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 Fiscal Policy
Recent news which mentions Fiscal Policy
< Previous
1
2
3
4
5
Next >
Social Security marks its 90th anniversary — here’s what could happen to future benefits
August 14, 2025
Tags
Fiscal policy
Disability benefits
Retirement
From
CNBC.com News
Why changing monetary and immigration policies may be edging U.S. closer to a recession: Carmen Reinhart
August 04, 2025
Tags
Recessions and depressions
Foreign policy
Corporate Finance
From
CNBC.com News
Trump's 'big beautiful bill' cuts food stamps for millions — the average family may lose $146 per month, report finds
July 10, 2025
Tags
Personal income
Human welfare
Personal Finance
From
CNBC.com News
Senate version of 'big beautiful' bill calls for $6,000 senior 'bonus'
June 18, 2025
Tags
Breaking News: Politics
Financial planning for marriage
Fiscal policy
From
CNBC.com News
Gold Demand Holds Firm As Dollar Confidence Wavers
May 27, 2025
Tickers
GLD
GOLD
Tags
Stories That Matter
Gold
Economics
From
Benzinga
Food stamps face 'biggest cut in the program's history' under GOP tax bill
May 21, 2025
Tags
Politics
Human welfare
Personal Finance
From
CNBC.com News
How House GOP bill’s $4,000 senior 'bonus' compares to eliminating tax on Social Security benefits
May 16, 2025
Tags
Tax planning
Personal Finance
Government taxation and revenue
From
CNBC.com News
Warren Buffett Expresses Disappointment Over Dollar Depreciation: Don't Want To Own Assets In A Currency That Is 'Really Going To Hell'
May 06, 2025
Tickers
NEWS
QQQ
SPY
USD
Tags
Equities
Market News
ETFs
From
Benzinga
'Some more banana skins in front of us': Why investors may want to increase exposure to bonds
March 22, 2025
Tags
ETF Edge
Real estate
Corporate stock
From
CNBC.com News
Here's what happens if Fannie Mae and Freddie Mac go private
February 19, 2025
Tags
Economy
Economic policy
Government programs
From
CNBC.com News
Trump's plan to eliminate income taxes on Social Security benefits would help high-income households, report finds
February 18, 2025
Tags
Personal Finance
Retirement planning
Government pensions and social security
From
CNBC.com News
How the federal government spent billions rebuilding New Orleans after Hurricane Katrina
February 12, 2025
Tags
Natural disasters
Economy
US Economy
From
CNBC.com News
Bessent's challenges in 2025 and beyond
February 08, 2025
Tags
Bond market
Fiscal policy
Trade policy
From
Humble Student of the Markets
New Social Security benefit increases for nearly 3 million Americans may trigger higher tax bill, Medicare premium costs
January 08, 2025
Tags
Personal debt
Legislation
Retirement
From
CNBC.com News
Social Security Fairness Act brings retirement changes for nearly 3 million public pensioners. Here's what that means for retirees
January 06, 2025
Tags
Policy
Personal Finance
Personal income
From
CNBC.com News
Deciphering Trumponomics 2.0
November 23, 2024
Tags
Fiscal policy
equity markets
politics
From
Humble Student of the Markets
A long-standing debt rule helped collapse Germany's government. Now the policy is ripe for reform
November 22, 2024
Tags
Politics
Economic outlook
Europe Politics
From
CNBC.com News
How President-elect Trump can influence the U.S. economy
November 11, 2024
Tickers
JOBS
Tags
Trade regulation
Politics
Trade
From
CNBC.com News
Here's what a new Trump administration could mean for your money, financial advisors say
November 11, 2024
Tags
Personal investing
Personal finance
Personal saving
From
CNBC.com News
The president's influence on the U.S. economy may be greatly exaggerated, according to experts
November 07, 2024
Tags
Sanctions and embargoes
Economy
Consumer Confidence
From
CNBC.com News
Trump promised no taxes on Social Security benefits. It's too soon to plan on that change, experts say
November 06, 2024
Tags
Fiscal policy
Retirement
Disability benefits
From
CNBC.com News
Why state governments are tightening their budgets
November 06, 2024
Tags
Government finance
Employee pension benefits
US: News
From
CNBC.com News
Revisiting the Trump trade
October 26, 2024
Tags
Fiscal policy
economy
politics
From
Humble Student of the Markets
What could happen to Social Security benefits in 2033 if the program's trust fund isn't fixed
October 22, 2024
Tags
Personal Income
Social Security
Financial planning
From
CNBC.com News
Watch: Biden delivers remarks at the Economic Club of Washington, D.C.
September 19, 2024
Tags
Breaking News: Economy
Livestream
Democrats
From
CNBC.com News
China's economy is going through a 'slow, painful, grinding adjustment,' analyst says
September 16, 2024
Tags
China Economy
Monetary policy
Economic policy
From
CNBC.com News
Musk Criticizes Government's Fiscal Policy, Says 'Extreme Government Overspending Is Bankrupting America'
September 15, 2024
Tickers
NEWS
Tags
Elon Musk
AI Generated
Donald Trump
From
Benzinga
The slow march to fiscal dominance
September 14, 2024
Tags
Fiscal policy
gold
From
Humble Student of the Markets
Live: Donald Trump delivers remarks at the Economic Club of New York
September 05, 2024
Tags
Livestream
Economy
United States Election 2024
From
CNBC.com News
Positioning for Trump 2.0
July 20, 2024
Tags
Fiscal policy
politics
inflation
From
Humble Student of the Markets
< Previous
1
2
3
4
5
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.