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 Nasdaq
Recent news which mentions Nasdaq
< Previous
1
2
...
8
9
10
11
12
13
14
15
Next >
7 Growth Stocks That Will Make You Rich in 10 Years
January 23, 2023
Tickers
AAPL
AMAT
BTC
CHPT
Tags
AAPL
WELL
Market News
From
InvestorPlace
Google Layoffs 2023: What to Know As GOOG Cuts 12,000 Jobs
January 20, 2023
Tickers
GOOG
GOOGL
MSFT
Tags
NASDAQ:GOOG,NASDAQ;GOOGL,NASDAQ:MSFT
Market News
MSFT
From
InvestorPlace
3 Airline Stocks to Sell to Avoid the Choppy Skies
January 19, 2023
Tickers
AAL
ALGT
JBLU
SAVE
Tags
AAL
Market News
SAVE
From
InvestorPlace
3 AI Stocks That Will Make You Amazingly Rich in 10 Years
January 16, 2023
Tickers
AI
ARAY
BAH
BOTZ
Tags
NASDAQ
Stocks to Buy
ISRG
From
InvestorPlace
Nasdaq, S&P Futures Narrowly Mixed As New-Found Optimism Tempers Ahead Of Big Bank Earnings, Consumer Sentiment Data
January 13, 2023
Tickers
BAC
BK
BLK
C
Tags
BK
JPM
Top Stories
From
Benzinga
Nasdaq, S&P 500 Futures Edge Up As Inflation Jitters Keep Sentiment Muted
January 11, 2023
Tickers
AMD
CVAC
KBH
NVDA
Tags
Economics
Earnings
Fed Funds Rate
From
Benzinga
Jim Cramer Says He's 'Still Feeling Good' About These 5 Stocks From 'Mutilated' Nasdaq
January 05, 2023
Tickers
AEP
DLTR
PEP
PG
Tags
PG
AEP
NASDAQ
From
Benzinga
CSRD Update: Impacted Businesses and How To Prepare for Mandatory Reporting
December 19, 2022
Tickers
ESG
Tags
ESG Reporting
esg
European Sustainability Reporting Standards
From
3BL Media: Corporate Social Responsibility, Energy and Health News
2023’s Dividend Doublers? These Stocks Have the Juice
December 17, 2022
Tags
NASDAQ
NYSE:FL
NYSE:CTL
From
Contrarian Outlook
An Insider's Perspective on Improving Your Score
December 15, 2022
Tickers
ESG
Tags
NASDAQ
ESG Ratings
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Nasdaq Suffers Worst Start To December Since 1975: Will Santa Visit The Market Or Will The Grinch Hold Strong?
December 08, 2022
Tickers
AMZN
SPX
TSLA
Tags
Technicals
TSLA
Santa Claus Rally
From
Benzinga
EXCLUSIVE: 'Data Is Becoming Way More Important To Drive Investment Decisions,' Say Nasdaq & iShares Execs On Data Use
December 08, 2022
Tickers
BLK
NDAQ
Tags
Interview
NASDAQ
Benzinga Global Fintech Deal Day
From
Benzinga
Lost in Translation: How To Navigate Top Investors ESG Priorities
December 06, 2022
Tags
Responsible Production & Consumption
NASDAQ
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Preparing for an Uncertain Future: Telling Your ESG Story Remains Key
November 30, 2022
Tickers
ESG
Tags
Research, Reports & Publications
ESG
NASDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
3 Guiding Pillars for Companies Looking to Create an Effective Climate Transition Plan
November 28, 2022
Tags
climate journey
effective ESG message
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Nasdaq's Net-Zero Target Approved by The Science Based Targets Initiative
November 22, 2022
Tickers
NDAQ
Tags
Environment
SBTi
NASDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
7 Stocks to Buy to Profit from the Political Uncertainty
November 18, 2022
Tickers
BP
CHPT
CRWD
CVX
Tags
BP
Stocks to Buy
NASDAQ
From
InvestorPlace
This Psychedelics Company Begins Trading On NASDAQ With $7.5M Offering Then Reverse Stock Split
November 15, 2022
Tickers
CMND
CMNDF
Tags
Financing
CMND
NASDAQ
From
Benzinga
Canaan Net Income Nosedives 88% As Bitcoin Mining Suffers On Heels Of FTX Crumble
November 14, 2022
Tickers
ARBK
BITCOMP
BTC
CAN
Tags
cryptocurrencies
bitcoin
Benzinga
From
Benzinga
Nasdaq ESG Trendsetters: Etsy
November 14, 2022
Tickers
ETSY
NDAQ
Tags
etsy
NASDAQ:NDAQ
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Advancing Sustainability and Transparency on the ESG Journey
November 10, 2022
Tickers
NDAQ
Tags
Nasdaq ESG Advisory Program
NASDAQ:NDAQ
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How to Operationalize ESG
November 07, 2022
Tickers
NDAQ
Tags
Responsible Business & Employee Engagement
Sustainable Development Goals
NASDAQ:NDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ESG Trendsetters: Xylem
November 04, 2022
Tickers
ESG
NDAQ
Tags
ESG
Xylem
NASDAQ:NDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Advancing Your ESG Reporting Strategy
November 01, 2022
Tickers
ESG
NDAQ
Tags
NASDAQ
Environmental Social Governance
ESG Reporting
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cryptocurrency Exchange Coincheck To List On Nasdaq By Merging With SPAC
October 28, 2022
Tickers
THCP
VCXA
Tags
VCXA
THCP
News
From
Benzinga
Is Core Scientific Done? Bitcoin Miner Needs Cash, Warns Of Bankruptcy As Stock Plummets
October 27, 2022
Tickers
BITCOMP
CORZ
TECH
USD-BITSTAMP
Tags
bitcoin
Benzinga
Core Scientific
From
Benzinga
Canopy Could End Up Delisted: NASDAQ Objects To Its Game Plan To Speed Up Entry Into US Cannabis Market
October 27, 2022
Tickers
ACRDF
CGC
TRSSF
Tags
News
Markets
Market News
From
Benzinga
Nasdaq Quarterly ESG Report: Differentiating Amongst the Crowd
October 27, 2022
Tickers
NDAQ
Tags
Research, Reports & Publications
NASDAQ
NASDAQ:NDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Look to the Dow for Earnings Season Stability
October 25, 2022
Tickers
NDJI
Tags
Nationwide
Retirement Income Channel
NASDAQ
From
ETF Trends
The Impact of ESG on Proxy Season and Proxy Voting
October 24, 2022
Tickers
ESG
NDAQ
Tags
NASDAQ:NDAQ
Responsible Business & Employee Engagement
NASDAQ
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
...
8
9
10
11
12
13
14
15
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.