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 >
Fast Mobile Home Loans Expands into Washington, Creates New Home Lending Product
January 11, 2022
Tags
Mortgage Loans
Mortgage Lending
Washington
From
PRLog
1 in 3 Americans overspent during the holidays, boosting credit card balances
January 06, 2022
Tags
Debt
Investment strategy
Personal finance
From
CNBC.com News
Student loan payments keep getting delayed. Will the debt ever be forgiven?
December 29, 2021
Tags
Congress
College
Loans
From
CNBC.com News
More Americans took on holiday debt this season, owing an average $1,249
December 29, 2021
Tags
Loans
Credit Cards
Personal finance
From
CNBC.com News
These year-end money moves can help you find financial success in 2022
December 23, 2021
Tickers
JOBS
LIFE
Tags
Debt
Investment strategy
Jobs
From
CNBC.com News
Many Americans feel less financial stress thanks to pandemic-era government programs. Yet there are still signs of strain
December 17, 2021
Tags
Personal Finance
Mortgages
Consumer spending
From
CNBC.com News
Onramp Funds Partners with JungleScout to Offer eCommerce Sellers Unprecedented Insights and Working Capital to Grow Their Businesses
December 13, 2021
Tags
Ecommerce Business
Fintech
Financial
From
PRLog
Public Launch of Sencap Partners
December 10, 2021
Tags
Toronto
Loans
Vancouver
From
PRLog
Janover Ventures welcomes Evan Denner to its Advisory Board
December 08, 2021
Tags
Proptech
Florida
Business
From
PRLog
Janover Ventures welcomes Peter Goldstein to its Advisory Board
December 08, 2021
Tags
Fintech
Proptech
Florida
From
PRLog
Here are 5 ways to protect yourself against credit card fraud this holiday season
December 07, 2021
Tags
Credit
Personal finance
Securities fraud
From
CNBC.com News
Janover Ventures welcomes Sam Haskell, CFA to its Advisory Board
December 06, 2021
Tags
Real Estate
Technology
Janover Ventures
From
PRLog
Student loan borrowers could be in trouble when payments resume. What you can do to prepare
December 06, 2021
Tags
Credit
Higher education
Investment strategy
From
CNBC.com News
5 Things To Consider When Choosing A Credit Repair Agency
December 05, 2021
Tags
Loans
Finance
Real Estate
From
Issuewire
Janover Ventures welcomes Kyle Okimoto to its Advisory Board
December 03, 2021
Tags
Real Estate
Business
Small Business Financing
From
PRLog
Janover Inc. welcomes Timothy Li to its Advisory Board
December 01, 2021
Tags
United States
Fintech
Multifamily Financing
From
PRLog
Financial watchdog cracks down on bank overdraft fees
December 01, 2021
Tags
Personal finance
Cash Flow
Personal loans
From
CNBC.com News
Janover Inc. welcomes Marcelo Lemos to its Advisory Board
December 01, 2021
Tags
Business
Florida
Proptech
From
PRLog
These financial advisors give newlyweds the ultimate wedding gift: financial compatibility
November 29, 2021
Tags
Lifestyle
Financial planning
Personal Finance
From
CNBC.com News
Will Housing Prices Continue to Decline in 2022
November 20, 2021
Tags
Real Estate
Las Vegas
Nevada
From
PRLog
First Bancorp Of Indiana, Inc. Announces Quarterly Cash Dividend
November 19, 2021
Tickers
FBPI
Tags
Indiana
Loans
Evansville
From
PRLog
Experts offer crucial money advice college graduates need to hear but never get
November 16, 2021
Tags
Credit
Real Estate
Personal finance
From
CNBC.com News
NBA star Antoine Walker bounced back from bankruptcy in two years. Here's his advice for rebuilding finances
November 13, 2021
Tags
Personal Finance
Consumer Finance
Personal income
From
CNBC.com News
Men tend to have higher total credit limits than female borrowers, research finds
November 09, 2021
Tags
Personal income
Mortgages
Personal Finance
From
CNBC.com News
Robinhood's data breach involved about 7 million customers. Here's how to protect your credit from fraudsters
November 09, 2021
Tags
Personal finance
Computer crime
Securities fraud
From
CNBC.com News
Regulators Allowing Cannabis Licenses As Collateral For Loans In Maryland
November 05, 2021
Tags
Benzinga
News
Market News
From
Benzinga
First Bancorp of Indiana, Inc. Announces Financial Results
October 29, 2021
Tickers
FBPI
Tags
Indiana
Loans
Evansville
From
PRLog
6 budget hacks to get your financial life on track
October 25, 2021
Tags
Personal finance
Personal loans
Personal Finance
From
CNBC.com News
DataPaaS BRINGS NO-CODE INFORMATION SHARING INNOVATIONS TO THE LENDING ASSEMBLY LINE
October 21, 2021
Tags
Government
Loans
Banking
From
Issuewire
This Personal Finance Company Has A Better Three-Month Return Than AMC, FuelCell And Palantir
October 18, 2021
Tickers
AMC
FCEL
NAKD
PLTR
Tags
Movers
financial services
loans
From
Benzinga
< 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.