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 Lex Fridman
Recent news which mentions Lex Fridman
Anthropic CEO Says AI Similar To Human Intelligence Could Be Around The Corner: 'We'll Get There By 2026 Or 2027'
November 12, 2024
Tickers
AGI
NEWS
TECH
Tags
AGI
Market News
News
From
Benzinga
Elon Musk Says Neuralink's 'First Order Of Business' Is Solving Neuron Damage 'For People...Like Stephen Hawking'
August 03, 2024
Tickers
NEWS
TECH
Tags
Neuralink
Market News
News
From
Benzinga
Elon Musk Says His Endorsement Of Trump Doesn't Mean He Agrees With Everything Ex-President Is Saying, But Tesla CEO Thinks GOP Presidential Candidate 'Displayed Courage Under Fire'
August 03, 2024
Tickers
NEWS
TECH
Tags
People In Tech
Stories That Matter
Consumer Tech
From
Benzinga
Elon Musk Says Real-Time Data From X, Tesla Cars, And Optimus Robots In Future Will Make Grok 'Best AI System In The World'
August 02, 2024
Tickers
NEWS
TECH
TSLA
Tags
People In Tech
Consumer Tech
xAI
From
Benzinga
Jeff Bezos' Vision Inspires Perplexity AI CEO As He Takes On Google Search: 'One Thing I've Done Is...'
June 20, 2024
Tickers
NEWS
TECH
Tags
Tech
Consumer Tech
People In Tech
From
Benzinga
Oscar Winner Kevin Spacey Opens Up About Abusive Father Who Wanted To Become A Writer And Wrote For 45 Years But Published Nothing
June 07, 2024
Tickers
NEWS
Tags
Entertainment
Market News
Lex Fridman
From
Benzinga
How Our Minds Reconstruct Memories: 'Not The Replay Of The Experience,' Says UC Davis Neuroscientist
May 27, 2024
Tickers
NEWS
Tags
Entertainment
Psychology
Charan Ranganath
From
Benzinga
Mark Cuban Dispels Rumors About AI Bubble, Comparing It To Dot-Com Era 'Frothiness': 'There Were...Companies With Just A Website And Going Public'
April 03, 2024
Tickers
NEWS
NVDA
TECH
Tags
NVDA
Market News
News
From
Benzinga
Compute, Not Fiat Or Bitcoin, Will Be The 'Currency Of The Future,' Says Sam Altman As Nvidia's Jensen Huang Highlights $100 Trillion AI Opportunity
March 20, 2024
Tickers
BITCOMP
NEWS
NVDA
TECH
Tags
Stories That Matter
People In Tech
Lex Fridman Podcast
From
Benzinga
Marketing Professor Says Promos In Chatbots Inevitable, But Sam Altman Doesn't Fancy Them: 'Hate Ads Just As An Aesthetic Choice'
March 20, 2024
Tickers
ADS
NEWS
TECH
Tags
University of Santa Carla
OpenAi
Market News
From
Benzinga
Sam Altman Laughs Off Speculation About OpenAI's Ilya Sutskever's Whereabouts: 'I Really Hope We Work Together For...Rest Of My Career'
March 19, 2024
Tickers
MSFT
NEWS
TECH
Tags
Sam Altman
Benzinga
artificial intelligence
From
Benzinga
From 'Do or Die' To Domination: Kimbal Musk Recalls SpaceX's Early Struggles
March 11, 2024
Tickers
EVS
NEWS
TECH
Tags
Benzinga
mobility
Market News
From
Benzinga
'Godfather Of AI' Explains Why ChatGPT, Copilot, And Other AI Chatbots 'Hallucinate'
March 08, 2024
Tickers
META
MSFT
NEWS
TECH
Tags
MSFT
OpenAi
News
From
Benzinga
Bill Ackman Says Most Mutual Funds Can't Fetch You Good Returns: Here's What He Recommends For Retail Investors
February 27, 2024
Tickers
NEWS
Tags
