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 Personnel
Recent news which mentions Personnel
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
32
33
Next >
Treasury yields little changed as investors look to key data slated for the week
September 03, 2024
Tags
Treasurys
Bonds
U/S/ Treasury bonds
From
CNBC.com News
Earning 6 figures, working 9 months a year, traveling the country: What it's like to be a travel nurse, from those who have done it
September 01, 2024
Tags
Make It / Money
Personnel
Millennial Money
From
CNBC.com News
Trump's plan to slash government could hurt Republicans in a key House race
August 30, 2024
Tags
Labor economy
Politics
Government and politics
From
CNBC.com News
The Fed's preferred inflation indicator is out Friday. Here's what to expect
August 29, 2024
Tags
US Economy
The Fed
Prices
From
CNBC.com News
The best U.S. city to find a job right now—it's not New York or San Francisco
August 29, 2024
Tags
Labor economy
Make It / Work
Make It
From
CNBC.com News
Meet the Gen Zers skipping college to take blue-collar jobs and launch trade businesses: ‘One of the smartest decisions I ever made’
August 29, 2024
Tags
Personal finance
Personnel
Make It / Work
From
CNBC.com News
35-year-old CEO shares the No. 1 red flag he sees in employees: People who aren't self-aware 'really struggle with this'
August 28, 2024
Tags
Make It
Leadership
Make It / Leadership
From
CNBC.com News
Why the value meal is making a comeback
August 28, 2024
Tags
Labor economy
stocks
Breaking News: Business
From
CNBC.com News
44-year-old's garage side hustle brings in $12,400 a month—it replaced her husband’s income
August 27, 2024
Tags
Make It
Plants
Lifestyle
From
CNBC.com News
You have a right to ignore your bosses — but only in these countries, and after work hours
August 27, 2024
Tags
Asia News
World News
Labor economy
From
CNBC.com News
79% of Americans who make this one move won't run out of money in retirement, researchers say
August 26, 2024
Tags
Personal finance
Personnel
Labor economy
From
CNBC.com News
Restaurants fight back against the FTC crackdown on 'junk fees' as diners balk at new charges
August 24, 2024
Tags
Lifestyle
US: News
Retail industry
From
CNBC.com News
AI copilots are making internal breaches easier and costlier to defend against
August 23, 2024
Tags
Enterprise
Technology
Artificial intelligence
From
CNBC.com News
Why remote work has staying power: It's 'still kicking,' economist says
August 23, 2024
Tickers
JOBS
Tags
Personal finance
Jobs
Personnel
From
CNBC.com News
A recession is coming in the U.S., and 'a few rate cuts' won't prevent it, says strategist
August 22, 2024
Tags
Personnel
Breaking News: Economy
Prices
From
CNBC.com News
Young workers worry Social Security will run out of funding in their lifetime—but they have time to prepare, says retirement expert
August 22, 2024
Tags
Make It
Make It / Money
Social Security
From
CNBC.com News
Sticker price at some colleges is now nearly $100,000 a year, 'a worrisome trend,' expert says
August 22, 2024
Tags
US: News
Higher education
College
From
CNBC.com News
This popular interview question 'trips a lot of people up,' says hiring expert—the best way to answer it
August 22, 2024
Tags
Make It
Labor economy
Make It / Work
From
CNBC.com News
The 3 biggest 401(k) mistakes that can derail your retirement, according to investment researchers
August 22, 2024
Tags
Make It / Money
Make It
Personnel
From
CNBC.com News
Ghost jobs: What the rise in fake job listings says about the current job market
August 22, 2024
Tickers
JOBS
Tags
US Economy
Economy
Business
From
CNBC.com News
Student loan forgiveness expectations may fuel more borrowing, expert says
August 21, 2024
Tags
College
Higher education
Investment strategy
From
CNBC.com News
44-year-old’s garage side hustle brings in $148,600 a year: ‘You don’t have to have business experience’
August 21, 2024
Tags
Make It
Make It /Six/Figure Side Hustle
Personal finance
From
CNBC.com News
Recent volatility spike was a 'huge overreaction,' but expect more ahead, UBS strategist says
August 21, 2024
Tags
Europe Markets
Stock indices and averages
U/S/ Markets
From
CNBC.com News
Michelle Obama: Trump used 'misogynistic, racist lies' to 'try to make people fear us'
August 21, 2024
Tags
Voting
White House
United States Election 2024
From
CNBC.com News
Starbucks' new CEO will supercommute 1,000 miles from California to Seattle office instead of relocating
August 20, 2024
Tags
Chipotle Mexican Grill Inc
Make It
Make It / Work
From
CNBC.com News
5 things to know before the stock market opens Tuesday
August 20, 2024
Tags
Personnel
Labor economy
Economy
From
CNBC.com News
Fed survey shows lows in employment, worries about finding work and dissatisfaction with pay
August 19, 2024
Tags
Economy
Labor economy
US Economy
From
CNBC.com News
The 3 most common 'people-pleasing' behaviors at work—and how to stop them, from a self-help author
August 19, 2024
Tags
Make It / Leadership
Leadership
Make It
From
CNBC.com News
GM lays off more than 1,000 salaried software and services employees
August 19, 2024
Tags
General Motors Co
US: News
Transportation
From
CNBC.com News
UAW president slams Stellantis CEO over job cuts, alleged price gouging
August 16, 2024
Tags
Personnel
Europe News
Manufacturing
From
CNBC.com News
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
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.