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 Fortinet Inc
Recent news which mentions Fortinet Inc
Cybersecurity firm Netskope files to go public on the Nasdaq
August 22, 2025
Tickers
IPO
IPOS
Tags
Broadcom Inc
Breaking News: Technology
IPOs
From
CNBC.com News
Cramer's Lightning Round: 'I'm going to take a pass on Toyota'
July 29, 2025
Tags
Business
Toyota Motor Corp
Investment Strategy
From
CNBC.com News
Tech stocks head for winning week with Nvidia tracking for 15% bounceback
April 11, 2025
Tags
Applied Materials Inc
Amazon/com Inc
Lam Research Corp
From
CNBC.com News
Stocks making the biggest moves after hours: Amazon, Pinterest, Expedia and more
February 06, 2025
Tags
Breaking News: Markets
Amazon/com Inc
Stock markets
From
CNBC.com News
Microsoft CEO Nadella forms new AI group to build and run apps for customers
January 13, 2025
Tags
Microsoft Corp
Social media
Software
From
CNBC.com News
Top Wall Street analysts like these stocks for their growth prospects
October 20, 2024
Tags
Gitlab Inc
Weekend Brief
NVIDIA Corp
From
CNBC.com News
Tuesday's big stock stories: What’s likely to move the market in the next trading session
September 30, 2024
Tags
Snap Inc
General Motors Co
DoorDash Inc
From
CNBC.com News
Cramer's Lightning Round: Merck is a buy
August 08, 2024
Tags
Monolithic Power Systems Inc
Investment strategy
Stock Picks
From
CNBC.com News
Cramer's Lightning Round: Don't sell Match Group
July 16, 2024
Tags
Air Products and Chemicals Inc
Stock markets
Mad Money
From
CNBC.com News
Cramer's Lightning Round: Crocs is 'too dicey'
December 05, 2023
Tags
U/S/ Markets
Markets
Investing
From
CNBC.com News
Palo Alto Networks reaches a big milestone, and it's Jim Cramer's top cybersecurity stock
November 30, 2023
Tags
Fortinet Inc
Investing
Markets
From
CNBC.com News
Cramer's Lightning Round: 'Do not touch' UiPath
November 08, 2023
Tags
UiPath Inc
Investment strategy
Stock Picks
From
CNBC.com News
Stocks making the biggest moves midday: Amazon, Apple, Block, Tupperware and more
August 04, 2023
Tags
Finance
Markets
Coinbase Global Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Block, Tupperware, Nikola and more
August 04, 2023
Tags
Market Insider
Tupperware Brands Corp
Booking Holdings Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Apple, Amazon, Airbnb, Coinbase and more
August 03, 2023
Tags
Dropbox Inc
Market Insider
Economy
From
CNBC.com News
Cloudflare, Palo Alto Networks and Zscaler tumble as Microsoft expands in cybersecurity
July 12, 2023
Tags
Zscaler Inc
US: News
Technology
From
CNBC.com News
Nearly 50% of top tech executives across the economy say A.I. is now their biggest spend: CNBC survey
June 23, 2023
Tags
Eli Lilly and Co
Cybersecurity
Personnel
From
CNBC.com News
Stocks making the biggest moves midday: Berkshire Hathaway, Catalent, Tyson Foods, Zscaler and more
May 08, 2023
Tags
Occidental Petroleum Corp
AMC Entertainment Holdings Inc
Breaking News: Markets
From
CNBC.com News
Stocks making the biggest premarket moves: PacWest, Berkshire Hathaway, American Airlines, AMC and more
May 08, 2023
Tags
Market Insider
Berkshire Hathaway Inc
Business
From
CNBC.com News
Stocks making the biggest moves midday: CVS, Fortinet, Lumen Technologies, Alphabet & more
February 08, 2023
Tags
Market Insider
Stock Picks
Enphase Energy Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Uber, Chipotle, Microsoft, Lumen and more
February 08, 2023
Tags
Lumen Technologies Inc
Market Insider
Enphase Energy Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Chipotle, Enphase Energy, Fortinet and more
February 07, 2023
Tags
Markets
Finance
Chipotle Mexican Grill Inc
From
CNBC.com News
Stocks making the biggest moves midday: Under Armour, Robinhood, Peloton, Lincoln National and more
November 03, 2022
Tags
Fidelity National Information Services Inc
Lincoln National Corp
Market Insider
From
CNBC.com News
Stocks making the biggest moves after hours: Roku, Qualcomm, Etsy and more
November 02, 2022
Tags
stocks
Roku Inc
Qualcomm Inc
From
CNBC.com News
Stocks making the biggest moves midday: Coinbase, AMTD Digital, Restaurant Brands, Alibaba and more
August 04, 2022
Tags
Breaking News: Markets
Stock markets
Clorox Co
From
CNBC.com News
History says these stocks still aren't cheap despite big market sell-off
June 13, 2022
Tags
U/S/ Markets
Costco Wholesale Corp
American Airlines Group Inc
From
CNBC.com News
Stocks making the biggest moves midday: Bed Bath & Beyond, Nio, Joby Aviation, Teva & more
March 25, 2022
Tags
Markets
DiDi Global Inc
Finance
From
CNBC.com News
What to watch today: Wall Street looks to end a volatile week on a high note
March 25, 2022
Tags
morning brief
Aurora Cannabis Inc
Alibaba Group Holding Ltd
From
CNBC.com News
Stocks making the biggest moves premarket: Bed, Bath & Beyond, Nio, Honest Company and others
March 25, 2022
Tags
Pinduoduo Inc
Switch Inc
NIO Inc
From
CNBC.com News
Jim Cramer's 2022 outlook for the best-performing Nasdaq 100 stocks last year
January 04, 2022
Tags
Moderna Inc
Applied Materials Inc
Atlassian Corporation PLC
From
CNBC.com News
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.