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
3
4
5
6
7
8
9
...
32
33
Next >
Costco co-founder still goes into the office weekly at age 89: 'To be successful, you've got to be pretty focused'
May 03, 2025
Tags
Make It / Success
Leadership
Make It / Power Players
From
CNBC.com News
By age 25, make sure to learn this crucial soft skill, says Ivy League psychologist: 'It is urgent'
May 02, 2025
Tags
Make It / Leadership
Social media industry
Leadership
From
CNBC.com News
Apple CEO Tim Cook: 'We can all perform at 90%,' but that's not enough—how to get the most out of yourself
May 01, 2025
Tags
Make It / Success
Careers
Career advice
From
CNBC.com News
Amazon CEO: Successful people ask a 1-word question more often—it can make 'the biggest difference' in your career
May 01, 2025
Tags
Make It / Success
Make It
Make It / Power Players
From
CNBC.com News
Ex-Starbucks CEO Howard Schultz 'vividly' recalls advice from Costco co-founder—it 'became a core principle for us'
May 01, 2025
Tags
Make It / Success
Costco Wholesale Corp
Make It
From
CNBC.com News
Microsoft CEO Satya Nadella: This 5-word piece of advice is 'one of the best things' anyone's ever told me
April 30, 2025
Tags
Make It / Success
Microsoft Corp
Make It / Power Players
From
CNBC.com News
Stop avoiding change because it's 'uncomfortable,' says Melinda French Gates—her tactic for being resilient in tough moments
April 30, 2025
Tags
Make It / Success
Psychology
Mental health
From
CNBC.com News
Setting boundaries the wrong way 'could get you fired'—do these 6 easy things instead to 'protect your energy'
April 30, 2025
Tags
Careers
Mental health
Workplace relationships
From
CNBC.com News
Uber CEO: I've gotten 'unbelievably lucky in my career' because of this 1 character trait—it ‘opens you up to opportunity’
April 28, 2025
Tags
Make It
Make It / Leadership
Career advice
From
CNBC.com News
52-year-old quit his job, bought a failing snack company for $250,000—he just sold it for $750 million
April 26, 2025
Tags
Make It / Success
Make It / How I Made It
Make It
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 / Start/ups
Make It / Success
Make It
From
CNBC.com News
Ryan Coogler says he was $200,000 in debt when he made 'Creed'—now 'Sinners' could pay him for the rest of his life
April 25, 2025
Tags
Warner Bros Discovery Inc
Student loans
Make It / Success
From
CNBC.com News
NFL Draft prospect worked in an Amazon warehouse while trying to land a college scholarship—now he could make millions
April 24, 2025
Tags
Make It
NFL Draft
Make It / Success
From
CNBC.com News
Google CEO: This mantra helps me cope with pressure at work—I learned it as a student
April 24, 2025
Tags
Make It / Success
Make It / Power Players
Make It
From
CNBC.com News
I always ask this one question during job interviews, says CEO: It's a 'red flag' if they answer wrong
April 24, 2025
Tags
Career advice
Make It / Leadership
Personnel
From
CNBC.com News
Stop being 'too nice' at work, says psychologist—this is what successful people do to be more genuine, trustworthy
April 24, 2025
Tags
Workplace relationships
Careers
Make It
From
CNBC.com News
I’m a neurologist and brain health advocate—the top 3 things I wish I hadn't done when I was younger
April 22, 2025
Tags
Make It / Life
Lifestyle
Health Tips and Wellness Advice
From
CNBC.com News
Ex-CEO reveals the No. 1 word he never wants to hear from his employees: I don’t want them to feel ‘beneath me’
April 21, 2025
Tags
Make It / Success
Leadership
Career advice
From
CNBC.com News
The best way to give feedback isn't a compliment sandwich, says Ralph Lauren CEO—here's what he does instead
April 21, 2025
Tags
Career advice
Make It / Leadership
Make It
From
CNBC.com News
CEO says his sales tripled when Trump's tariffs hit: Americans have 'a big opportunity' to change how they make big purchases
April 20, 2025
Tags
Make It / Success
Make It / Power Players
Make It
From
CNBC.com News
This is a 'powerful predictor of long-term success,' says expert—and parents who do 5 things give kids an edge
April 19, 2025
Tags
Literacy
Make It / Success
Make It / Raising Successful Kids
From
CNBC.com News
Self-made millionaire who retired at 34 with $3 million: My recession money rules
April 17, 2025
Tags
Economy
Personal income
Goldman Sachs Group Inc
From
CNBC.com News
I’m a financial therapist: This common issue can lead to a ‘fear of success’—here’s how to handle it
April 17, 2025
Tags
Make It
Mental health
Personal saving
From
CNBC.com News
Jeff Bezos and Amazon once tried to buy Netflix, co-founder says: 'We said no, and worked our a-- off for 20 years'
April 17, 2025
Tags
Make It
Netflix Inc
Make It / Power Players
From
CNBC.com News
Melinda French Gates shares advice from Warren Buffett: I rely on it when 'I get tough on myself'
April 16, 2025
Tags
Make It / Power Players
Make It
Make It / Success
From
CNBC.com News
CEO whose business brings in millions a year: My No. 1 'most important factor' for becoming successful
April 16, 2025
Tags
Make It
Career advice
Make It / Leadership
From
CNBC.com News
Bonobos co-founder: Now that I'm a parent, I feel 'stupid' stressing about work—it 'pales in comparison' to raising a child
April 16, 2025
Tags
Parenting
Leadership
Make It / Success
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 / Success
Shark Tank
From
CNBC.com News
To influence people, this is the No. 1 move to make: It’s 'something anyone can do,' says leadership expert
April 16, 2025
Tags
Relationships
Make It
Self/improvement
From
CNBC.com News
Highly successful people swear by this 'counterintuitive' rule when they feel overwhelmed, says expert
April 15, 2025
Tags
Wellness
Mental health
Make It
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.