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
3
4
5
6
7
8
9
...
32
33
Next >
These are the 10 cheapest states to start a new business in the U.S.
March 18, 2025
Tags
Personnel
Make It
Personal finance
From
CNBC.com News
Slower economic growth is likely ahead with risk of a recession rising, according to the CNBC Fed Survey
March 18, 2025
Tags
Economic events
Breaking News: Economy
Markets
From
CNBC.com News
Demand remains high for skilled foreign workers, as U.S. faces critical shortage
March 17, 2025
Tickers
JOBS
Tags
News Videos
Breaking News: Technology
Technology
From
CNBC.com News
How to manage your student loan payments after a layoff
March 17, 2025
Tags
Personal finance
Breaking News: Politics
Politics
From
CNBC.com News
Don't 'let fear take the wheel': 3 steps to recession-proof your finances, according to CFPs
March 14, 2025
Tags
Make It / Money
Personal finance
Make It
From
CNBC.com News
'Boreout' is the new burnout—how to combat this 'big factor' in workplace unhappiness, from Wharton psychologist Adam Grant
March 13, 2025
Tags
Make It
Leadership
Career coaching
From
CNBC.com News
Operation HOPE CEO issues a warning on AI: 'If you don't bring people with you, they'll fight you, or worse'
March 12, 2025
Tags
Converge
World News
Artificial intelligence
From
CNBC.com News
Recession fears are rising—what to expect if one happens
March 12, 2025
Tags
Economic events
Make It / Save and Invest
Personnel
From
CNBC.com News
Upskilling for the AI age is for 'every generation' — not just the young, says Singapore minister
March 12, 2025
Tags
Labor economy
Personnel
Asia: Business
From
CNBC.com News
What student loan borrowers should know as Trump targets Public Service Loan Forgiveness
March 10, 2025
Tags
Foreign policy
Personal finance
National security
From
CNBC.com News
If you do this 1 thing, you're a better boss than most, CEO says: It only takes a few seconds and builds 'so much motivation'
March 10, 2025
Tags
Career advice
Labor economy
Personnel
From
CNBC.com News
Trump says transition period likely for economy and you can't watch the stock market
March 10, 2025
Tags
Economic events
US Economy
Personnel
From
CNBC.com News
Trump 'an agent of chaos and confusion,' economists warn — but a U.S. recession isn't in the cards yet
March 10, 2025
Tags
International: Top News And Analysis
Breaking News: Politics
Breaking News: Economy
From
CNBC.com News
Here’s where the jobs are for February 2025 – in one chart
March 07, 2025
Tags
U/S/ Economy
US: News
Personnel
From
CNBC.com News
DOGE layoffs may 'overwhelm' unemployment system for federal workers, report finds
March 07, 2025
Tickers
JOBS
Tags
Unemployment
Finance
Jobs
From
CNBC.com News
The pivotal February jobs report is out Friday. Here's what to expect
March 06, 2025
Tickers
JOBS
Tags
Breaking News: Economy
Nonfarm Payrolls
Unemployment
From
CNBC.com News
As Trump goes after Education Department, staff cuts leave student loan borrowers in the dark
March 06, 2025
Tags
Personal finance
Breaking News: Politics
Labor economy
From
CNBC.com News
Layoff announcements soar to the highest since 2020 as DOGE slashes federal staff
March 06, 2025
Tags
US Economy
Breaking News: Economy
Breaking news
From
CNBC.com News
The No. 1 communication mistake people make at work, from a Wharton psychologist—it can damage your reputation
March 05, 2025
Tags
Labor economy
Leadership
CVS Health Corp
From
CNBC.com News
Private employers added just 77,000 jobs in February, far below expectations, ADP says
March 05, 2025
Tickers
JOBS
Tags
Breaking news
Breaking News: Economy
US: News
From
CNBC.com News
Trump lawyer Habba on fired veterans: 'Perhaps they're not fit to have a job at this moment'
March 04, 2025
Tags
Breaking News: Politics
Politics
Congress
From
CNBC.com News
37-year-old boosted her income from $300,000 to nearly $1 million in 3 years: 'I'm always looking for areas where I can be a student'
March 04, 2025
Tags
Personnel
Make It / Money
Make It
From
CNBC.com News
The salary you need to save $1 million for retirement if you start in your 20s, 30s or 40s
February 28, 2025
Tags
Make It / Save and Invest
Labor economy
Personnel
From
CNBC.com News
CFPB leaders and Musk’s DOGE plan to fire nearly all staff and wind down agency, employees say
February 28, 2025
Tags
Investing
Labor economy
Personnel
From
CNBC.com News
Trump tariffs will hit over $200 billion in U.S.-Canada-Mexico cross-border rail trade
February 28, 2025
Tags
Jefferies Financial Group Inc
Transportation
Politics
From
CNBC.com News
Indeed CEO: My grandpa gave me this great piece of career advice—'doesn't matter if you're an astronaut or sweeping the floor'
February 27, 2025
Tickers
CEO
Tags
Make It / Leadership
Make It / Success
Labor economy
From
CNBC.com News
The Social Security Fairness Act could boost payments for more than 3.2 million Americans—see who qualifies
February 27, 2025
Tags
Personal finance
Make It / Money
Make It / Earn
From
CNBC.com News
Nvidia CEO: 'I would encourage everybody' to use this type of AI—it's free and can teach you 'anything you like'
February 26, 2025
Tags
Make It / Work
Make It
Personnel
From
CNBC.com News
'The knowledge economy is on the way out.' These are the skills workers will need in the age of AI, says LinkedIn
February 26, 2025
Tags
Science
Innovation
Converge
From
CNBC.com News
40-year-old early retiree with $3.6 million in savings shares 3 books that helped him get there
February 24, 2025
Tags
Technology
Wellness
Personnel
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.