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 Financial Planning
Recent news which mentions Financial Planning
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
30
31
Next >
AdvisorTech: Turning Prospects Into Clients
February 07, 2023
Tags
Advisor
Prospect
Exchange: An ETF Experience
From
ETF Trends
When it makes sense to buy extra paper Series I bonds with your tax refund, according to experts
February 06, 2023
Tags
Tax planning
Inflation
Personal Finance
From
CNBC.com News
BostInno Approved: Here are the February events you need to know about
February 02, 2023
Tickers
INNO
Tags
Financial Planning
Colleges & Universities
Inno
From
Business Journals
Wait until 70 to claim Social Security: 'The return on being patient is huge,' says economist
February 01, 2023
Tags
Personal debt
Personal spending
The New Road to Retirement
From
CNBC.com News
As some retirees worry about surprises this tax season, these resources may help
February 01, 2023
Tags
The New Road to Retirement
Personal debt
Financial planning for marriage
From
CNBC.com News
VC funding update: Which Boston-area startups raised money in January?
February 01, 2023
Tickers
INNO
Tags
Financial Planning
Medical Devices
Environment
From
Business Journals
Compound Review: Financial Advice For Tech Workers
January 31, 2023
Tags
Financial Planning
Review
From
College Investor
Jim Brett: New retirement savings law will reap benefits for U.S. workers
January 26, 2023
Tags
Government & Regulations
Politics
James T/ Brett
From
Business Journals
Black Leaders: Kelly Baker, Thrivent
January 26, 2023
Tags
Kelly Baker
Bizwomen
Career & Workplace
From
Business Journals
Corvus makes layoffs while planning Europe and UK expansion
January 25, 2023
Tickers
INNO
Tags
Technology
Cybersecurity
Startups
From
Business Journals
The Capital Network’s new leader plots national expansion
January 25, 2023
Tickers
INNO
Tags
Technology
Marie Meslin
Startups
From
Business Journals
Core10 raises $6.5 million round of funding
January 24, 2023
Tickers
INNO
Tags
Financial Planning
Technology
Core10
From
Business Journals
Making salary ranges public may shrink pay gaps but slow wage growth
January 24, 2023
Tickers
JOBS
Tags
Job hunting
U/S/ Markets
Economy
From
CNBC.com News
Boston Speaks Up with Smoov founder Tucker Cohen
January 24, 2023
Tickers
INNO
Tags
Startups
Technology
Exclude In Emails
From
Business Journals
These are the key tax forms you need to file your return — and when to expect them
January 24, 2023
Tags
Tax Planning
Taxes
National taxes
From
CNBC.com News
Tax filing season has kicked off. Here's how to get a faster refund
January 24, 2023
Tags
Tax Planning
Taxes
National taxes
From
CNBC.com News
Roth IRA conversion taxes may be trickier than you expect. Here's what to know before filing — or converting funds in 2023
January 22, 2023
Tags
Retirement
IRA
Tax Credits
From
CNBC.com News
Financially troubled Bay State College to lose accreditation this summer; ‘heartbroken’ officials plan to appeal
January 16, 2023
Tags
Larry Schall
K/12 Education
Elizabeth Warren
From
Business Journals
Get Spiffy hires serial CFO who guided exits at ChannelAdvisor, MaxPoint
January 12, 2023
Tickers
INNO
Tags
Scot Wingo
AutoNation
Human Resources
From
Business Journals
When Social Security beneficiaries can expect first checks of 2023 to include 8.7% cost-of-living adjustment
January 11, 2023
Tags
Taxes
Consumer spending
Personal income
From
CNBC.com News
Fidelity Investments acquires Cambridge fintech
January 11, 2023
Tickers
INNO
Tags
Venture capital
Kevin Barry
Steve Papa
From
Business Journals
‘Don’t wait until March’ to hire a tax pro, says advisor — 3 moves to make before the 2023 tax filing season opens
January 11, 2023
Tags
Retirement
Wealth
Personal saving
From
CNBC.com News
Approaching age 62? What you need to know about Social Security's 8.7% cost-of-living adjustment and claiming benefits
January 10, 2023
Tags
Personal spending
Personal debt
Retirement
From
CNBC.com News
How to balance retirement and emergency savings in a shaky economy
January 06, 2023
Tags
The Fed
Retirement
IRA
From
CNBC.com News
Bank of America anchors Mendoza Ventures’ new $100M fund
January 05, 2023
Tickers
INNO
Tags
Venture capital
Adrian Mendoza
Cybersecurity
From
Business Journals
Where to keep your cash amid high inflation and rising interest rates: It's 'a little tricky,' says expert
January 04, 2023
Tags
The Fed
Wealth
Interest Rates
From
CNBC.com News
It's time to boost 401(k) contributions for 2023: 'You’re smart to jump on this,' says advisor
January 03, 2023
Tags
401(k)
Personal saving
Investment strategy
From
CNBC.com News
VC funding update: Which Boston-area startups raised money in December?
January 03, 2023
Tickers
INNO
Tags
Financial Planning
Medical Devices
Inno
From
Business Journals
These states are raising their minimum wages in 2023. Chart shows where workers can expect higher pay
January 01, 2023
Tickers
JOBS
Tags
Wealth
Personal debt
Legislation
From
CNBC.com News
5 tax and investment changes that could boost your finances in 2023 amid economic uncertainty
December 31, 2022
Tags
Personal finance
Financial planning
Financial planners
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
30
31
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.