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
...
12
13
14
15
16
17
18
19
20
...
32
33
Next >
These 10 workplace etiquette tips will make you the most likable person in the office
December 30, 2024
Tags
Etiquette
Make It / Psychology and Relationships
Psychology
From
CNBC.com News
I'm a health and wellness reporter: 3 new habits I adopted in 2024 that changed my life for the better
December 30, 2024
Tags
Make It
Lifestyle
Wellness
From
CNBC.com News
4 ways to stop making life more difficult for yourself, from a Zen Buddhist monk
December 29, 2024
Tags
Make It
Health Tips and Wellness Advice
Make It / Life
From
CNBC.com News
Couple won the NYC housing lottery and bought a two-family house in Brooklyn worth $1.1 million for $690,000—take a look inside
December 29, 2024
Tags
Make It
Make It / Life
Make It / Unlocked
From
CNBC.com News
I’ve written over 175 books, though I never set out to be an author: Creativity ‘has absolutely nothing to do with IQ’
December 29, 2024
Tags
Make It / Success
Make It
Leadership
From
CNBC.com News
'Call Her Daddy' host Alex Cooper bought her parents a house this year: It's 'the least I could do'
December 28, 2024
Tags
Make It
Make It / Real Estate
Make It / Life
From
CNBC.com News
Here's what's in a longevity doctor's colorful, nutrient-dense salad: It's 'a vibrant blend' that keeps you healthy and feeling good
December 28, 2024
Tags
Health Tips and Wellness Advice
Diets and dieting
Make It / Life
From
CNBC.com News
50 years later, Dungeons & Dragons still brings in millions of dollars—including nearly $110,000 in 2024 for one small Brooklyn business
December 28, 2024
Tags
Make It
Make It / Suddenly Obsessed
Make It / Pop Culture
From
CNBC.com News
6 ways to make 2025 a year of actual change
December 27, 2024
Tags
Make It / Psychology and Relationships
Resolutions
Mental health
From
CNBC.com News
Is breakfast really the most important meal of the day? Doctors and longevity experts can't seem to agree: 'I very often skip' it
December 27, 2024
Tags
Health Tips and Wellness Advice
Make It / Life
Nutrition
From
CNBC.com News
Barbara Corcoran says this is the key to her 35-year marriage: 'There's something to be said about [having] your own private space'
December 26, 2024
Tags
Make It / Psychology and Relationships
Make It / Life
Mental health
From
CNBC.com News
I interviewed some of the top longevity experts in 2024: 3 things I learned from their approach to a long, healthy life
December 25, 2024
Tags
Health
Make It
Make It / Life
From
CNBC.com News
4 phrases even couples in successful relationships need to use more: 'Clear, respectful communication feels good for everyone,' therapist says
December 24, 2024
Tags
Marriage
Make It
Make It / Life
From
CNBC.com News
I interviewed over 100 parents and top researchers: The No. 1 key takeaway about raising resilient kids
December 24, 2024
Tags
Health
Make It
Self/improvement
From
CNBC.com News
Savannah James' worst money mistake still gives her the 'heebie jeebies': It was 'a substantial amount, I'm still stressed out'
December 23, 2024
Tags
Make It / Pop Culture
Make It / Life
Personal investing
From
CNBC.com News
I asked a 105-year-old when middle age starts: Her answer delighted me—and made me feel better about turning 40
December 23, 2024
Tags
Make It
Make It / Life
From
CNBC.com News
I interviewed 70 parents who raised highly successful adults: 4 things they wish they had known
December 23, 2024
Tags
Make It
Leadership
Make It / Success
From
CNBC.com News
During college, her side hustle brought in over $1 million—but her mom wouldn't let her drop out of school
December 22, 2024
Tags
Lifestyle
Make It / Life
Make It / Pop Culture
From
CNBC.com News
This cruise line is offering an unlimited pass for $120,000 — and you can pay in bitcoin: Here's what to know
December 21, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
Make It
bitcoin
Make It / Life
From
CNBC.com News
4 ways I treat myself during the holidays—they all cost $0
December 21, 2024
Tags
Make It / Life
Lifestyle
Entertainment
From
CNBC.com News
I spent $34,563.38 to travel the world for 18 months and tracked every cent: My budget breakdown
December 21, 2024
Tags
Lifestyle
Make It / Food, Travel and Tech
Make It / Money
From
CNBC.com News
This is what the happiest people 'get right' at an early age, says director of Harvard's 86-year happiness study
December 20, 2024
Tags
Make It
Mental health
Make It / Life
From
CNBC.com News
51% of singles say they would fast-track moving in with a partner to save money
December 18, 2024
Tags
Make It / Psychology and Relationships
Make It / Life
Dating
From
CNBC.com News
This airline is offering 'budget-savvy' travelers an 'all you can fly' pass for just $299: Here's what to know
December 18, 2024
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
This app pays you to walk every day—top users can earn up to $1,000 a year: Here's what to know
December 18, 2024
Tags
Health Tips and Wellness Advice
Make It / Life
Physical fitness
From
CNBC.com News
The secret to raising emotionally intelligent kids ‘no matter what life throws at you,’ from therapist and mom of 2
December 17, 2024
Tags
Children
Make It / Psychology and Relationships
Relationships
From
CNBC.com News
Is my forgetfulness normal? A neurologist shares 2 causes for concern—and how to know if your memory is just fine
December 16, 2024
Tags
Neuroscience
Health
Dementia
From
CNBC.com News
Barbara Corcoran is a self-made millionaire: Why she refuses to fly first class
December 16, 2024
Tags
Make It
Make It / Food, Travel and Tech
Make It / Pop Culture
From
CNBC.com News
5 phrases the most mentally strong people use to spark happiness in hard times, from an expert
December 15, 2024
Tags
Make It
Make It / Success
Psychology
From
CNBC.com News
40-year-old dad: I'm the first millionaire in my family—here's how I'm building generational wealth
December 15, 2024
Tags
Make It
Make It / Life
Parenting
From
CNBC.com News
< Previous
1
2
...
12
13
14
15
16
17
18
19
20
...
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.