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 People In Tech
Recent news which mentions People In Tech
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
'Fire The Intel Board,' Says Former CEO Craig Barrett As He Pushes Back On Breakup Plans, Urges Focus On Chipmaking Wins
March 03, 2025
Tickers
INTC
NEWS
TECH
Tags
INTC
Stories That Matter
People In Tech
From
Benzinga
Jeff Bezos-Backed Anthropic Pushes For Stronger US AI Safeguards, Saying Autocracies Like China, Russia Could Use AI To Expand Their Power: 'Some Very Dark Possbilities'
March 03, 2025
Tickers
NEWS
TECH
Tags
Benzinga
DeepSeek
Tech
From
Benzinga
This Bill Gates 'Mistake' Cost Microsoft A $400 Billion Opportunity, According To Android Co-Founder: 'Sorry, Bill'
March 01, 2025
Tickers
AAPL
GOOG
GOOGL
MSFT
Tags
Market News
AAPL
Benzinga
From
Benzinga
MrBeast Lost Millions On Amazon's 'Beast Games'—Now He's Looking To Raise Hundreds Of Millions To Take His Brand To The Next Level
February 26, 2025
Tickers
NEWS
TECH
Tags
benzinga neuro
News
Consumer Tech
From
Benzinga
Jensen Huang Once Disclosed How He Wants Nvidia And Him Remembered: 'Very Simply...'
February 26, 2025
Tickers
NEWS
NVDA
TECH
Tags
People In Tech
Tech
Stories That Matter
From
Benzinga
AMC CEO Says Apple And Amazon Are Warming Up To Theatrical Releases But This Streaming Giant Still Isn't Convinced
February 25, 2025
Tickers
AAPL
AMC
AMZN
NEWS
Tags
Consumer Tech
AMC
benzinga neuro
From
Benzinga
'Pay Me $100,000 Per Year': Warren Buffett Was Stunned By Pete Liegl's Modest Salary Request, But The Deal Made Berkshire Billions
February 25, 2025
Tickers
BRK
NEWS
Tags
Benzinga
Warren Buffett
Markets
From
Benzinga
Jeff Bezos Knew Great Hiring Was Crucial Because He Used To Ascertain One Key Thing In Interviews — Now, Amazon Has Dropped 6 Must-Know Secrets To Landing A Job At The Tech Giant In 2025
February 24, 2025
Tickers
NEWS
TECH
Tags
Benzinga
Jeff Bezos
Stories That Matter
From
Benzinga
Bill Gates Has A Warning For The Next Generation, Says Be 'Very Afraid' Of These 4 Issues
February 22, 2025
Tickers
NEWS
TECH
Tags
Tech
Bill Gates
People In Tech
From
Benzinga
Microsoft CEO Satya Nadella Warns Of Dot-com-Like AI Bubble, Pushes For Measuring AI Impact With GDP Growth: 'Self-Claiming AGI Milestone Is Just Nonsensical Benchmark Hacking'
February 19, 2025
Tickers
MSFT
NEWS
TECH
Tags
MSFT
benzinga neuro
News
From
Benzinga
DeepSeek Founder Liang Wenfeng Once Said Experience Is Not That Important In The Long Run — The Must-Have Skills At Chinese Wall Street Disruptor Revealed
February 19, 2025
Tickers
NEWS
TECH
Tags
Stories That Matter
DeepSeek
Tech
From
Benzinga
Why There's No New Steve Jobs Or Zuckerberg — Bill Gates Names The Only 20-Something Founder Who's Still In The Game
February 19, 2025
Tickers
NEWS
TECH
Tags
Consumer Tech
News
benzinga neuro
From
Benzinga
Elon Musk Has A Frosty Relationship With Dad Errol But Last Year Gifted Him A Luxury Car That Was Surprisingly Not A Tesla — Here's Why
February 17, 2025
Tickers
NEWS
TECH
VWAGY
Tags
Elon Musk
benzinga neuro
News
From
Benzinga
MrBeast Shuts Down 'MrBroke' Claim After Getting Caught Flying Coach—Says He's 'Just Chilling'
February 17, 2025
Tickers
NEWS
TECH
Tags
Tech
People In Tech
Stories That Matter
From
Benzinga
Steve Jobs-Signed Rare Apple Business Card Goes Up For Auction, Bids Touch $75,000
February 15, 2025
Tickers
NEWS
TECH
Tags
Tech
People In Tech
Apple
From
Benzinga
Bill Gates Wanted A Friend To 'Take Charge' Of Microsoft Due To Regret Over Leaving Harvard, But Here's Why He Panicked And Dropped Out
February 15, 2025
Tickers
INTC
MSFT
NEWS
TECH
Tags
News
benzinga neuro
Market News
From
Benzinga
Will Tesla Finally Enter India? Modi-Musk Meeting Reportedly Focused On Tariffs, Starlink Licensing, And SpaceX
February 13, 2025
Tickers
NEWS
TECH
TSLA
Tags
Market News
Benzinga
Politics
From
Benzinga
Ex-Google CEO Eric Schmidt Warns If West Doesn't Get Its Act Together On Open Source AI, China Will Become The Leader: 'If We Don't Do Something...'
