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 Inheritances
Recent news which mentions Inheritances
What wealthy parents need to know about giving real estate to their kids
August 23, 2025
Tags
Business
Personal finance
Personal Finance
From
CNBC.com News
Women will get most of the $124 trillion 'great wealth transfer.' Here's why
March 12, 2025
Tags
Inheritances
Investing
Personal saving
From
CNBC.com News
Wealthy leaders share financial advice they gave their kids: Invest early, learn from failure — and think carefully about inheritance
January 23, 2025
Tickers
LIFE
Tags
Investment strategy
Personal finance
Procter & Gamble Co
From
CNBC.com News
56% of Americans say their parents never discussed money with them. How experts recommend getting the conversation started
November 27, 2024
Tags
Personal Finance
FA Playbook
Personal income
From
CNBC.com News
The great wealth transfer is underway — here's how to prepare
October 24, 2024
Tags
Your Money
Investment strategy
Personal Finance
From
CNBC.com News
IRS announces bigger estate and gift tax exemption for 2025
October 22, 2024
Tags
Government taxation and revenue
Estate taxes
Tax Planning
From
CNBC.com News
Inherited IRA rules are changing in 2025 — here's what beneficiaries need to know
October 17, 2024
Tags
Retirement
Individual retirement accounts
IRA
From
CNBC.com News
How long you may live is one of retirement planning's biggest unknowns. How experts say to get the best estimate
June 30, 2024
Tags
Personal finance
Elder care
Longevity rates
From
CNBC.com News
Here's how to avoid getting 'hammered' on inherited individual retirement account taxes, experts say
May 06, 2024
Tags
Tax Planning
National taxes
Personal finance
From
CNBC.com News
IRS waives mandatory withdrawals from certain inherited individual retirement accounts — again
April 19, 2024
Tags
IRA
Inheritances
Individual retirement accounts
From
CNBC.com News
New billionaires getting rich via inheritance rather than entrepreneurship in 'great wealth transfer'
November 30, 2023
Tags
Wealth
Inheritances
Entrepreneurs
From
CNBC.com News
Here's the best way to 'protect your money and your legacy,' advisor says
April 21, 2023
Tags
Inheritances
Estate Planning
Ask an Advisor
From
CNBC.com News
FDIC coverage limits may be raised above $250,000 again. How experts say you can have more of your deposits insured
March 27, 2023
Tags
Personal Finance
Personal income
Salary and benefits
From
CNBC.com News
Families get these 3 things wrong about estate planning, advisor says
March 10, 2023
Tags
Wealth
Death and dying
Inheritances
From
CNBC.com News
When it comes to passing wealth on to kids, women have very different ideas to men
March 10, 2023
Tags
Family issues
Make It / Psychology and Relationships
Make It / Life
From
CNBC.com News
Op-ed: Here are 5 questions to ask your financial advisor before the end of the year
December 19, 2022
Tags
Estate Planning
Health insurance
Retirement planning
From
CNBC.com News
Here are some things to think about before deciding to retire in another state
December 09, 2022
Tags
Health Care Services
Financials
Psychology
From
CNBC.com News
Over 10 years, 43% of first marriages can fail. Here's why couples might want a postnuptial agreement
November 27, 2022
Tickers
LAWS
Tags
Life Changes
Financial planning for marriage
Estate Planning
From
CNBC.com News
Op-ed: Here are 3 year-end strategies for high-net-worth families to consider
November 07, 2022
Tags
Higher education
Tax Planning
Estate planning
From
CNBC.com News
Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds
October 24, 2022
Tags
Family issues
Inheritance
Make It / Money
From
CNBC.com News
The wealthy now have more time to avoid estate taxes, thanks to an IRS change
July 21, 2022
Tags
Personal Finance
Baby Boomers
Financials
From
CNBC.com News
Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are
June 20, 2022
Tags
Inheritance
Health care industry
Social issues
From
CNBC.com News
Getting an inheritance or winning the lottery can create serious emotional and financial challenges
May 03, 2022
Tags
Inheritances
Life Changes
Psychology
From
CNBC.com News
67% of Americans have no estate plan, survey finds. Here's how to get started on one
April 11, 2022
Tags
Personal saving
Financial planning for marriage
Estate Planning
From
CNBC.com News
Here's how to settle your loved one's estate after they pass away
March 24, 2022
Tags
Invest in You: Ready Set Grow
Real estate
Death and dying
From
CNBC.com News
Remarrying? Here are financial considerations to keep in mind before saying ‘I do’
March 07, 2022
Tags
Marriage
Tax Credits
Wealth
From
CNBC.com News
Required withdrawals from IRAs and 401(k) plans are now based on more generous life expectancy tables. Here's what to know
March 03, 2022
Tags
Investment strategy
401(k) plans
Personal finance
From
CNBC.com News
When it comes to a will or estate plan, don't just set it and forget it
March 01, 2022
Tags
Estate planning
Personal finance
Inheritances
From
CNBC.com News
Here's how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans
January 19, 2022
Tags
Investing
Fixed Income Strategies
Retirement planning
From
CNBC.com News
What happens to your digital assets and cryptocurrency when you die? Even with a will, they may be overlooked
January 18, 2022
Tickers
PETS
Tags
Personal Finance
Estate Planning
Financial planning for marriage
From
CNBC.com News
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.