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
...
14
15
16
17
18
19
20
21
22
...
32
33
Next >
46-year-old CEO who runs 2 successful startups: This is my productivity 'cheat code'—it makes me 'much more efficient'
October 10, 2024
Tags
Make It / Success
Make It
From
CNBC.com News
Mom of 12-year-old CEO shares her 2 parenting non-negotiables: 'It's important for the child to be a child'
October 10, 2024
Tickers
CEO
Tags
Make It / Young Success
CEO
Toys
From
CNBC.com News
This simple brain trick can help you make better decisions, says neuroscientist: 'It has a huge effect on your performance'
October 09, 2024
Tags
Make It / Success
Make It
Lifestyle
From
CNBC.com News
Former Google exec swears by this 3-step practice to build your reputation: I 'continue to do it every single day’
October 09, 2024
Tags
Career advice
Leadership
Make It / Success
From
CNBC.com News
The top 4 things smart people always do to get noticed and succeed at work—without being the loudest in the room
October 09, 2024
Tags
Psychology
Personal finance
Lifestyle
From
CNBC.com News
Ivy League parenting expert: The 5 keys to raising children who are more resilient and mentally strong
October 08, 2024
Tags
Make It / Life
Make It
Make It / Success
From
CNBC.com News
5 AI hacks smart people use to accomplish more and stress less at work
October 08, 2024
Tags
Artificial intelligence
Make It / AI at Work
Careers
From
CNBC.com News
How I built a $2 billion a year super app called Grab: '20 hour' work days
October 06, 2024
Tags
Business Owner
Start/up
Venture capital
From
CNBC.com News
Asking this 1 question can get people to trust you, says bestselling author: It’s ‘such a common misunderstanding’
October 06, 2024
Tags
Leadership
Make It / Success
Make It
From
CNBC.com News
52-year-old worked 90-hour weeks in an oil refinery to save money for his business—now he's worth $9.5 billion
October 05, 2024
Tags
Entrepreneurs
Make It / Power Players
Make It / Success
From
CNBC.com News
Selena Gomez couldn’t afford to go to her first Disney casting—now she’s a billionaire startup founder
October 04, 2024
Tags
Entertainment
Beauty and fashion
Make It / Success
From
CNBC.com News
46-year-old turned 400 of his employees into millionaires by selling his startup for $3.7B: ‘These are life-changing outcomes’
October 04, 2024
Tags
Zscaler Inc
Make It / Success
Make It
From
CNBC.com News
Mark Cuban took his wife to White Castle to see 'if you really love me'—now they've been married for 22 years
October 04, 2024
Tags
Make It
Make It / Success
Make It / Power Players
From
CNBC.com News
CEO of $8 billion company worked 2 jobs at once to lead a civilian crew into space: ‘You don't sleep a lot’
October 03, 2024
Tags
Science
Make It / Power Players
Make It / Success
From
CNBC.com News
40-year-old CEO shares the No. 1 lesson that made her a better businesswoman: ‘It’s a lesson I’ve had to learn over time’
October 03, 2024
Tags
Leadership
Career advice
Make It / Leadership
From
CNBC.com News
Parents who raise kids who are mentally stronger than most do these 6 things
October 03, 2024
Tags
Mental health
Make It / Life
Parenting
From
CNBC.com News
I've studied highly creative people for 40 years: They share these 6 habits
October 03, 2024
Tags
Science
Lifestyle
Education
From
CNBC.com News
I grew my side hustle into a $20,000 a month business — here are 4 tips I have for aspiring entrepreneurs
October 02, 2024
Tags
Business Owner
Ownership changes
Entrepreneurs
From
CNBC.com News
Mark Cuban drunkenly called American Airlines after selling his first company—and bought a lifetime flight pass for $125,000
October 02, 2024
Tags
Make It / Power Players
Make It / Success
American Airlines Group Inc
From
CNBC.com News
Nike's new CEO started as an intern—what you can learn, from a leadership expert: 'There's something in the water here that everyone can drink'
October 01, 2024
Tags
Make It / Leadership
Make It
Make It / Success
From
CNBC.com News
36-year-old’s Etsy side hustle brings in $26,000 a month, takes 10 hours a week—it paid off her student loan debt
September 30, 2024
Tags
Make It
Make It / Success
Make It / Side Hustles
From
CNBC.com News
Use these 3 exercises to stay on top of your work and life priorities, says Google's productivity expert
September 30, 2024
Tags
Make It / Success
Make It
Make It / Leadership
From
CNBC.com News
Is Bill Gates too rich? 'I would take away 62% of what I have,' he says
September 30, 2024
Tags
Make It / Power Players
Netflix Inc
Microsoft Corp
From
CNBC.com News
'Shark Tank' star Daniel Lubetzky used to stay up until 4 a.m. checking his work email: ‘I was enslaved by my inbox’
September 30, 2024
Tags
Shark Tank
Make It / Success
Make It
From
CNBC.com News
46-year-old sold a business for $3.7 billion—and immediately regretted it: That was my 'saddest day'
September 30, 2024
Tags
Make it / The Moment
Entrepreneurship
Entrepreneurs
From
CNBC.com News
Mark Cuban says he'll keep working 'until I drop'—'there's no retirement in my book'
September 28, 2024
Tags
Make It / Power Players
Retirement planning
Make It
From
CNBC.com News
4 friends spent $120,000 to launch a startup during grad school—now it brings in $670 million a year
September 28, 2024
Tags
Warby Parker Inc
Entrepreneurs
Make It
From
CNBC.com News
36-year-old’s Etsy side hustle brings in $220,000 a year—and costs under $40 to start: ‘You really can make a very good living’
September 27, 2024
Tags
Make It
Make It / Success
Make It /Six/Figure Side Hustle
From
CNBC.com News
Stop trying so hard to be productive and start 'settling,' says time management researcher: Here's what he means
September 26, 2024
Tags
Make It / Leadership
Make It
Make It / Success
From
CNBC.com News
This 50-year-old concept is still the best way to make yourself productive, says expert: 3 simple ways to master it
September 26, 2024
Tags
Science
Make It
Make It / Success
From
CNBC.com News
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.