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 Insurance industry
Recent news which mentions Insurance industry
Many insurance underwriters won't offer coverage to U.S., Israel, U.K.-linked vessels at any price
June 24, 2025
Tickers
WAR
Tags
World economy
State of Freight
Military events
From
CNBC.com News
How UnitedHealthcare became the face of America's health insurance frustrations
May 22, 2025
Tags
Business
Companies
Health care industry
From
CNBC.com News
Biden-era retirement rule may be in jeopardy after Trump takes office
December 05, 2024
Tickers
LAWS
Tags
Retirement planning
Retiree finances
Roth 401(k) plans
From
CNBC.com News
If Debby damages your basement, here’s what’s not covered by flood insurance
August 09, 2024
Tags
Weather
Insurance industry
Climate Policy
From
CNBC.com News
CrowdStrike outage losses biggest test yet for risky cybersecurity insurance market Warren Buffett warned about
July 24, 2024
Tags
Hacking
CrowdStrike Holdings Inc
Insurance industry
From
CNBC.com News
Insurance crisis that started in Florida, California is spreading. Your state could be next
July 02, 2024
Tags
Climate
Insurance
Top States For Business
From
CNBC.com News
Fewer Americans are buying life insurance. Here's when you might need it
June 25, 2024
Tags
Term life insurance
Personal Finance
Personal finance
From
CNBC.com News
Warren Buffett is worried about potential for 'huge losses' in booming, but still tiny insurance market
May 31, 2024
Tags
Berkshire Hathaway Inc
Diversified Financials
Insurance Brokers
From
CNBC.com News
Why auto insurance rates are skyrocketing in the U.S.
March 23, 2024
Tags
Business News
Retail
Autos
From
CNBC.com News
Weight loss drug Wegovy is now approved for heart health — but that won't mean broad insurance coverage just yet
March 16, 2024
Tags
Business News
Eli Lilly and Co
Health care industry
From
CNBC.com News
A flood insurance quirk makes basements a bad place to keep your stuff
February 20, 2024
Tags
Climate change
Weather and Natural Disasters
Climate Policy
From
CNBC.com News
As car insurance costs surge, here's why your credit score may be partly to blame
February 05, 2024
Tags
Auto insurance
Personal debt
Personal saving
From
CNBC.com News
Insurers such as State Farm and Allstate are leaving fire- and flood-prone areas. Home values could take a hit
February 05, 2024
Tags
Insurance industry
Real Estate
Policy
From
CNBC.com News
Allstate, Allianz invest $265 million in Next Insurance in a big bet on insuretech
November 01, 2023
Tags
Venture Capital
Allstate Corp
Property and Casualty Insurance
From
CNBC.com News
Biden administration to crack down on ‘junk fees’ in retirement plans
October 31, 2023
Tags
Personal finance
401(k) rollovers
401(k) plans
From
CNBC.com News
Here are 4 ways health savings accounts can be used to pay insurance premiums
October 26, 2023
Tags
Personal Finance
Finance
Social issues
From
CNBC.com News
Insurers are seeking a way to make money from your climate change travel anxiety
October 04, 2023
Tags
Climate change
Environment
Travel
From
CNBC.com News
How to buy insurance for a business so financial disaster doesn't strike
September 30, 2023
Tags
Small Business
Business News
Small business financing
From
CNBC.com News
How climate risk and more frequent disasters are changing the way we buy home insurance
August 30, 2023
Tags
Homeowner's insurance
Weather
Real Estate
From
CNBC.com News
Insurers face long road, high cost to cover obesity drugs after promising Wegovy heart health data
August 09, 2023
Tags
Insurance industry
Weight loss surgery
Companies
From
CNBC.com News
Few patients continue weight loss drugs like Wegovy after a year — but health costs soar for all
July 11, 2023
Tags
Health & Science
US: News
Diabetes
From
CNBC.com News
Fireworks cause $59 million of property damage a year. Your insurance policy may cover it
July 04, 2023
Tags
Personal Finance
Social issues
Finance
From
CNBC.com News
Term life insurance is often best, say financial advisors — but most people buy another kind
June 27, 2023
Tags
Life insurance
Insurance
Insurance industry
From
CNBC.com News
Ford Hits Blue Cross Blue Shield With Anti-Trust Lawsuit — Alleges 'Conspiracy'
June 01, 2023
Tickers
F
FORD
Tags
Benzinga
News
Market News
From
Benzinga
Auto insurance is up by more than 15% this year in some states. Here's how to keep your premium down
February 07, 2023
Tags
Insurance industry
Autos
Personal Finance
From
CNBC.com News
‘There may be a false sense of security.’ How to know if your workplace disability insurance is enough
December 15, 2022
Tags
Disability insurance
Insurance Brokers
Wealth
From
CNBC.com News
'It's a work in progress.' How Covid has changed the life insurance marketplace
December 01, 2022
Tags
Personal finance
Estate planning
Term life insurance
From
CNBC.com News
Hurricane Ian is a reminder for all homeowners to check their insurance coverage for natural disasters
September 29, 2022
Tags
Tropical storms
Investing
Property and Casualty Insurance
From
CNBC.com News
Airlines are struggling with lost and delayed bags: What to know and how to pack if you're traveling this summer
July 19, 2022
Tags
Government Agencies
Delta Air Lines Inc
Personal finance
From
CNBC.com News
30% of LGBTQ+ adults have experienced discrimination or exclusion from financial services, study finds
June 28, 2022
Tickers
LGBT
Tags
Personal loans
Invest in You: Ready Set Grow
Consumer banking
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.