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 Development
Recent news which mentions Leadership Development
34 Years Later, Dr. Dana D. Wells Thanks the Boss Who Helped Spark Her $1.5B Career Legacy
June 24, 2025
Tags
DrDanaDWells
Education
Leadership Development
From
PRLog
Lead Empowered Launches Transformative Leadership Mastermind Experience
June 01, 2025
Tags
United States
Leadership Coaching
Georgia
From
PRLog
Executive Coach Gina Martin Wins Gold Stevie® Award In 2024 Stevie Awards For Women In Business
November 17, 2024
Tags
Consultant
Business
Keynote Speaker
From
PRLog
Clearpath Learning Group Receives Gold at the 2024 Stevie® Awards for Great Employers
September 16, 2024
Tags
Workplace Learning
Talent Management
Talent Development
From
PRLog
RevUp Founders Bring The Executive Studio to Women in Insurance Tech Conference in Boston to Elevate Women Leaders in the Industry
September 10, 2024
Tags
Leadership Development
Marketing
Ormond Beach
From
PRLog
Behavioural change expert launches the Leandro Herrero Institute
May 21, 2024
Tags
Leadership Development
London City
Education
From
PRLog
Philadelphia School of Psychoanalysis Begins New and Inclusive Strategic Initiatives
May 06, 2024
Tags
Psychoanalysis
Philadelphia
Continuing Education
From
PRLog
Paradigm Personality Labs reveals vibrant, user-centric brand revamp
April 17, 2024
Tags
Industrial
People
People Development
From
PRLog
REA 'Peace of Mind on the Move' Study achieves Highly Commended recognition in the category Excellence in Coaching by ABP November 2023
December 04, 2023
Tags
Relocation
New Jersey
Whitehouse
From
PRLog
After 40 Years in the Corporate Trenches, Organizational Expert Offers "Top 5" List of Most Important Lessons Learned
April 11, 2023
Tags
Culture
United States
Wisconsin
From
PRLog
Eddie Turner Ranked #13 On The Power List Of The Top 200 Biggest Voices In Leadership In 2023
February 07, 2023
Tags
Keep Leading
Facilitation
Executive Coach
From
PRLog
Carpe Diem Global Partners Unveils Sweeping New Leadership Advisory Services To Assist CEOs In Addressing Labor & Skills Shortages
January 30, 2023
Tags
California
Talent Management
Executive Coaching
From
PRLog
Sappi Leaders Recognized for Excellence
September 22, 2022
Tickers
SAF
Tags
Sappi
society
safety
From
3BL Media: Corporate Social Responsibility, Energy and Health News
JEM and Interplicity Announce Partnership To Offer Transformative Leadership and Team Development Programs
September 06, 2022
Tickers
JEM
Tags
Diversity & Inclusion
Biznology
Interplicity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Living Abroad and IMPACT Group Awarded EMMA by Forum for Expatriate Management (FEM)
May 16, 2022
Tickers
FEM
Tags
Leadership Development
Missouri
Talent Mobility
From
PRLog
Third Wave Presents: Coaching and the New Psychedelic Paradigm
May 04, 2022
Tags
psychedelics
microdosing
Leadership Development
From
PRUnderground
Skills-Based Volunteering in Action: Team Consulting With Fidelity Investments and Achievement First
January 10, 2022
Tickers
CSR
Tags
skills/based volunteering
Volunteering
nonprofit capacity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
World Federation of Youth Clubs Appoints Three Board Members Broadening Expertise and International Impact
December 23, 2021
Tags
Education
youth development
global youth clubs
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Refresh and Reset: A Pro Bono Website Upgrade
November 22, 2021
Tickers
CSR
Tags
upskilling
skilled volunteering
nonprofit management
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CMA Midwest puts a focus on financial education for those in job transition
November 18, 2021
Tickers
JOBS
MPO
Tags
career coaching
MPO
Jobs
From
PRUnderground
Legacy Book on Managing Conflict and Change by Co-creator of the TKI
October 19, 2021
Tags
Training
Human resources
Lifestyle
From
PRLog
Metanoia Academy is officially opened and accepting Enrollment for the Inaugural Class of Future Certified Executive Coaches
August 25, 2021
Tags
Washington
Business
United States
From
PRLog
Navigating the Great Resignation
August 19, 2021
Tickers
CSR
ESG
Tags
pro bono
attrition
Purpose at Work
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Vancouver Business owner, John Edwards' Book, "Despite Me; Discover a Proven Pathway to a Life of Passion and Purpose," Nominated for Global Award
July 27, 2021
Tickers
MEN
Tags
Awards
Human resources
Washington
From
PRLog
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.