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 Heart Health
Recent news which mentions Heart Health
I’m a heart surgeon and gut health expert: My 6 favorite high-protein foods—that aren't meat
August 08, 2025
Tags
Diets and dieting
Food shopping
Health Tips and Wellness Advice
From
CNBC.com News
Cardiologist: 5 foods I'll never feed my kids after 20 years of treating heart disease—'I've seen the damage' they can do
July 04, 2025
Tags
Heart health
Diets and dieting
Parenting
From
CNBC.com News
What's next for Oura Ring in personal health and fitness monitoring, according to CEO Tom Hale
June 10, 2025
Tags
Consumer Technology
Heart health
Technology
From
CNBC.com News
I’m a heart surgeon and gut health expert. Here are the 5 healthiest vegetables I eat every day—no matter what
April 25, 2025
Tags
Make It
Vegetarian cuisine
Wellness
From
CNBC.com News
I’m a neurologist and brain health advocate—the top 3 things I wish I hadn't done when I was younger
April 22, 2025
Tags
Heart health
Diets and dieting
Health Tips and Wellness Advice
From
CNBC.com News
My 100-year-old Japanese aunt retired in her 90s—her 5 rules for a long, happy life: 'No smoking or red meat'
March 28, 2025
Tags
Make It
Longevity rates
Wellness
From
CNBC.com News
I just turned 90 this year—5 ‘unexpected joys’ about old age I want young people today to know
March 16, 2025
Tags
Health Tips and Wellness Advice
Make It / Life
Heart health
From
CNBC.com News
I’ve been studying the brain for 15 years—I take these 5 supplements every day for sharper memory
March 04, 2025
Tags
Heart health
Health Tips and Wellness Advice
Dietary supplements
From
CNBC.com News
I've been studying the brain for 15 years. If you do just one thing for sharper memory, make it this
February 11, 2025
Tags
Heart health
Nutrition
Make It / Life
From
CNBC.com News
I'm a nutritionist from Japan, home to the world's longest-living people—9 Costco foods I always trust
January 26, 2025
Tags
Make It / Life
Costco Wholesale Corp
Self/improvement
From
CNBC.com News
'Economy class syndrome' is a medical issue that can happen on flights — no matter where you sit
September 11, 2024
Tags
Travel
Heart health
Air travel
From
CNBC.com News
This high-income region has the least active people globally, WHO report shows
August 26, 2024
Tags
Make It / Life
Health
Heart disease
From
CNBC.com News
5 doctors and nutritionists share the foods they eat every day for brain health, longevity and overall wellness
March 05, 2024
Tags
Nutrition
Heart health
Make It / Life
From
CNBC.com News
The 'holy grail' of longevity foods that this doctor eats every day—it protects you 'like a suit of armor'
January 14, 2024
Tags
Neuroscience
Make It
Health
From
CNBC.com News
Cardiologist shares No. 1 'popular' junk food she never eats—what she has instead for a healthy heart
December 22, 2023
Tags
Make It
Lifestyle
Health
From
CNBC.com News
Harvard doctor: 3 unexpected health and wellness benefits of pickleball
December 03, 2023
Tags
Health Tips and Wellness Advice
Mental health
Heart health
From
CNBC.com News
The No. 1 regret of the dying: I see it 'all the time,' says psychologist—here's what he does to stop it now
November 17, 2023
Tags
Self/improvement
Health
Lifestyle
From
CNBC.com News
Longevity doctor says this is the No. 1 supplement he takes every day to 'slow down aging'—you 'may not have heard of it'
October 27, 2023
Tags
Self/improvement
Health
Lifestyle
From
CNBC.com News
Apps show where travelers exercise most — and least — on vacation
September 29, 2023
Tickers
LIFE
YOGA
Tags
Walking
Vacations
Health
From
CNBC.com News
The No. 1 'underrated' nutrient you’ve probably never heard of—it helps 'boost brain health,' says dietitian
September 15, 2023
Tags
Health
Lifestyle
Science
From
CNBC.com News
You can eat cheese or chocolate every day 'without guilt,' says nutritionist—but follow this simple rule
September 08, 2023
Tags
Make It / Life
Nutrition
Heart health
From
CNBC.com News
Damar Hamlin on how he made the decision to play football in the NFL again
May 30, 2023
Tickers
CEOS
Tags
Heart attack
Leadership Insights
Health care industry
From
CNBC.com News
The No. 1 diet for heart health is the DASH eating plan—here's how it works
May 01, 2023
Tags
Make It
Heart disease
Diets and dieting
From
CNBC.com News
Cardiologist shares the No. 1 nutrient she eats every day to lower cholesterol and keep her 'heart healthy'
April 05, 2023
Tags
Science
Cholesterol
Heart health
From
CNBC.com News
How AI is detecting heart attack risk and aiming to outsmart America’s No. 1 killer
January 26, 2023
Tags
Health Care IT
Artificial intelligence
Health & Science
From
CNBC.com News
A cardiologist shares the 4 worst foods for high cholesterol—and what she eats to keep her ‘heart healthy’
December 30, 2022
Tags
Cholesterol
Heart health
Diets and dieting
From
CNBC.com News
A Harvard brain expert shares 6 things he never does in order to stay 'sharp, energized and healthy'
December 16, 2022
Tags
Nutrition
Make It / Life
Psychology
From
CNBC.com News
These 5 foods are 'not actually that healthy for your heart,' a cardiologist says—what she eats instead
October 21, 2022
Tags
Make It
Self/improvement
Health
From
CNBC.com News
A nutritionist with type 1 diabetes shares the top 5 'food swaps' she eats to manage her blood sugar
October 14, 2022
Tags
Recipes
Food trends
Nutrition
From
CNBC.com News
Fasting Transformation Acquired by Eat Like an Italian
September 12, 2022
Tickers
FOOD
Tags
Intermittent Fasting
Fitness
Healthy Diet
From
PRLog
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.