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
...
5
6
7
8
9
10
11
12
13
...
32
33
Next >
25% of young Americans aged 18 to 24 eat every meal alone—'a virtual doubling of what it was two decades ago,' expert says
July 14, 2025
Tags
Make It / Psychology and Relationships
Make It
Make It / Life
From
CNBC.com News
July's book club pick, Suzy Welch's 'Becoming You,' helps you answer: 'What should I do with my life?'
July 14, 2025
Tags
Make It / Life
Careers
Psychology
From
CNBC.com News
Stop saying ‘I've been there’ when empathizing with someone—here's how to truly be helpful
July 14, 2025
Tags
Self/improvement
Lifestyle
Make It / Success
From
CNBC.com News
How much Trump's 'big beautiful' bill could raise electricity costs in every U.S. state over the next 10 years
July 14, 2025
Tags
Make It / Save and Invest
Make It / Money
Make It
From
CNBC.com News
16 abandoned places around the world that have become must-see tourist attractions
July 13, 2025
Tags
Make It
Make It / Life
Make It / Food, Travel and Tech
From
CNBC.com News
I'm a psychologist who studies couples: People in the happiest relationships do 5 things during weekdays—that most neglect
July 13, 2025
Tags
Make It / Life
Marriage
Self/dealing
From
CNBC.com News
A 38-year-old started his hummus business with a $450 blender. This year, it's set to bring in $50 million
July 12, 2025
Tags
Costco Wholesale Corp
Make It / Life
Kroger Co
From
CNBC.com News
You won't get the raise you want in one meeting—here's how long it will actually take, according to an expert negotiator
July 12, 2025
Tags
Make It / Money
Make It / Work
Personnel
From
CNBC.com News
I'm a sex therapist: These 4 things 'quietly kill intimacy'—most of them are 'hiding in plain sight'
July 12, 2025
Tags
Psychotherapy
Sex in society
Make It
From
CNBC.com News
Mark Cuban: I use AI daily ‘for everything,’ from monitoring my health to writing code—but ‘you’ve got to be careful’
July 11, 2025
Tags
Make It: Next Gen Investing
Technology
Make It / Money
From
CNBC.com News
Trump's spending bill brings changes to student loans, taxes and Medicaid—here's when they go into effect
July 11, 2025
Tags
Social issues
Make It
Make It / Money
From
CNBC.com News
The No. 1 red flag that someone is a bad boss, according to a workplace expert: ‘Sometimes you want a job so badly that you ignore it’
July 11, 2025
Tags
Make It
Make It / Get Ahead
Make It / Work
From
CNBC.com News
This 28-year-old's 'Love Island' watch parties have helped hundreds of fans gather across LA
July 11, 2025
Tags
Reality TV
Small business
Arts and entertainment
From
CNBC.com News
78-year-old who has written over 175 books: My 4 'hard rules' for keeping my brain sharp and quick
July 11, 2025
Tags
Entertainment
Self/improvement
Lifestyle
From
CNBC.com News
This CEO's startup has raised $92 million and is backed by Sundar Pichai. He shares his 'superpower' tip for aspiring entrepreneurs
July 11, 2025
Tags
Start/ups
UBS Group AG
Start/up
From
CNBC.com News
Trump's 'big beautiful' bill locks in key tax breaks for homeowners—here's what to know
July 10, 2025
Tags
Make It
Social issues
Make It / Money
From
CNBC.com News
Trump's 'big beautiful' bill expands access to this 'powerful, yet underutilized' financial tool
July 10, 2025
Tags
Social issues
Make It
Make It / Money
From
CNBC.com News
Nvidia CEO Jensen Huang could soon be richer than Warren Buffett—he's worth $142 billion now
July 10, 2025
Tags
NVIDIA Corp
Make It
Make It / Success
From
CNBC.com News
34-year-old built a $1.3 billion business after working 100-hour weeks to keep it alive: I got there by 'going through hell'
July 10, 2025
Tags
Make It / Success
Make It / Start/ups
Make It
From
CNBC.com News
Expert negotiator has helped hundreds land raises—her 5 steps for success
July 10, 2025
Tags
Make It / Money
Make It / Earn
Make It
From
CNBC.com News
'Love Island' watch parties are taking over and put sporting events to shame, bars say: It's 'a whole different animal'
July 10, 2025
Tags
Lifestyle
Restaurants
Make It / Work
From
CNBC.com News
33-year-old started selling banana pudding to pay for a $1,500 fender bender—now his business brings in $450,000 a year
July 10, 2025
Tags
Make It / How I Made It
Make It
Make It / Food, Travel and Tech
From
CNBC.com News
3 ways Trump's 'big beautiful' bill will change how students and families pay for college
July 10, 2025
Tags
Make It
Make It / Spend
Personnel
From
CNBC.com News
Stop ‘just following up’—to get responses ASAP, use these 'powerful messages,' says communication expert
July 10, 2025
Tags
How to Talk to People
Email
Self/improvement
From
CNBC.com News
Trump's 'big beautiful' bill boosts the maximum child tax credit to $2,200—here's who qualifies
July 09, 2025
Tags
Social issues
Make It
Make It / Money
From
CNBC.com News
Most people get 1 thing wrong about becoming happier, says expert: Do this to feel fulfilled and at peace instead
July 09, 2025
Tags
Make It / Success
Make It
Make It / Leadership
From
CNBC.com News
Trump's 'big beautiful' bill promises no tax on tips and overtime, but there's a limit—here's who qualifies
July 09, 2025
Tags
Make It / Money
Make It / Earn
Personnel
From
CNBC.com News
Successful couples do these 4 things in the morning: 'That little hello goes a long way,' relationship expert says
July 09, 2025
Tags
Make It / Life
Make It
Make It / Psychology and Relationships
From
CNBC.com News
Michelle Obama: I learned this great parenting tip from my mom and dad—they did a 'beautiful job' modeling it
July 09, 2025
Tags
Make It
Make It / Success
Make It / Raising Successful Kids
From
CNBC.com News
You have less than 3 months to claim the $7,500 EV tax credit: 'Now is the time to buy,' says car expert
July 09, 2025
Tags
Make It
LOBO EV Technologies Ltd
Make It / Save and Invest
From
CNBC.com News
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.