February 13, 2025
Tickers
AI
GOOG
GOOGL
META
Tags
Consumer Tech
GOOG
benzinga neuro
From
Benzinga
Bill Gates Has A Soft Spot For Intel, But Says The Chip Giant Has Lost Its Way — Questions Whether The Company Can Recover After CEO Exit And Falling Behind In AI
February 12, 2025
Tickers
INTC
MSFT
NEWS
TECH
Tags
Consumer Tech
News
benzinga neuro
From
Benzinga
Apple Is TSMC's Largest Customer; Their Business Love Story Started Over Chinese Food — But Will Their Relationship Change Dramatically in 2025?
February 10, 2025
Tickers
AAPL
NEWS
TECH
Tags
Terry Gou
Morris Chang
TSMC
From
Benzinga
Bill Gates Slams Elon Musk and Jeff Bezos: 'Rich People Can Do Whatever They Want... But Malnourishment Is the Worst Thing There Is'
February 10, 2025
Tickers
NEWS
TECH
Tags
Bill Gates
Tech
People In Tech
From
Benzinga
Apple Ramping Up Hiring For Home Robotics Team, Says Top Analyst: What's Brewing?
February 09, 2025
Tickers
AAPL
NEWS
TECH
Tags
Market News
Media
AAPL
From
Benzinga
Bill Gates Says Steve Jobs Once Told Him, I Wish You'd 'Take Acid' That Would Enhance Microsoft's Product Design More: 'I Envy Those Skills. I'm Not In His League'
February 08, 2025
Tickers
AAPL
MSFT
NEWS
TECH
Tags
Market News
AAPL
Steve Jobs
From
Benzinga
While Elon Musk Has Been At The Center Of Trump's Presidency In The First Three Weeks, Data Shows His Rivals Jeff Bezos, Mark Zuckerberg And Others Benefited More Since The Inauguration: Here's More
February 08, 2025
Tickers
NEWS
TECH
TSLA
UBER
Tags
Tech
People In Tech
Politics
From
Benzinga
Bill Gates Says Steve Jobs Once Told Him, I Wish You'd 'Take Acid' That Would Enhance Microsoft's Product Design More: 'I Envy Those Skills. I'm Not In His League'
February 08, 2025
Tickers
AAPL
MSFT
NEWS
TECH
Tags
Market News
Steve Jobs
AAPL
From
Benzinga
Mark Zuckerberg Visits White House For Advancing American Tech Leadership Abroad As Meta CEO Continues To Strengthen Ties With Trump
February 06, 2025
Tickers
META
NEWS
TECH
Tags
News
META
Donald Trump
From
Benzinga
DeepSeek Founder Liang Wenfeng Says China Put Profits Over Innovation — But Now Beijing Must Build A Tech Ecosystem To Rival Nvidia
February 06, 2025
Tickers
NEWS
NVDA
TECH
Tags
Market News
Media
Liang Wenfeng
From
Benzinga
Microsoft Poaches Top DeepMind AI Talent Behind Google's Podcasting Feature—Mustafa Suleyman's Zurich AI Lab Expands
February 06, 2025
Tickers
GOOG
GOOGL
MSFT
NEWS
Tags
Market News
Tech
People In Tech
From
Benzinga
Jensen Huang Once Wrote A Desperate Letter To Save Nvidia But Also Forged A Partnership Worth Billions With TSMC: Morris Chang Reveals The Story
February 05, 2025
Tickers
NEWS
NVDA
TECH
TSM
Tags
Consumer Tech
News
NVDA
From
Benzinga
Mark Zuckerberg Once Told Sam Altman That The Most Painful Moment In His Life Was Not Rejecting A $1 Billion Buyout Offer For Facebook But Losing An Entire Team — Here's Why
February 04, 2025
Tickers
META
NEWS
TECH
Tags
Market News
Consumer Tech
News
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.