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 Funding
Recent news which mentions Funding
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
Next >
One Park Financial named a 'Best Company to Work for in Florida 4 years in a row
October 20, 2022
Tags
Working Capital
Coconut Grove
Financial Services
From
PRLog
One Park Technologies Fuel Its Growth in Texas
October 05, 2022
Tags
United States
Texas
Internet
From
PRLog
Fuel Your Fundraising With Volunteer Support
August 31, 2022
Tags
marketing
Philanthropy & Cause Initiatives
non profit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Collaborating to Fund Climate Solutions and Equity in Georgia
July 27, 2022
Tags
Sapelo Foundation
Kendeda Fund
Ray C/ Anderson Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Amid Crypto Gloom, Data Provider Kaiko Raises $53 Million
June 28, 2022
Tags
$BTC
Top Stories
News
From
Benzinga
Springdel Raises $2M in Funding to Accelerate Growth in North America, EMEA and APAC
June 20, 2022
Tickers
EOT
MDM
Tags
Springdel
Canada
Business
From
PRLog
Coinbase Invests In Cryptocurrency Exchange Zipmex As Opposed To Outright Acquisition
June 09, 2022
Tickers
COIN
Tags
Benzinga
Coinbase
Funding
From
Benzinga
Resource Associates Partners With MI Charter School to Improve School Safety
May 18, 2022
Tags
Grants
grant writing
nonprofits
From
PRUnderground
Cannabis In Cancer Treatment: Feds To Fund New Research In These Areas Of Interest
May 09, 2022
Tags
Topics
Financing
National Institutes of Health
From
Benzinga
Trees Secures Funding For Acquisition Of Camp Cannabis Retail Stores In Ontario, Closes Private Placement Of Shares
May 09, 2022
Tags
Cannabis
News
Private Placement
From
Benzinga
Panorama Selects OptiFunder to Automate Warehouse Optimization
April 28, 2022
Tags
St/ Louis
Technology
Funding
From
PRLog
Compost Crew raises oversubscribed $5.5M Series A to accelerate growth
April 18, 2022
Tags
zero waste
funding
Environment
From
PRUnderground
IOScholarships surprises a deserving Latina STEM student with scholarships and $10,000 designer wardrobe
March 31, 2022
Tickers
STEM
Tags
STEM
funding
Money
From
PRUnderground
Luxury Presence Expands Series B with Investment from Spencer Rascoff
March 24, 2022
Tags
Technology
Funding
Los Angeles
From
PRLog
Cannabis Wellness Co. Jointly Raises $5M In Seed Funding
March 17, 2022
Tags
Funding
Eric Gutshall
Financing
From
Benzinga
Verano Draws $100M To Fuel Strategic Growth Initiatives, Up To Additional $175M Funding Available
March 02, 2022
Tickers
AFCG
VRNOF
Tags
Funding
VRNOF
Benzinga
From
Benzinga
OptiFunder Announces Fannie Mae Integration to Automate Loan Purchase Advice Data
February 07, 2022
Tags
Fintech
Technology
Funding
From
PRLog
mPower Technology Raises $10 Million in Series B Financing
February 01, 2022
Tags
United States
Photovoltaic
DragonSCALES
From
PRLog
From Surviving to Thriving: How Financely Group is Reducing Poverty and Increasing Prosperity Around the Globe
January 19, 2022
Tags
Consulting
entrepreneurs
funding
From
PRUnderground
Female Entrepreneur Who has Secured $17M in Funds Offers Free Grant Writing Training to Nonprofit Organizations and Small Businesses
December 01, 2021
Tags
Small Business Grants
Non/profit Funding
Grant Writing
From
PRLog
Talentica Software is hiring 350+ developers to bolster its exponential growth
November 10, 2021
Tickers
JAVA
JOBS
Tags
Pune
Software
Nodejs
From
PRLog
Community First Health Plan Now Accepting Applications for Entrepreneurship Scholarship Program
October 05, 2021
Tags
United States
Community First Health Plans
Business
From
PRLog
Rippling launches computer inventory management as more workers remain remote
September 21, 2021
Tickers
IT
SAAS
TC
Tags
Hiring
IT
parker conrad
From
TechCrunch
Just raises $8M in its effort to beat Root at the car insurance game
September 21, 2021
Tickers
APPS
JUST
Tags
just
Apps
insurtech
From
TechCrunch
Niio announces $15M Series A following strategic partnership with Samsung Displays
September 21, 2021
Tickers
TC
Tags
Recent Funding
Niio
digital art
From
TechCrunch
NEX raises $25M, launches Active Arcade to get people moving
September 21, 2021
Tickers
ASIA
NEX
TC
Tags
TC
hong kong
california
From
TechCrunch
Business Canvas, a Korea-based document management SaaS company, closes $2.5M seed round
September 21, 2021
Tickers
ASIA
SAAS
TC
Tags
TC
Fundings & Exits
social software
From
TechCrunch
Bilt Rewards banks $60M growth on a $350M valuation to advance credit card benefits for renters
September 21, 2021
Tickers
BILT
TC
Tags
Bilt
Payments
Startups
From
TechCrunch
Ellen DeGeneres, Portia de Rossi, Shaun White, Shawn Mendes get behind Shelf Engine
September 21, 2021
Tickers
FOOD
TC
Tags
PLUS Capital
Ellen DeGeneres
Startups
From
TechCrunch
EarthOptics helps farmers look deep into the soil for big data insights
September 21, 2021
Tickers
FOOD
TC
Tags
Artificial Intelligence
Funding
Startups
From
TechCrunch
< Previous
1
2
3
4
5
6
7
8
9
...
16
17
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.