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 saving
Recent news which mentions Personal saving
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
32
33
Next >
New York Community Bank’s online arm is paying the nation’s highest interest rate
April 10, 2024
Tags
Personal finance
Breaking News: Investing
New York Community Bancorp Inc
From
CNBC.com News
Cash savers still have an opportunity to beat inflation amid cloudy forecast for interest rate cuts
April 09, 2024
Tags
Personal Finance
Personal finance
Certificates of deposit
From
CNBC.com News
What Biden's new student loan forgiveness plan means for your taxes
April 09, 2024
Tags
National taxes
State taxes
Tax planning
From
CNBC.com News
Here's what's wrong with the ‘100 envelope’ method and TikTok’s other viral savings challenges
April 09, 2024
Tags
Social media
Personal Finance
Social Media
From
CNBC.com News
Some of the rules that protect wealthy savers' bank deposits just changed. Here's what to know
April 09, 2024
Tags
Personal Finance
Personal finance
Consumer banking
From
CNBC.com News
IRS adds ‘important update’ for free Direct File pilot as the federal tax deadline approaches
April 08, 2024
Tags
Wealth
Tax Planning
Breaking news
From
CNBC.com News
As Americans reach 'peak 65,' here's what to know when planning for Medicare, Social Security
April 07, 2024
Tags
Retirement planning
Health care costs
Medicare Part D
From
CNBC.com News
'Proceed with caution' before tapping AI chatbots to file your tax return, experts warn
April 06, 2024
Tags
Taxes
Personal saving
Government taxation and revenue
From
CNBC.com News
Powerball hits $1.3 billion. Most people still buy tickets in person, but more lottery apps emerge
April 05, 2024
Tags
Gambling
Wealth
Personal saving
From
CNBC.com News
Americans are still splurging on travel and entertainment — even as credit card debt tops $1 trillion
April 05, 2024
Tickers
LIFE
Tags
Personal loans
Personal debt
Personal saving
From
CNBC.com News
There's still time to make a last minute 2023 IRA contribution and possibly claim a tax break. Here's who qualifies
April 04, 2024
Tags
Government taxation and revenue
Savings
Retirement planning
From
CNBC.com News
As the Dow nears 40,000, here's what experts say you should do to prepare for a potential pullback
April 03, 2024
Tags
Retirement planning
U/S/ Economy
Your Money
From
CNBC.com News
7 in 10 U.S. adults surveyed are stressed about money, CNBC finds. Here's how you can feel financially secure
April 03, 2024
Tags
Personal saving
Personal debt
Your Money
From
CNBC.com News
53% of Americans surveyed feel they are behind on retirement planning and savings, CNBC poll finds
April 03, 2024
Tags
Savings
Personal Finance
Personal finance
From
CNBC.com News
The 'vibecession' has gone global, with citizens around the world fearing an unsustainable financial future
April 03, 2024
Tags
Europe Economy
Investment strategy
Social issues
From
CNBC.com News
Some retirement savers can still get a ‘special tax credit,’ IRS says – but most don’t claim it
April 02, 2024
Tags
Government taxation and revenue
Individual retirement accounts
Roth IRA
From
CNBC.com News
'Quiet luxury' is alive and well in 2024. Here's why the old money style is so hard to shake
April 02, 2024
Tickers
LIFE
Tags
Breaking News: Investing
Personal finance
Investing
From
CNBC.com News
Here's what beneficiaries need to know as the Social Security Administration phases in new policies for overpayments
April 01, 2024
Tags
Social Security
Social issues
Personal Finance
From
CNBC.com News
'Guilt tipping' is getting out of control, but signs show consumers are pushing back
March 31, 2024
Tags
Debt
Breaking News: Business
Restaurants
From
CNBC.com News
There's still time to reduce your tax bill or boost your refund before the deadline — here's how
March 29, 2024
Tags
Personal Finance
Investing
Breaking News: Investing
From
CNBC.com News
BlackRock CEO Larry Fink says 65 retirement age is too low. Here's what experts say
March 28, 2024
Tags
Health care costs
Retirement planning
Personal saving
From
CNBC.com News
Winning ticket for Mega Millions $1.128 billion jackpot sold in New Jersey – here’s how much the winner will owe in taxes
March 27, 2024
Tags
Savings
Government taxation and revenue
Taxes
From
CNBC.com News
An 'often overlooked' retirement savings option can lower your tax bill, advisor says. Here's how
March 26, 2024
Tags
Personal saving
Taxes
Retirement planning
From
CNBC.com News
Women experience a 'motherhood penalty.' For dads, there’s a wage 'bonus'
March 26, 2024
Tickers
LIFE
Tags
Life
Careers
Savings
From
CNBC.com News
Mega Millions jackpot hits $1.1 billion — and the big winner could face these costly pitfalls
March 25, 2024
Tags
Personal saving
Wealth
Taxes
From
CNBC.com News
'Gray divorce' has doubled since the '90s — and the financial risk is high for women
March 23, 2024
Tickers
LAWS
Tags
Retiree finances
Savings
Finance
From
CNBC.com News
The IRS has so far issued 43 million tax refunds, worth $135 billion
March 21, 2024
Tags
Income Tax
Personal Finance
Personal finance
From
CNBC.com News
Social Security commissioner vows to end 'clawback cruelty' with new plan for benefit overpayments
March 20, 2024
Tags
Personal income
Government pensions and social security
Personal Income
From
CNBC.com News
The Fed hasn't touched interest rates since July, but they're still moving. What that looks like for credit cards, mortgages and savings accounts
March 20, 2024
Tags
Personal saving
Credit
Personal loans
From
CNBC.com News
The Federal Reserve holds interest rates steady, with no immediate relief for consumers from sky-high borrowing costs
March 20, 2024
Tags
Interest Rates
Savings
Auto loans
From
CNBC.com News
< Previous
1
2
...
19
20
21
22
23
24
25
26
27
...
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.