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 Loans
Recent news which mentions Loans
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Powell hints at potential interest rate cuts. What that means for homeowners hoping to refinance
August 22, 2025
Tags
Mortgages
Personal finance
Breaking News: Investing
From
CNBC.com News
Doing these 5 key steps 'will allow you to move quickly' for a mortgage refinance, expert says
August 21, 2025
Tags
Personal Finance
Loans
Investment strategy
From
CNBC.com News
Mortgage rates have made a 'substantial improvement,' economist says — here’s what to know
August 15, 2025
Tags
Housing
Interest Rates
Personal loans
From
CNBC.com News
Some concertgoers use buy now, pay later loans for tickets. Start a 'Beyoncé fund' instead, analyst says
August 09, 2025
Tags
Personal Finance
Personal loans
Investing
From
CNBC.com News
Trump's student loan payment changes include one positive for workers in debt
July 26, 2025
Tickers
JOBS
Tags
NVIDIA Corp
CNBC Global CFO Council
Jobs
From
CNBC.com News
Credit cards can be an 'amazing tool' for your wedding, expert says — but only if you're 'strategic'
July 26, 2025
Tags
Personal Finance
Marriages and Divorces
Credit Cards
From
CNBC.com News
SlickCashLoan Launches Free Loan Calculator to Help You Plan Monthly Payments
July 15, 2025
Tags
United States
Glendale
Installment Loans
From
PRLog
78% say Trump's tariffs will make it harder to deal with debt, survey finds. Here are 3 ways to cope
July 05, 2025
Tags
Consumer Confidence
The Fed
Consumer Finance
From
CNBC.com News
Debt is a 'growing force' influencing jobseekers' choices, career expert says. Here's how
June 28, 2025
Tickers
JOBS
Tags
Investment strategy
Breaking News: Investing
Jobs
From
CNBC.com News
Senate GOP tax bill gives break on car loan interest — but not all vehicles qualify
June 18, 2025
Tags
Personal loans
Breaking News: Politics
Debt
From
CNBC.com News
This credit card behavior is an under-the-radar risk: 'Be very careful,' expert says
June 14, 2025
Tags
Personal finance
Credit
Finance
From
CNBC.com News
'Fantasy math' masks tax bill's U.S. debt impact, GOP lawmaker said. What the deficit means for your money
June 02, 2025
Tags
Bonds
Mortgage rates
Mortgages
From
CNBC.com News
Here’s when to list your home for sale this spring — it could sell for up to $27,000 more, data shows
March 19, 2025
Tags
Interest Rates
Housing
US Homepage
From
CNBC.com News
LendingTree Stock Rallies After Strong Q4 Results: Details
March 05, 2025
Tickers
NEWS
TREE
Tags
Fintech
TREE
Top Stories
From
Benzinga
The Federal Housing Administration could face layoffs — what that may mean for homebuyers
March 05, 2025
Tags
Real Estate
Housing
US Homepage
From
CNBC.com News
Homebuyers are making bigger down payments. Coming up with that cash is still a struggle
March 04, 2025
Tags
Housing
Consumer Finance
Investing
From
CNBC.com News
The rampant growth of private credit may have an unlikely beneficiary: banks
March 03, 2025
Tags
Citigroup Inc
Deutsche Bank AG
Personal finance
From
CNBC.com News
Here’s how rent can make or break your credit, experts say
March 02, 2025
Tags
Personal Finance
Loans
Investing
From
CNBC.com News
Here's what the privatization of Fannie Mae, Freddie Mac may mean for homebuyers and investors
February 12, 2025
Tags
US Homepage
Housing
Interest Rates
From
CNBC.com News
First Bancorp of Indiana, Inc. Announces Financial Results - December 31, 2024
February 07, 2025
Tickers
FBPI
Tags
Loans
First Bancorp of Indiana Inc
Financial
From
PRLog
This should be your 'last resort' to cover an emergency expense, financial advisor says
January 29, 2025
Tags
Credit
Consumer Finance
Consumer Confidence
From
CNBC.com News
Fannie Mae, Freddie Mac Stock A 'Considerable Risk,' Say Analysts Who Downgrade Both To Underperform
January 27, 2025
Tickers
FMCC
FNMA
NEWS
Tags
Real Estate
Donald Trump
News
From
Benzinga
Mortgage rates aren't likely to fall any time soon — here’s why
January 21, 2025
Tags
Treasury notes
Mortgages
Personal finance
From
CNBC.com News
Despite APRs that can top 30%, some shoppers still like retail credit cards over buy now, pay later plans
December 19, 2024
Tags
Consumer Confidence
Credit
US Homepage
From
CNBC.com News
Affirm Holdings Stock Is Moving Lower After Hours: Here's Why
December 16, 2024
Tickers
AFRM
NEWS
Tags
News
Buybacks
Offerings
From
Benzinga
'Unverifiable income' can limit your mortgage options — here's how to get around it
December 11, 2024
Tags
Real Estate
Housing
US Homepage
From
CNBC.com News
This factor can get your mortgage application denied — even if you're a high earner
December 03, 2024
Tags
Credit
Housing
Investing
From
CNBC.com News
Mortgage rates may be stabilizing after the election. Here's what to expect into early 2025
November 15, 2024
Tags
Consumer Confidence
Real Estate
Consumer Finance
From
CNBC.com News
First Bancorp of Indiana, Inc. Announces Financial Results September 2024
November 12, 2024
Tickers
FBPI
Tags
United States
FBPI
Loans
From
PRLog
Credit card debt among retirees jumps — 'It's alarming,' researcher says
November 11, 2024
Tags
Credit Cards
Loans
Retirement planning
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
10
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.