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 Investment
Recent news which mentions Investment
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
'Catalyst States Are Hot': What's Driving Cannabis Investments In Key Markets
September 26, 2024
Tickers
CCC
Tags
Market News
Interview
Cannabis
From
Benzinga
Aurora Sky Capital Highlights Stellar Performance of Databricks and Other Successful IPOs in the Market
September 26, 2024
Tags
Singapore
Aurora Sky Capital
Marina Bay
From
PRLog
Trajan Wealth August 2024 Market Review
September 25, 2024
Tags
Arizona
Financial
Us Economy
From
PRLog
Lightstone Solutions Announces Appointment of Brian Obney as Chief of Staff and Director of Due Diligence
September 24, 2024
Tags
Kyc
Financial
Backgroundchecks
From
PRLog
Voting on Emtech AI Rating, at second Strong AI Summit
September 09, 2024
Tags
Investment
Musinski
Business
From
PRLog
Immigrant Artists Explore Cultural, Historical and Social Experiences in "Unlocked Identities" Exhibition
September 08, 2024
Tags
Metamodernism
September 2024
Entertainment
From
PRLog
Patriots Helping Patriots Invite Financial Expert Terry Sacka on To Explain the Rigged System
September 03, 2024
Tickers
GOLD
SILVER
Tags
Gold
Freedom
West Palm Beach
From
PRLog
Elon Musk Questions Legality Of OpenAI Going From Non-Profit To For-Profit Amid Apple, Nvidia Investment Buzz: 'OpenAI Is A House Of Cards'
August 30, 2024
Tickers
AAPL
MSFT
NEWS
NVDA
Tags
NVDA
News
benzinga neuro
From
Benzinga
Terry Sacka AAMS Explains How The New Social Credit System is Rigged Against You
August 28, 2024
Tickers
GOLD
SILVER
Tags
Banking
Open Banking
Credit
From
PRLog
Powerhouse Staffing Solutions Provider Completes Merger with Lyneer, Creating a Top 40 U.S. Staffing Firm: Atlantic Intl. Corp. (Stock Symbol: ATLN)
August 28, 2024
Tags
Stocks
New Jersey
United States
From
PRLog
Nations Premier Buyer's Broker Femion Mezini Joins Capital Realty Group
August 27, 2024
Tags
Realestate
Commercialrealestate
Real Estate
From
PRLog
Building Stronger Communities: The Role and Impact of Community Funds
August 25, 2024
Tags
Energy
Community
United States
From
PRLog
'Rich Dad Poor Dad' Author Robert Kiyosaki Urges Shift To Bitcoin Amid Economic Uncertainty: 'Panics In Capital Markets Are Visible, Why Take The Chance'
August 18, 2024
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
bitcoin
Benzinga
Robert Kiyosaki
From
Benzinga
Launch of New Digital Asset Hedge Fund – MV Global Opportunity Fund SP
August 08, 2024
Tags
Crypto Fund
Fund Services
Fund Launch
From
PRLog
Actuated Medical Developing Technology to Improve Targeting for Next-Generation Alcohol Use Disorder Treatments
August 06, 2024
Tags
Research
Addiction
Nih
From
PRLog
Synergies Between Red Bank Based Accounting Teams Leads to Increased Value & Performance Through Merger
August 01, 2024
Tags
Accounting
Investment Wealth Management
Construction
From
PRLog
Temasek Pours $30B Into US Amid Booming Economic Growth
July 30, 2024
Tickers
AI
NEWS
Tags
healthcare
AI
Singapore
From
Benzinga
Ventura & Associates HTA Advisors Advances Tech-enabled Solution with 3-Year RWD Partnership
July 25, 2024
Tags
Biotech
Los Angeles
Pharma & Biotech
From
PRLog
Trajan Wealth June 2024 Market Review
July 18, 2024
Tags
Financial Planning
Phoenix
Investment
From
PRLog
Redevelopment Land with Endless Potential Available at Heartland Park
July 16, 2024
Tags
Missouri Real Estate
Sports
Development Project
From
PRLog
The Family Office Real Estate Institute Announces its 2nd Annual Conference
July 10, 2024
Tags
Business
Annual Conference
Investment
From
PRLog
Financial Analyst Terry Sacka AAMS Debates Gold Over Stocks In Current Economic Climate
July 01, 2024
Tickers
GOLD
SILVER
Tags
Precious Metals
Investing
Florida
From
PRLog
Goldman Sachs Casts Doubt On 'Exceptionally Expensive' AI Investments By Tech Companies
June 30, 2024
Tickers
AAPL
META
NEWS
TECH
Tags
News
Top Stories
META
From
Benzinga
SEC EDGAR Form N-PX Filing (with Proxy Voting Record Table) - Cost-effective Easy-to-use Self-Service Web Platform
June 24, 2024
Tags
N/PX EDGAR filing
Form N/PX
N/PX filing service
From
PRLog
Dexian Investments Welcomes New Clients Onboard, Strengthening Expertise in IPOs
June 24, 2024
Tags
Investment
Dexian
United States
From
PRLog
Microsoft Set To Pour $7.16B Into New Data Centres In Spain's Aragon: Report
June 14, 2024
Tickers
AMZN
MSFT
NEWS
TECH
Tags
Satya Nadella
Stories That Matter
AMZN
From
Benzinga
Bobby L Burns named to Marquis Who's Who in 2024
June 12, 2024
Tags
Investment
Texas
Business
From
PRLog
Actuated Medical Launches My Medical Mirror Companion Case and website: helping Older Adults with transitions in care
June 04, 2024
Tags
Innovation
Delirium
Medtech
From
PRLog
Tune In to Fox Business Network for a Interview with Business Leader and Insurance Expert Jonathan Mason
May 31, 2024
Tags
Tom Hega
Fox Business Network
New York City
From
PRLog
Strategic Skies: The Business and Science of Lockheed Martin's Aerospace Sector
May 30, 2024
Tags
Wyoming
Investment
Business Consutling
From
PRLog
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.