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 Strategy
Recent news which mentions Investment Strategy
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Powell's speech, John Deere's bumpy road, Cracker Barrel's new logo and more in Morning Squawk
August 22, 2025
Tags
Investment strategy
Prices
NVIDIA Corp
From
CNBC.com News
Former Walmart U.S. CEO Bill Simon questions stock drop: 'It was about as good of a quarter as any retailer could have in any environment'
August 21, 2025
Tickers
JOBS
Tags
Fast Money
Labor economy
Global trade
From
CNBC.com News
How wealthy investors use ETFs to skirt capital gains taxes. The strategy is 'like magic,’ advisor says
August 21, 2025
Tags
Retirement
Breaking News: Markets
Markets
From
CNBC.com News
Doing these 5 key steps 'will allow you to move quickly' for a mortgage refinance, expert says
August 21, 2025
Tags
Investing
Debt
Personal loans
From
CNBC.com News
Walmart earnings, ESPN's new streaming app, EU tariff updates and more in Morning Squawk
August 21, 2025
Tags
5 Things to Know
Economy
GUESS? Inc
From
CNBC.com News
Here's what's keeping home buyers on the sidelines even as mortgage rates hit a 10-month low
August 20, 2025
Tags
Real estate
Personal Finance
Breaking News: Investing
From
CNBC.com News
Jackson Hole, Target's next CEO, tech's market rout and more in Morning Squawk
August 20, 2025
Tags
Politics
Technology
Lowe's Companies Inc
From
CNBC.com News
Crypto stocks tumble on Tuesday as investors go into risk-off mode
August 19, 2025
Tags
Breaking News: Investing
Bitmine Immersion Technologies Inc
Robinhood Markets Inc
From
CNBC.com News
U.S. accuses India of profiteering from Russian oil during Ukraine war
August 19, 2025
Tickers
OIL
Tags
Energy
Markets
Oil and Gas
From
CNBC.com News
The key to being confident in an uncertain market, according to a CFP: 'Always be calibrating'
August 19, 2025
Tickers
LIFE
Tags
Personal finance
Breaking News: Markets
Breaking News: Investing
From
CNBC.com News
Home Depot disappoints, Novo Nordisk's GLP-1 updates, an AI warning and more in Morning Squawk
August 19, 2025
Tags
Investing
TJX Companies Inc
Business News
From
CNBC.com News
Dog days of earnings season, alternative investing woes, the new smartphone war and more in Morning Squawk
August 18, 2025
Tags
Prices
Business
Walmart Inc
From
CNBC.com News
Bitcoin sinks to $115,000 after hitting its newest record, as macro concerns spark liquidation wave
August 18, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Crypto
Markets
Investing
From
CNBC.com News
When 'invest like the 1%' fails: How Yieldstreet's real estate bets left customers with massive losses
August 18, 2025
Tags
Robinhood Markets Inc
FinTech
Investment strategy
From
CNBC.com News
Top Wall Street analysts recommend these three stocks for attractive growth potential
August 17, 2025
Tags
Pinterest Inc
Markets
Investing
From
CNBC.com News
As some colleges near the $100,000 mark, these nine schools have free tuition
August 17, 2025
Tags
College
Student loans
Student Loans
From
CNBC.com News
States where residents could see the biggest tax benefit from Trump's 'big beautiful bill'
August 15, 2025
Tags
Taxes
Tax Planning
Real estate
From
CNBC.com News
UnitedHealth shares soar after Warren Buffett's new stake provides a vote of confidence
August 15, 2025
Tags
stocks
Stock markets
Breaking News: Business
From
CNBC.com News
Berkshire's UnitedHealth stake, Trump meets with Putin and more in Morning Squawk
August 15, 2025
Tags
Intel Corp
Technology
Politics
From
CNBC.com News
Mortgage rates have made a 'substantial improvement,' economist says — here’s what to know
August 15, 2025
Tags
Personal loans
Investing
Debt
From
CNBC.com News
'Don't quit the market' when it's frothy, says Jim Cramer. Here's why
August 14, 2025
Tags
Instacart (Maplebear Inc)
Business
Investment strategy
From
CNBC.com News
Why investors shouldn’t try to be a 'hero' in this economy, analyst says
August 14, 2025
Tags
Exchange/traded funds
Personal Finance
Investment Strategy
From
CNBC.com News
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated — here’s what to know
August 14, 2025
Tags
Investing
Retirement
Government taxation and revenue
From
CNBC.com News
Bitcoin touches record, ether almost makes new high before rolling over
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Investment strategy
Cryptocurrency
Ethereum
From
CNBC.com News
September rate cut odds, Goldman's response to Trump and more in Morning Squawk
August 14, 2025
Tags
Investing
Business News
Markets
From
CNBC.com News
School lunch prices are up — whether you pack it or buy it, reports find
August 14, 2025
Tickers
LIFE
Tags
Personnel
Food Products
Life
From
CNBC.com News
Cramer's Lightning Round: Uranium Energy is a buy
August 13, 2025
Tags
Investing
Mad Money
Market Outlook
From
CNBC.com News
< 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.