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 Make It: Next Gen Investing
Recent news which mentions Make It: Next Gen Investing
< Previous
1
2
3
4
5
6
7
8
9
10
11
Next >
Warren Buffett: AI has 'enormous potential for good and enormous potential for harm'
May 06, 2024
Tags
Berkshire Hathaway Inc
Make It
Make It / Save and Invest
From
CNBC.com News
Bored Ape Yacht Club NFTs sold for millions in 2021—prices have dropped 90% since then
May 02, 2024
Tags
Make It / Money
Make It: Next Gen Investing
Make It
From
CNBC.com News
Bitcoin halving isn't a big deal for long-term investors, but may have a 'huge' impact on one key group, says Columbia professor
April 19, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Cryptocurrency
Make It
Make It / Money
From
CNBC.com News
Jamie Dimon says AI could be as transformative as electricity or the internet—here's how to invest
April 09, 2024
Tags
Make It / Money
Make It: Next Gen Investing
Artificial intelligence
From
CNBC.com News
Billie Eilish, Nicki Minaj, Jon Bon Jovi and over 200 artists call for protections against “predatory use of AI”
April 05, 2024
Tags
Music industry
Make It
Artificial intelligence
From
CNBC.com News
Earned money from crypto or NFTs? 5 times you need to report it to the IRS, according to a CPA
March 29, 2024
Tags
Make It: Next Gen Investing
Make It / Money
Taxes
From
CNBC.com News
The No. 1 mistake cryptocurrency traders make when filing their taxes, according to a CPA
March 22, 2024
Tags
Make It: Next Gen Investing
Make It / Money
Taxes
From
CNBC.com News
‘Parents need to talk about this’: The best way to teach your kids about AI, according to an education expert
March 15, 2024
Tags
Make It
Artificial intelligence
Personnel
From
CNBC.com News
Bitcoin briefly reached its highest price in over two years—but investors should still tread carefully
March 06, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It
Cryptocurrency
Bitcoin
From
CNBC.com News
Bitcoin will soon be 'halved'—what that means for its price
February 29, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
If you invested $1,000 in Nvidia 10 years ago, here’s how much money you’d have now
February 21, 2024
Tags
NVIDIA Corp
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
Students can soon major in AI at this Ivy League university—it'll prepare them for 'jobs that don't yet exist'
February 16, 2024
Tags
Make It: Next Gen Investing
Make It / Money
Personnel
From
CNBC.com News
Here's how much money you'd have if you invested $1,000 in bitcoin 10 years ago
February 15, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
Apple calls its Vision Pro a ‘spatial computer’—here’s what that means
February 08, 2024
Tags
Apple Inc
Make It
Make It / Money
From
CNBC.com News
It's too expensive to replace human workers with AI—for now, says MIT study
February 02, 2024
Tags
Make It
Artificial intelligence
Technology
From
CNBC.com News
Scammers can use AI tools to clone the voices of you and your family—how to protect yourself
January 24, 2024
Tags
Elections
Cybersecurity
Make It
From
CNBC.com News
Bitcoin was up 155% in 2023—but should you invest? Here's what experts say
January 22, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It: Next Gen Investing
bitcoin
Make It / Money
From
CNBC.com News
ChatGPT is particularly useful for people in these 3 industries, says OpenAI CEO Sam Altman
January 17, 2024
Tags
Make It
Artificial intelligence
Education
From
CNBC.com News
New bitcoin ETFs are a 'key milestone,' says investing expert—what they mean for your money
January 16, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It / Save and Invest
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
SEC approves rule changes that allows for bitcoin ETFs—here's what to know
January 10, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It
bitcoin
Make It: Next Gen Investing
From
CNBC.com News
Bitcoin has surged 67% in value since September—here's why
January 05, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
Make It: Next Gen Investing
Make It / Money
From
CNBC.com News
There’s ‘no way’ AI will completely replace human musicians, says award-winning composer—here’s why
December 29, 2023
Tags
Make It
Music
Artificial intelligence
From
CNBC.com News
One of the highest-paid skateboarders says this is the 'dumbest' way he's ever spent his money
December 27, 2023
Tags
Make It: Next Gen Investing
Make It / Work
Make It
From
CNBC.com News
These are the top 10 most popular AI tools of 2023, and how to use them to make more money
December 24, 2023
Tags
Career advice
Make It
Make It: Next Gen Investing
From
CNBC.com News
AI chatbots can ‘hallucinate’ and make things up—why it happens and how to spot it
December 22, 2023
Tags
Make It / Money
Make It: Next Gen Investing
Artificial intelligence
From
CNBC.com News
'AI doesn't know good from wrong,' says tech expert—why AI bias happens, and how to fix it
December 16, 2023
Tags
Science
Make It
Social issues
From
CNBC.com News
The ‘relatively simple’ reason why these tech experts say AI won't replace humans any time soon
December 09, 2023
Tags
Science
Make It
Artificial intelligence
From
CNBC.com News
On ChatGPT's one-year anniversary, it has more than 1.7 billion users—here's what it may do next
November 30, 2023
Tags
Make It: Next Gen Investing
Make It / Money
Make It
From
CNBC.com News
Cannabis 'legalization is inevitable,' says policy analyst—what to know before you invest
November 28, 2023
Tags
Make It / Save and Invest
TD Synnex Corp
Make It
From
CNBC.com News
Bill Gates says today’s software is still 'pretty dumb,' but believes AI will ‘utterly change how we live our lives'
November 16, 2023
Tags
Make It
Artificial intelligence
Make It / Power Players
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
10
11
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.