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 Federal Budget (U/S/)
Recent news which mentions Federal Budget (U/S/)
S&P expects 'meaningful tariff revenue' to offset Trump tax bill impact, maintains U.S. credit rating
August 19, 2025
Tags
Economic events
Economy
Political Leaders
From
CNBC.com News
Will trimming the federal workforce make a dent in government bloat?
March 26, 2025
Tags
Markets
Federal Budget (U/S/)
Business News
From
CNBC.com News
Trump CMS nominee Dr. Oz won't commit to opposing Medicaid cuts
March 14, 2025
Tags
Medicare
Social Security
Political Leaders
From
CNBC.com News
Trump, Musk float idea of $5,000 'DOGE dividend' checks. Here's what experts say
February 27, 2025
Tags
Personal spending
Federal Budget (U/S/)
National budgets
From
CNBC.com News
Why benefit increases prompted by the Social Security Fairness Act may be difficult to implement
February 13, 2025
Tags
Social Security
Employee pension benefits
Personal Income
From
CNBC.com News
How Elon Musk's DOGE took over the Education Department, one office at a time
February 12, 2025
Tags
Labor economy
Federal Budget (U/S/)
Student Loans
From
CNBC.com News
Trump's plan for mass deportation could have a big effect on prices
January 11, 2025
Tickers
JOBS
LAW
LAWS
Tags
Immigration
Prices
Jobs
From
CNBC.com News
DOGE's Musk, Ramaswamy want Congress to pass huge spending cuts. That's a tough sell
December 06, 2024
Tags
Congress
Labor economy
Federal Budget (U/S/)
From
CNBC.com News
These economists say artificial intelligence can narrow U.S. deficits by improving health care
November 28, 2024
Tags
US Economy
Alphabet Inc
Economy
From
CNBC.com News
Helene recovery could cost $34 billion. Here's who might pay for it.
October 03, 2024
Tags
Natural disasters
Weather
Congress
From
CNBC.com News
GOP House Speaker Johnson backs keeping some of Biden's clean energy tax credits
September 17, 2024
Tags
Congress
US: News
Clean Energy
From
CNBC.com News
Trump budget would spike deficits by nearly 5 times Harris proposal, says Penn Wharton
August 27, 2024
Tags
U/S/ Economy
United States Election 2024
Social issues
From
CNBC.com News
'Record-breaking backlog' leads to $1.1 billion of improper Social Security payments, report finds
August 12, 2024
Tags
Disability benefits
Personal spending
National budgets
From
CNBC.com News
'There's going to be a problem': House Republicans ramp up pressure campaign on Speaker Johnson after budget saga
March 24, 2024
Tags
White House
Congress
Elections
From
CNBC.com News
Border funding battle snags budget talks in Congress with shutdown days away
March 18, 2024
Tags
Congress
Government Shutdown
Federal Budget (U/S/)
From
CNBC.com News
Biden's 2025 budget marries progressive tax hikes with populist campaign planks
March 11, 2024
Tags
Government Agencies
Voting
Politics
From
CNBC.com News
The immigration crisis may bankrupt cities such as New York, Denver and Chicago as federal funds fall short of needs
February 24, 2024
Tags
Government welfare systems
Illegal immigration
Humanitarian crises
From
CNBC.com News
Interest on national debt could threaten U.S. economic stability, CBO director tells House panel
February 14, 2024
Tags
Breaking News: Economy
Deficits
Congress
From
CNBC.com News
Congress remains divided on budget negotiations as government shutdown looms: “Our financial ship is sinking”
September 24, 2023
Tags
Breaking News: Politics
Politics
Budget Crisis
From
CNBC.com News
Biden to starkly contrast his economic plan with GOP 'MAGAnomics' as shutdown looms
September 14, 2023
Tags
Congress
Government and politics
Federal Budget (U/S/)
From
CNBC.com News
Government shutdown fears cloud legislative agenda as House returns to session
September 12, 2023
Tags
Congress
Political Leaders
White House
From
CNBC.com News
Here's why public transit keeps running out of money
July 25, 2023
Tags
Policy
Railway construction
Autos
From
CNBC.com News
Food deserts aren't what's causing hunger in the U.S. — It's wages, inequality and inflation
July 16, 2023
Tags
Special needs education
Food and drink
Policy
From
CNBC.com News
The federal government wastes at least $247 billion in taxpayer money each year. Here's how
April 18, 2023
Tags
COVID/19
Taxes
Federal Budget (U/S/)
From
CNBC.com News
Biden budget calls for 'protecting and strengthening' Social Security
March 09, 2023
Tags
Legislation
Parental leave
Disability benefits
From
CNBC.com News
Biden budget would cut deficit by $3 trillion over next decade with 25% minimum tax on richest Americans
March 09, 2023
Tags
Political Leaders
Economic events
White House
From
CNBC.com News
37.9 million Americans are living in poverty, according to the U.S. Census. But the problem could be far worse.
March 07, 2023
Tags
Federal Budget (U/S/)
Policy
COVID/19
From
CNBC.com News
As debt ceiling deadline looms, here's what it could mean for Social Security and Medicare
January 19, 2023
Tags
U/S/ Economy
Federal Budget (U/S/)
National debt
From
CNBC.com News
As Social Security disability application wait times hit record high, experts say it's a sign the agency needs more funding
September 16, 2022
Tags
Retirement
Disability benefits
Legislation
From
CNBC.com News
Student loan forgiveness could result in a $2,500 burden per taxpayer, research finds
September 02, 2022
Tags
Student loans
Student Loans
Wages and salaries
From
CNBC.com News
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.