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 Kimberly/Clark Corp
Recent news which mentions Kimberly/Clark Corp
Cramer's Lightning Round: CrowdStrike is 'terrific' for the long term
April 29, 2025
Tags
Alaska Air Group Inc
Investment Strategy
Mad Money
From
CNBC.com News
Cramer's week ahead: Earnings from Tesla, Alphabet, Capital One and Boeing
April 17, 2025
Tags
Colgate/Palmolive Co
Tesla Inc
stocks
From
CNBC.com News
Jim Cramer explains why money rotated back into Big Tech
October 22, 2024
Tags
stocks
Markets
Genuine Parts Co
From
CNBC.com News
Cramer's week ahead: Earnings from Boeing, Tesla, IBM and T-Mobile
October 18, 2024
Tags
U/S/ Markets
Southwest Airlines Co
United Airlines Holdings Inc
From
CNBC.com News
Jim Cramer compares his favorite stocks to his favorite players in annual fantasy draft
September 05, 2024
Tags
U/S/ Markets
Investing
Apple Inc
From
CNBC.com News
How sustainable diaper brand Kudos is taking on industry giants — with a Target rollout
August 04, 2024
Tags
Start/up
Procter & Gamble Co
The Honest Company
From
CNBC.com News
Top Wall Street analysts suggest these 3 dividend stocks for enhanced returns
June 16, 2024
Tags
Chord Energy Corp
Investment strategy
Cisco Systems Inc
From
CNBC.com News
Jim Cramer's week ahead: New consumer data and earnings from Walgreens
March 22, 2024
Tags
Business News
Walgreens Boots Alliance Inc
Digital World Acquisition Corp
From
CNBC.com News
Cramer's Lighting Round: Allstate is a buy
February 09, 2024
Tags
S&P 500
Stock Picks
Business News
From
CNBC.com News
Stocks making the biggest moves midday: First Republic Bank, PepsiCo, Fiserv and more
April 25, 2023
Tags
Laboratory Corporation of America Holdings
Kimberly/Clark Corp
Market Insider
From
CNBC.com News
Op-ed: Keep an eye on medical technology and alternative energy sectors
January 30, 2023
Tags
Investment strategy
Alternative investing
Personal finance
From
CNBC.com News
Cramer's lightning round: I like Procter & Gamble over Kimberly-Clark
October 19, 2022
Tags
S&P 500
Halliburton Co
Stock Picks
From
CNBC.com News
Starbucks operating chief to depart as company eliminates role under 'reinvention'
August 18, 2022
Tags
Retail industry
Business
Business News
From
CNBC.com News
Markets face what could be the most important week of summer with Fed, earnings and economic data
July 22, 2022
Tags
Celanese Corp
Fortune Brands Home & Security Inc
Archer/Daniels/Midland Co
From
CNBC.com News
Stocks making the biggest moves midday: HCA Healthcare, Kimberly-Clark, Gap and more
April 22, 2022
Tags
Economy
Finance
Anheuser Busch Inbev SA
From
CNBC.com News
What to watch today: Futures mixed after Fed's Powell knocked markets for a loop
April 22, 2022
Tags
American Express Co
Boston Beer Company Inc
Gap Inc
From
CNBC.com News
Stocks making the biggest moves premarket: American Express, Verizon, Kimberly-Clark and more
April 22, 2022
Tags
Dividends
Market Insider
Schlumberger NV
From
CNBC.com News
Stocks could stay choppy as fears about the Fed overshadow earnings news
April 14, 2022
Tags
Wall Street
Swift Transportation Co
Travelers Companies Inc
From
CNBC.com News
Starbucks is searching for its next CEO. Here's who could be in the running
March 16, 2022
Tickers
CEOS
Tags
Starbucks Corp
General Motors Co
Visa Inc
From
CNBC.com News
Stocks making the biggest moves midday: Microsoft, Mattel, F5, DraftKings, Clorox and more
January 26, 2022
Tags
Automatic Data Processing Inc
stocks
Clorox Co
From
CNBC.com News
What to watch today: Stocks set to jump at open as Wall Street's wild swings continue
January 26, 2022
Tags
Boeing Co
Mattel Inc
Microsoft Corp
From
CNBC.com News
Stocks making the biggest moves premarket: Boeing, AT&T, Mattel and others
January 26, 2022
Tags
Business
Stock markets
Breaking News: Markets
From
CNBC.com News
What Jim Cramer is watching Thursday — What's worrying about Apple
January 13, 2022
Tags
Markets
Marketaxess Holdings Inc
Penn National Gaming Inc
From
CNBC.com News
More catalogs, TV and celebrity pitches: Retailers rethink holiday ads amid digital marketing upheaval
November 11, 2021
Tags
Apple Inc
Hershey Co
Online retail
From
CNBC.com News
Stocks making the biggest moves midday: Tesla, PayPal, Pinterest and more
October 25, 2021
Tags
Earnings
Markets
Breaking News: Markets
From
CNBC.com News
What to watch today: Dow set to rise slightly after Friday's record close
October 25, 2021
Tags
Apple Inc
Amazon/com Inc
Boeing Co
From
CNBC.com News
Stocks making the biggest moves in the premarket: Pinterest, PayPal, Tesla and more
October 25, 2021
Tags
Southwest Gas Corp
U/S/ Markets
US: News
From
CNBC.com News
Big Tech earnings in the week ahead could test stocks' recent rally
October 22, 2021
Tags
Newell Brands Inc
Earnings
Intel Corp
From
CNBC.com News
Procter & Gamble is set to report earnings before the bell
July 30, 2021
Tags
Household Products
Business
Retail industry
From
CNBC.com News
Stocks making the biggest moves midday: Twitter, Snap, American Express and more
July 23, 2021
Tags
Business
Magna International Inc
Breaking News: Markets
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.