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
...
11
12
13
14
15
16
17
18
19
...
32
33
Next >
The last chance for some retirees to avoid a 25% tax penalty is April 1
March 17, 2023
Tags
Investing
Investment strategy
401(k)
From
CNBC.com News
41% of adults are preparing for a recession. It's time to stress-test your income, advisors say
March 17, 2023
Tickers
JOBS
Tags
Family finances
U/S/ Economy
Recession
From
CNBC.com News
Early retiree says reading these 8 books helped him save $1 million: ‘I wasn’t born into money'
March 14, 2023
Tags
Personal saving
Personal investing
Psychology
From
CNBC.com News
Despite market volatility, advisor says he's 'bullish' on crypto education. Here's why
March 14, 2023
Tags
Personal finance
Cryptocurrency exchanges
Investment strategy
From
CNBC.com News
Investing in 2023 is 'definitely going to be rocky,' advisor says. How to stay the course
March 13, 2023
Tags
Cryptocurrency
Stock markets
Investment strategy
From
CNBC.com News
Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature Bank closures
March 13, 2023
Tags
Banking and credit regulation
Personal Finance
Consumer banking
From
CNBC.com News
What Signature Bank, Silicon Valley Bank failures mean for consumers and investors
March 13, 2023
Tags
Banks
stocks
Personal Finance
From
CNBC.com News
Scammers are creating fake “ChatGPT” and “Bing” crypto tokens—here’s how to protect yourself
March 10, 2023
Tags
Make It / Money
Make It
Microsoft Corp
From
CNBC.com News
When it comes to passing wealth on to kids, women have very different ideas to men
March 10, 2023
Tags
Make It / Psychology and Relationships
Make It / Money
Family issues
From
CNBC.com News
Biden budget calls for 'protecting and strengthening' Social Security
March 09, 2023
Tags
Medicare
Government budget deficits
National budgets
From
CNBC.com News
Women aren't investing at the same rate as men. Here's why it matters—and how the gap can be closed
March 09, 2023
Tags
Personal finance
Retirement planning
Investing
From
CNBC.com News
Investing is 'a must' for women to achieve a secure retirement, advisor says. These 3 steps can help
March 08, 2023
Tags
Financial planning for marriage
Retirement planning
Personal finance
From
CNBC.com News
Here's how much money you'd have if you invested $1,000 in Costco 10 years ago
March 04, 2023
Tags
Make It / Save and Invest
Make It
Personal investing
From
CNBC.com News
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
March 04, 2023
Tags
Accounting, tax preparation and payroll services
Financial planning for marriage
Family finances
From
CNBC.com News
Here's how after-tax 401(k) contributions can help with those big retirement savings goals for 2023
February 28, 2023
Tags
401(k) plans
Government taxation and revenue
401(k)
From
CNBC.com News
As new data shows inflation rose in January, here's what consumers can expect next
February 24, 2023
Tags
Personal income
Debt
Minimum wage
From
CNBC.com News
Here's how to buy Treasury bills as some yields reach 5%, according to financial experts
February 24, 2023
Tags
Treasury bills
Personal investing
Savings
From
CNBC.com News
Here's how much money you'd have if you invested $1,000 in Walmart 10 years ago
February 22, 2023
Tags
Walmart Inc
Make It / Save and Invest
Make It
From
CNBC.com News
You can avoid paying surprise taxes by picking the best investment accounts. Here's how
February 20, 2023
Tags
Personal investing
Mutual Funds
Financial planners
From
CNBC.com News
Average 401(k) balances dropped 20% in 2022 — but few investors flinched, Vanguard research shows
February 17, 2023
Tags
Employee benefits
Personal Finance
Investment strategy
From
CNBC.com News
34-year-old was living on $19,000/year as a waitress. Now she runs a $100,000 business and makes $27,000 in passive income
February 15, 2023
Tags
Make It
Lifestyle
Make It / Money
From
CNBC.com News
How to pay 0% capital gains taxes with a six-figure income in 2023
February 15, 2023
Tags
Financial planning
Investment strategy
Smart Tax Planning
From
CNBC.com News
Savers poised for 'biggest win' in 2023 as inflation falls. Where to put your cash now
February 06, 2023
Tags
Personal income
Bonds
Personal spending
From
CNBC.com News
Crypto investors lost nearly $4 billion to hackers in 2022
February 04, 2023
Tags
Make It
Cybersecurity
Make It / Money
From
CNBC.com News
Wait until 70 to claim Social Security: 'The return on being patient is huge,' says economist
February 01, 2023
Tags
Government Programs
Personal Finance
Personal saving
From
CNBC.com News
Op-ed: Keep an eye on medical technology and alternative energy sectors
January 30, 2023
Tags
Personal finance
Insulet Corp
Stock markets
From
CNBC.com News
Self-made millionaire: Here are 8 things rich people do differently that make them 'ultra wealthy'
January 29, 2023
Tags
Personal loans
Personal saving
Business
From
CNBC.com News
How Live Nation and Ticketmaster have a monopoly on the live entertainment industry
January 25, 2023
Tickers
LAWS
Tags
Aquatics events
Personal investing
Events
From
CNBC.com News
As interest rates climb, here's why proposed caps on debt may not help reduce costs for consumers
January 24, 2023
Tags
Armed forces
Personal finance
Debt
From
CNBC.com News
This Social Security change would be ‘easiest and quickest,’ Manchin says. What debt ceiling negotiations may mean for benefits
January 23, 2023
Tags
Personal investing
Social Security
Personal saving
From
CNBC.com News
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
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.