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 National budgets
Recent news which mentions National budgets
What Trump’s 'one big beautiful' tax-and-spending bill means for your money
July 03, 2025
Tags
Personal finance
Breaking News: Investing
Politics
From
CNBC.com News
Elon Musk rips into 'utterly insane' Trump-backed megabill
June 28, 2025
Tickers
LAW
LAWS
Tags
National budgets
US: News
Breaking News: Economy
From
CNBC.com News
Sen. Ron Johnson rips into 'immoral' GOP spending bill: 'I can't accept it'
June 04, 2025
Tags
U/S/ Economy
Congress
White House
From
CNBC.com News
Congress' proposed cuts may jeopardize Medicaid and negatively impact the economy, report finds
March 05, 2025
Tags
Medicaid
Personal Finance
Government budget deficits
From
CNBC.com News
Trump, Musk float idea of $5,000 'DOGE dividend' checks. Here's what experts say
February 27, 2025
Tags
Government spending
Personal Finance
Government budget deficits
From
CNBC.com News
Federal spending on children peaked in 2021. Now it may decline by $230 per child in 2024, report finds
October 01, 2024
Tags
Medicare
Family finances
Government taxation and revenue
From
CNBC.com News
How to position your investment portfolio for lower rates, according to experts
September 22, 2024
Tags
Fixed income funds
ETF Edge
Personal investing
From
CNBC.com News
'Record-breaking backlog' leads to $1.1 billion of improper Social Security payments, report finds
August 12, 2024
Tags
Personal finance
Personal Income
Federal Budget (U/S/)
From
CNBC.com News
What the presidential election could mean for Social Security and Medicare
August 01, 2024
Tags
United States Presidential Election
Personal finance
Economic policy
From
CNBC.com News
Social Security commissioner vows to end 'clawback cruelty' with new plan for benefit overpayments
March 20, 2024
Tags
National budgets
Personal saving
Personal investing
From
CNBC.com News
Trump vs. Biden: Where 2024 presidential candidates stand on Social Security, Medicare
March 11, 2024
Tags
Retirement
Personal debt
Disability benefits
From
CNBC.com News
Biden called for protecting Social Security, Medicare in last year’s State of the Union. Now advocates hope for action
March 07, 2024
Tags
Retirement planning
Taxes
US: News
From
CNBC.com News
Germany slides deeper into budget crisis. Here's what you need to know
November 23, 2023
Tags
Government and politics
National budgets
Government budgets
From
CNBC.com News
More than 1 million are waiting for Social Security to process initial disability claims. The consequences are 'devastating,' lawmaker says
November 01, 2023
Tags
Government Agencies
Disability benefits
White House
From
CNBC.com News
How the long-awaited recession became a 'richsession' for America's wealthy
October 25, 2023
Tags
Economic events
U/S/ Economy
Markets
From
CNBC.com News
How a federal government shutdown may affect Social Security and Medicare
September 26, 2023
Tags
Government shutdown
Personal finance
Medicare
From
CNBC.com News
U.S. debt is nearly $33 trillion. But some economists say not all debt is bad.
September 10, 2023
Tickers
LIFE
Tags
National debt
US Economy
National budgets
From
CNBC.com News
Why TikTok trends may take over the back-to-college shopping season
August 25, 2023
Tags
Economic events
Personnel
Markets
From
CNBC.com News
Why the U.S. has a productivity problem
August 25, 2023
Tags
US: News
US Economy
National budgets
From
CNBC.com News
75% of people ages 50 and up worry Social Security will run out of money in their lifetimes, survey finds
August 24, 2023
Tags
Personal saving
National budgets
Retirement planning
From
CNBC.com News
Here's why public transit keeps running out of money
July 25, 2023
Tags
Mass transit systems
Mass transit systems operation
Federal Budget (U/S/)
From
CNBC.com News
Social Security phone service disruptions led to dropped calls, longer wait times, report finds
June 28, 2023
Tags
Labor economy
Personal finance
Disability benefits
From
CNBC.com News
Why Iran keeps seizing oil tankers in the Strait of Hormuz
June 01, 2023
Tags
Economy
Oil and Gas
Defense Contractors
From
CNBC.com News
How A.I. could change the future of work
April 28, 2023
Tags
Goldman Sachs Group Inc
Business
Politics
From
CNBC.com News
Social Security is in the 'worst public service crisis in memory,' labor union says. What it may take for services to improve
April 11, 2023
Tags
Personal Finance
Social issues
National security
From
CNBC.com News
The future of the U.S. military's tank force
March 25, 2023
Tags
US Economy
National budgets
US: News
From
CNBC.com News
Biden's budget pushes to renew bigger child tax credit payments for families
March 10, 2023
Tags
Government Programs
Legislation
Personal finance
From
CNBC.com News
Biden budget calls for 'protecting and strengthening' Social Security
March 09, 2023
Tags
Personal debt
Federal Budget (U/S/)
Medicare
From
CNBC.com News
Air Force's aging E-3 Sentry stirs questions of airborne-battle readiness
February 10, 2023
Tags
Foreign policy
Economic events
Markets
From
CNBC.com News
Seniors urge Congress to protect Social Security, Medicare ahead of State of the Union
February 07, 2023
Tags
Retiree finances
National budgets
Congress
From
CNBC.com News
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.