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 North Carolina
Recent news which mentions North Carolina
< Previous
1
2
3
4
5
6
7
8
Next >
Taking Steps to Improve Maternal and Fetal Health
October 12, 2021
Tags
Womens Maternal Care
Charlotte
North Carolina
From
PRLog
Meet 100+ Wrestling Stars and Legends In North Carolina This Fall
October 09, 2021
Tickers
WWE
Tags
Wwe
Winston/Salem
United States
From
PRLog
UL Classified Explosion-Proof Enclosures Now Available
October 06, 2021
Tags
#hazardouslocation
#metalfabrication
Manufacturing
From
PRLog
Selling Your House For Top Dollar Without The Hassles Of Listing It!
October 04, 2021
Tags
United States
Full Price Home Sale
Real Estate
From
PRLog
Durham's Black Wall Street and the Greater Durham Chamber of Commerce Announce a New Political Awareness Program
September 30, 2021
Tags
Business
Non/profit
Small Business
From
PRLog
N.C. offshore wind faces big challenges, even bigger opportunities, advocates say
September 30, 2021
Tags
News
Offshore
Wind Power
From
Geothermal Energy RSS Feed
N.C. offshore wind faces big challenges, even bigger opportunities, advocates say
September 30, 2021
Tags
News
Offshore
Wind Power
From
Green Power RSS Feed
International Paper Supports Back to School Season in North Carolina
September 22, 2021
Tickers
IP
Tags
Philanthropy & Cause Initiatives
North Carolina
Craven County
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Triangle Real Estate Agent Promotes Homes To MORE Buyers For MORE Money
September 21, 2021
Tags
Real Estate
Raleigh
Home Selling
From
PRLog
New gallery exhibits including FROM FALLUJAH featuring four contemporary photographers work from Fallujah
September 20, 2021
Tickers
ART
WAR
Tags
Us Foreign Policy
Middle Eastern Culture
United States
From
PRLog
The New Real Estate "Just Looking" Program Is A Big Hit With Triangle Area Residents!
September 16, 2021
Tags
United States
Real Estate
Raleigh
From
PRLog
Bob Youakim joins Anduin Board of Directors
September 16, 2021
Tickers
SAAS
Tags
Accounting
Saas
Accounting Tech
From
PRLog
For the 6th Time, Zippy Shell, Inc. Appears on the Inc. 5000, Ranking No. 1149 With Three-Year Revenue Growth of 423 Percent
September 15, 2021
Tags
Transportation
North Carolina
Wake Forest
From
PRLog
Tim Ferguson Brings Retirement & Income Radio To Wilmington
September 14, 2021
Tags
Wilmington
United States
Radio Host
From
PRLog
WinSouth Credit Union Expands ATM Outsourcing Partnership with ATM USA
September 13, 2021
Tickers
ATMS
Tags
WinSouth Credit Union
turnkey ATM services
ATM USA
From
PRLog
Charlotte Stylist is Trading Styles for Smilz with a Monthly Program to Style Ladies Impacted by Hair Loss
September 01, 2021
Tags
United States
Beauty
Family
From
PRLog
2021 NACCE Pitch for the Trades Presents Panel of Distinguished Judges
August 31, 2021
Tags
United States
Entrepreneurship
Cary
From
PRLog
Entrinsik Tabs Lou DiCello to Lead Brewery Business Intelligence Division
August 19, 2021
Tags
Data Analysis
Reporting
Business Intelligence
From
PRLog
A New Fintech Player To Set A Bold New Standard In Fintech Ambitions And Value Across Africa
August 06, 2021
Tags
QR code payments
Financial
North Carolina
From
PRLog
Duke Energy Helps Build North Carolina Workforce With $615,000 in Grants to Community Colleges, HBCUs and Nonprofits
August 04, 2021
Tickers
DUK
Tags
Philanthropy & Cause Initiatives
North Carolina
Duke Energy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Award Winning Production Holds its 5th Annual Labor of Love Fashion Week
August 02, 2021
Tags
Fashion Show
Event
Fashion
From
PRLog
Software Design Company Big Fish Establishes Presence in Thriving Research Triangle Park
July 28, 2021
Tags
Information technology
Software
Healthcare
From
PRLog
Galaxy Diagnostics Launches Broadest IFA Serology Panel Available for Bartonella Infection
July 27, 2021
Tags
United States
Durham
Science Leader
From
PRLog
NACCE announces STRIVE Consortium rollout in partnership with The Institute for Veterans & Military Families
July 20, 2021
Tags
Veterans
Business
Small Business
From
PRLog
Google faces a major multi-state antitrust lawsuit over Google Play fees
July 07, 2021
Tickers
TC
Tags
apple inc
california
washington
From
TechCrunch
< Previous
1
2
3
4
5
6
7
8
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.