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
...
4
5
6
7
8
9
10
11
Next >
Nvidia is up 163% this year and worth nearly $1 trillion—here's what to know before investing
June 09, 2023
Tags
Make It / Money
Microsoft Corp
NVIDIA Corp
From
CNBC.com News
Nvidia is worth nearly $1 trillion—here’s how much you’d have if you invested a decade ago
June 01, 2023
Tags
Make It: Next Gen Investing
Make It
NVIDIA Corp
From
CNBC.com News
AI is the latest buzzword in tech—but before investing, know these 4 terms
May 26, 2023
Tags
Microsoft Corp
Make It: Next Gen Investing
Make It / Money
From
CNBC.com News
From Amazon to Wendy's, how 4 companies plan to incorporate AI—and how you may interact with it
May 19, 2023
Tags
Wendys Co
Walmart Inc
Make It
From
CNBC.com News
Charlie Munger is skeptical about AI: 'Old-fashioned intelligence works pretty well'
May 09, 2023
Tags
Make It: Next Gen Investing
Make It
Berkshire Hathaway Inc
From
CNBC.com News
Mark Cuban says the potential impact of AI tools like ChatGPT is 'beyond anything I’ve ever seen in tech'
May 05, 2023
Tags
Artificial intelligence
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
Banking in the metaverse? A.I. could be about to change the way you manage your money
May 02, 2023
Tags
Personal finance education
Personal investing
Make It / Money
From
CNBC.com News
Crypto 101: Think you know crypto? Test your knowledge with this quiz
April 28, 2023
Tags
Make It
Make It: Next Gen Investing
Cryptocurrency
From
CNBC.com News
Taylor Swift sidestepped FTX lawsuit by asking a simple question—investors can use the same strategy to avoid potential scams
April 20, 2023
Tags
Make It
Make It / Save and Invest
Make It: Next Gen Investing
From
CNBC.com News
Elon Musk now says he wants to create a ChatGPT competitor to avoid 'A.I. dystopia'—he's calling it 'TruthGPT'
April 19, 2023
Tags
Make It
Entrepreneurs
Make It: Next Gen Investing
From
CNBC.com News
75% of Americans don't trust crypto—and nearly half of traders say their investments have performed worse than expected
April 14, 2023
Tags
Make It / Money
Cryptocurrency
Personal investing
From
CNBC.com News
The IRS may tax certain NFTs at a higher rate in the future — here’s what to know
April 07, 2023
Tags
Make It: Next Gen Investing
Cryptocurrency
Make It / Money
From
CNBC.com News
An NFT collector accidentally destroyed a $129,000 CryptoPunk: 'This is truly a devastating mistake for me'
March 30, 2023
Tags
Personal investing
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
You may owe taxes on your crypto investments — here are 3 things to know
March 25, 2023
Tags
Taxes
Make It / Money
Cryptocurrency
From
CNBC.com News
Scammers are creating fake “ChatGPT” and “Bing” crypto tokens—here’s how to protect yourself
March 10, 2023
Tags
Cryptocurrency
Make It / Money
Artificial intelligence
From
CNBC.com News
Mark Zuckerberg wants to let teens into the metaverse—2 U.S senators say that's a huge mistake
March 06, 2023
Tags
Make It / Money
Entrepreneurship
Meta Platforms Inc
From
CNBC.com News
As NFT trading surges, a 'golden key' prize from Yuga Labs' limited-time game sold for $1.6 million
March 03, 2023
Tags
Make It: Next Gen Investing
Make It
Make It / Spend
From
CNBC.com News
You could profit by investing in 'extremely disruptive' AI tech, experts say—here's how
February 22, 2023
Tags
Make It / Save and Invest
Make It
Amazon/com Inc
From
CNBC.com News
Billionaire Charlie Munger: Cryptocurrency is 'crazy, stupid gambling,' and 'people who oppose my position are idiots'
February 16, 2023
Tags
Make It
Make It: Next Gen Investing
Make It / Money
From
CNBC.com News
Crypto investors lost nearly $4 billion to hackers in 2022
February 04, 2023
Tags
Cryptocurrency
Make It / Money
Personal investing
From
CNBC.com News
This loophole could help crypto investors lower their tax bill—but don’t abuse it, says CPA
February 01, 2023
Tags
Make It: Next Gen Investing
Tax bill
Make It
From
CNBC.com News
A crypto exchange allegedly processed over $700 million worth of illicit funds before the Department of Justice shut it down
January 20, 2023
Tags
Computer crime
Make It
Make It / Money
From
CNBC.com News
Mark Cuban predicts this will be the 'next possible implosion' in crypto—here's how to avoid it
January 12, 2023
Tags
Personal investing
Make It / Money
Cryptocurrency
From
CNBC.com News
'Contagion risk': After the FTX collapse, top U.S. regulators warn banks about crypto
January 06, 2023
Tags
Make It: Next Gen Investing
Make It
Make It / Money
From
CNBC.com News
Mark Cuban wants to buy more bitcoin, says gold investors are 'dumb'
December 28, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Goldman Sachs Group Inc
Make It
Make It / Money
From
CNBC.com News
Bitcoin lost over 60% of its value in 2022—here’s how much 6 other popular cryptocurrencies lost
December 23, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Personal investing
Make It / Money
Cryptocurrency
From
CNBC.com News
Shaq distances himself from crypto and FTX collapse: ‘I was just a paid spokesperson’
December 15, 2022
Tags
Make It: Next Gen Investing
Make It
Fraud and false statements
From
CNBC.com News
60% of Americans see crypto investing as highly risky—but millennials are still its biggest fans
December 12, 2022
Tags
Make It: Next Gen Investing
Cryptocurrency exchanges
Generation X
From
CNBC.com News
How to invest in cryptocurrency like a financial planner: 'Do so with caution'
December 08, 2022
Tags
Personal finance
Make It / Money
Make It
From
CNBC.com News
Mark Cuban: Former FTX CEO Sam Bankman-Fried should be ‘afraid of going to jail’
December 01, 2022
Tags
Cryptocurrency
Make It / Money
Make It: Next Gen Investing
From
CNBC.com News
< Previous
1
2
...
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.