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
...
16
17
18
19
20
21
22
23
24
...
32
33
Next >
If you can make these 8 mindset changes, you'll have more confidence and mental strength than most
August 31, 2024
Tags
Make It / Leadership
Psychology
Make It / Success
From
CNBC.com News
Highly persuasive people are great at arguing—they use these 3 tactics, says Ivy League psychologist
August 30, 2024
Tags
Lifestyle
Make It / Leadership
Make It / Success
From
CNBC.com News
This 29-year-old from one of London's poorest neighborhoods became a millionaire after selling his influencer marketing firm
August 30, 2024
Tags
Nike Inc
Social media industry
Business
From
CNBC.com News
42-year-old sold his company for $1.3 billion: ‘One of the traits of highly successful people is really never being satisfied’
August 29, 2024
Tags
Make It
Make It / Success
Make It / Power Players
From
CNBC.com News
35-year-old CEO shares the No. 1 red flag he sees in employees: People who aren't self-aware 'really struggle with this'
August 28, 2024
Tags
Personnel
Leadership
Make It / Leadership
From
CNBC.com News
Netflix co-founder: Stepping down as CEO ‘was probably the smartest decision I ever made’ at the company
August 28, 2024
Tags
Make It / Power Players
Make It / Success
Netflix Inc
From
CNBC.com News
44-year-old's garage side hustle brings in $12,400 a month—it replaced her husband’s income
August 27, 2024
Tags
Make It
Make It / Success
Make It / Side Hustles
From
CNBC.com News
Kamala Harris says these 4 lessons from her mom helped her succeed—parenting experts agree: 'Never complain'
August 25, 2024
Tags
Make It / Raising Successful Kids
Parenting
Make It / Success
From
CNBC.com News
Want to be a better public speaker? Imagine yourself on the Titanic, says Vice President Kamala Harris
August 24, 2024
Tags
Leadership
Make It / Leadership
Make It / Success
From
CNBC.com News
I'm a 101-year-old who just published my 9th book—here are my 8 best lessons for a long, happy life
August 24, 2024
Tags
Aging
Make It / Success
Make It
From
CNBC.com News
42-year-old sold his startup for $1.3 billion—he started by buying a $17,500 camera he couldn't afford
August 23, 2024
Tags
Make it / The Moment
Adobe Inc
Make It / Success
From
CNBC.com News
44-year-old’s garage side hustle brings in $148,600 a year: ‘You don’t have to have business experience’
August 21, 2024
Tags
Make It / Success
Make It
Make It /Six/Figure Side Hustle
From
CNBC.com News
Shake Shack founder shares the 3-word phrase that made him a better leader: 'It finally dawned on me'
August 20, 2024
Tags
Leadership
Make It / Success
Make It
From
CNBC.com News
The 3 most common 'people-pleasing' behaviors at work—and how to stop them, from a self-help author
August 19, 2024
Tags
Personnel
Lifestyle
Leadership
From
CNBC.com News
This skill made Netflix worth $289 billion, says co-founder: ‘Hard work leading to success is a myth’
August 17, 2024
Tags
Make It
Netflix Inc
Make It / Success
From
CNBC.com News
Delta CEO shares his No. 1 piece of advice for getting ahead in your career: ‘People will take notice’
August 16, 2024
Tags
Career advice
Leadership
Personnel
From
CNBC.com News
Earn less, relax more: An American who moved to Lithuania describes life in the world’s happiest country for young people
August 16, 2024
Tags
Wellness
Work/life balance
Make It / Closing The Gap
From
CNBC.com News
44-year-old's bar brings in millions playing only women's sports on TV—now, a Reddit co-founder is funding its expansion
August 15, 2024
Tags
Reddit Inc
Bars and clubs
Make It / Success
From
CNBC.com News
My grandma lost her sister young—she taught me these 2 powerful lessons about resilience and regret
August 15, 2024
Tags
Cancer
Make It
Make It / Success
From
CNBC.com News
Shake Shack founder shares the 2 interview questions he likes asking job candidates: They make you ‘share the real you’
August 15, 2024
Tags
Shake Shack Inc
Personnel
Leadership
From
CNBC.com News
27-year-old bought a $100 sewing machine to start a side hustle—now it brings in six figures a year
August 14, 2024
Tags
Make It / Side Hustles
Make It
Make It / Success
From
CNBC.com News
5 phrases smart people always use to get noticed and succeed at work—without being the loudest in the room
August 14, 2024
Tags
Self/improvement
Leadership
Career advice
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
Entrepreneurs
Wellness
Make It
From
CNBC.com News
41% say the American Dream has become impossible to reach, survey finds—here's how they're defining success instead
August 09, 2024
Tags
Make It / Success
Make It
Personal finance
From
CNBC.com News
45-year-old mechanic quit his full-time job for his side hustle—now he makes $14,200 per month: My paycheck is 'very consistent’
August 07, 2024
Tags
Make It / Success
Make It
Make It / Side Hustles
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
Entertainment
Self/improvement
Make It / Life
From
CNBC.com News
We left the U.S. and opened a bar in Paris that brings in up to $34,100 a month: 'There's an ease to living here'
August 06, 2024
Tags
Lifestyle
Make It
Make It / Success
From
CNBC.com News
17-year-old student won $10,000 and used it to fund her Amazon side hustle—now it brings in $71,000 a month
August 03, 2024
Tags
Make It / Success
Make It
Make It / Side Hustles
From
CNBC.com News
Simone Biles tells herself these 3 words before she competes—everyone should try it, Ivy League-trained expert says
August 02, 2024
Tags
Make It / Leadership
Lifestyle
Make It / Success
From
CNBC.com News
Melinda French Gates' weekly walks with 3 close friends help her make difficult decisions: 'They are my truth counsel'
August 02, 2024
Tags
Science
Make It / Success
Make It
From
CNBC.com News
< Previous
1
2
...
16
17
18
19
20
21
22
23
24
...
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.