benzinga neuro
ETFs
News
From
Benzinga
Not Nvidia Or Meta: Hedge Fund Titan Bill Ackman Sees Lucrative Opportunity In This 'Magnificent 7' Stock
February 27, 2024
Tickers
GOOG
GOOGL
NEWS
TECH
Tags
Market News
Top Stories
News
From
Benzinga
Elon Musk Says Israel Should Engage In 'Conspicuous Acts Of Kindness' Amid Ongoing War: 'That Would Thwart The Goal Of Hamas'
November 10, 2023
Tickers
TECH
Tags
Tech
Consumer Tech
Israel Hamas War
From
Benzinga
Ivanka's Damage Control? Trump's Daughter Plugs 'Timely' Jared Kushner Talk On Israel-Hamas As Ex-President Faces Flak For Harsh Remarks
October 16, 2023
Tickers
ASIA
Tags
Lex Fridman
Eurasia
News
From
Benzinga
Trump's Son-In-Law Jared Kushner Says 'My Hope And Prayers' Are For Former President's Reelection In 2024
October 12, 2023
Tags
Market News
Joe Biden
Lex Fridman
From
Benzinga
Zuckerberg: You Can Talk To The Dead In The Metaverse, But It May Be 'Unhealthy'
October 04, 2023
Tickers
META
Tags
Top Stories
Market News
Lex Fridman
From
Benzinga
Elon Musk's Biographer Decodes Why His 'Craziness' And 'Impulsiveness' Is Important
September 11, 2023
Tickers
TECH
X
Tags
Benzinga
twitter
Tech
From
Benzinga
When Elon Musk Started Firing Twitter Staff Everybody Said 'That's Enough' But...
September 11, 2023
Tickers
TECH
X
Tags
News
Elon Musk
Lex Fridman
From
Benzinga
Elon Musk And Steve Jobs Said The Same Thing To Biographer Walter Isaacson: 'I'm Just A Working Class Kid...'
September 11, 2023
Tickers
TECH
Tags
Steve Jobs
Jon McNeill
Lex Fridman
From
Benzinga
Elon Musk Challenger George Hotz Reacts To Former Tesla Autopilot Director's OpenAI Jump: 'Don't Work For Darth Vader, Man'
July 13, 2023
Tickers
MSFT
TECH
TSLA
Tags
Consumer Tech
xAI
Tech
From
Benzinga
Mark Zuckerberg And Elon Musk Have The 'Button' That CEOs Like Sundar Pichai Don't, Says Top Hacker
July 12, 2023
Tickers
GOOG
GOOGL
META
MSFT
Tags
Google Bard
Lex Fridman
Market News
From
Benzinga
Is Elon Musk Now Taking On Joe Rogan And Spotify? Twitter Set To Unleash 3-Hour Podcast Videos
July 03, 2023
Tickers
SPOT
TECH
Tags
Consumer Tech
Tech
Lex Fridman Podcast
From
Benzinga
MrBeast On How You Can 10x Your YouTube Subscribers
January 19, 2023
Tickers
GOOG
GOOGL
TECH
Tags
People In Tech
Tech
Consumer Tech
From
Benzinga
Who Could Be The Next Twitter CEO After Elon Musk? A Look At 7 Potential Candidates
December 19, 2022
Tickers
BTC
META
PYPL
SNAP
Tags
Elon Musk
News
David Sacks
From
Benzinga
Don't Try To Be A Leader For The Sake Of Being A Leader: Career Advice From Elon Musk
August 10, 2022
Tickers
PYPL
TSLA
TWTR
Tags
Lex Fridman Podcast
Education
TWTR
From
Benzinga
Elon Musk Offers His Theory On The Identity Of Bitcoin Godfather Satoshi Nakomoto
December 29, 2021
Tickers
BITCOMP
TSLA
USD-BITSTAMP
USD-COINBASE
Tags
Cryptocurrency
TSLA
Benzinga
From
Benzinga
Elon Musk, Lex Fridman See Language Evolving With Help Of Artificial Intelligence
August 23, 2021
Tickers
TECH
TSLA
Tags
Tech
Language
English language
From
Benzinga
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.