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 issues
Recent news which mentions Family issues
< Previous
1
2
3
Next >
Companies are slashing parental leave benefits as their 'purse strings have tightened.' Here’s how to prepare
September 09, 2022
Tags
Employee Benefits
Personal Finance
Workplace culture
From
CNBC.com News
Turning down a $300K job, deferring dreams of Austin: How Roe's end is changing millennials' career plans—and lives
August 18, 2022
Tags
Personnel
Social issues
Health care costs
From
CNBC.com News
Parents who do these 3 'harmful' things are more likely to raise narcissistic kids, says neuroscientist
August 13, 2022
Tags
Psychology
Relationships
Make It / Life
From
CNBC.com News
Here's how to prepare for and thrive in a recession
July 22, 2022
Tickers
JOBS
Tags
Retirement planning
Recession
Unemployment insurance
From
CNBC.com News
Americans are having fewer children — but it's not for the reason you think
July 20, 2022
Tags
Politics
Education
Family finances
From
CNBC.com News
Past financial crises have made millennials 'more cautious, more proactive' in how they manage money, survey finds
June 21, 2022
Tags
Recessions and depressions
Personal debt
Baby Boomers
From
CNBC.com News
Racial justice organizations call to reinstate the enhanced child tax credit: 'This really helped a lot of low-income families'
June 20, 2022
Tags
Tax refunds
Personal income
Taxes
From
CNBC.com News
Why racial justice organizations are calling on Congress to reinstate the enhanced child tax credit
June 13, 2022
Tags
Family issues
Children
U/S/ Economy
From
CNBC.com News
Consumers changing eating, shopping habits as inflation pushes up price
June 09, 2022
Tags
Family finances
Inflation
Diets and dieting
From
CNBC.com News
Raising a middle-class child will likely cost almost $286,000, according to USDA data
June 08, 2022
Tags
Social issues
Children
Family issues
From
CNBC.com News
Nearly half of families with kids can no longer afford enough food 5 months after child tax credit ended
June 03, 2022
Tags
Personal saving
Investment strategy
Personal finance
From
CNBC.com News
Op-ed: Financial literacy should be a family affair to help empower future generations
June 02, 2022
Tags
Financial planners
Savings
Personal saving
From
CNBC.com News
Creating a special needs trust? Here are the costs, what you need to know and who to use
May 21, 2022
Tags
Insurance industry
Trusts and fund management
Wealth
From
CNBC.com News
As more states take up paid family leave, here's where the push for a national policy stands
May 16, 2022
Tags
Disability benefits
Legislation
Labor policy
From
CNBC.com News
Op-ed: Here's why you should open a Roth IRA for your kids
April 25, 2022
Tags
Financial planning
Employment
Personal finance
From
CNBC.com News
'It's a lifelong experience.' Governors say financial education should extend beyond school years
April 06, 2022
Tags
Personal finance
Primary and secondary education
Financial planning
From
CNBC.com News
Budgeting for a baby: Here's what financial advisors recommend for new parents
March 28, 2022
Tags
Consumer Staples
Personal Finance
Family finances
From
CNBC.com News
One-third of job switchers took a pay cut for better work-life balance. How to prepare to live on a lower salary
March 14, 2022
Tickers
JOBS
Tags
Jobs
Invest in You: Ready Set Grow
Personal taxes
From
CNBC.com News
Biden touts more aid for families with children in his State of the Union address. It's unclear if any of it will happen
March 02, 2022
Tags
US Economy
Congress
Children
From
CNBC.com News
53% of Americans who switched jobs in 2021 took a pay cut. How to budget for a lower salary
March 01, 2022
Tickers
JOBS
Tags
Social issues
Family issues
Careers
From
CNBC.com News
With the support of the child tax credit, some parents launched businesses last year
February 19, 2022
Tags
Home Business
Investment strategy
Savings
From
CNBC.com News
Families are struggling again after just 2 months without child tax credit payments
February 16, 2022
Tags
Family finances
Personal Finance
Government taxation and revenue
From
CNBC.com News
Senators tout bill that would make it easier for pregnant women to continue working
February 03, 2022
Tickers
JOBS
LIFE
Tags
Personal Finance
Gender issues
Jobs
From
CNBC.com News
What to do if you got an incorrect child tax credit letter from the IRS
February 01, 2022
Tags
Personal Finance
Government taxation and revenue
Family finances
From
CNBC.com News
Student loan debt hurts the mental health of most borrowers, survey finds
January 29, 2022
Tags
Personal finance
Primary and secondary education
Millennials
From
CNBC.com News
Most Americans say work and life balance is more important than a higher salary. How to manage if you need to take a pay cut
January 27, 2022
Tickers
JOBS
Tags
Family issues
Careers
Wages and salaries
From
CNBC.com News
One-third of Americans admit that they financially cheat on a partner
January 24, 2022
Tags
Personal income
Personal Finance
Family finances
From
CNBC.com News
'We can already feel the pinch.' Families aren't getting child tax credit checks for the first time in 6 months
January 23, 2022
Tags
Personal saving
Invest in You: Ready Set Grow
Economic events
From
CNBC.com News
Biden 'not sure' enhanced child tax credit, free community college will stay in Build Back Better
January 20, 2022
Tags
Social issues
Children
Family issues
From
CNBC.com News
56% of Americans can't cover a $1,000 emergency expense with savings
January 19, 2022
Tags
Inflation
Family finances
Personal Finance
From
CNBC.com News
< Previous
1
2
3
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.