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 Fraud and false statements
Recent news which mentions Fraud and false statements
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Inside the mind of criminals: How to brazenly steal $100 billion from Medicare and Medicaid
March 09, 2023
Tags
Health care industry
Medicaid
Policy
From
CNBC.com News
Fraud cost consumers $8.8 billion last year, Federal Trade Commission says. That's up 44% from 2021
March 01, 2023
Tags
Fraud and false statements
Crime
Identity theft
From
CNBC.com News
Supreme Court rules 9-0 that bankruptcy filers can't avoid debt incurred by another's fraud
February 22, 2023
Tickers
LAW
LAWS
Tags
Real estate
Supreme Court (U/S/)
Politics
From
CNBC.com News
Elder financial fraud is a $3 billion-a-year problem. This bill in Congress aims to help prevent
February 15, 2023
Tickers
LIFE
Tags
Investing
Personal finance
Elder abuse
From
CNBC.com News
New York AG will seek sanctions on Trump, lawyers over 'false' court filings in fraud suit
January 31, 2023
Tickers
LAW
LAWS
Tags
Political Leaders
Lawsuits
US: News
From
CNBC.com News
Davos crypto crowd distance themselves from FTX and Sam Bankman-Fried: “It's fraud"
January 19, 2023
Tags
Digital currency
Fraud and false statements
Cryptocurrency
From
CNBC.com News
Food fraud secretly infiltrates kitchens across America — here's how to avoid it
January 15, 2023
Tags
Environment
Retail industry
Agriculture
From
CNBC.com News
Crypto firms Genesis and Gemini charged by SEC with selling unregistered securities
January 12, 2023
Tags
Fraud and false statements
Blockchain
Cryptocurrency exchanges
From
CNBC.com News
Former Trump Organization CFO Allen Weisselberg set to be sentenced in tax fraud case
January 10, 2023
Tickers
LAW
LAWS
Tags
Laws
Business News
Law
From
CNBC.com News
Feds launch FTX task force to recover victim assets, continue probes as Bankman-Fried pleads not guilty
January 03, 2023
Tickers
LAW
LAWS
Tags
Elections
Business
Breaking News: Politics
From
CNBC.com News
How government spending bill may help prevent abuse of federal tax incentive for land conservation
December 28, 2022
Tags
Legislation
Government taxation and revenue
National budgets
From
CNBC.com News
Shaq distances himself from crypto and FTX collapse: ‘I was just a paid spokesperson’
December 15, 2022
Tags
Securities fraud
Make It
Make It: Next Gen Investing
From
CNBC.com News
FTX insider turned on Sam Bankman-Fried days before bankruptcy, flagging potential fraud to regulators
December 14, 2022
Tags
Cryptocurrency
Energy
Fraud and false statements
From
CNBC.com News
SEC charges social media influencers in alleged $100 million stock pump and dump scheme
December 14, 2022
Tags
Corruption
Court decisions
Breaking News: Politics
From
CNBC.com News
Disgraced FTX founder Sam Bankman-Fried will sit in Bahamas jail until Feb. 8, 2023
December 14, 2022
Tags
Foreign policy
Politics
Fraud and false statements
From
CNBC.com News
Senate Banking hearing set to take aim at FTX and cryptocurrency industry: 'The largest Ponzi scheme in history'
December 14, 2022
Tags
Crypto
Corruption
Court decisions
From
CNBC.com News
Two Americans and five Russians charged with running a smuggling network to obtain military technology and ammunition for Russia
December 13, 2022
Tags
Economy
Europe Politics
Corruption
From
CNBC.com News
Harvard-educated deception expert: These 4 red flags can show when people like Sam Bankman-Fried are lying
December 13, 2022
Tags
Make It / Life
Make It / Psychology and Relationships
Fraud and false statements
From
CNBC.com News
U.S. indicts Sam Bankman-Fried on conspiracy to defraud the U.S., wire fraud, securities fraud, and money laundering
December 13, 2022
Tags
Crime
Securities fraud
Collusion
From
CNBC.com News
Sam Bankman-Fried ran FTX as fraud ‘from the start,’ SEC charges
December 13, 2022
Tags
Crypto
Court decisions
Bitcoin
From
CNBC.com News
Sam Bankman-Fried has been arrested following FTX collapse. Here's what happens next
December 12, 2022
Tags
Investment Fraud
Crypto
Corporate crime
From
CNBC.com News
Why you've been getting so much Gmail spam about Yeti coolers
December 12, 2022
Tags
Yeti Holdings Inc
DICK'S Sporting Goods Inc
Akamai Technologies Inc
From
CNBC.com News
Police in China arrest gang who laundered $1.7 billion via crypto even after Beijing's crackdown
December 12, 2022
Tags
Technology
Cryptocurrency
Fraud and false statements
From
CNBC.com News
Crypto.com CEO asks investors to overlook red flags from his business past
December 09, 2022
Tags
Technology
Breaking News: Technology
Crypto
From
CNBC.com News
These 7 states are the safest in the country for identity theft and fraud
December 09, 2022
Tags
Corporate crime
Cybersecurity
Make It
From
CNBC.com News
These 7 states face the highest risk of identify theft and fraud
December 08, 2022
Tags
Corporate crime
Cybersecurity
Computer crime
From
CNBC.com News
Former Theranos COO Sunny Balwani sentenced to nearly 13 years in prison
December 07, 2022
Tags
Crime
Enterprise
Product testing
From
CNBC.com News
Federal judge dismisses crypto scam lawsuit against Kim Kardashian, Floyd Mayweather Jr.
December 07, 2022
Tags
Technology
Court decisions
Celebrity
From
CNBC.com News
Social media financial content is a 'Wild West.' Here's the red flags to watch out for before investing your money
December 06, 2022
Tags
Consumer fraud
Personal investing
Propaganda
From
CNBC.com News
Sam Bankman-Fried could face years in prison over FTX's $32 billion meltdown — if the U.S. ever gets around to arresting him
December 05, 2022
Tags
Bankruptcy
Fraud and false statements
US: News
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
10
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.