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 Family finances
Recent news which mentions Family finances
< Previous
1
2
...
9
10
11
12
13
14
15
16
Next >
Social Security’s redesigned statements include key information that can help boost your retirement benefits
November 10, 2021
Tags
Social issues
Personal Finance
Personal taxes
From
CNBC.com News
Holiday shoppers plan to spend up to $276 per family member on average this season. These tips can help them avoid getting into debt
November 08, 2021
Tags
Holiday spending
Personal spending
Debt
From
CNBC.com News
The deadline to sign up for the enhanced child tax credit is Nov. 15 to get money this year
November 08, 2021
Tags
Social issues
Children
Personal budgeting
From
CNBC.com News
Inflation is coming for Thanksgiving dinner, making it more expensive than ever this year
November 05, 2021
Tags
Food and Beverage
Consumer Discretionary
Inflation
From
CNBC.com News
One provision of the child tax credit that Democrats are fighting to make permanent may slash poverty by 19%
November 03, 2021
Tags
Savings
Government taxation and revenue
Tax Credits
From
CNBC.com News
If you don’t get a 5% raise this year, you aren’t necessarily taking a pay cut due to inflation. Here’s why
November 01, 2021
Tags
Careers
Savings
Consumer Staples
From
CNBC.com News
Where to get the best rates on your emergency savings amid rising inflation
October 31, 2021
Tags
Financial planning
Personal Finance
Personal finance
From
CNBC.com News
From Buy Nothing to Freecycle, gifting groups help bolster budgets and build community
October 31, 2021
Tags
Eco/friendly practices
Environment
Recycled products
From
CNBC.com News
Nearly 1 in 3 adults get financial support from the bank of mom and dad post-Covid
October 30, 2021
Tags
Retirement
Millennials
Personal Finance
From
CNBC.com News
The enhanced child tax credit will continue for 1 more year, per Democrat spending plan
October 28, 2021
Tags
Family issues
Tax Deductions
Child care costs
From
CNBC.com News
'Moms Are Cool' program offers free financial counseling for mothers impacted by the pandemic
October 28, 2021
Tags
Wealth
Adult education
Philanthropy
From
CNBC.com News
Some workers fear 'unrealistically severe' cuts to Social Security benefits. Why that is not a reason to claim early
October 27, 2021
Tags
Retiree finances
Personal income
Personal Income
From
CNBC.com News
4 strategies to create and stick with a family budget
October 27, 2021
Tags
Family issues
Extended family
Lifestyle
From
CNBC.com News
Paid family leave even at 4 weeks would 'still be transformational,' expert says
October 25, 2021
Tickers
JOBS
LIFE
Tags
COVID/19
Disability benefits
Wages and salaries
From
CNBC.com News
Families not signing up for child tax credit now will have to wait until next year to get money
October 25, 2021
Tags
Government Programs
Economic events
White House
From
CNBC.com News
Expanded child tax credit may last for 1 more year instead of 5 as Democrats cut economic plan
October 21, 2021
Tags
Savings
Personal income
Tax Credits
From
CNBC.com News
Social Security cost-of-living adjustment will be 5.9% in 2022
October 13, 2021
Tags
Retirement planning
U/S/ Economy
Wages and salaries
From
CNBC.com News
Drop in U.S. birth rates amid Covid-19 could have lasting economic impact
October 12, 2021
Tags
Retirement
Social issues
Children
From
CNBC.com News
Debt ceiling deal postpones questions on Social Security, other government payments
October 08, 2021
Tags
Personal Income
Personal income
Retiree finances
From
CNBC.com News
Time is running out to sign up for the advance child tax credit payments
October 08, 2021
Tags
Government Programs
Taxes
Personal saving
From
CNBC.com News
Seniors' group calls for Congress to send $1,400 stimulus checks to Social Security recipients
October 07, 2021
Tags
Disability benefits
Government Programs
Personal spending
From
CNBC.com News
These 8 money moves can help you make up for lost income
October 04, 2021
Tickers
JOBS
Tags
Unemployment
Personnel
Coronavirus
From
CNBC.com News
Paid family leave could become law. Families share how it could change things for them
October 02, 2021
Tickers
JOBS
LIFE
Tags
Personal finance
Family issues
Employee healthcare benefits
From
CNBC.com News
The debt ceiling deadline has prompted questions about whether Social Security checks will go out. Here's what we know
October 01, 2021
Tags
Federal Budget (U/S/)
Social Security
Personal finance
From
CNBC.com News
A budget is the first step to financial wellness. Here's how to get started
October 01, 2021
Tags
Personal spending
Savings
Personal income
From
CNBC.com News
Nearly one-third of teen relationships show signs of financial abuse, study finds
September 30, 2021
Tags
Student finances
Marriages and Divorces
Investment strategy
From
CNBC.com News
Here are the changes that could be coming to your Social Security benefits
September 30, 2021
Tags
Congress
401(k) plans
Personal income
From
CNBC.com News
Spanish-language credit reports are a big win for financial empowerment in the Hispanic community
September 29, 2021
Tags
Personal saving
Family finances
Credit
From
CNBC.com News
Puerto Rico residents aren't getting monthly child tax credit payments. That could change soon
September 28, 2021
Tags
Tax planning
Investment strategy
Personal finance
From
CNBC.com News
Supplemental Security Income benefits haven't changed in years. Now there's a push in Congress to alter that
September 24, 2021
Tags
Government Programs
Family finances
Personal saving
From
CNBC.com News
< Previous
1
2
...
9
10
11
12
13
14
15
16
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.