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 Services
Recent news which mentions Financial Services
< Previous
1
2
3
4
Next >
Hardbacon Unveils Top Contactless Payment Solutions In Canada
September 24, 2021
Tags
Investing
Mobile Apps
Banking
From
PRUnderground
ImpactAssets Strengthens Investment and Client Engagement With Three Strategic Promotions
September 22, 2021
Tags
ImpactAssets
Philanthropy & Cause Initiatives
philanthropy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
TrueLayer nabs $130M at a $1B+ valuation as open banking rises as a viable option to card networks
September 20, 2021
Tickers
API
BANK
CEO
CTO
Tags
mobile payments
London
payments network
From
TechCrunch
Airwallex raises $200M at a $4B valuation to double down on business banking
September 20, 2021
Tickers
ASIA
BANK
GOAT
HR
Tags
Asia
series D
Enterprise
From
TechCrunch
Ruskin Felix Consulting reaches Six Figures in Topline Revenue in H1 2021
September 17, 2021
Tags
rfconsulting
Consulting
investment banking
From
PRUnderground
One Park Financial, a Fund Street Technologies Brand, Wins Bronze Stevie® Award 3 Years in a Row
September 17, 2021
Tags
United States
Internet
Business
From
PRLog
PassFort, a RegTech SaaS for KYC and AML, nets $16.2M
September 14, 2021
Tickers
CRM
SAAS
TC
Tags
software as a service
money laundering
regulatory compliance
From
TechCrunch
Rezilion raises $30M help security operations teams with tools to automate their busywork
September 13, 2021
Tickers
CEO
CTO
EBAY
IBM
Tags
devops
eBay
Startup company
From
TechCrunch
MaxRewards banks $3M to reveal best payment methods that reap the most rewards
September 10, 2021
Tickers
APPS
TC
Tags
financial services
TC
Apps
From
TechCrunch
Nuula raises $120M to build out a financial services ‘superapp’ aimed at SMBs
September 09, 2021
Tickers
CEO
SMB
SME
Tags
sme
financial services
nuula
From
TechCrunch
Sequoia Heritage, Stripe and others invest $200M in African fintech Wave at $1.7B valuation
September 07, 2021
Tickers
TC
WAVE
Tags
Funding
africa
finance
From
TechCrunch
Financial comparison “super app” Jeff raises $1.5M seed extension
September 07, 2021
Tickers
ASIA
TC
Tags
Startups
Fundings & Exits
Jeff App
From
TechCrunch
All the reasons why you should launch a credit or debit card
September 02, 2021
Tickers
TC
Tags
TC
financial services
EC Column
From
TechCrunch
PayEm comes out of stealth with $27M and its answer to the expense report
September 01, 2021
Tickers
API
NFX
SAAS
TC
Tags
Itamar Jobani
Funding
Artificial Intelligence
From
TechCrunch
Olsam raises $165M to buy up and scale consumer and B2B Amazon Marketplace sellers
August 31, 2021
Tickers
ASIA
Tags
London
Co/founder
eCommerce
From
TechCrunch
Corinium Offers Two Safe Options for 7th Annual, Flagship Event, CDAO Fall!
August 26, 2021
Tickers
DATA
Tags
data and analytics
Financial Services
Analytics
From
PRUnderground
Israel’s maturing fintech ecosystem may soon create global disruptors
August 26, 2021
Tickers
TC
Tags
artificial intelligence
Open Banking
Finance
From
TechCrunch
LOVE unveils a modern video messaging app with a business model that puts users in control
August 25, 2021
Tickers
APPS
CEO
LOVE
Tags
Speaker
Recent Funding
technology
From
TechCrunch
Leadgence, a fast-growing platform for dynamic SMB data and analytics for marketing, sales and growth teams, announcing new advisory Board member, Mr. Roger Alexander.
August 25, 2021
Tickers
SMB
SME
Tags
Marketing
sales
lead generation
From
PRUnderground
Ramp and Brex draw diverging market plans with M&A strategies
August 24, 2021
Tickers
API
RAMP
Tags
Finance
corporate spend
Ramp
From
TechCrunch
Operation HOPE to Launch Ranking of Top 25 Financial Institutions for Retail Investors
August 19, 2021
Tags
News
workplace
Banking
From
PRUnderground
If You Had $5,000 Right Now, Would You Put It On Amazon, Alibaba Or Jumia?
August 18, 2021
Tickers
AMZN
BABA
JMIA
Tags
Benzinga
AMZN
BABA
From
Benzinga
One banks $40M to offer ‘all-in-one’ financial services to the middle class
August 18, 2021
Tickers
APPS
ONE
Tags
digital banking
financial services
Apps
From
TechCrunch
Branch raises $48M from Lee Fixel’s Addition, Indeed to provide accelerated payments to workers
August 17, 2021
Tickers
APPS
TC
Tags
Funding
Drive Capital
minneapolis
From
TechCrunch
Why fintechs are buying up legacy financial services companies
August 16, 2021
Tickers
SOFI
TC
Tags
TC
Fin VC
financial services
From
TechCrunch
How the law got it wrong with Apple Card
August 14, 2021
Tickers
OCC
Tags
cfpb
Diversity
Federal Trade Commission
From
TechCrunch
Embedded finance won’t make every firm into a fintech company
August 12, 2021
Tickers
TC
Tags
Column
Fintech
risk management
From
TechCrunch
One Park Financial, 3-time winner of Florida Trend's 'Best Companies to Work For in Florida' award
August 11, 2021
Tags
Coconut Grove
Company Culture
Finance
From
PRLog
Jerry raises $75M at a $450M valuation to build a car ownership ‘super app’
August 10, 2021
Tickers
APPS
Tags
Automotive
e/commerce
financial services
From
TechCrunch
Wannabe ‘social bank’ Kroo swerves VCs to raise a $24.5M Series A from HNWs
August 09, 2021
Tickers
BANK
CEO
TC
Tags
ceo
TC
money
From
TechCrunch
< Previous
1
2
3
4
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.