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 / Success
Recent news which mentions Make It / Success
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
32
33
Next >
Tech billionaire shares his 5-word piece of advice for a successful future: ‘I get up every morning’ with it in mind
December 24, 2024
Tickers
CEO
Tags
Personnel
Make It / Power Players
Career advice
From
CNBC.com News
5 ‘very profitable’ side hustles to make extra cash during the holidays—one pays up to $700 for two hours of work
December 24, 2024
Tags
Make It / Side Hustles
Entrepreneurs
Make It / Success
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
Relationships
Parenting
From
CNBC.com News
4 side hustles you can do from your couch—some pay up to $270 for 30 minutes of work and don't require a degree
December 20, 2024
Tags
Personal finance
Make It
Make It / Side Hustles
From
CNBC.com News
MacKenzie Scott donated $2 billion this year, mostly to nonprofits—she's now given away $19 billion since 2019
December 20, 2024
Tags
Make It
Make It / Power Players
Social issues
From
CNBC.com News
Mark Cuban says everyone should try college: Go to a 'cheap' school, 'even if you don't end up getting a degree'
December 20, 2024
Tags
Make It / Power Players
Make It
Personnel
From
CNBC.com News
Reddit co-founder Alexis Ohanian: I regret not developing this soft skill in my 20s—'I would have been 10 times more productive'
December 20, 2024
Tags
Make It / Success
Psychology
Career advice
From
CNBC.com News
These 4 toxic mindsets can hurt you at work, psychologist says: They impact ‘all of us’
December 19, 2024
Tags
Lifestyle
Psychology
Make It / Leadership
From
CNBC.com News
How Mark Cuban protected his wealth after becoming a millionaire: I invested 'like a 60-year-old' and lived like a student
December 19, 2024
Tags
Make It / Success
Make It / Power Players
Personal finance
From
CNBC.com News
4 subtle signs you’re too emotionally invested at work: 'It’s costing you more than you realize,' says executive coach
December 19, 2024
Tickers
JOBS
Tags
Self/improvement
Make It
Careers
From
CNBC.com News
Self-made billionaire CEO goes home for dinner with his kids—then back to the office to more work: 'That's just the gig'
December 18, 2024
Tags
Leadership
Lifestyle
Make It / Success
From
CNBC.com News
Nvidia CEO scrubbed floors to pay for table tennis tournaments in high school—now he's worth $115 billion
December 17, 2024
Tags
Make It / Success
Make It
Make It / Power Players
From
CNBC.com News
How Starface turned pimple patches into a business bringing in $90 million a year
December 17, 2024
Tags
Make It / Success
Personal finance
Toll Brothers Inc
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
Self/improvement
Relationships
Make It
From
CNBC.com News
82-year-old billionaire CEO shares his advice for the younger generation: 'Have a go, don't stand around thinking about it'
December 16, 2024
Tickers
CEO
CEOS
Tags
Lifestyle
Make It / Power Players
Food and drink
From
CNBC.com News
CEO shares the No. 1 red flag he sees in job candidates: Always be careful with the 'very smooth talkers'
December 16, 2024
Tags
Make It
Personnel
Ranpak Holdings Corp
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
Self/improvement
Make It / Success
From
CNBC.com News
68-year-old's living room side hustle makes up to $14,700 a week—it started with a Santa suit he bought for $550
December 14, 2024
Tags
Make It / Success
Make It
Make It / Side Hustles
From
CNBC.com News
A decade ago, she took over a struggling chipmaker—now she's worth $1 billion: 'Everything takes time'
December 14, 2024
Tags
Advanced Micro Devices Inc
Make It
Make It / Power Players
From
CNBC.com News
Mindy Kaling says 3 traits helped her get ahead—one of them is the 'single most important differentiator' of successful people
December 13, 2024
Tags
Make It / Life
Make It / Success
Make It
From
CNBC.com News
CEO of $210 billion chipmaker holds meetings on weekends, expects work after midnight: 'People are really motivated by ambitious goals'
December 13, 2024
Tags
Advanced Micro Devices Inc
Personnel
Make It / Leadership
From
CNBC.com News
The No. 1 way to raise mentally strong kids, says psychotherapist: ‘Don’t do the work for them’
December 13, 2024
Tags
Make It / Psychology and Relationships
Make It / Life
Make It / Success
From
CNBC.com News
Ex-CEO: I fired my top salesperson because she lacked this crucial soft skill—'the red flag started going up'
December 12, 2024
Tags
Personnel
Make It
Career advice
From
CNBC.com News
He built a $12 billion rocket company without a college degree—but has no desire to go to space: It wouldn't 'be very enjoyable'
December 11, 2024
Tags
Science
Make It
Rocket Lab USA Inc
From
CNBC.com News
Mark Cuban's mornings start before 7:00 a.m.—'you're going to be shocked' by his daily routine
December 11, 2024
Tags
Apple Inc
Make It
Make It / Power Players
From
CNBC.com News
OpenAI CEO Sam Altman makes $76,000 a year, doesn't own any equity in his company: 'This is my childhood dream job'
December 10, 2024
Tags
Make It
Make It / Power Players
Artificial intelligence
From
CNBC.com News
47-year-old billionaire: 'My superpowers' are paranoia, workaholism and micromanaging—'that's worked for me'
December 09, 2024
Tags
Make It / Success
Make It
Science
From
CNBC.com News
He bought a KFC store in Australia for $100,000 in 1969. Today, his fast food company is worth over $3 billion
December 08, 2024
Tags
Food and Beverage
Entrepreneurs
Make It / Success
From
CNBC.com News
McDonald's fired Pharrell Williams 3 times—and then he created its famous jingle 'I'm loving it'
December 08, 2024
Tags
McDonald's Corp
Make It / Success
Make It
From
CNBC.com News
CEO once turned down an 'earth-shattering' $500,000 windfall—now his business is worth $633 million
December 06, 2024
Tags
Entrepreneurship
Make It / Start/ups
Make It / Success
From
CNBC.com News
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
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.