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 Leadership
Recent news which mentions Leadership
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
32
33
Next >
Top 5 regrets people have when they die, says ex-hospice care worker—many don’t realize them ‘until the end’
June 07, 2024
Tags
Make It / Success
Lifestyle
Leadership
From
CNBC.com News
Don't picture your audience naked—what to do instead to manage public speaking anxiety, from a psychotherapist with 20 years' experience
June 07, 2024
Tags
Leadership
Psychology
Make It / Life
From
CNBC.com News
Airbnb's CEO uses this simple solution to combat loneliness in the workplace: 'It's a brilliant idea'
June 06, 2024
Tags
Personnel
Workplace culture
Airbnb Inc
From
CNBC.com News
Private equity investment in NFL teams is coming, Washington Commanders owner Josh Harris says
June 05, 2024
Tickers
CEOS
Tags
Private Equity
Leadership Insights
Basketball
From
CNBC.com News
How to get better at public speaking by learning from Sheryl Lee Ralph, Lizzo, and other icons
June 05, 2024
Tags
Make It / Success
Make It / Work
Motivational speakers
From
CNBC.com News
House Speaker Mike Johnson says Trump right on trade and immigration, but won't commit to policy
June 04, 2024
Tickers
CEOS
Tags
Congress
Immigration
Leadership Insights
From
CNBC.com News
Chinese espionage is targeting disgruntled workers within US corporations, warns national counterintelligence head Michael Casey
June 04, 2024
Tickers
CEOS
Tags
World Politics
Leadership Insights
CEOs
From
CNBC.com News
Politics playing a role in electric vehicle adoption: Michigan Governor Gretchen Whitmer
June 04, 2024
Tickers
CEOS
Tags
Electric vehicles
Leadership Insights
Autos
From
CNBC.com News
68-year-old started using this goal-setting strategy in high school—she's been a CEO for 20 years now
June 04, 2024
Tags
Science
Entertainment
Make It / Success
From
CNBC.com News
Most worrisome trend for global economy is 'willy-nilly' tariffs policy: IMF director Kristalina Georgieva
June 04, 2024
Tickers
CEOS
Tags
Leadership Insights
Breaking News: Economy
Economy
From
CNBC.com News
Airbnb CEO shares the mistake he made while conducting Covid-era layoffs: 'A company's not a family'
June 03, 2024
Tags
Make It
Netflix Inc
Make It / Success
From
CNBC.com News
I'm an executive in Finland, the happiest country in the world: 5 phrases we use at work every day
June 02, 2024
Tags
Make It
Make It / Work
Leadership
From
CNBC.com News
Former CIA agent: 4 powerful, underutilized phrases can help you establish credibility and earn anyone's trust
June 02, 2024
Tickers
CEO
Tags
Make It / Work
Career advice
Make It
From
CNBC.com News
People's last words are often these 4 phrases: What they teach us about living happy, meaningful lives, from an oncologist
May 31, 2024
Tags
Make It
Make It / Success
Lifestyle
From
CNBC.com News
Ex-CEO of $2 billion company: I couldn't break the glass ceiling—so I went around it instead
May 31, 2024
Tags
Make It / Leadership
Make It
Leadership
From
CNBC.com News
If you answer ‘always’ to these 8 questions, you're more mentally strong than most
May 29, 2024
Tags
Make It
Make It / Success
Mental health
From
CNBC.com News
3 ways highly successful people work with their most frustrating colleagues, says Stanford-trained strategist
May 24, 2024
Tags
Leadership
Make It / Leadership
Make It
From
CNBC.com News
How Baked by Melissa's founder turned a tiny New York City apartment kitchen business into a cupcake empire
May 22, 2024
Tags
Small business
Food and drink
Food Products
From
CNBC.com News
Steve Wozniak: When I die, these are the moments I want to remember—they don't involve co-founding Apple
May 18, 2024
Tags
Make It / Power Players
Make It / Leadership
Make It
From
CNBC.com News
Take these 3 ‘micro-risks’ to become more influential, says workplace expert: ‘You can start insanely small’
May 16, 2024
Tags
Lifestyle
Make It / Success
Make It
From
CNBC.com News
In-N-Out Burger is one of the 10 best-led companies in America, says new report—a workplace culture expert isn't surprised
May 16, 2024
Tags
Make It
Make It / Success
Labor economy
From
CNBC.com News
Long-time Bug Busters Team Member Receives NPMA Impact Award
May 15, 2024
Tags
Services
Termite Control
Women
From
PRLog
Avoiding these 3 phrases will make you a better public speaker than most, Stanford communication expert says
May 15, 2024
Tags
Make It
Motivational speakers
Communication technology
From
CNBC.com News
AT&T exec swears by this 2-word tactic for building relationships and getting ahead
May 15, 2024
Tags
Career coaching
Make It / Success
Labor economy
From
CNBC.com News
The ultimate guide to becoming a master communicator and public speaker
May 15, 2024
Tags
Make It / Leadership
Make It
Leadership
From
CNBC.com News
These are the 10 best-led companies in the country, according to Glassdoor—they have more than just 'a great CEO'
May 15, 2024
Tags
Make It / Leadership
Personnel
Leadership
From
CNBC.com News
Harvard expert shares the No. 1 lesson to learn from Warren Buffett’s career: 'You can't be really successful' without it
May 14, 2024
Tags
Leadership
Berkshire Hathaway Inc
Make It / Leadership
From
CNBC.com News
Generis Welcomes Max Kelleher as New Chief Executive Officer
May 14, 2024
Tags
Life Sciences
London, Greater
Technology
From
PRLog
Nvidia’s CEO was labeled a 'demanding' boss by staff. But experts say you have to be cutthroat
May 13, 2024
Tickers
CEO
Tags
Breaking News: Technology
NVIDIA Corp
CEO
From
CNBC.com News
3 toxic phrases that highly successful people never use, according to psychologists and public speaking experts
May 12, 2024
Tags
Leadership
Make It / Leadership
Psychology
From
CNBC.com News
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.