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 Financials
Recent news which mentions Financials
< Previous
1
2
3
4
5
6
7
8
9
...
14
15
Next >
A 'frugal' millionaire shares the 5 money rules he teaches his kids: 'My mom clipped coupons every week'
November 24, 2022
Tags
Kids and money
Make It / Raising Successful Kids
Real estate
From
CNBC.com News
Tesla To $176? Here Are 5 Other Price Target Changes For Wednesday
November 23, 2022
Tickers
DRTS
MCO
MDT
PGRE
Tags
Specialized Finance
Analyst Ratings
TSLA
From
Benzinga
Visa says Ryan McInerney will replace Al Kelly as its next CEO
November 17, 2022
Tickers
CEOS
Tags
Business News
Breaking News: Markets
Business
From
CNBC.com News
After A Tumultuous Q3, Warren Buffett Holds Onto 2 High Yielding Defensive Stocks
November 15, 2022
Tickers
AAPL
ASIA
AXP
BAC
Tags
Berkshire Hathaway
Warren Buffett
AXP
From
Benzinga
'Huge regime shift': Active managers see boost from the energy trade
November 13, 2022
Tags
Energy
Gasoline retail
Investment strategy
From
CNBC.com News
Build A Basket of Monthly Paying Dividends With These 5 REITs
November 09, 2022
Tickers
EPR
LTC
O
REIT
Tags
Benzinga
Small Cap
Specialized REIT's
From
Benzinga
Op-ed: Here are 3 year-end strategies for high-net-worth families to consider
November 07, 2022
Tags
Inheritance
Estate Tax
Financials
From
CNBC.com News
Kellogg, Palo Alto Networks, Roku And Other Big Losers From Thursday
November 04, 2022
Tickers
ATUS
CTSH
ERII
FIS
Tags
big losers
WOW
Penny Stocks
From
Benzinga
Gold Drops Over 1%; Moderna Reports Downbeat Q3 Results
November 03, 2022
Tickers
GPRE
LNC
MRNA
NRDS
Tags
Earnings
Markets
VOC
From
Benzinga
Crude Oil Down Over 1%; Lincoln National Shares Plunge
November 03, 2022
Tickers
GPRE
LNC
NRDS
PRVB
Tags
Mid/Day Market Update
Earnings
Markets
From
Benzinga
US Stocks Open Lower; Nasdaq Drops 100 Points
November 03, 2022
Tickers
LNC
NRDS
PRVB
RUN
Tags
Commodities
NRDS
PRVB
From
Benzinga
Why Etsy Shares Are Trading Sharply Higher; Here Are 31 Stocks Moving Premarket
November 03, 2022
Tickers
AHG
ANPC
AREB
ATUS
Tags
QTNT
ROKU
Markets
From
Benzinga
Roku, Lincoln National And Some Other Big Stocks Moving lower In Today's Pre-Market Session
November 03, 2022
Tickers
ATUS
CTSH
FSR
FTNT
Tags
QTNT
Top Losers
ROKU
From
Benzinga
Why Tupperware Brands Shares Dipped Around 42%; Here Are 89 Biggest Movers From Yesterday
November 03, 2022
Tickers
ABNB
ACIW
ALLR
AMSC
Tags
VEON
SKY
PRO
From
Benzinga
United Therapeutics, Super Micro Computer, Novo Nordisk And Other Big Gainers From Wednesday
November 03, 2022
Tickers
ARCT
BAND
BNFT
CHGG
Tags
Pre/Market Outlook
CHGG
Movers
From
Benzinga
Why Benefitfocus Shares Are Trading Higher By Around 48%? Here Are 64 Stocks Moving In Wednesday's Mid-Day Session
November 02, 2022
Tickers
ABNB
ACIW
AHG
ARCT
Tags
RYAM
ENTG
CRL
From
Benzinga
You can retire abroad for less than $2,000 a month in Tokyo, Berlin and these other 8 cities
November 02, 2022
Tags
Make It / Spend
Wells Fargo & Co
Social issues
From
CNBC.com News
As More Consumers And Investors Seek Alternative Financing, This Company's Specialty Financing Could Provide Answers
November 02, 2022
Tickers
GROW
LOAN
MCVT
OXSQ
Tags
Mill City Ventures
Market News
Partner Content
From
Benzinga
3 REITs To Check Out For Solid Dividends And Growth
October 28, 2022
Tickers
FCPT
MAA
REIT
STAG
Tags
Real Estate
Market News
Residential REIT's
From
Benzinga
5 REITs That Are Actually Producing Positive Returns This Year
October 27, 2022
Tickers
FPI
LTC
OHI
REIT
Tags
OHI
real estate investing
Alternative investments
From
Benzinga
Boeing, Seagate, Chipotle And Other Big Losers From Wednesday
October 27, 2022
Tickers
AIZ
AVY
BA
CAJ
Tags
Consumer Discretionary
UMBF
Education Services
From
Benzinga
This 28-year-old's side hustle brings in up to $267K per year
October 25, 2022
Tags
Entrepreneurship
Personal finance
World economy
From
CNBC.com News
IRS bumps up estate-tax exclusion to $12.92 million for 2023. Here's what that means for wealthy Americans
October 19, 2022
Tags
Personal saving
Taxes
Savings
From
CNBC.com News
Citigroup is set to report third-quarter earnings – here’s what the Street expects
October 14, 2022
Tags
Banks
Investing
Earnings
From
CNBC.com News
QUALCOMM To Surge Around 73%? Plus This Analyst Predicts $240 For Visa
October 12, 2022
Tickers
BERY
MCO
NCLH
QCOM
Tags
BERY
NCLH
Price Target
From
Benzinga
Here's how uber-rich pass wealth to heirs tax-free when markets are down
October 10, 2022
Tags
Estate Planning
Financials
Estate Tax
From
CNBC.com News
Domino's Pizza To $375? Plus Stifel Cuts Price Target On This Stock By Around 78%
October 10, 2022
Tickers
AFMD
AMD
ARBK
DPZ
Tags
Benzinga
Life & Health Insurance
Analyst Ratings
From
Benzinga
This Analyst Boosts Price Target On Satsuma Pharmaceuticals By 200%? Plus UBS Predicts $38 For General Motors
October 10, 2022
Tickers
GM
LNC
SHW
STSA
Tags
Pre/Market Outlook
Trading Ideas
Markets
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
14
15
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.