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 >
Citi says a trader error caused Europe’s stock market ‘flash crash’
May 03, 2022
Tags
Europe Markets
Citigroup Inc
Banks
From
CNBC.com News
Grand jury that will probe Trump for Georgia election meddling expected to be picked Monday
May 02, 2022
Tickers
LAW
LAWS
Tags
Court decisions
Law
Fraud and false statements
From
CNBC.com News
Archegos owner Bill Hwang, former CFO Patrick Halligan charged with fraud
April 27, 2022
Tags
Corporate crime
Collusion
Corruption
From
CNBC.com News
DOJ announces $150 million in Covid health fraud, bogus vaccination prosecutions nationwide
April 20, 2022
Tickers
LAW
LAWS
Tags
Law
Fraud and false statements
Court decisions
From
CNBC.com News
2 men accused of impersonating DHS agents hit with weapons charges in new indictment
April 19, 2022
Tickers
LAW
LAWS
Tags
Breaking News: Politics
US: News
Crime
From
CNBC.com News
Sanctioned Russian bank founder Oleg Tinkov condemns 'insane' Ukraine war, calls on West to give Putin face-saving exit
April 19, 2022
Tags
Social media
Banks
TCS Group Holding PLC
From
CNBC.com News
Fintechs are under pressure to stop Russian sanctions evasion. This start-up raised $94 million to help
April 19, 2022
Tags
Securities fraud
Technology
Finance
From
CNBC.com News
White House Secret Service personnel 'compromised' by men impersonating DHS agents, prosecutors say
April 08, 2022
Tickers
LAW
LAWS
Tags
US: News
Breaking News: Politics
Violent crime
From
CNBC.com News
Manhattan DA says Trump criminal investigation continues despite two prosecutors quitting
April 07, 2022
Tickers
LAW
LAWS
Tags
Business
Laws
Politics
From
CNBC.com News
World's biggest darknet marketplace, Russia-linked Hydra Market, seized and shut down, DOJ says
April 05, 2022
Tickers
LAW
LAWS
Tags
Breaking News: Politics
US: News
Bitcoin
From
CNBC.com News
Walmart saved $4 million from elder gift card scams that victims can get back — but the problem remains huge
April 04, 2022
Tickers
LAW
LAWS
Tags
Law
Fraud and false statements
Retail industry
From
CNBC.com News
U.S. authorities accuse Russian oligarch Viktor Vekselberg of bank fraud, money laundering as his yacht is seized
April 04, 2022
Tickers
LAW
LAWS
Tags
Cybersecurity
Collusion
Politics
From
CNBC.com News
Federal authorities bar Ex-Trump campaign chief Paul Manafort from Dubai flight because of invalid passport
March 23, 2022
Tickers
LAW
LAWS
Tags
Laws
Collusion
Politics
From
CNBC.com News
There’s a tricky cryptocurrency question on your tax return. 'You’re playing with fire if you don’t report it.'
March 23, 2022
Tags
Investment strategy
Tax Deductions
Tax planning
From
CNBC.com News
Accused bitcoin launderer Heather Morgan in plea talks with prosecutors, court documents say
March 21, 2022
Tickers
BITCOMP
LAW
LAWS
USD-BITSTAMP
Tags
Cryptocurrency
Corporate crime
Crime
From
CNBC.com News
Here's how much money Americans lose to online scammers at every age
March 20, 2022
Tags
Fraud and false statements
Make It
Entrepreneurship
From
CNBC.com News
Judge rejects bid by 'Pharma bro' Martin Shkreli to delay paying more than $24.6 million in FTC lawsuit related to medication
March 17, 2022
Tickers
LAW
LAWS
Tags
Politics
Collusion
Laws
From
CNBC.com News
Russian oligarch Andrey Muraviev indicted in political contribution scheme linked to illegal donors to Trump PAC
March 14, 2022
Tickers
LAW
LAWS
Tags
Laws
Politics
Collusion
From
CNBC.com News
These Social Security scams will try to steal your savings. Here's what to watch out for
March 10, 2022
Tags
Corporate crime
Personal Finance
Family finances
From
CNBC.com News
Bitcoin sanctions could be next, but most Russians won't care
March 02, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Banks
Economic events
FinTech
From
CNBC.com News
Got a suspicious phone call? Here's how to avoid falling for a tax scam
March 01, 2022
Tags
Make It
Fraud and false statements
Hacking
From
CNBC.com News
Russia-Ukraine crisis: how to avoid fundraising scams
March 01, 2022
Tags
Banks
Cybersecurity
Investment strategy
From
CNBC.com News
Lawyers for accused bitcoin money launderer Heather Morgan in talks with prosecutors to avoid trial
February 28, 2022
Tickers
BITCOMP
LAW
LAWS
USD-BITSTAMP
Tags
Violent crime
Bitcoin
US: News
From
CNBC.com News
Judge rejects Tesla CEO Elon Musk's attempt to bring SEC before the court
February 24, 2022
Tags
Clean Tech
Transportation
Corporate crime
From
CNBC.com News
Former Education Secretary under Obama calls on Biden to cancel student debt
February 24, 2022
Tags
Personal loans
Politics
Higher education
From
CNBC.com News
Consumers lost $5.8 billion to fraud last year — up 70% over 2020
February 22, 2022
Tags
Securities fraud
Personal finance
Computer crime
From
CNBC.com News
Fatburger parent's stock craters after company discloses investigation into CEO
February 22, 2022
Tags
Business
Restaurants
Retail
From
CNBC.com News
This SIM card scam once fooled Jack Dorsey—here's how to avoid it
February 19, 2022
Tags
Make It / Spend
Cybersecurity
Make It / Money
From
CNBC.com News
U.S. Marine Reservist already charged in Jan. 6 Capitol riot case busted for fake Covid vaccine ID scam
February 17, 2022
Tickers
LAW
LAWS
Tags
Corporate crime
Crime
Breaking News: Politics
From
CNBC.com News
Equifax is finally sending out codes for free credit monitoring—don't forget to activate yours
February 17, 2022
Tags
Personal finance
Entrepreneurship
Computer crime
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.