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
...
26
27
28
29
30
31
32
33
Next >
26-year-old made $11,000 in 100 days from more than a dozen side hustles—her No. 1 piece of advice
April 02, 2024
Tags
Personal finance
Make It
Personnel
From
CNBC.com News
California fast-food workers are getting a raise. Other businesses might have to catch up
April 01, 2024
Tags
Retail industry
Wingstop Inc
Papa John's International Inc
From
CNBC.com News
Why they don't teach you how to do your taxes in school—and how to actually get started
April 01, 2024
Tags
Personal finance
Social issues
Personnel
From
CNBC.com News
3 money moves to make in your 30s to set yourself up for financial success
March 31, 2024
Tags
Personal finance
Make It
Personnel
From
CNBC.com News
The top 5 U.S. cities to retire if you don't have any savings—only 1 is in Florida
March 31, 2024
Tags
Personal finance
Retirement planning
Personnel
From
CNBC.com News
26-year-old is one of first Gen Z women to hold public office in the U.S., works at Google and is getting her MBA—how she balances it all
March 30, 2024
Tags
Lifestyle
Make It
Make It / Work
From
CNBC.com News
Microsoft, Salesforce woo skeptical CFOs on new generative AI tool spending
March 29, 2024
Tags
AI / Artificial Intelligence
NVIDIA Corp
CNBC Global CFO Council
From
CNBC.com News
The 10 most in-demand remote jobs paying over $100,000 that companies are hiring for right now
March 29, 2024
Tags
Labor economy
Make It / Land the Job
Make It
From
CNBC.com News
95% of Americans plan to look for a new job in 2024, survey finds — Here's how to switch strategically
March 29, 2024
Tickers
JOBS
LIFE
Tags
Policy
Labor economy
Business
From
CNBC.com News
How much money Americans in their 50s have in their 401(k)s
March 28, 2024
Tags
Personal finance
Make It / Save and Invest
Retirement planning
From
CNBC.com News
Remote workers who switch to in-office jobs are boosting their pay by as much as 30%, says new research
March 27, 2024
Tags
Labor economy
Make It / Work
Personnel
From
CNBC.com News
The biggest misconception people have about 'hustling' to get ahead, says Adam Grant: ‘So many people’ get it wrong
March 27, 2024
Tags
Mental health
Peloton Interactive Inc
Make It
From
CNBC.com News
BlackRock's Larry Fink sees Social Security crisis, says 65 retirement age 'a bit crazy'
March 26, 2024
Tags
Investment strategy
Personal finance
Investing
From
CNBC.com News
CNBC Daily Open: U.S. labor market is in 'good shape'
March 25, 2024
Tags
Reddit Inc
American Vanguard Corp
World Markets
From
CNBC.com News
CNBC Daily Open: No 'cracks' in U.S. strong jobs growth
March 24, 2024
Tags
Apple Inc
American Vanguard Corp
Daily Open
From
CNBC.com News
The best- and worst-paying college majors, 5 years after graduation
March 24, 2024
Tags
Science
Personnel
Labor economy
From
CNBC.com News
Here’s how much money Americans in their 30s have in their 401(k)s
March 23, 2024
Tags
Generation Y
Make It
401(k) plans
From
CNBC.com News
SpaceX hit with new NLRB complaint over severance agreements, dispute resolution rules
March 22, 2024
Tags
Politics
US: News
Space industry
From
CNBC.com News
Chrysler parent Stellantis laying off 400 salaried U.S. workers due to 'unprecedented uncertainties'
March 22, 2024
Tags
Business News
Transportation
US: News
From
CNBC.com News
Mark Cuban says this common leadership style is a toxic trait: 'Trust the process or fix what's broken'
March 22, 2024
Tags
Make It / Success
Shopify Inc
Career advice
From
CNBC.com News
Women with student loan debt face 'multiple financial pressures,' expert says. These tips may help with repayment
March 21, 2024
Tags
Personnel
Civil rights violations
Personal finance
From
CNBC.com News
President Biden forgives student debt for another 78,000 borrowers—nearly 400,000 more could receive it within 2 years
March 21, 2024
Tags
Make It / Money
Labor economy
Make It / Become Debt/Free
From
CNBC.com News
Biden administration to forgive $5.8 billion in student debt for nearly 78,000 borrowers
March 21, 2024
Tags
Personnel
Labor economy
Student Loans
From
CNBC.com News
The best jobs for introverts, according to new research—some pay over $100,000
March 20, 2024
Tags
Make It / Work
Personnel
Make It
From
CNBC.com News
56% of Americans can't afford a $1,000 emergency expense: We are 'living in a paycheck-to-paycheck nation,' money expert says
March 19, 2024
Tags
Make It / Save and Invest
Personnel
Personal finance
From
CNBC.com News
The top 10 U.S. cities where a $100,000 salary goes the furthest—half are in Texas
March 19, 2024
Tags
Make It / Money
Make It / Earn
Personnel
From
CNBC.com News
5 things to know before the stock market opens Tuesday
March 19, 2024
Tags
Investing
Technology
Investment strategy
From
CNBC.com News
UAW says VW workers at Tennessee plant file for union election
March 18, 2024
Tags
Business News
Breaking News: Business
Manufacturing
From
CNBC.com News
Harvard-trained neuroscientist: The No. 1 'cheat code' highly successful people use to get ahead at work
March 18, 2024
Tags
Labor economy
Science
Make It / Work
From
CNBC.com News
Outdoor Voices' layoffs via Slack ‘lack basic empathy,’ says expert: 'May only exacerbate the anxiety'
March 16, 2024
Tickers
CEO
Tags
Make It / Leadership
Retail industry
Layoffs
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.