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 Optimize Advisors
Recent news which mentions Optimize Advisors
< Previous
1
2
3
4
5
6
7
Next >
Why Netflix's Stock Rally Is Likely To Continue
December 02, 2022
Tickers
NFLX
Tags
Benzinga
General
Entertainment
From
Benzinga
Trader Is Betting On Micron Technology Declining On Earnings
November 30, 2022
Tickers
MU
Tags
Options
News
Media
From
Benzinga
Dollar General Options Trades Hint At More Downside Ahead Of Earnings
November 29, 2022
Tickers
DG
Tags
DG
Benzinga
Short Ideas
From
Benzinga
Deere & Company Shares Could Uptrend After Q3 Results: Revealing Options Activity
November 23, 2022
Tickers
DE
Tags
Benzinga
CNBC
Media
From
Benzinga
Coinbase Attracts More Bearish Bets Even After Losing 84% Year To Date
November 22, 2022
Tickers
COIN
Tags
CNBC
Short Ideas
Benzinga
From
Benzinga
This Wall Street Analyst Is Shorting Tesla And Going Long On Penn Entertainment
November 21, 2022
Tickers
PENN
TSLA
Tags
TSLA
Options
Mike Khouw
From
Benzinga
ExxonMobil And Other Energy Stocks Traders Are Actively Selling
November 18, 2022
Tickers
HAL
SLB
XOM
Tags
SLB
CNBC
Benzinga
From
Benzinga
Traders Expect Taiwan Semiconductor Shares To Continue Rallying After Buffett Takes $4B Stake
November 16, 2022
Tickers
TSM
Tags
Long Ideas
Markets
Optimize Advisors
From
Benzinga
Netflix Shares Are Down 50% This Year: Is It The Right Time To Go Long?
November 15, 2022
Tickers
NFLX
Tags
Benzinga
General
Entertainment
From
Benzinga
Go Short To Play The Downturn, These Experts Say
November 14, 2022
Tickers
DIS
HD
Tags
Top Stories
Short Ideas
Benzinga
From
Benzinga
Coinbase Global Attracts Bearish Bets Even Amid Crypto Market Slump
November 11, 2022
Tickers
COIN
Tags
Top Stories
COIN
Benzinga
From
Benzinga
Options Traders Expect AstraZeneca Shares To Fall After Earnings Report, As Stock Is Up 5% In 2022
November 09, 2022
Tickers
AZN
Tags
AZN
Benzinga
Short Ideas
From
Benzinga
Options Trader Betting On Carvana Falling Even Further, After Stock Loses 97% Year-To-Date
November 08, 2022
Tickers
CVNA
Tags
CVNA
Markets
Optimize Advisors
From
Benzinga
This ETF Is One Way To Hedge Risks In Volatile Market
November 07, 2022
Tickers
GDX
GLD
SPY
Tags
Options
Mike Khouw
Media
From
Benzinga
MicroStrategy Bullish Bets Could Indicate A Cryptocurrency Rebound
November 04, 2022
Tickers
MSTR
Tags
Media
Michael Khouw
Options
From
Benzinga
After Uber Spikes 12% On Tuesday, Traders See More Upside To Stock After Earnings
November 02, 2022
Tickers
UBER
Tags
Markets
CNBC
UBER
From
Benzinga
Markets Brace For Fed Rate Update, Here's How To Play It
November 01, 2022
Tickers
XLI
Tags
CNBC
Markets
Long Ideas
From
Benzinga
UnitedHealth, Starbucks Feature On 'The Final Call'
October 31, 2022
Tickers
SBUX
UNH
Tags
CNBC
Short Ideas
Benzinga
From
Benzinga
Why ExxonMobil Could Continue To Rally
October 28, 2022
Tickers
XOM
Tags
Media
Options
Michael Khouw
From
Benzinga
With Twitter Deal In Motion, Stock Closes At Highest Level Since Proposal
October 26, 2022
Tickers
TWTR
Tags
Optimize Advisors
Trading Ideas
Market News
From
Benzinga
Options Traders Expecting Microsoft Rally, Ahead Of Tech Giants Reporting Earnings
October 25, 2022
Tickers
MSFT
Tags
Long Ideas
Markets
MSFT
From
Benzinga
Why Schlumberger Shares Could Decline After Earnings
October 21, 2022
Tickers
SLB
Tags
Benzinga
Short Ideas
Top Stories
From
Benzinga
Why Tesla Shares Could Tumble After Earnings
October 19, 2022
Tickers
TSLA
Tags
CNBC
Benzinga
Short Ideas
From
Benzinga
Netflix Shares Spike, Options Traders See More Runway Ahead
October 18, 2022
Tickers
NFLX
Tags
Media
Michael Khouw
Options
From
Benzinga
Procter & Gamble, Schlumberger And Netflix To Recover, Say Experts On CNBC's Final Call
October 17, 2022
Tickers
NFLX
PG
SLB
Tags
Options
Media
Mike Khouw
From
Benzinga
Why Tesla Options Suggest Stock Could Rise 65% To Reach April Highs
October 14, 2022
Tickers
AAPL
TSLA
Tags
CNBC
Benzinga
AAPL
From
Benzinga
Why Lucid Stock Could Gain On Prospect Of Meeting 2022 Production Guidance
October 13, 2022
Tickers
LCID
Tags
LCID
Long Ideas
Markets
From
Benzinga
Options Traders Expecting Short-Term Downside For ARK Innovation ETF
October 11, 2022
Tags
Michael Khouw
Options
Media
From
Benzinga
3 Pros On How To Play A Downward Trending Market
October 10, 2022
Tickers
IWM
SPY
Tags
XP Investments
Bonawyn Eison
Short Ideas
From
Benzinga
Markets Turn Bearish On Twitter Deal Closing
October 07, 2022
Tickers
TWTR
Tags
Trading Ideas
Market News
Optimize Advisors
From
Benzinga
< Previous
1
2
3
4
5
6
7
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.