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 FTX
Recent news which mentions FTX
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
Next >
DOJ Urges Judge To Exclude Sam Bankman-Fried's Anthropic AI Investment Valuation In Trial
October 09, 2023
Tickers
AMZN
GOOGL
Tags
FTX
Cryptocurrency
Wire Fraud
From
Benzinga
Lazy Weekend Rings In Early For One Juror During Sam Bankman-Fried's Trial
October 08, 2023
Tags
FTX
Cryptocurrency
Market News
From
Benzinga
Bitcoin's 20% Surge, Satoshi Nakamoto's Cryptic Tweet, Trump's NFT Sales And More: A Week In Cryptocurrency
October 07, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Market News
Media
Cryptocurrency
From
Benzinga
Caroline Ellison To Testify Tuesday In Sam Bankman-Fried Trial
October 07, 2023
Tags
Markets
Sam Bankman/Fried
Gary Wang
From
Benzinga
Financial Crime Weekly: Sam Bankman-Fried's Trial To Detail Rise And Fall Of Crypto Mogul
October 06, 2023
Tags
News
General
Topics
From
Benzinga
FTX CTO Gary Wang Reveals Fraudulent Practices At Crypto Exchange During Bankman-Fried Trial
October 06, 2023
Tags
crypto hedge fund
Benzinga
Sam Bankman/Fried
From
Benzinga
EXCLUSIVE: Tim Draper On Artificial Intelligence, Bitcoin, His Best Investment Return
October 06, 2023
Tickers
AI
BITCOMP
HOOD
USD-BITSTAMP
Tags
Jason Raznick
Draper Nation
Market News
From
Benzinga
Judge Warns Bankman-Fried's Defense Team: Repetitive Questioning 'Needs To Be Curbed'
October 06, 2023
Tags
Sam Bankman/Fried
Benzinga
Cryptocurrency
From
Benzinga
FTX Former Developer Adam Yedidia Testifies In Sam Bankman-Fried Trial About $8B Deficit
October 06, 2023
Tags
News
General
FTX
From
Benzinga
Sam Bankman-Fried Book Author Hits Back At Critics, Accuses Some Of Having A 'Lynch Mob Mentality' Towards FTX Case
October 06, 2023
Tags
$BTC
News
Cryptocurrency
From
Benzinga
Sam Bankman-Fried's High-Profile Crypto Trial Begins: Meet The 12 People Deciding His Fate
October 05, 2023
Tags
Ryan Salame
Gary Wang
Topics
From
Benzinga
FTX's Secret Backdoor: How Billions In Customer Funds Were Allegedly Stolen
October 05, 2023
Tags
News
Julie Schoening termination
crypto exchange
From
Benzinga
Cocoa Bean Trader, First Witness In Sam Bankman-Fried Trial, Recounts $100K Loss To FTX
October 05, 2023
Tags
Sam Bankman/Fried
Markets
Benzinga
From
Benzinga
The 11 Youngest Richest People In America: Mark Zuckerberg, Brian Armstrong, A Walmart Heir — And A Connection To The Trump Family
October 04, 2023
Tickers
ABNB
ASAN
COIN
EPD
Tags
WMT
Sanjit Biswas
Market News
From
Benzinga
Sam Bankman-Fried's Crypto Trial Advances With Juror Dismissals
October 04, 2023
Tags
Markets
Signature Bank
Cryptocurrency Exchange
From
Benzinga
Sam Bankman-Fried's Downfall Doesn't Deter Bitcoin: Crypto Rallies 60% Since His 2022 Arrest
October 04, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Legal
Markets
Bitcoin
From
Benzinga
First Day Of Sam Bankman-Fried's Trial Concludes Without Final Jury Selection
October 04, 2023
Tags
Lewis Kaplan
Benzinga
Gary Gensler
From
Benzinga
Sam Bankman-Fried Sues Insurer For $5M, Alleges Breach Of Contract Over Legal Expenses
October 03, 2023
Tickers
CNA
HOOD
Tags
Markets
$FTT
CNA
From
Benzinga
Crypto's Fallen Star Sam Bankman-Fried On Trial: Conviction Or Acquittal, Stakes Are High
October 03, 2023
Tags
FTX
Financial misconduct
Cryptocurrency
From
Benzinga
Binance CEO Changpeng Zhao Faces Class Action Lawsuit Over Alleged Misconduct That Led To FTX's Collapse
October 03, 2023
Tags
Markets
$FTT
Legal
From
Benzinga
FTX Customers Who Lost Millions Maintain Faith In Crypto Despite Major Losses: 'Fundamental Reason Why We Buy Bitcoin Has Not Changed'
October 03, 2023
Tickers
BITCOMP
USD-BITSTAMP
Tags
Benzinga
bitcoin
Sam Bankman/Fried
From
Benzinga
Tom Brady Grapples With Sam Bankman-Fried FTX Betrayal: 'He Tricked Me, I'm Angry'
October 02, 2023
Tickers
NFL
Tags
digital currency
Markets
Tampa Bay Buccaneers
From
Benzinga
SEC Targets Prager Metis Over FTX Audit Failings: What This Means For Crypto Oversight
October 02, 2023
Tickers
SEC
Tags
Digital Assets
Prager Metis
Benzinga
From
Benzinga
Who's The Star Witness In Sam Bankman-Fried's Trial? His Ex-Girlfriend And Former Alameda CEO, Caroline Ellison
October 02, 2023
Tags
Sam Bankman/Fried
Markets
Caroline Ellison
From
Benzinga
Kevin O'Leary Predicts This New Regulatory-compliant Crypto Exchange Will Surpass Binance And FTX
October 01, 2023
Tickers
BLK
COIN
FNF
Tags
Market News
Cryptocurrency
Binance
From
Benzinga
Flights For FTX: How Bankman-Fried Spent Millions On Private Jets To Travel And Deliver Amazon Packages
October 01, 2023
Tags
Benzinga
Sam Bankman/Fried
Market News
From
Benzinga
FTX's Bankman-Fried Under Spotlight As Ether Holdings Show Unusual Activity
September 30, 2023
Tags
Markets
Benzinga
Ethereum
From
Benzinga
Sam Bankman-Fried Meeting With Jerome Powell And Federal Officials Under Scrutiny Amid Fraud Charges
September 29, 2023
Tickers
TECH
Tags
General
News
Markets
From
Benzinga
FTX Founder Sam Bankman-Fried Denied Bail, To Remain In Jail Throughout Trial
September 28, 2023
Tags
Legal
Markets
$FTT
From
Benzinga
Gemini Withdrew $282M From Genesis Global Months Before Bankruptcy Filing: Report
September 28, 2023
Tags
Gemini Trust Co/
Digital Assets
Barry Silbert
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
27
28
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.