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 / Work
Recent news which mentions Make It / Work
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Use this 5-word response to shut down rude behavior—it's like 'holding up a mirror,' says public speaking expert
May 01, 2025
Tags
Make It
Relationships
Make It / Work
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
Make It / Success
Make It / Leadership
Mental health
From
CNBC.com News
Ex-Visa HR exec’s No. 1 red flag in a job interview: It ‘shows how you approach work’
April 29, 2025
Tags
Make It / Work
Make It
Make It / Land the Job
From
CNBC.com News
Avoid this one resume red flag, says HR exec: 'A pattern' of this behavior looks bad
April 28, 2025
Tags
Make It
Make It / Work
Make It / Land the Job
From
CNBC.com News
17% of employees who use AI at work do so to avoid co-worker judgment: But workplace connection 'is a key to finding happiness'
April 28, 2025
Tags
Make It / Work
Make It
Make It / Get Ahead
From
CNBC.com News
Don’t try to be the best performer in your workplace, AT&T exec says—here’s why
April 27, 2025
Tags
Make It
Make It / Work
From
CNBC.com News
Gen Z workers increasingly opt out of college and into the trades: ‘There are about 2 million fewer students,' says expert
April 24, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
Not all young workers prioritize a high salary in their job search—here's what matters more
April 24, 2025
Tags
Careers
Salary and benefits
Generation Z
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
Leadership
Make It / Success
Career advice
From
CNBC.com News
New grads expect to earn over $100K right after college, on average—these are the top fields to achieve that
April 23, 2025
Tags
Career advice
Job hunting
Salary and benefits
From
CNBC.com News
Don't make this crucial resume mistake, says ex-Visa HR exec
April 22, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
Dropshippers reel from Trump's tariffs gut punch: 'Profit margins have now been slashed'
April 21, 2025
Tags
e/commerce
Small business
U/S/ Economy
From
CNBC.com News
Don’t wait for the ‘perfect’ time to make big life decisions, says Phoenix mayor: ‘A lot of people are willing to help you along the way’
April 21, 2025
Tags
Make It / Work
Make it / Level Up
Make It
From
CNBC.com News
I became an AI prompt engineer after a layoff from Meta: Now I'm 'on the cutting edge of the newest tech obsession'
April 21, 2025
Tags
Artificial intelligence
Career advice
Make It
From
CNBC.com News
Paris Hilton says she wants to 'build the next Disney’ with her media company
April 18, 2025
Tags
Make It
Media
Make It / Work
From
CNBC.com News
From weddings to travel, these young business owners rely on consumers feeling flush—now they're bracing for a potential downturn
April 17, 2025
Tags
Small business
Business Owner
U/S/ Economy
From
CNBC.com News
These are the most 'recession-proof' jobs in a potential downturn, says economist
April 16, 2025
Tickers
JOBS
Tags
Recessions and depressions
Personnel
Jobs
From
CNBC.com News
The No. 1 thing I'm looking for on a resume, from a longtime HR exec
April 16, 2025
Tags
Make It / Land the Job
Make It / Work
Make It
From
CNBC.com News
This crucial move could help you land a job after rejection: It’s ‘the best thing’ a candidate can do
April 15, 2025
Tags
Make It / Work
Make It
Make It / Land the Job
From
CNBC.com News
Highly successful people swear by this 'counterintuitive' rule when they feel overwhelmed, says expert
April 15, 2025
Tags
Make It / Success
Lifestyle
Make It / Life
From
CNBC.com News
Here are the top 15 companies for career growth in Singapore, according to LinkedIn
April 15, 2025
Tickers
JOBS
Tags
JPMorgan Chase & Co
Careers
Alphabet Inc
From
CNBC.com News
Don't make this mistake when using ChatGPT on your LinkedIn profile: It doesn't 'sound very passionate or very authentic'
April 14, 2025
Tags
Make It / Work
Make It
Make It / AI at Work
From
CNBC.com News
4 in-demand side hustles for spring—one can pay as much as $150 per hour
April 13, 2025
Tags
Make It / Work
Make It
From
CNBC.com News
Tennis icon Billie Jean King's best career advice: It can help 'anybody at any age, but particularly young people'
April 13, 2025
Tags
Career advice
Make It
Make It / Work
From
CNBC.com News
28-year-old founder says he may have to raise coffee prices 25% due to Trump tariffs: 'It's tough for every single business owner'
April 11, 2025
Tickers
COFFEE
Tags
Entrepreneurs
Business Owner
Make It / Work
From
CNBC.com News
Here are 10 countries with the highest concentration of AI talent globally, according to new LinkedIn data
April 10, 2025
Tags
Careers
Technology
Make It / AI at Work
From
CNBC.com News
The best large companies to work for in 2025, according to LinkedIn–Alphabet is no. 1
April 10, 2025
Tags
Make It
Make It / Work
From
CNBC.com News
One of America's richest self-made women urges entrepreneurs to see volatile stock markets as an 'opportunity'
April 09, 2025
Tags
Make It
Make it / Level Up
Make It / Work
From
CNBC.com News
It's OK to use AI on your resume, says recruiter who's hired hundreds: 'No one's going to be able to tell'
April 09, 2025
Tags
Hiring and recruitment
Make It / AI at Work
Make It / Work
From
CNBC.com News
Changing careers? Make these 3 money moves first, experts say: 'Don't just wing it'
April 08, 2025
Tickers
JOBS
Tags
Personnel
Career advice
Personal debt
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.