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
3
4
5
6
7
8
9
...
32
33
Next >
How Amazon drones, Waymo self-driving cars and TSMC chips are making Phoenix 'future ready'
April 09, 2025
Tags
Amazon/com Inc
Consumer Technology
Politics
From
CNBC.com News
Crisis manager who inspired 'Scandal': My No. 1 tip for gaining respect after making a mistake
April 08, 2025
Tags
Make It / Leadership
Make It
Career advice
From
CNBC.com News
Houston Cougars coach Kelvin Sampson: The No. 1 thing every good leader needs 'to come to grips with'—if you don't, you'll 'fail at every level'
April 07, 2025
Tags
Make It
Make It / Leadership
Leadership
From
CNBC.com News
'This is the Trump recession,' CEOs say, with price increases and job losses coming: CNBC survey
April 07, 2025
Tickers
CEOS
Tags
Leadership Insights
Breaking News: Economy
Recessions and depressions
From
CNBC.com News
Barbara Corcoran: The best bosses work for their employees, not the other way around—it's my 'cardinal rule'
April 04, 2025
Tags
Make It / Leadership
Leadership
Personnel
From
CNBC.com News
Is Your Past Holding You Back From Reaching Your Fullest Potential? It Doesn't Have To
April 03, 2025
Tags
Business
Organization
Human Resources
From
PRLog
CEO: The best employees share 1 'distinguishing' trait—it stands out more now than ever
April 01, 2025
Tags
Make It / Leadership
Leadership
Personnel
From
CNBC.com News
Shake Shack founder: The best employees share 6 'emotional skills'—'I don't give a damn what your IQ is'
March 31, 2025
Tags
Make It
Career advice
Labor economy
From
CNBC.com News
3 underrated skills that make introverts 'perfectly positioned to excel' in work and life: They’re 'superpowers'
March 31, 2025
Tags
Make It
Make It / Success
Self/improvement
From
CNBC.com News
Indeed CEO: About two-thirds of jobs include tasks that AI can do—but there's no posted role yet AI can do 'completely on its own'
March 31, 2025
Tags
Science
Artificial intelligence
Make It / AI at Work
From
CNBC.com News
Harvard-trained expert: 3 quick habits for a happier life—they take less than 20 minutes a day
March 29, 2025
Tags
Leadership
Make It
Make It / Leadership
From
CNBC.com News
‘Be loyal’ to your job is the worst career advice I've received, says leadership expert: 'That's what I get from my relationship'
March 28, 2025
Tags
Make It
Career advice
Shake Shack Inc
From
CNBC.com News
Second Edition of Peernovation: Forged by CEOs. Perfected for Teams Now Available
March 27, 2025
Tickers
CEO
Tags
Collaboration
Health
Ceo
From
PRLog
Hinge CEO: I use this 'life hack' to sharpen my mental resilience—it ‘instantly’ makes me think positively
March 27, 2025
Tags
Match Group Inc
Make It / Leadership
Leadership
From
CNBC.com News
Snapchat CEO: I give my employees an ‘almost impossible’ task on their first day—that way, they’ve ‘already failed’ early
March 27, 2025
Tags
Make It
Make It / Leadership
Personnel
From
CNBC.com News
Rosann Santos Becomes Licensed Speaker with Impostor Syndrome Institute to Offer Rethinking Impostor Syndrome™ Program
March 24, 2025
Tags
Business
Success
Imposter Syndrome
From
PRLog
Gain influence at work by building 'social fitness,' researchers say: 2 easy strategies to get better
March 24, 2025
Tags
Leadership
Make It
Make It / Leadership
From
CNBC.com News
5 years into the remote work boom, the return-to-office push is stronger than ever—here's why
March 23, 2025
Tickers
CEO
Tags
CEO
Make It
Make It / Work
From
CNBC.com News
Stop doing these 5 things that make you look indecisive: It's a 'frustrating, unproductive' behavior
March 22, 2025
Tags
Make It / Success
Self/improvement
Leadership
From
CNBC.com News
Billionaire entrepreneur: I owe my success to NCAA basketball coach Rick Pitino's self-help book—it was the first I 'ever read cover-to-cover'
March 20, 2025
Tags
Leadership
Make It / Leadership
Entrepreneurs
From
CNBC.com News
CEO: Most people make this 'heartbreaking' mistake between ages 7 and 30—it keeps them from getting what they want as adults
March 19, 2025
Tags
Make It / Success
Lifestyle
Leadership
From
CNBC.com News
Rosann Santos Ofrece el Programa Repensando el Síndrome del Impostor™
March 18, 2025
Tags
Colombia
United States
México State
From
PRLog
'Captain America' star Anthony Mackie: 'We're lying to our kids' when we say success comes just from hard work—luck is key, too
March 17, 2025
Tags
Make It
Career advice
Make It / Success
From
CNBC.com News
Stop saying ‘I think’—to sound confident and influence people, use this ‘subtle but powerful’ swap
March 17, 2025
Tags
Make It
Make It / Success
Psychology
From
CNBC.com News
If you answer ‘yes’ to these 5 questions, you may come across as insecure—here’s what to do instead
March 14, 2025
Tags
Make It / Success
Self/improvement
Leadership
From
CNBC.com News
"Jim Peters At Night" To Run Interview Series on Leigh Richardson's "Crisis Brains"
March 13, 2025
Tickers
LIVE
Tags
Podcast
Psychology
Leadership
From
PRLog
'Boreout' is the new burnout—how to combat this 'big factor' in workplace unhappiness, from Wharton psychologist Adam Grant
March 13, 2025
Tags
Make It / Leadership
Leadership
Workplace culture
From
CNBC.com News
CEO shares the simple, psychology-backed strategy that's helped boost her success—it can take less than 30 seconds
March 13, 2025
Tags
Make It / Success
Career coaching
Lifestyle
From
CNBC.com News
How Lead Bank CEO Jackie Reses rose from 'a pretty gritty childhood' to Goldman Sachs, Square and top of U.S. fintech
March 12, 2025
Tickers
CEO
CEOS
Tags
Banks
CEOs
Leadership
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.