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 / Start/ups
Recent news which mentions Make It / Start/ups
< Previous
1
2
3
4
5
6
7
Next >
Inside billionaire Lucy Guo’s intense daily routine: 5:30 a.m. wake-ups, double gym sessions, and no lunch breaks
August 23, 2025
Tags
Make It / Get Ahead
Make It / Young Success
Start/up
From
CNBC.com News
Couple lost $25,000 life savings when their startup went bankrupt—6 years later, they sold it for $24 million
August 19, 2025
Tags
Make It / Money
Make It
Start/up
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
Dating
Make It / Life
Bumble Inc
From
CNBC.com News
‘Everything is about to get really expensive’: Small-business owners say Trump tariffs could force them to raise prices
August 04, 2025
Tags
Make It / Start/ups
Make It / Success
Make It
From
CNBC.com News
42-year-old CEO: I turned my hobby into a $50 million-a-year business backed by Ryan Reynolds
July 31, 2025
Tags
Entrepreneurs
Make It / Start/ups
Entrepreneurship
From
CNBC.com News
VCs use this 'power law’ to decide whether to invest in startups: We want 'outsized-outcome potential'
July 21, 2025
Tags
Make It / Start/ups
Make It / Success
Make It / Money
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/up
Entrepreneurs
Technology
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
Make It / Start/ups
From
CNBC.com News
VC behind '996' work culture debate says 5-day weeks won't build billion-dollar startups
July 08, 2025
Tags
Entrepreneurs
Start/up
Make It / Leadership
From
CNBC.com News
Engineer caught juggling multiple startup jobs is a cautionary tale of ‘extreme’ hustle culture, experts say
July 05, 2025
Tags
Make It / Start/ups
Software industry
Start/up
From
CNBC.com News
37-year-old CEO who raised prices alongside Trump's tariffs: Why I'm lowering them back down now
June 11, 2025
Tags
Make It / Start/ups
Entrepreneurs
Make It
From
CNBC.com News
China’s grueling ‘996’ work culture is being debated by European startups — 7 founders and VCs on why they are resisting
June 07, 2025
Tags
Start/up
Entrepreneurs
Make It / Get Ahead
From
CNBC.com News
Actor Brooke Shields: I started my first business at age 59, and it's 'not for the meek of heart'
June 06, 2025
Tags
Leadership
Make It
Make It / Success
From
CNBC.com News
This 22-year-old startup founder got his college to pay him $200,000: 'Sometimes, you just have to ask'
June 03, 2025
Tags
Start/up
Breaking News: Technology
Technology
From
CNBC.com News
34-year-old CEO shares his No. 1 piece of advice for entrepreneurs—it helped him build a $1 billion company
June 03, 2025
Tags
Make It / Success
Make It
Make It / Start/ups
From
CNBC.com News
She dropped out of culinary school at 21. Today, she teaches dumpling-making for a living
May 23, 2025
Tags
Entertainment
Make It / Success
Small business
From
CNBC.com News
'Fail fast, learn fast': She built a property startup from her garage. It's raised over $75 million
May 20, 2025
Tickers
CEOS
Tags
Companies
Asia News
Asia: Business
From
CNBC.com News
On Mark Cuban's final 'Shark Tank' episode, he offered $125,000 to a Texas restaurant chain: 'I definitely love it'
May 20, 2025
Tags
Entrepreneurs
Make It
Entrepreneurship
From
CNBC.com News
New dad quit his job, spent $3,000 in savings to start a business—it brought in $850,000 in 9 months
May 13, 2025
Tags
Make It
Entrepreneurship
Start/up
From
CNBC.com News
Millennial entrepreneur raised $2 million for a money-saving app for immigrants
May 12, 2025
Tags
Family finances
Immigrants
Start/up
From
CNBC.com News
I took a 2-day 'vibe coding' class and successfully built a product. Here are my biggest takeaways
May 07, 2025
Tickers
JOBS
Tags
Make It / Start/ups
Start/ups
Entertainment
From
CNBC.com News
Startup co-founders bringing in $2M a year took a risk and hit pause for 18 months: Now they bring in $34M a year
May 07, 2025
Tags
Make It / Start/ups
Make It / Success
Make It
From
CNBC.com News
Mark Cuban loved this 'Shark Tank' company—why he declined to invest in it: ‘I have no willpower with stuff like this'
May 06, 2025
Tags
Shark Tank
Career advice
Make It / Start/ups
From
CNBC.com News
38-year-old turned his New York apartment into a 'spice warehouse'—now his company brings in $8 million a year
April 25, 2025
Tags
Make It / Success
Make It
Make It / Start/ups
From
CNBC.com News
36-year-old quit her pharmaceutical marketing job to start a fashion blog—now her company brings in $1.3 million a year
April 16, 2025
Tags
Entrepreneurs
Make It
Entrepreneurship
From
CNBC.com News
30-year-old influencer made $4 million in sales by creating a luxury hair oil brand rooted in Indian traditions
April 14, 2025
Tickers
CEO
CEOS
Tags
CEO
Companies
Make It / Pop Culture
From
CNBC.com News
57-year-old bridal store owner cuts own salary to handle Trump's China tariffs: 'I see a retail meteor heading towards' the U.S.
April 12, 2025
Tags
Entrepreneurs
Make It / Start/ups
Entrepreneurship
From
CNBC.com News
'A doomsday scenario': CEO says Trump's China tariffs could shutter his business 'within months'
April 11, 2025
Tags
Make It / Success
Make It
Entrepreneurship
From
CNBC.com News
CEO adds a ‘Trump tariff surcharge’ to products from China: ‘I want people to understand how it impacts us’
April 10, 2025
Tags
Small business
Consumer spending
Make It
From
CNBC.com News
38-year-old brings $1 million-a-year snail mail company to 'Shark Tank'—Mark Cuban: 'You don't really need our help'
April 08, 2025
Tags
Entrepreneurs
Make It
Entrepreneurship
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
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.