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
...
11
12
13
14
15
16
17
18
19
...
32
33
Next >
Former reality TV star was financially independent at 17, but still had to learn 3 hard money lessons: 'Going broke is not fun'
June 12, 2025
Tags
Make It / Earn
Make It / Money
Entertainment
From
CNBC.com News
My husband and I just bought our first house: 3 things I wish I had known before we started looking
June 12, 2025
Tags
Make It / Work
Make It
Career advice
From
CNBC.com News
The most mentally strong people always ask these five questions: 'You're never powerless,' says expert
June 12, 2025
Tags
Mental health
Make It / Psychology and Relationships
Make It
From
CNBC.com News
5 ‘new-collar’ jobs that pay over $100,000 and don’t require a bachelor’s degree
June 12, 2025
Tags
Make It / Money
Make It / Work
Make It
From
CNBC.com News
Costco is exploring options to make membership more valuable, CEO says
June 11, 2025
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
Why a Covid-19 vaccine could soon cost as much as $150—even if you're insured
June 11, 2025
Tags
Health Tips and Wellness Advice
COVID/19
Make It
From
CNBC.com News
Is it smart to buy a home right now? The U.S. housing market is a 'mixed bag,' broker says
June 11, 2025
Tags
Make It / Money
Redfin Corp
Zillow Group Inc
From
CNBC.com News
Americans say these are the top 5 things they waste the most money on
June 11, 2025
Tags
Make It / Money
Make It
Make It / Save and Invest
From
CNBC.com News
The No. 1 question this founder likes to ask in a job interview: ‘You can't hide at a small company’
June 11, 2025
Tags
Make It
Make It / Work
Make It / Land the Job
From
CNBC.com News
Dave's Hot Chicken CEO shares the No. 1 red flag he sees in employees—it can be a fireable offense
June 11, 2025
Tags
Make It / Success
Make It / Power Players
Make It
From
CNBC.com News
The best apologies always have these 5 elements, says trust researcher: A simple ‘I’m sorry’ won't work
June 11, 2025
Tags
Make It / Leadership
Make It
Leadership
From
CNBC.com News
37-year-old CEO who raised prices alongside Trump's tariffs: Why I'm lowering them back down now
June 11, 2025
Tags
Make It
Make It / Success
Entrepreneurship
From
CNBC.com News
45% of American homeowners have regrets about buying their current home—here’s their No. 1 complaint
June 11, 2025
Tags
Make It
Make It / Money
Make It / Spend
From
CNBC.com News
I'm a happy 90-year-old with no regrets in life: My 10 rules for being healthier, sharper and happier—at any age
June 11, 2025
Tags
Health Tips and Wellness Advice
Psychology
Health
From
CNBC.com News
The rise of artificial intelligence can make college degrees 'out of date': Upskill in AI or fall behind, says expert
June 11, 2025
Tags
Personnel
Artificial intelligence
AI / Artificial Intelligence
From
CNBC.com News
29-year-old boss shares the ‘controversial’ rules she sets for her employees: ‘I don't care if you've graduated college’
June 10, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
2 expert-approved ways to improve your resume, based on your job search
June 10, 2025
Tags
Make It / Land the Job
Make It
Make It / Work
From
CNBC.com News
Couples who follow 1 simple rule tend to fight less and be happier in the long run, says relationship expert
June 10, 2025
Tags
Make It / Psychology and Relationships
Relationships
Make It
From
CNBC.com News
Bestselling author: I've interviewed hundreds of ultra-successful people—most of them share these 2 skills
June 10, 2025
Tags
Leadership
Make It
Make It / Success
From
CNBC.com News
69-year-old CEO says he turned 19 employees into millionaires after selling the company in a $1 billion deal
June 10, 2025
Tags
Make It / Money
Make It
Make It / Power Players
From
CNBC.com News
Watch out for this No. 1 red flag when buying your home: I've seen people miss this 'again and again,' says real estate agent
June 09, 2025
Tags
Lifestyle
Make It / Life
Make It
From
CNBC.com News
I missed out on free money from my rewards card—here's the one step I forgot
June 09, 2025
Tags
Make It / Save and Invest
Make It
Uber Technologies Inc
From
CNBC.com News
I slashed my investments to save for a wedding—and I shouldn't feel guilty about it, says financial therapist
June 09, 2025
Tags
Make It / Money
Make It
Make It: Next Gen Investing
From
CNBC.com News
What 7 stylish people are wearing to the office this summer
June 09, 2025
Tags
Fashion
Men's fashion
Women's fashion
From
CNBC.com News
Self-made millionaire shares the hardest money conversation he and his wife have ever had: 'I'm sweating thinking about it'
June 08, 2025
Tags
Make It / Earn
Make It / Money
Make It
From
CNBC.com News
Pixar exec who worked for Steve Jobs: Apple co-founder had one skill that made him great—and one habit to avoid
June 08, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
I'm a psychologist who studies couples: Here's what people fight about the most in relationships—and No. 1 will surprise you
June 08, 2025
Tags
Make It / Life
Mental health
Relationships
From
CNBC.com News
36-year-old sold her childhood home in Wisconsin to live and travel in a truck she spent $50,000 renovating: 'I don't have a single regret'
June 07, 2025
Tags
Make It / Real Estate
Make It
Make It / Life
From
CNBC.com News
Longevity doctor: 'Every single day I try to get at least 30 to 40 grams of fiber in my diet'—here's how
June 07, 2025
Tags
Longevity rates
Nutrition
Health
From
CNBC.com News
I've spent 10 years studying parents of highly successful kids—5 things they do differently: 'It's not just hard work and grit'
June 07, 2025
Tags
Make It / Raising Successful Kids
Psychology
Children
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.