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
...
21
22
23
24
25
26
27
28
29
...
32
33
Next >
The 10 most affordable places to live in the U.S. based on quality of life, the job market and more
August 13, 2024
Tags
Make It
Make It / Real Estate
Make It / Life
From
CNBC.com News
On the Greek island of longevity, where people often live to 100, we swear by this ingredient: 'I use it every day'
August 13, 2024
Tags
Health Tips and Wellness Advice
Food and drink
Wellness
From
CNBC.com News
Harvard grad and Olympic gold medalist: The top 3 lessons I've learned about resilience and success
August 12, 2024
Tags
Health Tips and Wellness Advice
Make It / Life
Make It / Psychology and Relationships
From
CNBC.com News
The most—and least—expensive U.S. states based on average monthly costs
August 11, 2024
Tags
Make It / Real Estate
Make It / Life
Make It
From
CNBC.com News
Dr. Orna Guralnik on the 1 conversation couples should avoid—'a lot of it is noise,' she says
August 10, 2024
Tags
Marriage
Make It / Life
Relationships
From
CNBC.com News
48-year-old founded 'Moms on Mushrooms' to share the practice of microdosing for mental health
August 10, 2024
Tags
Make It / Life
Recreational drug use
Health Tips and Wellness Advice
From
CNBC.com News
21-year-old left the U.S. for Australia on a working holiday visa—why she says her life is better now
August 10, 2024
Tags
Make It / Food, Travel and Tech
Asia News
Europe News
From
CNBC.com News
I have written 10 books on happiness: The simple, 2-minute habit I do every day to feel happier
August 10, 2024
Tags
Make It / Life
Health Tips and Wellness Advice
Psychology
From
CNBC.com News
How Taylor Swift and Blake Lively helped 'Deadpool and Wolverine' editor land the job of a lifetime
August 09, 2024
Tags
Make It / Pop Culture
Make It
Make It / Life
From
CNBC.com News
How to maintain friendships when you can't afford to go out: 'Know which relationships are valuable to you'
August 07, 2024
Tags
Make It
Personal budgeting
Make It / Psychology and Relationships
From
CNBC.com News
The 'best way to hydrate'—and 6 other foods, drinks to reach for as temperatures rise
August 07, 2024
Tags
Nutrition
Make It / Life
Wellness
From
CNBC.com News
How you can capture the joy of watching the Olympics in your daily life: 'There is celebration everywhere'
August 07, 2024
Tags
Make It
Make It / Pop Culture
Make It / Life
From
CNBC.com News
Charlie Puth skipped class in college to try to meet with record labels—those 'hustle days' helped him land a deal, he says
August 07, 2024
Tags
Make It / Life
Make It
Make It / Pop Culture
From
CNBC.com News
7 lessons for a long, happy life from people who had debuts, comebacks, and triumphs in their 60s, 70s, 80s and 90s
August 07, 2024
Tags
Psychology
Aging
Make It / Life
From
CNBC.com News
Gen Z boys are using hard gum to try and chisel their jawlines—dentists say it may do 'more harm than good'
August 06, 2024
Tags
Make It
TikTok
Generation Z
From
CNBC.com News
24-year-old gold medal gymnast from the Philippines to be awarded a condo valued at $414,046, cash prizes and more
August 05, 2024
Tags
Asia News
Make It / Real Estate
Europe News
From
CNBC.com News
7 of the 10 most expensive cities to live in the world are in the United States—see the full list
August 04, 2024
Tags
Make It
Europe News
Make It / Life
From
CNBC.com News
If you and your partner always use these 7 phrases, you're a more mentally strong couple than most
August 04, 2024
Tags
Make It / Life
Psychology
Relationships
From
CNBC.com News
U.S. women's rugby team's recent $4M gift is momentous for the sport: 'We've always wanted to be included'
August 03, 2024
Tags
Make It / Life
Rugby
Olympic games
From
CNBC.com News
I’m a 30-year-old American living in Norway: 5 reasons ‘I’m so much happier’ here
August 03, 2024
Tags
Mental health
Make It / Food, Travel and Tech
Lifestyle
From
CNBC.com News
These U.S. states have the best and worst tap water: Washington ranked No. 1 while Arizona came in dead last
August 02, 2024
Tags
Make It / Life
Make It
From
CNBC.com News
I spent 18 months and $34,000 traveling the world, and felt more lost than ever—4 lessons I learned about happiness
August 02, 2024
Tags
Make It
Lifestyle
Mental health
From
CNBC.com News
Age is just a number for this 36-year-old academic who has danced her way to the Olympics
August 01, 2024
Tags
Dance
Make It / Life
Make It / Pop Culture
From
CNBC.com News
Buying an engagement ring? 'Feel free to disregard the 3 months' salary rule,' wedding expert says
July 31, 2024
Tags
Wedding costs
Make It
Make It / Life
From
CNBC.com News
6 places across the U.S. that will pay you thousands of dollars to move there
July 31, 2024
Tags
Make It / Life
Make It
From
CNBC.com News
Get paid to visit luxury hotels and spas around the world—here's how
July 31, 2024
Tags
Make It
Make It / Food, Travel and Tech
Make It / Life
From
CNBC.com News
Simone Biles is now the most decorated U.S. Olympic gymnast: Here's what she credits for her success
July 31, 2024
Tags
Mental health
Health Tips and Wellness Advice
Make It / Life
From
CNBC.com News
Go on this many dates each week if your goal is a long-term relationship: 'It's a numbers game,' therapist says
July 31, 2024
Tags
Online dating
Dating
Make It
From
CNBC.com News
The oldest living person in the U.S. just turned 115: 'Speak your mind and don’t hold your tongue,' she says
July 31, 2024
Tags
Make It
Longevity rates
Make It / Life
From
CNBC.com News
3 ‘path of totality’ solar eclipse cruises will set sail in 2026 from Boston, Portugal and the UK
July 31, 2024
Tags
Make It
Europe News
Make It / Life
From
CNBC.com News
< Previous
1
2
...
21
22
23
24
25
26
27
28
29
...
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.