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 Featured
Recent news which mentions Featured
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Exchange 2026 Announces Top-Tier Speakers
August 27, 2025
Tags
Hester Peirce
Eric Biegeleisen
Bob Pisani
From
ETF Trends
A New KAT in the ETF Jungle: Scharf’s Funds Arrive With Scale
August 26, 2025
Tickers
DUSA
GKAT
KAT
PLDR
Tags
KAT
expert insights
PLDR
From
ETF Trends
Nvidia Faces $8B Blow from China Chip Ban Ahead of Q2 Results
August 26, 2025
Tickers
NEWS
Tags
News
33
Featured
From
Wall Street Pit
Nvidia’s Jetson AGX Thor: The ‘Robot Brain’ Powering the Future of Robotics
August 25, 2025
Tickers
NEWS
NVDA
Tags
News
NVDA
Stocks
From
Wall Street Pit
Google Secures $10 Billion Deal with Meta for Six Years
August 22, 2025
Tickers
GOOG
META
NEWS
Tags
Stocks
33
GOOG
From
Wall Street Pit
Exchange 2026 Is Ready for You
August 21, 2025
Tags
Exchange 2026
Featured
Ian Bremmer
From
ETF Trends
HPE and CoreWeave Rally on Positive Ratings and Institutional Backing
August 21, 2025
Tickers
CRWV
HPE
NEWS
Tags
33
Featured
Stocks
From
Wall Street Pit
ETF Prime: Rosenbluth Shares the Scoop on Multi-Share Class Expansion
August 20, 2025
Tickers
CCNR
ELFY
EQL
Tags
Podcasts
ccnr
expert insights
From
ETF Trends
Intel Eyes Discounted Equity Infusion: Talks With Big Investors Underway
August 20, 2025
Tickers
NEWS
Tags
Featured
33
Stocks
From
Wall Street Pit
Tariffs Take a Temporary Toll on Private Equity M&As
August 19, 2025
Tags
featured
private equity
M&A activity
From
ETF Trends
Home Prices: Still ‘Rusting’ Not ‘Busting’
August 19, 2025
Tags
home prices
RiverFront Investment Group
Riverfront
From
ETF Trends
Viking Therapeutics Stock Crashes 40% as Weight-Loss Pill Faces Major Setback
August 19, 2025
Tickers
NEWS
VKTX
Tags
VKTX
Stocks
Featured
From
Wall Street Pit
Intel Receives $2 Billion Lifeline from SoftBank
August 19, 2025
Tickers
NEWS
Tags
News
33
Featured
From
Wall Street Pit
Foxconn Moves Beyond Apple: Taiwan Tech Sector Finds New Growth in AI Servers
August 18, 2025
Tickers
AI
NEWS
Tags
apple
Stocks
33
From
Wall Street Pit
Main Management Market Note: August 15, 2025
August 15, 2025
Tags
etf strategist channel
main management
Featured
From
ETF Trends
Applied Materials Shares Sink 14% After Earnings
August 15, 2025
Tickers
AMAT
NEWS
Tags
News
AMAT
33
From
Wall Street Pit
Intel Stock Rallies as Trump Administration Weighs Stake in Tech Giant
August 14, 2025
Tickers
NEWS
Tags
Featured
33
Stocks
From
Wall Street Pit
Tom Lee Sees Ethereum as the Biggest Macro Trade for the Next 10 – 15 Years
August 13, 2025
Tickers
NEWS
Tags
Featured
33
Cryptocurrencies
From
Wall Street Pit
CoreWeave Shares Drop 10% on Wider Losses Despite Strong Q2 Revenue
August 13, 2025
Tickers
NEWS
Tags
News
Featured
33
From
Wall Street Pit
ETF Prime: Morris Unpacks Energy’s Role in Modern Portfolios
August 12, 2025
Tickers
AMLP
OIH
Tags
expert insights
Rob Thummel
Tortoise Capital
From
ETF Trends
Peter Thiel’s 7.5% Stake Ignites 230% Rally in 180 Life Sciences
August 12, 2025
Tickers
ATNF
NEWS
Tags
News
Featured
33
From
Wall Street Pit
July 2025’s Innovative ETF Launches
August 11, 2025
Tickers
IQSZ
XDIV
XLC
XLCI
Tags
ETF launches
XLC
karrie gordon
From
ETF Trends
Vacation Reading: A Look at July’s Most Popular ETF Content
August 11, 2025
Tickers
AMLP
CSHI
FHEQ
NEOS
Tags
Invesco
NEOS
todd rosenbluth
From
ETF Trends
Nvidia and AMD Reportedly to Give 15% of China Chip Sales to U.S.
August 11, 2025
Tickers
AMD
NEWS
NVDA
Tags
NVDA
Featured
News
From
Wall Street Pit
Fed’s Bowman Pushes for 3 Interest Rate Cuts in 2025
August 09, 2025
Tickers
NEWS
Tags
Featured
33
federal reserve
From
Wall Street Pit
The Big New Names in Mortgage-Backed Securities ETFs
August 08, 2025
Tickers
DMBS
EVMO
JMTG
MBB
Tags
expert insights
iShares
Vanguard
From
ETF Trends
Going Beyond Gold: Capturing the Broader Commodity Complex
August 07, 2025
Tickers
BCI
GLTR
GOLD
PALL
Tags
Aberdeen
Gold
Invesco
From
ETF Trends
Apple Details $600B U.S. Investment, Including $2.5B for iPhone Glass Factory
August 07, 2025
Tickers
NEWS
Tags
News
Featured
33
From
Wall Street Pit
John Hancock Debuts New Active Value ETF
August 06, 2025
Tickers
JDVL
Tags
Featured
JDVL
manulife
From
ETF Trends
Super Micro Stock Plummets After Disappointing Earnings
August 06, 2025
Tickers
NEWS
SMCI
Tags
Stocks
Featured
SMCI
From
Wall Street Pit
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.