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
...
19
20
21
22
23
24
25
26
27
...
32
33
Next >
5 ways parents can cope with 'empty nest syndrome': 'The more fulfilled you are, the easier the transition'
September 10, 2024
Tags
Make It
Parenting
Mental health
From
CNBC.com News
These 2 vacation splurges aren't worth it, says travel agent for billionaires
September 08, 2024
Tags
Make It
Personal budgeting
Vacations
From
CNBC.com News
Divorce parties reached an all-time high last year: It's celebrating 'one of the bravest choices I've ever made'
September 07, 2024
Tags
Marriage
Make It / Life
Make It / Psychology and Relationships
From
CNBC.com News
This couple founded a luxury magic mushroom retreat that's popular with CEOs: 'It creates better leaders'
September 07, 2024
Tags
Make It
Make It / Life
Wellness
From
CNBC.com News
Harvard nutritionist: The No. 1 ultra-processed food I never buy—and what I eat instead
September 07, 2024
Tags
Nutrition
Make It / Life
Cereal manufacturing
From
CNBC.com News
Covid-19, flu, RSV: Vaccine recommendations for fall—and the best time to get them
September 06, 2024
Tags
Vaccinations
Immunizations
Make It
From
CNBC.com News
Trader Joe's confirms viral $2.99 mini tote bags will be back in stores this month—but not for long
September 06, 2024
Tags
Make It / Pop Culture
Make It
Make It / Life
From
CNBC.com News
I ditched my normal life to spend 30 magical days on a houseboat: ‘One of the best months I can remember’
September 06, 2024
Tags
Make It
Make It / Life
Self/improvement
From
CNBC.com News
Millionaires are moving to these 5 European cities — and London doesn't make the list
September 06, 2024
Tags
Europe Economy
Make It / Science of Success
Real estate
From
CNBC.com News
Why 'Blink Twice' star Haley Joel Osment traded Hollywood for college after his Oscar nomination
September 05, 2024
Tags
Make It / Life
Make It / Pop Culture
Make It
From
CNBC.com News
10 of America's fastest-growing suburbs with home values under $500,000—6 are in the South
September 05, 2024
Tags
Make It / Real Estate
Make It / Life
Make It
From
CNBC.com News
This is the No. 1 misconception about couples therapy, says Esther Perel
September 04, 2024
Tags
Make It / Psychology and Relationships
Relationships
Marriage
From
CNBC.com News
'Many doors were slammed in our face’: Spice Girl Mel B speaks of music industry sexism in the 1990s
September 04, 2024
Tags
Music
Feminism
Make It / Psychology and Relationships
From
CNBC.com News
7 places across the U.S. that will pay you thousands of dollars to move there
September 03, 2024
Tags
Make It
Make It / Real Estate
Make It / Life
From
CNBC.com News
3 steps to make up for being a bad partner in your relationship: 'It starts with a conversation,' says Esther Perel
September 02, 2024
Tags
Make It
Psychotherapy
Relationships
From
CNBC.com News
Esther Perel: If your relationship is in a rut, it's time for an honest conversation—here's what to say
August 31, 2024
Tags
Make It
Psychotherapy
Relationships
From
CNBC.com News
23-year-old has lived on and off cruise ships for years: 'It's been the best time of my life'
August 31, 2024
Tags
Make It / Real Estate
Make It / Life
Make It
From
CNBC.com News
If you agree with these 3 statements, you might be a cynic: Here's how you can change
August 31, 2024
Tags
Make It
Make It / Life
Wellness
From
CNBC.com News
My dream was to own a home in Puerto Rico—at 37, I bought an oceanfront condo: Take a look inside my 'slice of paradise'
August 31, 2024
Tags
Home buying
Real estate
Airbnb Inc
From
CNBC.com News
Spain is the No. 1 country for digital nomads in 2024—see the full top 10 list
August 30, 2024
Tags
Make It
Asia News
Europe News
From
CNBC.com News
69% of parents think it's harder to be a teen today than it was 20 years ago—many blame social media
August 30, 2024
Tags
Parenting
Make It
Make It / Psychology and Relationships
From
CNBC.com News
Harvard-trained psychologist: 9 phrases people in healthy, thriving relationships don’t say
August 30, 2024
Tags
Self/improvement
Wellness
Mental health
From
CNBC.com News
You can buy mansions in these Mediterranean countries for the price of a studio in New York
August 30, 2024
Tags
Make It
Metals
Real Estate
From
CNBC.com News
Spain will pay digital nomads and remote workers in tech up to $17,000 to move to a rural region: Here’s what to know
August 29, 2024
Tags
Make It
Make It / Food, Travel and Tech
Asia News
From
CNBC.com News
Follow these 10 rules to have a happy, purposeful experience when you travel, say authors of international bestseller 'Ikigai'
August 29, 2024
Tags
Etiquette
Make It / Life
Make It / Real Estate
From
CNBC.com News
Here's what to say when a friend is rude to you—and how to know when it's time to just end the relationship
August 28, 2024
Tags
Make It / Psychology and Relationships
Relationships
Friendships
From
CNBC.com News
10 Gen Z, millennials take us inside their unexpected apartments—from an old NYC laundromat to a converted school bus
August 28, 2024
Tags
Make It / Unlocked
Make It
Make It / Life
From
CNBC.com News
Gen Z is unhappier than ever—but don't just blame Instagram: Money, distrust and the future are top concerns
August 28, 2024
Tickers
LIFE
Tags
Generation Z
Anxiety
Life
From
CNBC.com News
3 red flags that you and your friend should not go on vacation together—and more advice for group trips
August 27, 2024
Tags
Vacations
Air travel
Make It / Life
From
CNBC.com News
The US Open's $10 million signature cocktail got a price hike this year: Here's how to make a Honey Deuce at home
August 27, 2024
Tags
Make It / Life
Make It / Food, Travel and Tech
Make It
From
CNBC.com News
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
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.