benzinga
John Liu Brings AWS Web3 Expansion To The World — 30 People To Watch In Web3
September 18, 2023
Tickers
TECH
Tags
Market News
Media
$ETH
From
Benzinga
30 People To Watch In Web3: Alan Vey Is Making Entertainment Exciting In Web3
September 11, 2023
Tickers
TECH
Tags
Fintech
Markets
Blockchain
From
Benzinga
30 People To Watch In Web3: Alex Salnikov - Champions NFT Creators' Rights And Digital Ownership
September 06, 2023
Tickers
TECH
Tags
Tech
Benzinga
Exclusives
From
Benzinga
30 People To Watch In Web3: Cody Carbone - Leading The Charge On US Crypto Policy
September 05, 2023
Tickers
TECH
Tags
Market News
Future Of Digital Assets
Cryptocurrency
From
Benzinga
30 People to Watch in Web3: Mina Khattak - Bringing Web3 Payments To The Web2 World
September 04, 2023
Tickers
TECH
Tags
Worldpay
Global
News
From
Benzinga
Cathie Wood Unveils Bitcoin's Role in Exxon's Environmental Strategy on Raz Report
September 03, 2023
Tickers
BITCOMP
BTC
ESG
USD-BITSTAMP
Tags
Markets
BTC
ESG
From
Benzinga
Crypto Millionaire Whales Target These Assets: Are The Coins Ready To Soar?
September 01, 2023
Tickers
COMP
GBTC
Tags
$IMX
News
Grayscale
From
Benzinga
SEC To Approve Bitcoin ETF Soon, Says Former Chairman
September 01, 2023
Tickers
BITCOMP
BLK
SEC
USD-BITSTAMP
Tags
Cryptocurrency
SEC
Future Of Digital Assets
From
Benzinga
Bitcoin Blowback: Wisdomtree, Grayscale Respond To Landmark SEC Ruling On Spot ETF
August 31, 2023
Tickers
BITCOMP
GBTC
SEC
USD-BITSTAMP
Tags
Legal
Markets
Grayscale Investments LLC
From
Benzinga
30 People To Watch In Web3: Caitlin Long, Ride-or-Die For Crypto's Future At A Regulatory Level
August 31, 2023
Tickers
TECH
Tags
Future Of Digital Assets
Cryptocurrency
Market News
From
Benzinga
SEC's Bitcoin ETF Denial Rejected By Court: Is This The Beginning Of The End For Regulatory Hurdles?
August 30, 2023
Tickers
BITCOMP
BLK
GBTC
SEC
Tags
Mercuryo
Markets
BLK
From
Benzinga
MoonPay Unveils New Venture Arm To Boost Web3 Innovation
August 29, 2023
Tags
Markets
Benzinga
Web3
From
Benzinga
Build Wealth In Alternative Investments: Join Morgan Creek, Grayscale, Vodafone, Bitget And More at Benzinga's Future of Digital Assets Conference Nov.14 in New York City
August 29, 2023
Tags
News
Future Of Digital Assets
General
From
Benzinga
30 People To Watch In Web3: David Palmer - At The Nexus Of IoT & Blockchain
August 28, 2023
Tickers
TECH
Tags
Markets
Tech
Fintech
From
Benzinga
30 People to Watch In Web3: Maika Isogawa, Walking the Tightrope Between Web3 And Mainstream Adoption
August 24, 2023
Tickers
TECH
Tags
FODA
cold storage
Webacy
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.