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 Plano
Recent news which mentions Plano
Home Run Pest & Termite Control Launches Monthly Mosquito Service to Help Wylie, Plano, and Rockwall Homeowners Reclaim Their Backyards
April 17, 2025
Tags
Exterminator
Termite Control
United States
From
PRLog
Debut of Gigi’s Bar & Lounge Brings Latin Flair to Plano
March 03, 2025
Tags
Press Release
restaurant news
Gigi’s Bar & Lounge
From
Press Release – RestaurantNews.com
Parler Selects the Optio Blockchain
November 11, 2024
Tags
Plano
Media
Social Media
From
PRLog
Parler Cloud Technologies, LLC Acquires PDS Partners, LLC To Accelerate Growth And Enhance Platform Autonomy
October 02, 2024
Tags
Texas
United States
Open source
From
PRLog
Parler Unveils PlayTV: A New Playground for Content Creators!
September 30, 2024
Tags
Content Creator
Entertainment
Influencer
From
PRLog
Introducing Scuba Diving Industry Magazine
December 05, 2023
Tags
United States
Texas
Plano
From
PRLog
BEAR Technologies Receives SOC 2 Type II Attestation
June 23, 2023
Tags
Managed Security Service Provider
Technology
SOC 2 Type II
From
PRLog
Mass shootings continue to rise and the lack of mental health providers and resources in underserved communities
February 20, 2023
Tags
Event
Medical
Mass Shootings
From
PRLog
When It Comes to Saving Lives, Size Matters: QinFlow's Warrior lite Is Now Available In The USA
December 15, 2022
Tickers
EMS
Tags
Texas
Blood Warmer
Plano
From
PRLog
A Mom Who Put It All On The Line To Help Battle The 'mental Health Issues In Her Kid's Life
November 14, 2022
Tickers
MOM
Tags
Anxiety
Entrepreneur
Panic
From
PRLog
Arkearth and BatBnB Partner for Exclusive Bat House Projects to Increase Bat Populations, Pollination, and Offer Sustainable Pest Control
October 24, 2022
Tags
Texas
Endangered Species
Bats
From
PRLog
One Park Technologies Fuel Its Growth in Texas
October 05, 2022
Tags
Technologies
United States
Small Business
From
PRLog
BEAR Technologies Successfully Completes 2022 SOC 2 Type II Audit
September 28, 2022
Tags
Texas
Managed Service Provider
Cybersecurity
From
PRLog
The Coming Era of Data as Code: Sean Scott Demonstrated a New Approach in Software at SPOUG22
June 23, 2022
Tags
Event
Oracle Database
Data as Code
From
PRLog
Viscosity and Incorta Enter into Long-term Partnership
June 17, 2022
Tickers
DATA
Tags
Software
Business
Plano
From
PRLog
Five Oracle Experts Will Represent Viscosity North America at ODTUG Kscope22
June 01, 2022
Tickers
APEX
Tags
Apex
Event
Digital Data
From
PRLog
Viscosity North America Experts Will Meet at the Quest Blueprint 4D Conference in Las Vegas
May 19, 2022
Tags
United States
#emergingtechnologies
Oracle
From
PRLog
Viscosity's Exadata Managed Services Meet the Extreme Demands of the Modern Business Enterprise
April 25, 2022
Tags
Performance Tuning
Solutions
Database Tuning
From
PRLog
Viscosity Offers Microsoft Consulting Services
March 08, 2022
Tags
Microsoft Consulting
Database Migration
United States
From
PRLog
Viscosity Senior Principal Consultant and Security Engineer Receives Certified Ethical Hacker Certification
March 02, 2022
Tags
United States
Certified Ethical Hacker
Cyber Credentials
From
PRLog
Charles Kim announced as VP over Utah Oracle Users Group for Second Year in a Row
February 16, 2022
Tags
Oracle Partner
Texas
Information technology
From
PRLog
Viscosity Announces Two More Oracle ACES Joining the Company
February 07, 2022
Tags
Oracle Cloud/
Oracle Ace Program
Oci
From
PRLog
Quality In Flow (QinFlow) awarded Patient Blood and Fluid Warming agreement with Premier, Inc
January 24, 2022
Tags
Medical
Quality In Flow
Fluid Warmer
From
PRLog
Viscosity is Hosting its First Event in Latin America
January 18, 2022
Tags
Software
Technology
Plano
From
PRLog
Viscosity Technology Announces Microsoft Cloud Platform Gold Partner Status
December 17, 2021
Tags
Data Warehouse
Security
Information technology
From
PRLog
Hivessence Skincare and Supplements Brand Adds Klarna for 'Buy Now Pay Later' Option in Advance of Black Friday Shopping
November 22, 2021
Tags
Sustainability
Organic
Klarna
From
PRLog
Viscosity Announces Acquisition of OraPub.com
November 19, 2021
Tags
Sql Tuning
Oregon
Oracle APEX
From
PRLog
QinFlow and 410 Medical Further Resuscitation Care through Warming and Rapid Blood and Fluid Delivery
October 26, 2021
Tags
Rapid Infusion
Resuscitation
Medical
From
PRLog
CODAN & QinFlow Collaborate to Infuse Warmed Blood Faster in Emergency Situations
September 28, 2021
Tags
Aluminum Free Fluid Warmer
Rapid Infusion
Medical
From
PRLog
App-free parking software innovator, TEZ Technology, welcomes Todd Dorsey, as Chief Revenue Officer, and appoints Steve Resnick, CAPP to new role as Chief Strategy Officer
September 27, 2021
Tags
Mobile Parking Payments
Technology
Parking Software
From
PRLog
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.