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 Holiday Shopping
Recent news which mentions Holiday Shopping
< Previous
1
2
3
4
5
Next >
Holiday sales at Target and Amazon are starting in October—here’s why shopping early is a smart financial move
September 28, 2022
Tags
Make It
Holiday shopping
Amazon/com Inc
From
CNBC.com News
Target plans to hire 100,000 seasonal workers for the holidays and start deals early
September 22, 2022
Tags
Retail industry
Walmart Inc
Target Corp
From
CNBC.com News
Walmart plans to hire 40,000 workers for the holiday season
September 21, 2022
Tags
Employment
US Economy
Holiday shopping
From
CNBC.com News
Holiday shopping season expected to be muted as inflation squeezes shoppers
September 13, 2022
Tags
Walmart Inc
Retail industry
Retail
From
CNBC.com News
Inflation fears spur shoppers to get an early jump on the year-end holidays
September 08, 2022
Tags
Holiday spending
Debt
Retail industry
From
CNBC.com News
Introducing the Clean and Luxurious Unisex Skin Firming Brand SMOOTH
August 24, 2022
Tickers
MEN
Tags
Celebrities
Fitness
Christmas Season
From
PRLog
Mastercard CEO says spending trends look ‘relatively positive’ so far in 2022 after strong holiday
January 13, 2022
Tags
Apparel Retail
Business
Economy
From
CNBC.com News
Higher prices played a role in online sales hitting record $204 billion over the holidays
January 12, 2022
Tags
Discounters
Apparel
Nordstrom Inc
From
CNBC.com News
1 in 3 Americans overspent during the holidays, boosting credit card balances
January 06, 2022
Tags
Personal finance
Personal saving
Retail
From
CNBC.com News
Here are the 10 best cities, from costs to safety, for ringing in 2022
December 29, 2021
Tags
Holiday shopping
Holiday spending
Consumer Price Index
From
CNBC.com News
Victoria's Secret shares rise after retailer touts strong holiday season, unveils stock buyback plan
December 29, 2021
Tags
Apparel
Investing
Breaking News: Business
From
CNBC.com News
More Americans took on holiday debt this season, owing an average $1,249
December 29, 2021
Tags
Personal Finance
Investment strategy
Personal loans
From
CNBC.com News
Holiday sales jumped 8.5%, Mastercard says, as shoppers shrug off higher prices
December 27, 2021
Tickers
RH
Tags
Business
Apparel Retail
Business News
From
CNBC.com News
NubianElixir.Com Equinox Event Invites World to Sip, Shop & Be Merry!
December 20, 2021
Tags
Los Angeles
Woman/owned Business
Nubian Elixir
From
PRLog
Shopping in stores on the final Saturday before Christmas down 26% from pre-pandemic levels
December 20, 2021
Tags
Business
Shopping
Apparel Retail
From
CNBC.com News
How wealthy Americans are spending their money this holiday season
December 18, 2021
Tags
Holiday spending
Millionaires and Billionaires
Holidays
From
CNBC.com News
People want stocks and bitcoin as presents this year. How to handle financial gifts
December 17, 2021
Tickers
BITCOMP
USD-BITSTAMP
USD-COINBASE
Tags
Financial planners
bitcoin
stocks
From
CNBC.com News
Retailers head into the final holiday sprint dogged by mild weather, a Covid surge and inflation
December 17, 2021
Tags
Apparel
Discounters
Online shopping
From
CNBC.com News
Durham NC gallery artist wins BEST CHAIR IN THE WORLD prestigious competition. Holiday Receptions at both galleries
December 13, 2021
Tickers
ART
Tags
Popup Exhibit
North Carolina
Holiday Reception
From
PRLog
'Tis the season for holiday bills. Here's how to come up with a strategy now to pay them off
December 08, 2021
Tags
Debt
Holiday spending
Gift shopping
From
CNBC.com News
Want to give the gift of stocks this year? What to know
December 06, 2021
Tags
Social issues
stocks
Personal Finance
From
CNBC.com News
Amazon is making its own containers and bypassing supply chain chaos with chartered ships and long-haul planes
December 04, 2021
Tags
Supply Chain Management
Technology
Costco Wholesale Corp
From
CNBC.com News
Infographic: Could Repairing And Regifting Technology Help With Holiday Tech Shortages?
December 03, 2021
Tickers
TECH
Tags
holiday shopping
Tech
News
From
Benzinga
CEO of firm behind Kay Jewelers and Zales says anticipating early holiday shoppers paid off
December 02, 2021
Tickers
GOLD
Tags
Investing
Mad Money
Jewelry
From
CNBC.com News
Retailers need to stoke the Christmas spirit to hit lofty holiday sales targets
December 01, 2021
Tags
Business News
Discount store and superstore operators
Shopping
From
CNBC.com News
Toys R Us is opening a flagship store at American Dream later this month, marking its return to malls
December 01, 2021
Tags
Holiday shopping
Retail
Breaking News: Business
From
CNBC.com News
Concerns over omicron could shift spending away from experiences, retail trade group says
November 30, 2021
Tags
Health & Science
Retail
Coronavirus
From
CNBC.com News
Beauty poised for growth at Target and Kohl's as shoppers prep for parties, shop in person again
November 30, 2021
Tags
Household Products
Business
Discount store and superstore operators
From
CNBC.com News
A majority of Americans don’t understand this retailer financing strategy — and it can cost them big bucks
November 30, 2021
Tags
Retail
Personal loans
Personal saving
From
CNBC.com News
More than half of shoppers are going into debt this holiday season, study finds
November 29, 2021
Tags
Retail industry
Debt
Holiday shopping
From
CNBC.com News
< Previous
1
2
3
4
5
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.