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
...
14
15
16
17
18
19
20
21
Next >
More Money Managers Are Entering the ETF Arena
June 03, 2022
Tags
Mutual Funds
ETFs
Current Affairs
From
ETF Trends
3 Top Real Estate Funds to Buy as Construction Spending Jumps
June 02, 2022
Tags
Mutual Funds
Market News
From
TalkMarkets
3 Short-Term Government Bond Mutual Funds to Hedge Your Portfolio.
May 31, 2022
Tags
Market News
Mutual Funds
From
TalkMarkets
Fidelity Expands ESG Investment Suite
May 31, 2022
Tags
Mutual Funds
ETFs
Market News
From
TalkMarkets
10 Ways To Make Money In A Bear Market
May 29, 2022
Tickers
DOG
PSQ
SARK
SCC
Tags
Options
Market News
Mutual Funds
From
TalkMarkets
These Are the 10 Best Performing Trading Inverse Debt Funds
May 29, 2022
Tickers
PST
TBF
TBT
TMV
Tags
Market News
Mutual Funds
ETFs
From
TalkMarkets
Some Dividend Favorites Among Portfolios
May 29, 2022
Tickers
BIP
CG
CMA
FUND
Tags
Market News
Mutual Funds
Stocks / Equities
From
TalkMarkets
'That is not capitalism, that is abusing the market' — Sen. Ted Cruz blasts BlackRock's Larry Fink's 'woke' ESG policies
May 24, 2022
Tags
Breaking News: Politics
Environment
Politics
From
CNBC.com News
These Are The Ten Best Performing Technology Funds
May 22, 2022
Tags
Technology
Market News
Mutual Funds
From
TalkMarkets
Pipeline Sector Extends Outperformance
May 22, 2022
Tags
Market News
Mutual Funds
ETFs
From
TalkMarkets
ETF and Conventional Fund Investors Take Two Distinct Paths for the Fund-Flows Week
May 20, 2022
Tags
ETFs
Mutual Funds
Market News
From
TalkMarkets
Nearly 40% of investors who pulled money out of markets in the last year regret it
May 16, 2022
Tags
Invest in You: Ready Set Grow
Personal saving
Mutual funds
From
CNBC.com News
These Are the Ten Best Performing Tactical Allocation Funds
May 15, 2022
Tags
Market News
Mutual Funds
From
TalkMarkets
Fund Favorites For Floating Rates
May 14, 2022
Tickers
BSL
JFR
Tags
Financial
Mutual Funds
Market News
From
TalkMarkets
Bitcoin is coming to 401(k) plans. But not your target-date fund
May 12, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Mutual Funds
Bitcoin
Personal finance
From
CNBC.com News
3 Top Mutual Funds to Invest in Right Now
May 11, 2022
Tickers
AAPL
AMZN
AVGO
COST
Tags
MSFT
ABALX
TSLA
From
InvestorPlace
Investors Pour Money Into Lipper General U.S. Treasury Funds Despite Performance
May 07, 2022
Tickers
DJI
IWM
QQQ
SPX
Tags
Mutual Funds
ETFs
Market News
From
TalkMarkets
U.S. Weekly FundFlows Insight Report: Investors Prefer ETFs Over Mutual Funds as Interest Rates Increase
May 05, 2022
Tickers
FNDA
FNDX
SCHA
SCHR
Tags
Mutual Funds
Market News
ETFs
From
TalkMarkets
3 Mighty Mutual Funds to Buy for Q2
May 03, 2022
Tickers
AAPL
AMD
GOOG
GOOGL
Tags
MSFT
NXPI
FSELX
From
InvestorPlace
Relying on stocks for a near-term purchase? What to consider as the market gyrates
May 03, 2022
Tags
Mutual Funds
College
Housing
From
CNBC.com News
Betting Against Beta: New Insights
May 02, 2022
Tags
Mutual Funds
Market News
From
TalkMarkets
Gold At Mid-February Lows As Focus Turns To Fed Meeting
May 02, 2022
Tickers
GLD
Tags
Gold/Precious Metals
Mutual Funds
Market News
From
TalkMarkets
A "Fund Of Funds" For Value And Yield
May 01, 2022
Tickers
FOF
Tags
Market News
Mutual Funds
From
TalkMarkets
4 Healthcare Funds With "Double Discounts"
April 30, 2022
Tickers
ABBV
AZN
BME
BMEZ
Tags
Healthcare
Stocks / Equities
Mutual Funds
From
TalkMarkets
Investors Seek Safe Havens in the Midst of Rising Volatility During Lipper Fund Flows Week
April 29, 2022
Tickers
QYLD
RYLD
TQQQ
XYLD
Tags
Mutual Funds
Market News
ETFs
From
TalkMarkets
These Are The Ten Best Performing Small Value Funds
April 24, 2022
Tags
Mutual Funds
Market News
Financial
From
TalkMarkets
Growth Funds See Persistent Weekly Outflows Since Start Of Year
April 23, 2022
Tags
Mutual Funds
Market News
ETFs
From
TalkMarkets
< Previous
1
2
...
14
15
16
17
18
19
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.