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 Mutual Funds
Recent news which mentions Mutual Funds
< Previous
1
2
3
4
5
6
7
8
9
...
20
21
Next >
The Risk Of Too Much In Fixed Income
August 23, 2025
Tickers
AGG
KMLM
RSST
VOO
Tags
VOO
KMLM
Mutual Funds
From
TalkMarkets
3 Funds To Buy On Solid Surge In Semiconductor Sales In Q2
August 15, 2025
Tags
KTCAX
JNGTX
Mutual Funds
From
TalkMarkets
Why investors shouldn’t try to be a 'hero' in this economy, analyst says
August 14, 2025
Tags
Mutual funds
Investment strategy
Breaking News: Investing
From
CNBC.com News
Vanguard Recommendation Would Make Target Date Funds Much Safer For Baby Boomers
August 11, 2025
Tags
Market News
Mutual Funds
From
TalkMarkets
The King Of Indexes: Why The S&P 500 Rules The Market
August 10, 2025
Tickers
AAPL
BRK-A
DJI
IWM
Tags
VFIAX
Market News
ETFs
From
TalkMarkets
3 Utility Mutual Funds Benefiting From The Sector's 2025 Boom
August 08, 2025
Tags
BULIX
FSUTX
Utilities
From
TalkMarkets
Record-setting market: Using ETFs to help avoid hefty tax bills
August 08, 2025
Tags
U/S/ Economy
Investing
Markets
From
CNBC.com News
1 Portfolio, 2 Formats: The Future of ETFs
August 06, 2025
Tags
todd rosenbluth
expert insights
Mutual Funds
From
ETF Trends
Why it appears Washington is becoming friendlier toward crypto ETFs under Trump
July 30, 2025
Tags
stocks
Politics
ETF Edge
From
CNBC.com News
3 Top-Ranked Mid-Cap Blend Mutual Funds For Remarkable Returns
July 29, 2025
Tags
FMIMX
Market News
Mutual Funds
From
TalkMarkets
From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they're positioning right now
July 23, 2025
Tags
Roblox Corp
Economy
Wall Street
From
CNBC.com News
Why defensive names and bitcoin could be solid plays over the next six months
July 16, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Technology
Exchange/traded funds
Hedge Funds
From
CNBC.com News
Dave Ramsey Rejects Bonds And Stocks, Calls Mutual Funds Safer Bet: 'Be The Tortoise'
July 16, 2025
Tags
Personal Finance
Mutual Funds
Market News
From
Benzinga
Long/Short Berserk
July 10, 2025
Tickers
SGOV
Tags
VBAIX
Market News
Mutual Funds
From
TalkMarkets
3 Mutual Funds To Grab As Semiconductor Sales Continue To Soar
July 09, 2025
Tags
FELIX
Market News
Mutual Funds
From
TalkMarkets
3 Funds To Buy As Manufacturing Activity Shows Signs Of Rebound
July 09, 2025
Tags
FCYIX
FSDAX
Mutual Funds
From
TalkMarkets
Vanguard, BlackRock deliver second-half market plays that could cushion a potential growth slowdown
July 09, 2025
Tickers
JOBS
Tags
Economy
BlackRock Inc
Wall Street
From
CNBC.com News
Slam dunk? Fundstrat’s Tom Lee considers two new themes for his Granny Shots ETF
July 03, 2025
Tags
Exchange/traded funds
ETF Edge
Technology
From
CNBC.com News
Lazy Advisors?
June 20, 2025
Tickers
BTAL
NVDA
TSYY
YSPY
Tags
TSYY
Mutual Funds
ETFs
From
TalkMarkets
US Equity Funds Are Raking In Billions—These Are The Ones Beating Trump's Tariff Shock in 2025
June 17, 2025
Tickers
QQQ
SPY
Tags
Mutual Funds
Kobeissi Letter
U/S/ assets
From
Benzinga
Are ETFs Digging The Grave Of Traditional Mutual Funds? $2 Trillion Outflows Say So
June 09, 2025
Tickers
BLK
IBIT
IVV
QQQ
Tags
Stories That Matter
Benzinga
Analyst Color
From
Benzinga
MIOFX: A Fund For Profiting From Foreign Market Strength
June 07, 2025
Tags
MIOFX
Market News
Mutual Funds
From
TalkMarkets
Buy These 3 Invesco Mutual Funds For Fantastic Returns
June 05, 2025
Tags
VSCAX
ACGMX
Market News
From
TalkMarkets
Half As Long
May 31, 2025
Tickers
MBB
RISR
RSST
SPMO
Tags
Mutual Funds
VBAIX
QLEIX
From
TalkMarkets
Mutual funds can trigger hefty yearly capital gains taxes. Some lawmakers want to change that
May 23, 2025
Tags
Congress
Retirement
Mutual Funds
From
CNBC.com News
3 Utility Mutual Funds To Buy During Market Uncertainty
May 19, 2025
Tags
BULIX
FSUTX
Mutual Funds
From
TalkMarkets
VALLX: A Concentrated Stock Fund To Play The Market Rally
May 10, 2025
Tags
Market News
Mutual Funds
VALLX
From
TalkMarkets
< Previous
1
2
3
4
5
6
7
8
9
...
20
21
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.