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 >
'Just buying, buying, buying’: What the recent small-cap boom suggests about the appetite for risk
July 20, 2024
Tags
Inflation
Markets
United States Presidential Election
From
CNBC.com News
Charlie Munger Warned About 'Risky' Modern Monetary Policy: 'We Never Printed Money So Much and Spent It So Fast'
July 14, 2024
Tickers
BRK
Tags
Fiscal Policy
AI Generated
Charlie Munger
From
Benzinga
'Make or break week': Stifel sees 40% chance of President Biden dropping out of the race
July 08, 2024
Tags
U/S/ Economy
Personal spending
Elections
From
CNBC.com News
How elections test the Federal Reserve's independence
June 12, 2024
Tags
Monetary policy
Reserve banks
Interest Rates
From
CNBC.com News
Wealth inequality starts at birth. Lawmakers debate whether child savings accounts can help
May 21, 2024
Tags
Policy
Income disparity
Savings
From
CNBC.com News
'Nobody's getting wealthy on Social Security,' lawmaker says. The November election may influence the program's future
April 27, 2024
Tags
Inflation
Retirement planning
Retirement
From
CNBC.com News
Why Americans worry changes to the U.S. retirement system could upend their plans
April 26, 2024
Tags
Retirement planning
Retirement
Personal saving
From
CNBC.com News
Are we in for a 1970's style inflation revival?
April 20, 2024
Tags
Monetary policy
inflation
Fiscal policy
From
Humble Student of the Markets
'Big change' in global growth is bullish for commodities including copper, says VanEck CEO
April 20, 2024
Tags
Exchange/traded funds
China Politics
Retail sales
From
CNBC.com News
Regional bank earnings may expose critical weaknesses, former FDIC Chair Sheila Bair warns
April 16, 2024
Tags
Financials
Recessions and depressions
Financial crisis
From
CNBC.com News
Here's what beneficiaries need to know as the Social Security Administration phases in new policies for overpayments
April 01, 2024
Tags
Personal spending
Personal finance
National security
From
CNBC.com News
Social Security Administration to remove food assistance as barrier to accessing certain benefits
March 28, 2024
Tags
Elderly welfare
Disability benefits
Social Security
From
CNBC.com News
As Republicans propose to raise the Social Security retirement age, here's how benefits may change
March 22, 2024
Tags
Personal finance
Government budgets
Personal Finance
From
CNBC.com News
Social Security commissioner vows to end 'clawback cruelty' with new plan for benefit overpayments
March 20, 2024
Tags
Personal saving
National budgets
Government pensions and social security
From
CNBC.com News
Trump vs. Biden: Where 2024 presidential candidates stand on Social Security, Medicare
March 11, 2024
Tags
Social Security
Health care costs
Medicare
From
CNBC.com News
Biden vows to protect Social Security, Medicare and 'make the wealthy pay their fair share,' in State of the Union
March 08, 2024
Tags
Government taxation and revenue
Disability benefits
Government pensions and social security
From
CNBC.com News
Biden called for protecting Social Security, Medicare in last year’s State of the Union. Now advocates hope for action
March 07, 2024
Tags
Social Security
US: News
Democrats
From
CNBC.com News
China's 2024 Economic Targets Drive Wedge Between Domestic And Offshore Equities
March 05, 2024
Tickers
ASIA
BABA
ECON
EWH
Tags
Fiscal Policy
Emerging Market ETFs
Beijing
From
Benzinga
Many workers believe pensions are key to achieving the American Dream. But getting those plans back isn't easy
March 01, 2024
Tags
Personal investing
Retiree finances
Pensions
From
CNBC.com News
Ticking Time Bomb: Over 85% Of Americans Fear National Debt Crisis Impact On Their Future
February 26, 2024
Tickers
ECON
Tags
Analyst Ratings
Econ #s
Market News
From
Benzinga
Government Debt Exceeds 120% Of GDP: Why Former IMF Economist 'Very Worried' About US Fiscal Crisis
February 20, 2024
Tickers
ECON
IMF
Tags
Top Stories
Benzinga
Expert Ideas
From
Benzinga
To shore up Social Security, this controversial proposal calls for limiting retirement plan tax perks
February 09, 2024
Tags
Fiscal policy
Retirement planning
Retirement
From
CNBC.com News
New bill in Congress calls for creating children's savings accounts from birth. Here's how it would work
January 31, 2024
Tags
Personal spending
Personal finance
Personal Finance
From
CNBC.com News
Despite high older voter turnout in Iowa caucus, Social Security topic still remains on back burner
January 22, 2024
Tags
Social Security
Politics
Personal Finance
From
CNBC.com News
Fed sparks irrational market optimism over potential rate cuts, former FDIC Chair Sheila Bair warns
December 17, 2023
Tags
Government budget deficits
Inflation
Treasury notes
From
CNBC.com News
Former Fed Economist Claudia Sahm Credits American Workers, Fiscal Policy For A Soft Landing In 2024, But Praises Powell For Not Crashing
December 14, 2023
Tickers
CPI
Tags
Soft Landing
Benzinga
News
From
Benzinga
Most people don't wait until 70 to claim Social Security retirement benefits. These changes may help people get bigger monthly checks, experts say
December 07, 2023
Tags
Social Security
Aging and disability services
Elderly welfare
From
CNBC.com News
Public workers may receive reduced Social Security benefits. There’s growing support in Congress to change that
November 12, 2023
Tags
Lifestyle
Personal Finance
Personal spending
From
CNBC.com News
Raising Social Security retirement age would hurt older workers in physically demanding jobs, report finds
November 03, 2023
Tags
Workers' rights
Policy updates/proposals
Social Security
From
CNBC.com News
More than 1 million are waiting for Social Security to process initial disability claims. The consequences are 'devastating,' lawmaker says
November 01, 2023
Tags
Health care policy
Social Security
White House
From
CNBC.com News
< 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.