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 JEPI
Recent news which mentions JEPI
< Previous
1
2
3
4
5
6
7
8
9
Next >
50-Year-Old Investor Craves 8%+ Yield, Snubs Ford, Chases Durable Dividends – 'I Am Willing To Consider Anything' For Monthly Income
April 21, 2025
Tickers
ARCC
BBDC
BCSF
BTI
Tags
EOS
ARCC
JEPI
From
Benzinga
Looking to Rest Easy Amid Stock Market Turmoil? Consider These 3 No-Brainer ETFs for Passive Income.
April 20, 2025
Tickers
JEPI
VDE
VPU
Tags
^GSPC
VDE
VPU
From
Motley Fool
From $50 A Month To $1M Portfolio — Investor Shares Top 10 Holdings, Says 'Finally Reached $1M!' Thanks To Relentless Discipline
April 19, 2025
Tickers
ARCC
JEPI
JNJ
MO
Tags
PSA
MO
Personal Finance
From
Benzinga
5 Stock ETFs With Dividend Yields Over 4% You Can Buy Right Now
April 17, 2025
Tickers
DIV
JEPI
SPYD
VNQ
Tags
Market News
SPYD
VYMI
From
Motley Fool
Dividend Investor Making $6,000/Month Shares Portfolio; Bought More on Recent 'Bloody Day' Selloff — 'Keep Grinding Until We Don't Have To'
April 16, 2025
Tickers
ARCC
BXSL
ENB
EPD
Tags
PGR
Personal Finance
JEPI
From
Benzinga
From $0 To $114K In 5 Years: 34-Year-Old Investor Says 'I Buy As Much As I Can Every Month' – Aims To Live Off Dividends, Shares Top 3 Picks
April 14, 2025
Tickers
JEPI
JEPQ
SCHD
Tags
JEPQ
Market News
Personal Finance Access
From
Benzinga
Retirement Nightmare? 45-Year-Old Weighs $230K Lump Sum Vs. Lifetime Pension – 'Are Dividends A Good Idea For Me?' Reddit Reacts
April 14, 2025
Tickers
JEPI
JEPQ
SCHD
Tags
Personal Finance
news access
JEPI
From
Benzinga
An Individual Is Ready To Invest $10,000 And Turns To Reddit For Advice: 'I'm Looking For A Decent Yield And A Little Growth'
April 13, 2025
Tickers
JEPI
JEPQ
SCHD
SPY
Tags
Personal Finance
news access
JEPI
From
Benzinga
23-Year-Old Investor With $75K Portfolio, $1.8K Dividend Income Reveals Top Assets – Asks 'What I Should Look At Or Add To?' Reddit Debates
April 06, 2025
Tickers
CFG
JEPI
JEPQ
QQQ
Tags
Benzinga
JEPI
news access
From
Benzinga
Man With $30K To Deploy Wants Dividends For Life – 'Even If It's Just Enough To Pay For A Yearly Vacation Here Or There,' Reddit Reacts
April 03, 2025
Tickers
AAPL
ADP
AXP
BTI
Tags
UPS
JNJ
Market News
From
Benzinga
34-Year-Old Gambles His Entire Future On Just 3 ETFs – 'Is This A Dumb Idea Or Am I Onto Something?' Reddit Explodes Over His Risky Bet
April 03, 2025
Tickers
JEPI
SCHD
SCHG
SPYI
Tags
VOT
news access
VOO
From
Benzinga
42-Year-Old With $250K And A 'Failed Marriage, 3 Kids' Faces A Full Life Restart – 'How Would You Divide It Up?' Reddit Explodes With Advice
April 02, 2025
Tickers
AMLP
GAIN
JEPI
JEPQ
Tags
AMLP
VOO
MAIN
From
Benzinga
3 Investments That Cut You a Check Each Month
April 02, 2025
Tickers
DG
DLTR
JEPI
MAIN
Tags
DLTR
Market News
SVNDY
From
Motley Fool
Desperate Investor With $50K Seeks 'The Highest Possible Dollar Amount Of A Dividend Payment' – 'What Fund Would You Buy?' Reddit Erupts
April 01, 2025
Tickers
DIVO
FEPI
JEPI
JEPQ
Tags
NVDY
Personal Finance
JEPI
From
Benzinga
Redditor Reveals Dividend Portfolio That Earns $18,492.07 Per Year After '4 Years of Investment'
April 01, 2025
Tickers
JEPI
JEPQ
Tags
Personal Finance
news access
JEPI
From
Benzinga
Early Retiree Making $170,00 a Year in Dividends Shares Top 7 Stock Picks, Says 'I've Zero Regrets'
March 29, 2025
Tickers
JAAA
JBBB
JEPI
JEPQ
Tags
PFFA
news access
SPYI
From
Benzinga
62-Year-Old With $400K And 8 Months To Retire Faces Huge Dilemma – 'How Would You Invest $400K?' Redditors Debate Best Low-Risk Moves
March 28, 2025
Tickers
ARCC
BXSL
CSWC
EPD
Tags
news access
BXSL
SPYI
From
Benzinga
Could Buying JPMorgan Equity Premium Income ETF Today Set You Up for Life?
