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
...
15
16
17
18
19
20
21
22
23
...
32
33
Next >
Why the value meal is making a comeback
August 28, 2024
Tags
Wendys Co
Breaking News: Markets
Food and drink
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
Make It / Side Hustles
Personnel
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
Personnel
Asia 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
Make It / Money
Personal finance
Personnel
From
CNBC.com News
Restaurants fight back against the FTC crackdown on 'junk fees' as diners balk at new charges
August 24, 2024
Tags
US: News
Business News
Business
From
CNBC.com News
AI copilots are making internal breaches easier and costlier to defend against
August 23, 2024
Tags
Cybersecurity
AI / Artificial Intelligence
Personnel
From
CNBC.com News
Why remote work has staying power: It's 'still kicking,' economist says
August 23, 2024
Tickers
JOBS
Tags
Jobs
Personnel
Personal finance
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
Economic events
Breaking News: Economy
Personnel
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
Social issues
Retirement planning
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
Investing
Higher education
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 / Work
Labor economy
Personnel
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
Social issues
Morningstar Inc
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: News
Economy
CNBC Digital Original Video
From
CNBC.com News
Student loan forgiveness expectations may fuel more borrowing, expert says
August 21, 2024
Tags
Investment strategy
Personal loans
Personal debt
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
Personal finance
Make It /Six/Figure Side Hustle
From
CNBC.com News
Recent volatility spike was a 'huge overreaction,' but expect more ahead, UBS strategist says
August 21, 2024
Tags
Stock indices and averages
Markets
Asia Markets
From
CNBC.com News
Michelle Obama: Trump used 'misogynistic, racist lies' to 'try to make people fear us'
August 21, 2024
Tags
Politics
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
Make It / Work
Chipotle Mexican Grill Inc
Personnel
From
CNBC.com News
5 things to know before the stock market opens Tuesday
August 20, 2024
Tags
Personnel
Icahn Enterprises LP
Economy
From
CNBC.com News
Fed survey shows lows in employment, worries about finding work and dissatisfaction with pay
August 19, 2024
Tags
US: News
Economy
Labor 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
Personnel
Make It / Leadership
Lifestyle
From
CNBC.com News
GM lays off more than 1,000 salaried software and services employees
August 19, 2024
Tags
General Motors Co
Business
Labor economy
From
CNBC.com News
UAW president slams Stellantis CEO over job cuts, alleged price gouging
August 16, 2024
Tags
Manufacturing
Automobiles and Components
Stellantis NV
From
CNBC.com News
Yes, AI burnout is already happening at work. Here's how to prevent it
August 16, 2024
Tickers
JOBS
Tags
Jobs
Workplace culture
Technology
From
CNBC.com News
Delta CEO shares his No. 1 piece of advice for getting ahead in your career: ‘People will take notice’
August 16, 2024
Tags
Personnel
Make It / Leadership
Career advice
From
CNBC.com News
'Neither of us feel interested': More Americans don't want kids, and it's not just because of the money
August 16, 2024
Tags
Social issues
Make It
Personal finance
From
CNBC.com News
Shake Shack founder shares the 2 interview questions he likes asking job candidates: They make you ‘share the real you’
August 15, 2024
Tags
Make It / Success
Job interviewing
Leadership
From
CNBC.com News
Alaska Airlines flight attendants reject new contract, union says there's 'more work to do'
August 14, 2024
Tickers
LIFE
Tags
Breaking News: Economy
Travel
Industrials
From
CNBC.com News
A key metric suggests prices are returning to normal levels: 'Mission accomplished,' says economist
August 14, 2024
Tags
Make It / Spend
Make It / Money
Personal finance
From
CNBC.com News
How to get your student debt forgiven under a state program. Some are 'really generous,' expert said
August 14, 2024
Tags
Personal Finance
Labor economy
Student Loans
From
CNBC.com News
< Previous
1
2
...
15
16
17
18
19
20
21
22
23
...
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.