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 Personal investing
Recent news which mentions Personal investing
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
How this 30-year-old billionaire spends money, from Uber Eats deals to a $30 million mansion
August 27, 2025
Tags
Personal spending
Meta Platforms Inc
Make It / Power Players
From
CNBC.com News
S&P 500 index investors have been rewarded so far in 2025. Why experts say it may be time to diversify
August 26, 2025
Tags
Retirement planning
Personal investing
Exchange/traded funds
From
CNBC.com News
Who benefits from 0% capital gains for 2025 under Trump’s ‘big beautiful bill’
August 26, 2025
Tags
Retirement
Investing
Investment strategy
From
CNBC.com News
This retirement plan feature offers tax-free growth — but only 18% of investors use it
August 24, 2025
Tags
Investing
Roth 401(k) plans
Retirement
From
CNBC.com News
This under-the-radar ETF trend may be flashing a warning signal for the market
August 23, 2025
Tags
Markets
Investing
Finance
From
CNBC.com News
Former Walmart U.S. CEO Bill Simon questions stock drop: 'It was about as good of a quarter as any retailer could have in any environment'
August 21, 2025
Tickers
JOBS
Tags
Economy
Breaking News: Markets
Personal debt
From
CNBC.com News
How wealthy investors use ETFs to skirt capital gains taxes. The strategy is 'like magic,’ advisor says
August 21, 2025
Tags
Financial planning
Personal investing
Investment strategy
From
CNBC.com News
When 'invest like the 1%' fails: How Yieldstreet's real estate bets left customers with massive losses
August 18, 2025
Tags
Venture capital
Banks
Real estate
From
CNBC.com News
Social Security marks its 90th anniversary — here’s what could happen to future benefits
August 14, 2025
Tags
Personal Income
Social Security
Personal taxes
From
CNBC.com News
These are smart moves for required withdrawals in retirement when you don’t need the money
August 12, 2025
Tags
Markets
ETF Strategist
Investing
From
CNBC.com News
Record-setting market: Using ETFs to help avoid hefty tax bills
August 08, 2025
Tags
Personal investing
NVIDIA Corp
Breaking News: Investing
From
CNBC.com News
Tell us your story: How well are you living in retirement?
August 08, 2025
Tags
Personal Finance
Personal income
Retirement planning
From
CNBC.com News
Why it appears Washington is becoming friendlier toward crypto ETFs under Trump
July 30, 2025
Tags
Personal investing
Mutual fund management
Cryptocurrency
From
CNBC.com News
‘This market is pricing in perfection,’ warns Verdence Capital CIO as tariff deadline looms
July 27, 2025
Tags
Economy
Global trade
Fast Money
From
CNBC.com News
Media trailblazer Tom Rogers changes ‘raging bull’ stance on Netflix, sees worrisome signs
July 26, 2025
Tags
Breaking News: Investing
Television programs
Netflix Inc
From
CNBC.com News
Most Americans think they know Social Security, AARP finds — but here's what they get wrong
July 24, 2025
Tags
Personal spending
Retirement
Breaking News: Politics
From
CNBC.com News
From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they're positioning right now
July 23, 2025
Tags
Rocket Lab USA Inc
Investing
Iridium Communications Inc
From
CNBC.com News
Why defensive names and bitcoin could be solid plays over the next six months
July 16, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Currency markets
U/S/ Economy
Investing
From
CNBC.com News
Just 30% of workers expect to save $1 million or more for retirement. Here's how to boost your balance
July 15, 2025
Tags
Personal income
Retirement planning
Personal Finance
From
CNBC.com News
It pays to wait to claim Social Security retirement benefits. Having a 'bridge strategy' can help
July 11, 2025
Tags
Annuities
Personal spending
Retirement
From
CNBC.com News
Slam dunk? Fundstrat’s Tom Lee considers two new themes for his Granny Shots ETF
July 03, 2025
Tags
Technology
ETF Edge
Exchange/traded funds
From
CNBC.com News
Average 401(k) savings rates are at record-high levels. How figures compare to popular benchmarks
June 24, 2025
Tags
Retirement
Financial consulting
Investing
From
CNBC.com News
Self-made millionaire who makes $14,000 a month in passive income—my best advice for a starting a successful side hustle
June 18, 2025
Tags
Entrepreneurs
Personal income
Make it / Level Up
From
CNBC.com News
This artificial intelligence subcategory is undergoing a 'golden age,' says long-time tech analyst Dan Ives
June 18, 2025
Tags
Wall Street
Software
Broadcom Inc
From
CNBC.com News
Power play: Two money managers bet big on uranium, predict long shelf life for gains
June 14, 2025
Tickers
OKLO
Tags
Artificial intelligence
Nuclear power
Oklo
From
CNBC.com News
The average 401(k) savings rate hit a new record high. See if you're on track
June 04, 2025
Tags
Investing
Financial consulting
Fidelity National Financial Inc
From
CNBC.com News
As Denmark raises its retirement age to 70, experts weigh in on whether the U.S. may follow its lead
May 31, 2025
Tags
Personal spending
Retirement
Personal finance
From
CNBC.com News
Don't 'feel guilty' for spending on these 8 things, says expert: 'Money can absolutely buy happiness'
May 26, 2025
Tags
Personal investing
Personal saving
Wellness
From
CNBC.com News
Walmart's former U.S. CEO Bill Simon thinks retailer can easily absorb tariff costs, criticizes its 'doom and gloom' commentary
May 15, 2025
Tags
Retail industry
Consumer confidence
Retail sales
From
CNBC.com News
He lives in Thailand but 'supercommutes' to Singapore—living off what he makes from 3 hours a week
May 14, 2025
Tickers
JOBS
Tags
Careers
Make It / Life
Entertainment
From
CNBC.com News
< 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.