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
3
4
5
6
7
8
9
...
15
16
Next >
Social Security isn't bankrupt: What we know about future benefits based on the latest trustees report
June 25, 2022
Tags
Personal taxes
Retirement
Personal investing
From
CNBC.com News
Education Department agrees to cancel $6 billion in debt for some 200,000 student loan borrowers
June 23, 2022
Tags
Social issues
Higher education
Congress
From
CNBC.com News
Student loan forgiveness 'is not a problem that concerns the wealthy,' Schumer says
June 22, 2022
Tags
Student loans
Personnel
College
From
CNBC.com News
As 529 plan balances shrink, parents may want to consider this investment to build college savings
June 22, 2022
Tags
Government Agencies
Personal saving
College
From
CNBC.com News
Food stamps, credit card debt: Record high inflation forces some older Americans to make tough financial choices
June 16, 2022
Tags
Retirement planning
Supplemental Nutrition Assistance Program
Personal debt
From
CNBC.com News
Companies from Tesla to Coinbase are laying off workers: Here are 3 things to do first if you lose your job
June 15, 2022
Tickers
JOBS
Tags
Xfinity Money
Social issues
Jobs
From
CNBC.com News
These 10 states have been hit hardest by Social Security staffing cuts, contributing to long waits for customer service
June 13, 2022
Tags
Social Security
Retiree finances
Customer statistics
From
CNBC.com News
How effective were those stimulus checks? Some argue the money may have fueled inflation
June 11, 2022
Tags
Income disparity
Unemployment insurance
Personal investing
From
CNBC.com News
Sanders, Warren propose bill to extend Social Security's solvency for 75 years, increase benefits by $2,400 per year
June 09, 2022
Tags
Retirement
Personal Finance
Government Programs
From
CNBC.com News
Unemployment system plagued by delays, fraud and racial gaps during pandemic, says watchdog agency
June 07, 2022
Tags
Personal Finance
Government Programs
Legislation
From
CNBC.com News
Beware of scams involving jobs, stimulus checks and tax refunds, IRS warns
June 07, 2022
Tags
Government Agencies
Consumer fraud
COVID/19
From
CNBC.com News
Biden's decision on student loan forgiveness is likely to come in July or August, report finds
June 06, 2022
Tags
Politics
Student Loans
Government Programs
From
CNBC.com News
Another record-high Social Security cost-of-living adjustment in 2023 could put more money in retirees' wallets and impact the program's funds
June 06, 2022
Tags
Personal finance
Personal debt
Retirement planning
From
CNBC.com News
Social Security’s funds have a new, later-projected depletion date of 2035. How Congress may shore up the program
June 02, 2022
Tags
Personal debt
Congress
Legislation
From
CNBC.com News
The job market is still hot — for now
June 01, 2022
Tickers
JOBS
Tags
Personal finance
Recession
Unemployment
From
CNBC.com News
Fraud had 'significant' role in $163 billion leak from pandemic-era unemployment system
May 27, 2022
Tickers
JOBS
Tags
Social issues
Jobs
Finance
From
CNBC.com News
As Biden administration leans toward $10,000 in student loan forgiveness, advocates push back
May 27, 2022
Tags
Government Agencies
Student loans
Student Loans
From
CNBC.com News
Why it's hard for the Biden administration to figure out how much student debt to forgive
May 26, 2022
Tags
Politics
Student Loans
Government Programs
From
CNBC.com News
Director of government financial watchdog Rohit Chopra looks for signs of stress as consumers increase debt to deal with inflation
May 26, 2022
Tags
Government Agencies
Credit
Inflation
From
CNBC.com News
Struggling to pay your bills in retirement? These resources can help
May 25, 2022
Tags
Health Insurance
Congress
Personal finance
From
CNBC.com News
Student loan forgiveness could be around the corner. What to do while you wait
May 22, 2022
Tags
Student loans
Personal saving
College
From
CNBC.com News
'Unretiring'? Here's how to handle your Medicare coverage if you return to the workforce
May 16, 2022
Tags
Personnel
Government programs
Medicare
From
CNBC.com News
Americans can expect to pay a lot more for medical care in retirement
May 16, 2022
Tags
U/S/ Economy
Government Programs
Personal Finance
From
CNBC.com News
She's been pushing for student loan forgiveness for a decade. Now it could happen
May 15, 2022
Tags
White House
Savings
Government Programs
From
CNBC.com News
Want to buy more than $10,000 in nearly risk-free I bonds? Here are a few strategies
May 14, 2022
Tags
Family finances
Inflation
Personal Finance
From
CNBC.com News
Social Security may have underpaid student beneficiaries by about $59.5 million, report finds
May 09, 2022
Tags
Personal Income
Personal income
Children
From
CNBC.com News
Democrats are pushing to renew the expanded child tax credit. Here's why that hasn't happened yet
May 05, 2022
Tags
Personal Income
Personal income
Legislation
From
CNBC.com News
Education Department forgives loans of more than 110,000 people in public service
May 04, 2022
Tags
College
Personnel
Policy
From
CNBC.com News
Here’s where I bonds may work in your portfolio, according to financial advisors
May 03, 2022
Tags
Retirement
Savings
FA Playbook
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.