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 Government Programs
Recent news which mentions Government Programs
< Previous
1
2
...
9
10
11
12
13
14
15
16
Next >
Still waiting on a Social Security benefit application or new card? New report shows how Covid-19 has delayed mail processing
July 29, 2021
Tags
Government Programs
Personal Finance
Coronavirus
From
CNBC.com News
White House calls on Congress to extend expiring eviction ban
July 29, 2021
Tags
Investing
Real Estate
Personal finance
From
CNBC.com News
Stimulus checks and child tax credit payments help prompt calls to expand another credit benefitting workers
July 27, 2021
Tags
Government taxation and revenue
Personal income
Legislation
From
CNBC.com News
No health insurance? There's still time to sign up for subsidized private coverage during special enrollment window
July 27, 2021
Tags
Personal Finance
Government Programs
Obamacare
From
CNBC.com News
Many states are holding lotteries with cash or other prizes to boost vaccination rates. Here's how much winners could owe in taxes
July 27, 2021
Tags
Taxes
COVID/19
Lotteries
From
CNBC.com News
Opting out of monthly child tax credit payments may make sense for some families
July 26, 2021
Tags
Taxes
Savings
Tax Planning
From
CNBC.com News
Between stimulus checks and expanded tax credits, here’s how much federal money you could get
July 23, 2021
Tags
Government taxation and revenue
Personal Income
Personal income
From
CNBC.com News
The national eviction ban is about to expire. What do if you're at risk
July 23, 2021
Tags
Personal loans
US Economy
Personal finance
From
CNBC.com News
If you're still working when you turn 65, be sure to avoid costly mistakes with Medicare
July 22, 2021
Tags
Medicare health plans
Employee healthcare benefits
Medicare Part D
From
CNBC.com News
Another 2.2 million stimulus checks have gone out. Here's who received the payments
July 21, 2021
Tags
Government Agencies
COVID/19
Personal Finance
From
CNBC.com News
What you need to know about applying for rental assistance as national eviction ban comes to an end
July 21, 2021
Tags
Savings
Politics
U/S/ Economy
From
CNBC.com News
Millions may soon face lower unemployment benefits or lose them altogether
July 20, 2021
Tickers
JOBS
Tags
Policy
Government Agencies
Careers
From
CNBC.com News
Still working remotely? Your 2021 taxes may be more complicated than your 2020 return
July 18, 2021
Tickers
JOBS
Tags
Tax planning
Congress
Investment strategy
From
CNBC.com News
Millions of families are receiving new monthly child tax credit checks. Some hope that income becomes permanent
July 17, 2021
Tags
Personal saving
Corporate bonds
Unemployment insurance
From
CNBC.com News
It’s been 12 years since the last federal minimum wage increase. Where efforts to raise the pay rate stand
July 16, 2021
Tickers
JOBS
Tags
Wages and salaries
Jobs
Income Tax
From
CNBC.com News
Delta variant might be a reason to extend unemployment benefits, say economists
July 16, 2021
Tickers
JOBS
Tags
Unemployment
US Economy
Career advice
From
CNBC.com News
Student loan borrowers may get more time without having to make payments
July 16, 2021
Tags
College
Government Agencies
Student loans
From
CNBC.com News
Intuit will no longer be a part of an IRS program that helps millions of Americans file taxes for free
July 16, 2021
Tags
Personal income
Government taxation and revenue
Income Tax
From
CNBC.com News
How criminals siphoned off unemployment payments directly from recipients’ accounts
July 16, 2021
Tags
Government Agencies
Markets
CNBC Investigations
From
CNBC.com News
Democrats' budget prohibits higher taxes for those making less than $400,000. Here's who might pay more
July 15, 2021
Tags
Finance
Government taxation and revenue
Economy
From
CNBC.com News
35.2 million families just got the first monthly child tax credit payment
July 15, 2021
Tags
Personal income
Economic stimulus
Personal spending
From
CNBC.com News
Inflation could prompt largest Social Security cost-of-living adjustment in decades. Why there's a push to change the way it's calculated
July 14, 2021
Tags
Congress
Personal spending
Personal debt
From
CNBC.com News
Covid scams cost Americans nearly $500 million — and criminals are now eyeing the child tax credit
July 14, 2021
Tags
US Economy
Crime
Personal finance
From
CNBC.com News
Child tax credit payments will help offset loss of unemployment benefits, end of eviction moratorium for some
July 14, 2021
Tickers
JOBS
Tags
Government Programs
Tax Planning
Personal finance
From
CNBC.com News
The IRS is sending out 4 million refunds this week to taxpayers who overpaid on their 2020 unemployment benefits
July 13, 2021
Tags
Tax Credits
Investing
Government Agencies
From
CNBC.com News
Just a sliver of assistance has reached renters, with eviction ban about to expire
July 13, 2021
Tags
Personal finance
Real Estate
Congress
From
CNBC.com News
The first child tax credit payments go out to 65 million kids this week. What you need to know
July 13, 2021
Tickers
LIFE
Tags
Government Programs
Tax Planning
White House
From
CNBC.com News
Still no stimulus check? Need to sign up for the child tax credit? There is help available
July 09, 2021
Tags
Pandemics
Personal debt
Personal spending
From
CNBC.com News
Some families should opt out of advance child tax credit payments starting July 15. Here's why
July 09, 2021
Tags
Tax Deductions
Government Agencies
Tax refunds
From
CNBC.com News
Financial aid agency will stop servicing federal student loans. Here's what you need to know
July 09, 2021
Tags
Higher education
Colleges & Universities
Debt
From
CNBC.com News
< Previous
1
2
...
9
10
11
12
13
14
15
16
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.