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
3
4
5
6
7
8
9
...
32
33
Next >
The most surprising benefits of a 4-day workweek, from a researcher who's studied thousands of cases: 'We never expected' it
July 24, 2025
Tags
Economy
Health
Lifestyle
From
CNBC.com News
A new bill could make it easier to build a tiny home in your backyard—here's what to know
July 24, 2025
Tags
Make It / Money
Make It / Spend
Make It
From
CNBC.com News
$30 Labubus, $45 Stanley cups: The 5 items parents say kids are asking for the most ahead of the new school year
July 24, 2025
Tags
Make It
Make It / Spend
Morgan Stanley
From
CNBC.com News
Investors seem comfortable with tariffs for now, but 'we're going to see volatility,' says chief investment strategist
July 24, 2025
Tags
Make It
Make It: Next Gen Investing
Make It / Save and Invest
From
CNBC.com News
She quit her job as a Walgreens pharmacist to start a Vietnamese coffee company–today, it brings in over $500,000 a year
July 23, 2025
Tickers
COFFEE
Tags
Guardian Pharmacy Services Inc
Entrepreneurs
Business Owner
From
CNBC.com News
2-time CEO credits 6th grade teacher for his success: 'She created a safe space for all students to learn'
July 23, 2025
Tags
Make It / Life
Make It / Psychology and Relationships
Make It
From
CNBC.com News
Google CEO: Young people who learn this tactic can become more successful than most—it's crucial to career growth
July 23, 2025
Tags
Make It / Power Players
Make It / Success
Personnel
From
CNBC.com News
35-year-old American left the U.S. for China, spends $568/month: 'I'm living large'
July 23, 2025
Tags
Make It
Make It / Life
Make It / Food, Travel and Tech
From
CNBC.com News
Neuroscientist: The No. 1 trait of highly intelligent people, including Bill Gates and Leonardo da Vinci—it's not about IQ
July 23, 2025
Tags
Psychology
Make It / Psychology and Relationships
Relationships
From
CNBC.com News
Italian longevity expert's 4 daily habits for a long, healthy life: 'I'd like to make it to 120'
July 23, 2025
Tags
Make It
Longevity rates
Wellness
From
CNBC.com News
Setting aside 'worry time' can help you get better with money, therapist says—here's how
July 23, 2025
Tags
Make It / Money
Make It / Save and Invest
Make It
From
CNBC.com News
The 10 best U.S. states to retire—it's about more than 'just the number of sunny days and taxes'
July 23, 2025
Tags
Social issues
Make It
Make It / Money
From
CNBC.com News
In-N-Out billionaire CEO: 'We're not moving' HQ out of California
July 22, 2025
Tags
Make It
Make It / Success
Make It / Power Players
From
CNBC.com News
Kevin Jonas once lost 'almost all' of his money on a 'bad business deal': 'It just wasn’t the right partnership'
July 22, 2025
Tags
Make It
Make It / Save and Invest
Make It / Money
From
CNBC.com News
Is the side hustle boom over? Fewer Americans have side gigs for the first time since 2017
July 22, 2025
Tags
Personnel
Make It
Make It / Success
From
CNBC.com News
This EV loophole passes along a $7,500 tax credit without restrictions—here's what to know
July 22, 2025
Tags
Make It / Money
Make It
Make It / Spend
From
CNBC.com News
'Just be yourself' is bad advice, says expert—here's what successful people do instead
July 22, 2025
Tags
Make It / Life
Relationships
Make It / Psychology and Relationships
From
CNBC.com News
How to build a standout personal brand online, in person and at work
July 22, 2025
Tags
Make It
Self/improvement
Make It / Life
From
CNBC.com News
How much a $1,000 investment in Coca-Cola 10 years ago would be worth now
July 22, 2025
Tags
Make It / Money
Coca/Cola Co
Netflix Inc
From
CNBC.com News
Why WNBA players are wearing 'pay us what you owe us' shirts: 'We want to be able to have that fair share'
July 21, 2025
Tags
Sports
Make it / Level Up
Careers
From
CNBC.com News
Want a stronger relationship? ‘The most successful couples I know’ prioritize this habit every evening, therapist says
July 21, 2025
Tags
Make It
Make It / Psychology and Relationships
Make It / Life
From
CNBC.com News
39-year-old dermatologist bought a $2 million home outside of Miami—why she's never lived there
July 21, 2025
Tags
Make It
Make It / Spend
Millennial Money
From
CNBC.com News
Bosses, stop trying to flatter your workers, says leadership expert—it doesn't make them like you
July 21, 2025
Tickers
CEO
Tags
CEO
Make It
Career advice
From
CNBC.com News
‘Harsh’ criticism changed the course of my career, former exec says: ‘It was feedback I needed to hear’
July 21, 2025
Tags
Make It
Make It / Get Ahead
Make It / Work
From
CNBC.com News
VCs use this 'power law’ to decide whether to invest in startups: We want 'outsized-outcome potential'
July 21, 2025
Tags
Make It / Side Hustles
Make It / Money
Start/up
From
CNBC.com News
The biggest red flag in a job interview, according to a founder—and what impresses her most
July 20, 2025
Tags
Make it / Level Up
Leadership
Careers
From
CNBC.com News
Retirees are fleeing these 10 U.S. cities—most are in states where you need over $1 million to retire
July 20, 2025
Tags
Make It / Save and Invest
Make It / Money
Make It
From
CNBC.com News
I've studied over 200 kids—if you teach your child 'just one skill' in life, make it this: 'It's non-negotiable' for me
July 20, 2025
Tags
Relationships
Psychology
Children
From
CNBC.com News
36-year-old lives and travels in her truck full-time, spends $1,305/month: 'I'm comfortable in very small spaces'
July 19, 2025
Tags
Make It
Make It / Life
Make It / Real Estate
From
CNBC.com News
The No. 1 worst career advice billionaires give, says bestselling author: Anyone who says it is 'already rich'
July 19, 2025
Tags
Make It / Leadership
Leadership
New York Times Co
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.