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 Insights
Recent news which mentions Leadership Insights
AI agents are being drafted into the cyber defense forces of corporations
August 10, 2025
Tickers
CEOS
Tags
Cyber threat
Cybersecurity
Leadership
From
CNBC.com News
Heart attacks on the job are rising, and often fatal. Workers and employers are not prepared for the risk
May 21, 2025
Tickers
CEOS
Tags
Automatic Data Processing Inc
Leadership Insights
Business
From
CNBC.com News
What CEOs from auto, housing, travel and ad markets are saying about tariffs, consumer spending and the economy
May 20, 2025
Tickers
CEOS
Tags
U/S/ Economy
CEOs
Marriott International Inc
From
CNBC.com News
Russia-Ukraine war not near end, 'do not understand Trump's affinity for Putin': Former Vice President Dan Quayle
May 20, 2025
Tickers
CEOS
WAR
Tags
Business News
War
Europe News
From
CNBC.com News
NFL's Goodell says the league could more than double international games in the coming years
May 20, 2025
Tags
Sports
National Football League
Leadership Insights
From
CNBC.com News
'You'll be back': Arnold Schwarzenegger on the most important move to make to stay healthy aging into 50s, 60s and beyond
May 20, 2025
Tickers
CEOS
Tags
Surgical procedures
Health
Health care industry
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
Economy
World Economy
US Economy
From
CNBC.com News
Op-ed: What to expect from Trump's first 100 days when it comes to China
November 07, 2024
Tickers
CEOS
Tags
Leadership Insights
Free trade
US Economy
From
CNBC.com News
Op-ed: The financial toxicity of cancer is growing. Here's what can be done to reduce it
October 18, 2024
Tickers
CEOS
Tags
Health insurance
Leadership
Health Care Services
From
CNBC.com News
GM CEO Mary Barra and former chief of IBM Ginni Rometty share top leadership lessons
July 17, 2024
Tickers
CEOS
Tags
Leadership
Personnel
CEOs
From
CNBC.com News
How GM CEO Mary Barra, IBM former CEO Ginny Rometty learned to be 'women' leaders
July 16, 2024
Tickers
CEO
CEOS
Tags
Gender issues
Leadership
Leadership Insights
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
Media
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
Breaking News: Politics
CEOs
Leadership
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
Breaking News: Politics
CEOs
Leadership
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
Elections
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
Trade
Leadership
World economy
From
CNBC.com News
How a climate tech founder is growing his advisory board, including Larry Summers
April 20, 2024
Tickers
CEO
CEOS
Tags
Climate
Clean Tech
Renewable Energy
From
CNBC.com News
How the FBI, NSA are preparing for deepfakes and misinformation issue ahead of 2024 elections
January 10, 2024
Tickers
CEOS
Tags
Breaking News: Politics
CEOs
Leadership
From
CNBC.com News
China and cybercriminals are targeting American AI companies, FBI Director Wray says
January 09, 2024
Tickers
CEOS
Tags
Microsoft Corp
Leadership Insights
Alphabet Inc
From
CNBC.com News
How the CHIPS Act is aiming to restore a U.S. lead position in semiconductors
October 17, 2023
Tickers
CEOS
Tags
Qualcomm Inc
Technology
Government Agencies
From
CNBC.com News
There is only one way to overcome workers' fear of AI, says PwC's Tim Ryan
September 14, 2023
Tickers
CEOS
Tags
Leadership Insights
Labor economy
Artificial intelligence
From
CNBC.com News
The 117-year-old steel maker that's key to solving climate tech's recycling issue
August 11, 2023
Tickers
CEOS
Tags
Metals
Leadership Insights
Schnitzer Steel Industries Inc
From
CNBC.com News
Nike CEO John Donahoe on how he manages sleep health in a hectic life
June 30, 2023
Tickers
CEOS
Tags
Leadership Insights
Wellness
Science
From
CNBC.com News
In return to office messaging, there's now more stick, less carrot
June 29, 2023
Tickers
CEOS
JOBS
Tags
Telecommuting
Jobs
Leadership Insights
From
CNBC.com News
Nike's approach to solving the biggest problem for girls in sports
June 18, 2023
Tickers
CEOS
Tags
Nike Inc
Retail
Sports
From
CNBC.com News
Former Yahoo CEO Marissa Mayer bets on digital problem that Apple iOS 17 is focused on, too
June 07, 2023
Tickers
CEOS
Tags
Leadership
Technology
Leadership Insights
From
CNBC.com News
Damar Hamlin on how he made the decision to play football in the NFL again
May 30, 2023
Tickers
CEOS
Tags
CEOs
National Football League
Sports
From
CNBC.com News
'I'm not sure history has ever seen this before': Top CEOs on what they expect next from the economy
May 24, 2023
Tickers
CEOS
Tags
US Economy
World Economy
Economy
From
CNBC.com News
In Disney-DeSantis fight, former AG Bill Barr backs Florida governor
May 24, 2023
Tickers
CEOS
Tags
Politics
Leadership
Leadership Insights
From
CNBC.com News
Apple's Eddy Cue says success starts by saying 'no' to almost everything
May 23, 2023
Tags
Technology: Companies
Leadership
Technology
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.