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
Recent news which mentions Make It
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
32
33
Next >
Gas prices are expected to fall: ‘It’s going to be the cheapest summer since 2021,’ one expert says
June 28, 2025
Tags
Make It / Money
Make It
Make It / Spend
From
CNBC.com News
Actor Steve Carell says this personality trait is a 'very potent strength' that helped him succeed—CEOs and researchers agree
June 28, 2025
Tags
Make It / Leadership
Career advice
Make It / Success
From
CNBC.com News
If you answer 'yes' to these 4 questions, paying for a laundry service could be worth the money, financial experts say
June 28, 2025
Tags
Make It / Money
Make It
Make It / Save and Invest
From
CNBC.com News
Zohran Mamdani ran for VP of his high school and lost—now he's winning the Democratic primary for NYC mayor
June 27, 2025
Tags
Make It / Success
Leadership
Make It
From
CNBC.com News
People with high emotional intelligence do 5 things when they get angry, says psychologist—they never 'act out'
June 27, 2025
Tags
Make It
Mental health
Make It / Psychology and Relationships
From
CNBC.com News
4 AI tools to help with your side hustle: One ‘increased my website traffic by 30%,’ says expert
June 27, 2025
Tags
Make It / AI at Work
Make It / Work
Make It
From
CNBC.com News
44-year-old CEO: Never assume you're 'entitled' to a salary bump—'it doesn't work like that in the real world'
June 27, 2025
Tags
Leadership
Make It
Make It / Success
From
CNBC.com News
New investment options may be coming to 401(k)s—here's what it means for your money
June 27, 2025
Tags
Make It
Make It / Save and Invest
Make It / Money
From
CNBC.com News
Trying to eliminate money stress 'isn't realistic,' financial therapist says—do this instead
June 27, 2025
Tags
Make It / Spend
Make It / Money
Make It
From
CNBC.com News
The child tax credit could be worth over $2,000 under Republicans' spending plan—but millions of families wouldn't benefit
June 26, 2025
Tags
Make It / Money
Make It
Social issues
From
CNBC.com News
I studied 400 highly successful leaders—5 skills you need to sharpen in the age of AI: Stanford expert
June 26, 2025
Tags
Make It / AI at Work
Resume writing
Make It / Work
From
CNBC.com News
How much money Americans in their 50s have in their 401(k)s
June 26, 2025
Tags
Make It / Money
Make It / Save and Invest
Personnel
From
CNBC.com News
More Gen Zers are becoming bosses—and they're prioritizing flexibility and well-being
June 26, 2025
Tags
Make It
Make It / Work
From
CNBC.com News
34-year-old works remotely from Mexico City, makes $350,000 a year: 'My goal isn't necessarily to just be rich'
June 26, 2025
Tags
Kinder Morgan
Make It
Morgan Stanley
From
CNBC.com News
CEOs share the 3 traits they want the most in job candidates: You ‘won’t be around very long’ without them
June 26, 2025
Tags
Personnel
Career advice
Make It / Leadership
From
CNBC.com News
Use the '25 1-minute parenting rule' to get your kids to open up: 'You can learn something and not overload' them, psychologist says
June 26, 2025
Tags
Make It / Life
Parenting
Make It
From
CNBC.com News
Buy now, pay later plans will soon impact your credit score—what you need to know
June 25, 2025
Tags
Make It
Make It / Money
Make It / Spend
From
CNBC.com News
40-year-old reaches millions on TikTok as 'The Workout Witch': I found a 'deep sense of purpose'
June 25, 2025
Tags
Make It
Neuroscience
Psychology
From
CNBC.com News
58-year-old CEO started her career living on $882 a month: 'I ate a lot of pinto beans and cornbread' to save money
June 25, 2025
Tags
Make It / Power Players
Make It
Make It / Success
From
CNBC.com News
Bestselling author shares his No. 1 strategy for a happier, more successful life: It's especially useful if you're 'feeling stuck'
June 25, 2025
Tags
Make It / Leadership
Make It / Success
Leadership
From
CNBC.com News
The No. 1 biggest communication mistake most people make, says public speaking expert who's coached billionaire CEOs
June 25, 2025
Tags
Make It
Career advice
Make It / Leadership
From
CNBC.com News
Finding a mentor can be key to your success—3 expert tips for finding one: ‘It’s going to get you places’
June 25, 2025
Tags
Make It / Work
Make It
Make It / Get Ahead
From
CNBC.com News
21-year-old new grad has applied to ‘200 to 300 jobs’ since fall: ‘I probably get, like, one rejection each day’
June 25, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
I’ve coached kids who got into Harvard, Stanford and Princeton—3 things their parents regret the most
June 25, 2025
Tags
Parenting
Make It
Relationships
From
CNBC.com News
At 23, he quit his accounting job to sell stuff on eBay–today, his business brings in $167 million a year
June 24, 2025
Tags
Make It
Career change
Entrepreneurs
From
CNBC.com News
People in their 20s should master this speaking skill now, says communication expert: It shows that you're 'supremely confident'
June 24, 2025
Tags
Make It
Leadership
Make It / Success
From
CNBC.com News
How a thank you note landed this woman a gig working with a CEO: 'It's a lost art'
June 24, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
Senate version of Trump’s budget bill would raise the debt ceiling by $5 trillion—what it could mean for your wallet
June 24, 2025
Tags
Make It
Economic events
Make It / Money
From
CNBC.com News
I was told I had cancer and had 18 months to live—'almost dying' taught me 7 'hard' lessons about living a happy, regret-free life
June 24, 2025
Tags
Health
Psychology
Cancer
From
CNBC.com News
This summer expense could cost you around $200 a month—6 tips to save
June 24, 2025
Tags
Make It / Money
Make It
Make It / Save and Invest
From
CNBC.com News
< Previous
1
2
...
8
9
10
11
12
13
14
15
16
...
32
33
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.