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 / Life
Recent news which mentions Make It / Life
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Legionnaires' disease is in the news: Here's what to know, how to spot symptoms and how to stay safe
August 27, 2025
Tags
Health Tips and Wellness Advice
Make It
Infectious diseases
From
CNBC.com News
How this 30-year-old billionaire spends money, from Uber Eats deals to a $30 million mansion
August 27, 2025
Tags
Ferrari Group PLC
Airport operation
Make It / Save and Invest
From
CNBC.com News
This doctor is focused on healthy aging in women: Here are her daily habits—'I'm going to change the way we age'
August 26, 2025
Tags
Health
Longevity rates
Health Tips and Wellness Advice
From
CNBC.com News
Ayesha Curry paid her daughter $20 to clean the living room: 'Giving kids responsibility shows trust and builds character,' expert says
August 25, 2025
Tags
Make It
Make It / Psychology and Relationships
Make It / Life
From
CNBC.com News
I built a tiny house in my yard for $5,000—and it's 'the size of a closet': Take a look inside
August 24, 2025
Tickers
LIFE
Tags
Make It / Life
Life
Lifestyle
From
CNBC.com News
When your brain is on autopilot, it can stop you from seeing the positive in life—here's how to shift your mindset, according to a therapist
August 24, 2025
Tags
Make It / Life
Make It
Make It / Psychology and Relationships
From
CNBC.com News
From NYC to Cape Town and Shanghai: The 10 best cities for Gen Z to live in, according to them
August 23, 2025
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
If you can do these 7 movements in your 30s and 40s, your body is 'aging better than most': Fitness trainer
August 22, 2025
Tags
Longevity rates
Health
Health Tips and Wellness Advice
From
CNBC.com News
3 ways to keep your marriage strong, according to divorce attorneys: 'If you sweep it under the rug, it just gets bigger and bigger'
August 21, 2025
Tags
Make It / Life
Make It / Psychology and Relationships
Make It
From
CNBC.com News
I've studied hundreds of high-achieving kids. The No. 1 secret to their success—and parents should teach it early
August 21, 2025
Tags
Make It
Mental health
Relationships
From
CNBC.com News
Psychologist: It's 'necessary' for parents to make mistakes—your kids are more likely to grow up successful
August 20, 2025
Tags
Parenting
Make It / Life
Make It / Raising Successful Kids
From
CNBC.com News
The one thing this therapist prioritizes on every lunch break: 'Even if it's just for 2 minutes'
August 20, 2025
Tags
Make It
Mental health
Wellness
From
CNBC.com News
I asked 6,000 people what makes someone 'cool'—or uncool. These 6 personality traits were clear winners
August 20, 2025
Tags
Make It / Life
Make It
Relationships
From
CNBC.com News
Americans are still eating too many ultra-processed foods—here are some healthy swaps
August 19, 2025
Tags
Health
Nutrition
Diets and dieting
From
CNBC.com News
29-year-old American lives on roughly $1,463 a month in Turkey: 'It really is the perfect place for what I'm doing'
August 19, 2025
Tags
Make It / Life
Make It
Make It / Food, Travel and Tech
From
CNBC.com News
These 5 little habits can make you a happier person, says expert: They're 'counterintuitive yet empowering'
August 19, 2025
Tags
Aging
Health Tips and Wellness Advice
Lifestyle
From
CNBC.com News
From dumpling-making to pub quizzes: Gen Z's recipe to making friends in real life
August 19, 2025
Tags
Make It / Psychology and Relationships
Make It / Work
COVID/19
From
CNBC.com News
Tokyo tops the list for 2025's best 'workcation' destinations in the world
August 18, 2025
Tags
Travel
Asia: Business
Asia News
From
CNBC.com News
I'm a psychologist who studies couples: People in the happiest relationships talk about 5 things every day—that most neglect
August 17, 2025
Tags
Marriage
Make It / Life
Relationships
From
CNBC.com News
41-year-old American lives on $3,633 a month in France: 'I wish I had the courage to move sooner'
August 16, 2025
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
Therapist: The one thing I do each morning to set myself up for daily success—I do it 'no matter what'
August 16, 2025
Tags
Make It
Mental health
Health Tips and Wellness Advice
From
CNBC.com News
Croatia just revised its digital nomad visa to last up to 3 years: 'Digital nomadism is here to stay,' expert says
August 15, 2025
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
Struggling to focus? It could be 'popcorn brain': What it means and how to fix it, from a Harvard doctor and stress expert
August 13, 2025
Tags
Make It
Health Tips and Wellness Advice
Wellness
From
CNBC.com News
10 must-see national parks around the world—from Yellowstone to the Galapagos
August 13, 2025
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
35-year-old American lives in Eastern Europe on less than $2,000 a month: 'I hope to make this a home permanently'
August 13, 2025
Tags
Make It / Food, Travel and Tech
Make It
Make It / Life
From
CNBC.com News
There's a fine line between self-care and escapism. Here's how to spot the difference, according to a therapist
August 12, 2025
Tags
Self/improvement
Make It / Life
Wellness
From
CNBC.com News
The Japanese art of 'forest bathing' can improve focus, lower stress: What it is and how to get the most benefit
August 10, 2025
Tags
Make It
Health Tips and Wellness Advice
Wellness
From
CNBC.com News
I’ve helped hundreds of Americans move abroad—this is the No. 1 overlooked country in Europe: 'It checks a lot of boxes'
August 10, 2025
Tags
Make It / Life
Make It
Make It / Food, Travel and Tech
From
CNBC.com News
We spent $104 million turning an abandoned 19th-century college in NYC into luxury apartments—take a look inside
August 09, 2025
Tags
Make It / Real Estate
Make It / Unlocked
Make It
From
CNBC.com News
This 30-year-old founder was so fatigued by dating apps, she started hosting IRL events: ‘I got to dating burnout’
August 08, 2025
Tags
Grindr Inc/
Match Group Inc
Make It / Success
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.