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
...
20
21
22
23
24
25
26
27
28
...
32
33
Next >
Think returning to the office is a headache? Try going back without a desk
May 06, 2025
Tags
Career advice
Make It / Work
Relationships
From
CNBC.com News
How much a $1,000 investment in Hims & Hers at its IPO would be worth now
May 06, 2025
Tags
Novo Nordisk A/S
Make It: Next Gen Investing
Make It
From
CNBC.com News
Mark Cuban loved this 'Shark Tank' company—why he declined to invest in it: ‘I have no willpower with stuff like this'
May 06, 2025
Tags
Shark Tank
Food trends
Make It / Start/ups
From
CNBC.com News
Warren Buffett says a good business is like a 'castle'—how he spots the best ones to invest in
May 06, 2025
Tags
Make It / Power Players
Berkshire Hathaway Inc
Make It
From
CNBC.com News
4 'get rich' habits self-made millionaires have that 93% of Americans don't—'it's not just luck,' says money expert
May 06, 2025
Tags
Real estate investing
Entrepreneurs
Make It / Money
From
CNBC.com News
Ford CEO drove Chinese cars to scope out his competition: 'Their strengths reveal to you your weaknesses,' says leadership expert
May 05, 2025
Tags
Make It / Leadership
Make It
Leadership
From
CNBC.com News
At 94, Warren Buffett to step down as Berkshire Hathaway CEO: His best advice for a successful career
May 05, 2025
Tags
Berkshire Hathaway Inc
Make It / Money
Make It / Earn
From
CNBC.com News
I've helped hundreds of people land new jobs—don't switch careers before asking yourself 10 questions
May 05, 2025
Tags
Career advice
Make It / Life
Make It / Success
From
CNBC.com News
This 22-year-old grad says she's negotiated every job offer she's gotten—here's her best tip for making the ask
May 05, 2025
Tags
Make It
Salary and benefits
Generation Z
From
CNBC.com News
AI may 'exacerbate inequality' at work. Here's how experts think companies should address that
May 04, 2025
Tags
Make It / AI at Work
Early career
Career change
From
CNBC.com News
Netflix executive says getting publicly fired was 'the greatest learning lesson': 'I am so grateful that it happened'
May 04, 2025
Tickers
JOBS
Tags
Dismissal
Entertainment
Early career
From
CNBC.com News
I’m a psychologist who studies couples—if you use this toxic phrase, your relationship is in trouble
May 04, 2025
Tags
Make It / Life
Make It
Marriage
From
CNBC.com News
13 major U.S. cities where owning a home requires twice the income needed to rent
May 04, 2025
Tags
Make It
Make It / Money
Make It / Spend
From
CNBC.com News
33-year-old spent years working $15 an hour seasonal jobs—last year she made $92,100 as a forester
May 04, 2025
Tags
Make It / Money
Millennial Money
Make It / Work
From
CNBC.com News
27-year-old American moved to Germany for medical school and pays $97 a semester: 'I feel really happy here'
May 03, 2025
Tags
Make It
Make It / Food, Travel and Tech
Make It / Life
From
CNBC.com News
Brain health experts' top 3 tips for lowering your risk of dementia, stroke and depression—all at the same time
May 03, 2025
Tags
Health Tips and Wellness Advice
Dementia
Health
From
CNBC.com News
Kids worry about these 6 things the most—'many parents don't even realize' it, say child therapists
May 03, 2025
Tags
Make It / Raising Successful Kids
Parenting
Make It
From
CNBC.com News
Costco co-founder still goes into the office weekly at age 89: 'To be successful, you've got to be pretty focused'
May 03, 2025
Tags
Retirement planning
Make It / Success
Make It
From
CNBC.com News
By age 25, make sure to learn this crucial soft skill, says Ivy League psychologist: 'It is urgent'
May 02, 2025
Tags
Make It
Leadership
Make It / Success
From
CNBC.com News
I left the U.S. for India to open a burrito restaurant—it brought in $23M last year: Here's the biggest mistake I made along the way
May 02, 2025
Tags
Business Owner
Make It
Restaurants
From
CNBC.com News
REAL ID requirements are coming next week—here’s what U.S. fliers need to know
May 02, 2025
Tags
Make It
Make It / Life
Make It / Food, Travel and Tech
From
CNBC.com News
Hiring managers are increasingly looking for AI skills, says LinkedIn COO: Those that embrace it ‘will be seen as the future leaders’
May 02, 2025
Tags
Make It
Make It / Get Ahead
From
CNBC.com News
Primal Kitchen co-founder began with $10 jars of mayo—he sold the company for $200 million just 3 years later
May 01, 2025
Tags
Make It / Founder Effect
Make It
From
CNBC.com News
43-year-old American lives abroad and never plans to return to the U.S.—how she travels the world on $44,000 a year
May 01, 2025
Tags
Make It
Millennial Money
Make It / Money
From
CNBC.com News
Apple CEO Tim Cook: 'We can all perform at 90%,' but that's not enough—how to get the most out of yourself
May 01, 2025
Tags
Make It / Power Players
Career advice
Apple Inc
From
CNBC.com News
Amazon CEO: Successful people ask a 1-word question more often—it can make 'the biggest difference' in your career
May 01, 2025
Tags
Make It / Power Players
Make It / Success
Make It
From
CNBC.com News
Use this 5-word response to shut down rude behavior—it's like 'holding up a mirror,' says public speaking expert
May 01, 2025
Tags
Make It
Leadership
Workplace relationships
From
CNBC.com News
Ex-Starbucks CEO Howard Schultz 'vividly' recalls advice from Costco co-founder—it 'became a core principle for us'
May 01, 2025
Tags
Starbucks Corp
Make It / Power Players
Costco Wholesale Corp
From
CNBC.com News
Credit card rewards face 'shrinkflation'—but there are still 'plenty of sweet spots,' says points expert
May 01, 2025
Tags
Make It
Southwest Airlines Co
Make It / Spend
From
CNBC.com News
'Starter homes' cost at least $1 million in over 200 U.S. cities, Zillow data finds
April 30, 2025
Tags
Make It / Money
Make It / Spend
Zillow Group Inc
From
CNBC.com News
< Previous
1
2
...
20
21
22
23
24
25
26
27
28
...
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.