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 One Big Beautiful Bill
Recent news which mentions One Big Beautiful Bill
Rocket Lab Q2 Earnings Preview: Will Shares Lift Off After Results, Launch Update?
August 06, 2025
Tickers
RKLB
Tags
One Big Beautiful Bill
RKLB
Expert Ideas
From
Benzinga
UnitedHealth's Meta Moment? Bleeding Out Or Just A Bad X-Ray?
August 04, 2025
Tickers
META
PLTR
UNH
Tags
Trading Ideas
META
PLTR
From
Benzinga
Six Months In, Trump Struggles To Sell His Economic Vision To Skeptical Americans
August 03, 2025
Tags
One Big Beautiful Bill
Donald Trump
US
From
Benzinga
Want To Help Pay Off $37 Trillion National Debt? Government Accepts Venmo, PayPal
July 28, 2025
Tickers
PYPL
Tags
Top Stories
Benzinga
PYPL
From
Benzinga
Trump's Big Beautiful Bill Slashes Solar Incentives — Cathie Wood's Ark Says Nuclear May Now Be Cheapest Option: OKLO, SMR, LTBR And Other Stocks In Focus
July 07, 2025
Tickers
BLDP
BWXT
CEG
COAL
Tags
ETR
Benzinga
gas
From
Benzinga
Elon Musk Reignites Epstein Client List Debate, Escalating Feud With Trump
July 07, 2025
Tickers
TSLA
Tags
One Big Beautiful Bill
TSLA
Donald Trump
From
Benzinga
Ray Dalio Forecasts 'Big, Painful Disruptions' as US National Debt Set To Swell Over Next Decade
July 06, 2025
Tickers
NEWS
Tags
One Big Beautiful Bill
Ray Dalio
debt
From
Benzinga
Trump's 'Big Bautiful Bill' Passes—EV Tax Breaks To End On September 30: What It Means For Electric Vehicles
July 04, 2025
Tickers
EVS
F
TECH
TSLA
Tags
electric vehicles
Market News
F
From
Benzinga
Every New Trillion Of Debt In Trump's 'Big Beautiful Bill' Is 'Free Adertising For Bitcoin,' Expert States
July 02, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Market News
bitcoin
News
From
Benzinga
After Trump Warns Elon Musk To 'Close Up Shop,' China Rallies Behind World's Richest Man: 'There's No Need To Keep Putting Up With It'
July 02, 2025
Tickers
NEWS
TSLA
Tags
Elon Musk
mobility
Donald Trump
From
Benzinga
Elon Musk Staging A Political Comeback? Tesla CEO Sparks 'America Party' Buzz As He Slams Trump's 'Insane Spending Bill'
June 30, 2025
Tickers
TSLA
Tags
One Big Beautiful Bill
Donald Trump
TSLA
From
Benzinga
US Credit Rating Would Fall If Trump's Big Beautiful Bill Is Approved, Says Thomas Massie: Here's What It Means For Americans
June 30, 2025
Tickers
CBO
NEWS
QQQ
SPY
Tags
credit raing
Market News
Tax Cuts
From
Benzinga
Bernie Sanders Slams Trump's 'Big, Beautiful Bill' As A Gift For Billionaires: 'The Most Dangerous Piece of Legislation In Modern History'
June 29, 2025
Tags
Rand Paul
One Big Beautiful Bill
Benzinga
From
Benzinga
Chuck Schumer Wants Siri To Play 'Bad Blood' As Elon Musk, Donald Trump Feud Each Other — Mike Johnson Sings A Hawkish Tune
June 05, 2025
Tickers
NEWS
TECH
TSLA
Tags
Chuck Schumer
Market News
News
From
Benzinga
Marjorie Taylor Greene Says She's 'Adamantly Opposed' To Trump's 'Big Beautiful' Bill Over This AI Provision: 'I Would Have Voted NO If I Had Known This Was In There'
June 03, 2025
Tickers
NEWS
Tags
Reoublicans
One Big Beautiful Bill
Stories That Matter
From
Benzinga
Larry Summers Issues Stark Warning: 'The Big, Beautiful Bill' Is Actually A Prescription For 'Deadly, Dangerous Decline'
May 29, 2025
Tags
Lawrence Summers
US Treasuries
Kevin Hassett
From
Benzinga
US Stocks Likely To Open Higher After S&P 500's Four-Day Fall: 'Market Is Risk-Off,' Says Expert
May 27, 2025
Tickers
AAPL
AZO
BNS
DECK
Tags
Benzinga
Top Stories
Economics
From
Benzinga
Trump Administration Claims It's 'Kicking' 1.4 Million Undocumented Immigrants Off Medicaid, But Grok Clarifies Federal Medicaid Does Not Cover Them, States Do
May 26, 2025
Tickers
CBO
NEWS
QQQ
SNAP
Tags
SNAP
Tax Cuts
Equities
From
Benzinga
Jim Cramer Warns Of More 'Torture' Ahead As 10-Year Yields Flirt With 4.75% Amid Trump's 'One Big Beautiful Bill' Moving To Senate: 'Get Used To It'
May 23, 2025
Tickers
NEWS
QQQ
SPY
Tags
Regulations
Analyst Color
Treasuries
From
Benzinga
US Stocks Likely To Open On A Mixed Note: 'Nothing Good Happens Above A 5% Yield,' Says Expert
May 23, 2025
Tickers
AAP
ADSK
AUPH
BAH
Tags
Pre/Market Outlook
Kathy Jones
US market preview
From
Benzinga
Growth Vs. Value: Expert Views Collide On The Impact Of Trump's 'Big, Beautiful' Bill
May 23, 2025
Tickers
AGX
CAVA
EAT
EME
Tags
QQQ
One Big Beautiful Bill Act
Market Summary
From
Benzinga
US Stock Likely To Open On A Mixed Note After 2-Day Fall: 'We Do Not See The US Economy Dipping Into A Recession This Year,' Says Expert
May 22, 2025
Tickers
AAP
ADI
BJ
HON
Tags
WSM
One Big Beautiful Bill
QQQ
From
Benzinga
House Advances Trump's 'One Big Beautiful Bill' After Key Medicaid, Tax, And Border Security Changes
May 22, 2025
Tickers
BAH
CNC
ELV
ENPH
Tags
ENPH
News
Equities
From
Benzinga
US Stocks Likely To Open Lower, Expert Says 'Tariffs Remain A Headwind,' But 'Tax Cut' And 'Easing Of Tensions' In Middle East 'Could Propel Equities Closer To All-Time Highs'
May 21, 2025
Tickers
ACN
AS
CFSB
DELL
Tags
ACN
HD
TJX
From
Benzinga
Big Beautiful Bill Will 'Explode The Deficit,' And Make The Rich Richer: Congressional Budget Office Estimates 4% Income Fall For Lowest Decile Of Americans By 2033
May 21, 2025
Tickers
CBO
NEWS
QQQ
SNAP
Tags
Tax Cuts
Market News
Equities
From
Benzinga
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.