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
3
4
5
6
7
8
9
...
32
33
Next >
House Republican tax plan debate kicks off. Here are two key issues to watch
May 13, 2025
Tags
Tax Planning
Politics
National taxes
From
CNBC.com News
Social Security cost-of-living adjustment for 2026 is projected to be lowest in recent years. Why that may change
May 13, 2025
Tags
U/S/ Economy
Economic policy
Personal finance
From
CNBC.com News
As student loan default rate spikes, some borrowers face 'grave consequences,' New York Fed says
May 13, 2025
Tags
Credit Ratings
Credit card debt
Savings
From
CNBC.com News
Stagflation is a looming economic risk—here's what it may mean for your money
May 13, 2025
Tags
Personal spending
U/S/ Economy
Personal saving
From
CNBC.com News
House GOP tax bill calls for ‘SALT’ deduction cap of $30,000 for most taxpayers. Here's who could benefit
May 12, 2025
Tags
Congress
White House
Government taxation and revenue
From
CNBC.com News
Millennial entrepreneur raised $2 million for a money-saving app for immigrants
May 12, 2025
Tags
Europe News
Application Software
Personal saving
From
CNBC.com News
As new Social Security leadership takes the helm, here are the changes beneficiaries need to watch
May 11, 2025
Tags
Personal saving
Retiree finances
Retirement planning
From
CNBC.com News
The Trump tax cut debate is heating up. Here are the key issues and who stands to benefit
May 10, 2025
Tags
Personal saving
Savings
Taxes
From
CNBC.com News
No buy, low buy, slow buy: How many consumers are preparing for an economic hit
May 09, 2025
Tags
Investment strategy
Debt
Social Media
From
CNBC.com News
Trump tariffs sparked 'noticeable uptick' in I bond interest, advisor says. How they fit into your strategy
May 07, 2025
Tags
Investing
Personal saving
Retirement planning
From
CNBC.com News
Federal Reserve holds interest rates steady: What that means for credit cards, auto loans, mortgages and more
May 07, 2025
Tags
Auto loans
The Fed
Breaking News: Investing
From
CNBC.com News
IRS loses nearly 1 in 3 tax auditors in DOGE cuts, watchdog report finds
May 07, 2025
Tags
Savings
Taxes
Personal saving
From
CNBC.com News
The Federal Reserve is likely to hold interest rates steady this week. Here's what that means for your borrowing costs
May 06, 2025
Tags
Auto Loans
Personal debt
Credit Cards
From
CNBC.com News
Student loan default has 'dramatic and immediate' credit score impact, expert says — with drop of up to 175 points
May 05, 2025
Tags
Personal Finance
Personal credit scores
Inflation
From
CNBC.com News
Social Security reduces benefit clawback from 100% to 50% for some; experts still warn of 'devastating' effects
May 05, 2025
Tags
Retirement
Personal Income
Personal debt
From
CNBC.com News
IRS unveils new HSA limits for 2026. Here's what investors need to know
May 02, 2025
Tags
Tax planning
Personal Finance
Retirement planning
From
CNBC.com News
There's a new 'super funding' limit for some 401(k) savers in 2025. Here's who qualifies
May 02, 2025
Tags
Financial consulting
Retirement
Personal investing
From
CNBC.com News
Trump's tax package could include 'SALT' deduction relief. Here's who stands to benefit
May 02, 2025
Tags
State taxes
Tax planning
Government taxation and revenue
From
CNBC.com News
This lesser-known 401(k) feature can kickstart your tax-free retirement savings
May 01, 2025
Tags
Tax planning
Financial planners
Financial planning
From
CNBC.com News
Treasury Department announces new Series I bond rate of 3.98% for the next six months
April 30, 2025
Tags
Tax planning
Personal Finance
Savings
From
CNBC.com News
Here's what experts say about selling gold jewelry for cash
April 30, 2025
Tags
Savings
Personal saving
Investing
From
CNBC.com News
Roth conversions are popular when the stock market dips. Here's how to know if one is right for you
April 30, 2025
Tags
Roth IRA
IRA
Retirement
From
CNBC.com News
Does it still make sense to wait to claim Social Security retirement benefits? Here's what experts say
April 29, 2025
Tags
Personal finance
Medicare
Retirement
From
CNBC.com News
What dramatic cuts at the Consumer Financial Protection Bureau could mean for consumers
April 29, 2025
Tags
Savings
Personal saving
Your Money
From
CNBC.com News
Americans are more worried about running out of money in retirement than dying. Experts offer ways to reduce that risk
April 25, 2025
Tags
Personal saving
Elder care insurance
Retirement planning
From
CNBC.com News
Nearing retirement? Here's how a 'bond ladder' can preserve your nest egg amid tariff volatility
April 24, 2025
Tags
Savings
Retirement planning
Personal investing
From
CNBC.com News
Warren Buffett has a record amount of cash on the sidelines. Here's how experts recommend balancing saving and investing
April 24, 2025
Tags
Breaking News: Investing
Personal finance
Investment strategy
From
CNBC.com News
Consumers continue to spend even as trade wars raise recession risk
April 24, 2025
Tags
Breaking News: Economy
Trade
Savings
From
CNBC.com News
Incoming college freshmen are set to rack up $40,000 in student debt by graduation, report finds
April 23, 2025
Tags
Personal saving
US: News
Student Loans
From
CNBC.com News
Consumers are already making financial changes in response to tariffs. Here's what experts say to prioritize
April 22, 2025
Tags
Personal Income
Personal debt
Personal saving
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.