March 28, 2025
Tickers
JEPI
Tags
JEPI
Recent Press Releases
Market News
From
Motley Fool
Forget the Market Sell-Off: This High-Yield ETF Is Delivering for Passive Income Investors in 2025
March 28, 2025
Tickers
JEPI
Tags
^GSPC
JEPI
Recent Press Releases
From
Motley Fool
Reddit In Chaos As Investor With $50K Faces Huge ETF Dilemma – 'I Prefer A Nice Dividend With Overall Steady Growth,' But Is VOO The Answer?
March 27, 2025
Tickers
AAPL
AMD
JEPI
KMI
Tags
QYLD
O
MSFT
From
Benzinga
A New Investor Shares His Dividend Portfolio That Earns $206/Year on Reddit: 'Wondering If This Is A Solid Set Up'
March 27, 2025
Tickers
EPD
JEPI
O
XLRE
Tags
news access
Personal Finance
XLRE
From
Benzinga
Investor With Surprise $1M Windfall Sparks Heated Debate: 'Why Not Park It All In SCHD For Dividend Income?' – Reddit Weighs In
March 27, 2025
Tickers
AAPL
AVGO
DOW
ET
Tags
MO
Personal Finance
Benzinga
From
Benzinga
58-Year-Old With $3M Portfolio Makes Bold Retirement Move – 'I Want To Test It Out Before I Actually Retire' With $1M In Dividend Stocks
March 25, 2025
Tickers
ABR
ARCC
EOI
EOS
Tags
VYMI
PFF
PBDC
From
Benzinga
32-Year-Old Investor With Massive NVDA Gains And $350K Cash Asks Reddit: 'What's Stopping Me From Putting It All In SCHD?'
March 20, 2025
Tickers
AAPL
ARCC
DIVI
EPD
Tags
PFE
SCHF
news access
From
Benzinga
Investor With $40,000 Portfolio Wonders If He Should Pick Dividend Investing Or Growth First – 'Would You Prioritize Dividends Or Growth?
March 18, 2025
Tickers
JEPI
JEPQ
PFF
QQQ
Tags
SPY
UPRO
VTI
From
Benzinga
Retiring In Months With $700,000, 62-Year-Old Plans $500,000 Move To Dividends – 'Should I Go All-In On JEPI, JEPQ, Or Riskier Plays?'
March 17, 2025
Tickers
CRF
DIVO
GPIQ
GPIX
Tags
Personal Finance
CRF
JEPI
From
Benzinga
50-Year-Old Pours Cash Into SCHD, Plans Early Retirement Overseas – 'I'm Trying To Make About $25,000/Year In Dividends, Is This A Bad Idea?'
March 14, 2025
Tickers
JEPI
JEPQ
PBDC
QQQI
Tags
JEPQ
Market News
VTI
From
Benzinga
Tariffs, Mortgage Rates, And High Housing Costs Have Caused Builders To Change Strategy On New Home Construction
February 27, 2025
Tickers
DGRO
ENB
JEPI
JEPQ
Tags
DGRO
Benzinga
Real Estate Access
From
Benzinga
'Are You A 'Bootlicker?' Viral Video Lists The Signs Of A Corporate Bootlicker, And People Are Calling Out Their Coworkers
February 23, 2025
Tickers
AAPL
DGRO
HDV
JEPI
Tags
SCHD
Market News
QQQ
From
Benzinga
2 High-Yield Dividend ETFs to Buy to Generate Passive Income
February 23, 2025
Tickers
ABBV
CVX
JEPI
KO
Tags
^GSPC
CVX
Recent Press Releases
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
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.