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 >
BlackRock Entering The Crypto Space Through Bitcoin ETF Route Should Be Taken 'Very Seriously,' Says Analyst
June 16, 2023
Tickers
BITCOMP
BLK
COIN
USD-BITSTAMP
Tags
Sector ETFs
ETFs
cryptocurrency trading
From
Benzinga
Get Out Now! 7 Cryptos That Are Poised to Plunge
June 06, 2023
Tickers
FAZE
Tags
SHIB/USD
Market News
APE/USD
From
InvestorPlace
'Buy China, Sell AI' Is The Ultimate Contrarian Trade By This Top Wall Street Analyst: Find Out Why
June 02, 2023
Tickers
AAPL
AI
AMZN
ASIA
Tags
NASDAQ
Michael Hartnett
Asia
From
Benzinga
This Cannabis Tech Company Receives Warning Letter From NASDAQ, Will It Be Delisted?
May 24, 2023
Tickers
AGFY
Tags
Agrify Corp/
NASDAQ
News
From
Benzinga
Analyst Labels AI As 'Infant Bubble,' Warns Federal Action Could Burst It: 3 Investor Lessons From Dot-Com Collapse
May 19, 2023
Tickers
AI
AMD
ARKK
GOOG
Tags
Benzinga
Analyst Color
Regulations
From
Benzinga
Four Charts Of Must-See Large Cap Stocks That Have Already Doubled In 2023
May 18, 2023
Tickers
AI
DKNG
META
NVDA
Tags
AI
SYM
Market News
From
Benzinga
Active Bridges Capital Tactical ETF Offers Downside Protection
May 11, 2023
Tickers
BDGS
Tags
featured
Bridges Capital
BDGS
From
ETF Trends
S&P 500, Nasdaq Dabble in Bull-Market Territory: What Are 'The Big 5 Stocks' Pulling The US Stock Market Out of The Woods?
May 09, 2023
Tickers
AAPL
AMZN
META
MSFT
Tags
Sector ETFs
AMZN
News
From
Benzinga
SoftBank-Owned Chipmaker Arm Shrugs Off US IPO Downturn, Sets Stage For Nasdaq Debut
April 30, 2023
Tickers
BCS
GS
IPO
JPM
Tags
Market News
BCS
Benzinga
From
Benzinga
Reunion Neuroscience Enters Compliance Period, Struggles To Remain NASDAQ Listed
April 25, 2023
Tickers
REUN
Tags
Market News
Benzinga
Top Stories
From
Benzinga
Falling Inflation A Deceptive Harbinger Of Doom; Analyst Warns Earnings Expectations Are Too High
April 24, 2023
Tickers
QQQ
SPY
Tags
Broad U/S/ Equity ETFs
Trading Ideas
Market News
From
Benzinga
3 Dividend Stocks to Sell Before They Cut Their Payouts
April 12, 2023
Tickers
MS
PETS
TDS
VIA
Tags
PETS
Market News
NYSE:TDS,NASDAQ;PETS,NYSE:MS,NASDAQ:VIA
From
InvestorPlace
Bracing For Inflation: Did March CPI Spike? Spotlight On 5 Key ETFs To Navigate The Market
April 11, 2023
Tickers
BNP
GLD
GOLD
QQQ
Tags
BNP
Analyst Color
Benzinga
From
Benzinga
Is The Stock Market Closed On Good Friday?
April 07, 2023
Tags
Market Holidays
NASDAQ
General
From
Benzinga
3 EV Stocks Getting Crushed This Spring
April 06, 2023
Tickers
AMZN
FSR
GOOG
GOOGL
Tags
AMZN
TSLA
Market News
From
InvestorPlace
Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here
March 30, 2023
Tickers
AAPL
META
MSFT
NVDA
Tags
News
NVDA
TSLA
From
Benzinga
Bitcoin vs. Gold vs. Nasdaq: Who Wins The Race To The Top In Q1 2023?
March 29, 2023
Tickers
BITCOMP
BTC
GOLD
NDAQ
Tags
$BTC
BTC
Gold
From
Benzinga
7 Lithium Stocks Sitting in the Sweet Spot
March 27, 2023
Tickers
ALB
AMLI
GM
LAC
Tags
LAC
TSLA
PLL
From
InvestorPlace
Crypto Crackdown: SEC Warns Exchanges They 'May Be Subject To Federal Securities Laws'
March 23, 2023
Tickers
COIN
SEC
Tags
NASDAQ
Cryptocurrency
Benzinga
From
Benzinga
Elon Musk Frets As Microsoft Axes AI Ethics Team, Richard Branson's Virgin Orbit Stops Ops, Credit Suisse To Borrow Up To $54B: Today's Top Stories
March 16, 2023
Tickers
AAPL
BIDU
BRK-A
BRK-B
Tags
General
Top Stories
BIDU
From
Benzinga
As Banks Wobble, Watch Bullish Banking ETFs
March 13, 2023
Tickers
DPST
FAZ
FRC
FTXO
Tags
Featured
leveraged & inverse channel
FRC
From
ETF Trends
Tilray Settles Shareholder Lawsuit With $39.9M, Approved By Delaware's Court Of Chancery
March 08, 2023
Tickers
TLRY
Tags
News
Tilray Brands Inc/
Market News
From
Benzinga
Legal Action Against Tilray: Investor Alleges False Claims On Inventory
March 06, 2023
Tickers
TLRY
Tags
Penny Stocks
Legal
Benzinga Cannabis Capital Conference
From
Benzinga
3 Stocks That BlackRock Is Betting On Right Now
March 05, 2023
Tickers
AMZN
BIDU
MSFT
SNOW
Tags
NYSE:SNOW,NYSE:UPS,NASDAQ;BIDU,NASDAQ:AMZN,NASDAQ:MSFT
Market News
UPS
From
InvestorPlace
Why Is Jounce Therapeutics (JNCE) Stock Up 14% Today?
February 23, 2023
Tickers
JNCE
Tags
Market News
Today's Market
NASDAQ
From
InvestorPlace
PENN Entertainment Bolsters Portfolio By Taking Full Control Of Barstool Sports
February 17, 2023
Tickers
PENN
Tags
Briefs
PENN
Market News
From
Benzinga
The 7 Best Tech Stocks to Buy for February 2023
February 09, 2023
Tickers
AAPL
CRM
META
MSFT
Tags
CRM
STX
Stocks to Buy
From
InvestorPlace
Sprott Launches 4 New ETFs Focused on Energy Transition Materials
February 02, 2023
Tickers
COPJ
LITP
SETM
URNJ
Tags
LITP
COPJ
New ETFs
From
ETF Trends
Cathie Wood Is Doubling Down on This Hidden-Gem Artificial Intelligence Stock
February 02, 2023
Tickers
ARKG
ARKK
EXAS
TSLA
Tags
NASDAQ:EXAS,NASDAQ,TSLA,NASDAQ:ZM,NYSEARCA:ARKK,BATS:ARKG
NASDAQ
ARKK
From
InvestorPlace
3 Gene Editing Stocks to Buy Now OR You’ll Be Kicking Yourself Later
January 25, 2023
Tickers
ABBV
CRBU
CRSP
NTLA
Tags
NASDAQ:CRSP,NASDAQ;VRTX,NASDAQ:NTLA,NYSE:ABBV,NASDAQ:CRBU
CRBU
CRSP
From
InvestorPlace
< 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.