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
...
26
27
28
29
30
31
32
33
Next >
Indeed CEO: About two-thirds of jobs include tasks that AI can do—but there's no posted role yet AI can do 'completely on its own'
March 31, 2025
Tags
Career coaching
Workplace culture
Science
From
CNBC.com News
Google searches for ‘how to reduce stress’ are at an all-time high: A doctor explains why and what can actually help
March 30, 2025
Tags
Stress
Health Tips and Wellness Advice
Make It
From
CNBC.com News
Not 'a normal market': Recruiter who's hired hundreds says 4 steps can help job seekers stand out
March 30, 2025
Tags
Make It
Job hunting
Make It / Work
From
CNBC.com News
'The White Lotus' girls' trip is a disaster—these 3 red flags mean yours might be, too
March 30, 2025
Tags
Entertainment
Lifestyle
Friendships
From
CNBC.com News
I've studied over 200 kids—parents who have the closest relationships with their adult kids do 7 things early on
March 30, 2025
Tags
Make It
Personal finance
Relationships
From
CNBC.com News
Credit card expert: I used 100,000 points to take my mom and grandma on a 'once in a lifetime' trip to Iceland—here's exactly how I did it
March 30, 2025
Tags
Make It
Personal finance
Entertainment
From
CNBC.com News
Look inside: 33-year-old pays $3,100 a month to live in an old bank turned apartment in Montreal—'it was a beautiful blank canvas'
March 29, 2025
Tags
Make It / Life
Make It / Unlocked
Make It
From
CNBC.com News
Use this 1 mental hack to develop the personality trait that is key to living a long, happy life
March 29, 2025
Tags
Make It / Life
Health
Make It / Psychology and Relationships
From
CNBC.com News
10 pros and cons of living alone for the first time, from a psychologist
March 29, 2025
Tags
Health Tips and Wellness Advice
Psychology
Make It / Life
From
CNBC.com News
Harvard-trained expert: 3 quick habits for a happier life—they take less than 20 minutes a day
March 29, 2025
Tags
Lifestyle
Science
Make It / Leadership
From
CNBC.com News
43-year-old American who never plans to return to the U.S. shares her No 1. piece of advice for moving abroad
March 29, 2025
Tags
Millennial Money
Make It / Money
Make It
From
CNBC.com News
I’m a decision coach who’s worked with over 500 people—the No. 1 mistake that leads to ‘huge regret’
March 29, 2025
Tags
Self/improvement
Make It / Success
Psychology
From
CNBC.com News
'Dark Knight' star Michael Caine: Jealousy and competitiveness won't help you be successful
March 29, 2025
Tags
Make It / Life
Make It
Make It / Pop Culture
From
CNBC.com News
Mark Cuban: Don't rely on ChatGPT to do all your work for you—'AI is never the answer; AI is the tool'
March 28, 2025
Tags
Make It / Success
Make It
Make It / Power Players
From
CNBC.com News
Trump announces 25% tariffs on imported cars and parts—here's one way to help offset the costs
March 28, 2025
Tags
Make It
Make It / Save and Invest
Economic events
From
CNBC.com News
Introvert: The No. 1 'most effective' tactic I used to become more outgoing—it improved my quality of life
March 28, 2025
Tags
Make It / Life
Make It
Psychology
From
CNBC.com News
'This is not me admitting failure': This 30-year-old founder returned to a 9-to-5 job after nearly 2 years of being her own boss
March 28, 2025
Tags
Labor economy
Entrepreneurs
Make It
From
CNBC.com News
Longevity doctor and mom: I never slack on my daily routine—here are my practices for a long, healthy life
March 28, 2025
Tags
Health
Longevity rates
Health Tips and Wellness Advice
From
CNBC.com News
40-year-olds: We turned our daughter's lemonade stand into a pop-up restaurant that brings in up to $15,600 a month
March 28, 2025
Tags
Entrepreneurship
Make It / Success
Make It
From
CNBC.com News
My 100-year-old Japanese aunt retired in her 90s—her 5 rules for a long, happy life: 'No smoking or red meat'
March 28, 2025
Tags
Make It / Life
Lifestyle
Wellness
From
CNBC.com News
This one relationship helped set Barbara Corcoran up for success: 'I never had a traditional mentor'
March 28, 2025
Tags
Make It
Make It / Work
Make it / Level Up
From
CNBC.com News
‘Be loyal’ to your job is the worst career advice I've received, says leadership expert: 'That's what I get from my relationship'
March 28, 2025
Tags
Make It
Career coaching
Mental health
From
CNBC.com News
'Work is the single most important way of proving your worth' in the U.S., says professor—why it makes us miserable
March 27, 2025
Tickers
JOBS
Tags
Careers
Personal finance
Unemployment
From
CNBC.com News
This pub on a remote island in Ireland is looking for someone new to takeover—but there's a catch
March 27, 2025
Tags
Make It
Europe News
Make It / Food, Travel and Tech
From
CNBC.com News
You can earn $150,000 a year and still be considered middle class in 23 U.S. states
March 27, 2025
Tags
Make It
Social issues
Make It / Money
From
CNBC.com News
Student loan borrowers can once again apply for income-driven repayment plans—these 3 options are available
March 27, 2025
Tags
Make It / Money
Make It
Personal finance
From
CNBC.com News
Hinge CEO: I use this 'life hack' to sharpen my mental resilience—it ‘instantly’ makes me think positively
March 27, 2025
Tags
Lifestyle
Make It
Mental health
From
CNBC.com News
The 5 best jobs for introverts, according to a new report—they all pay over $100,000
March 27, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
Neurologists and neuroscientists share their 5 best practices for keeping your brain healthy and sharp: 'Avoid boredom, stay challenged'
March 27, 2025
Tags
Make It / Life
Mental health
Make It
From
CNBC.com News
I've coached kids who got into Harvard, Stanford and Princeton—4 things their parents did early on
March 27, 2025
Tags
Parenting
Make It / Psychology and Relationships
Relationships
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.