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 Podcast
Recent news which mentions Podcast
< Previous
1
2
3
4
5
6
7
8
9
Next >
ETF of the Week: ProShares S&P 500 Ex-Sector ETFs Suite (SPXE, SPXN, SPXV, SPXT)
October 14, 2021
Tickers
SPXE
SPXN
SPXT
SPXV
Tags
etf of the week
Expert Insights
podcast
From
ETF Trends
Jeff Akin’s Starfleet Leadership Academy Podcast Takes Home Gold in the 16th Annual w3 Awards
October 14, 2021
Tags
Podcast
w3 awards
starfleet leadership academy
From
PRUnderground
New Sci-Fi Series “Celeritas” Raises The Bar For High-Concept Immersive Podcasts
October 13, 2021
Tags
Series
Science Fiction
Podcast
From
PRUnderground
Myechia Barnett had a dream of creating a project that would be international; her dream came true.
October 13, 2021
Tickers
TV
Tags
#roku
TV
Books
From
PRUnderground
ETF Prime: Lara Crigger Digs Into the SEC’s Views on Leveraged and Inverse ETFs
October 12, 2021
Tickers
CUBS
HTEC
ROBO
SEC
Tags
ROBO
Expert Insights
ETF Prime
From
ETF Trends
Deviate To Win: Why Rachel Apfel Glass Abandoned A Career In Finance To Start A New Kind Of Salon
October 12, 2021
Tags
Entrepreneurship
Benzinga
Spring Owl Asset Management
From
Benzinga
MAONO Named the Honoree of the 2021 Golden Pin Design Award
October 11, 2021
Tags
tiktok
youtube
Podcast
From
PRUnderground
America's ZIP Code Show to Celebrate Fans Of Beverly Hills, 90210 From Coast-to-Coast
September 30, 2021
Tags
Entertainment
Beverly Hills
Beverly Hills 90210
From
PRLog
ETF Prime: Tom Lydon on China’s Evergrande Saga
September 29, 2021
Tickers
DAPP
KWEB
Tags
Grayscale
DAPP
evergrande
From
ETF Trends
Electric Ladies Podcast Launches – Presents Interviews With Top Women Leaders On Energy & Climate Innovation And Career Advice
September 28, 2021
Tags
Business
Women
Energy
From
PRUnderground
ETF of the Week: Amplify Thematic All-Stars ETF (MVPS)
September 23, 2021
Tickers
MVPS
Tags
podcast
Podcasts
tom lydon
From
ETF Trends
ETF Prime: Tom Hendrickson on the Possible Death of the 60/40 Portfolio
September 22, 2021
Tickers
DSCF
Tags
Pacer ETFs
DSCF
60/40 portfolio
From
ETF Trends
Precious Swain-Peaks Creates A Streaming Channel With The Independent Content Creator In Mind
September 21, 2021
Tickers
TV
Tags
Radio
Streaming
Publisher
From
PRUnderground
Podcast Leader Ximalaya Mounts New IPO Bid Closer to Home in Hong Kong
September 17, 2021
Tickers
IPO
IPOS
Tags
IPOs
contributors
Market News
From
Benzinga
ETF of the Week: KraneShares CSI China Internet ETF, KWEB
September 16, 2021
Tickers
KWEB
Tags
podcast
Podcasts
tom lydon
From
ETF Trends
ETF Prime: Dave Nadig Addresses the ETF Tax “Loophole”
September 14, 2021
Tickers
ITAN
Tags
Sparkline Capital
Will Rhind
Dave Nadig
From
ETF Trends
Effects Of Politics On Cannabis Stocks — Cannabis Daily September 14, 2021
September 14, 2021
Tickers
HCANF
JUSHF
PCLOF
Tags
Penny Stocks
Cannabis
Markets
From
Benzinga
Dr. Tonya Blackmon TakesThe Business World By Storm With The “Secure Your Own Bag” Conference
September 13, 2021
Tickers
TV
Tags
Streaming
Publisher
Business
From
PRUnderground
Dr. Tonya Blackmon Presents “How I Made It Over”, a survival guide for the pains of life
September 13, 2021
Tickers
TV
Tags
Publisher
Streaming
female authors
From
PRUnderground
BNPL is not a winner-takes-all game
September 10, 2021
Tickers
TC
Tags
TC
equity
buy now pay later
From
TechCrunch
ETF of the Week: Breakwave Dry Bulk Shipping ETF (BDRY)
September 09, 2021
Tickers
BDRY
Tags
Breakwave Advisors
Expert Insights
tom lydon
From
ETF Trends
ETF of the Week: Target Date Mutual Funds and ETFs
September 09, 2021
Tags
target date mutual funds
chuck jaffe
etf of the week
From
ETF Trends
ETF of the Week: T. Rowe Price Equity Income ETF (TEQI)
September 02, 2021
Tickers
TEQI
Tags
etf of the week
TEQI
chuck jaffe
From
ETF Trends
ETF Prime: Tom Lydon Talks Pros & Cons of Market Cap Weighting
September 01, 2021
Tickers
ATI
IBB
QQQ
SPY
Tags
Podcasts
ETF Prime
podcast
From
ETF Trends
Montana’s renewable energy city coalition grows
August 31, 2021
Tags
News
Podcast
RE100
From
Geothermal Energy RSS Feed
Montana’s renewable energy city coalition grows
August 31, 2021
Tags
montana
audio
Policy & Regulation
From
Green Power RSS Feed
TDI Podcast 729: NothingBurger
August 29, 2021
Tags
PODCASTS
SHOW NOTES
podcast
From
Disciplined Investor
The bar for behavioral health startups just got higher
August 28, 2021
Tickers
TC
Tags
TC
equity
digital health
From
TechCrunch
ETF of the Week: Fidelity Magellan ETF (FMAG)
August 26, 2021
Tickers
FMAG
Tags
Fidelity
etf of the week
chuck jaffe
From
ETF Trends
ETF Prime: Tom Hendrickson Examines Thematic ETFs
August 25, 2021
Tickers
PBW
REMX
TAN
Tags
Nate Geraci
podcast
Tom Hendrickson
From
ETF Trends
< Previous
1
2
3
4
5
6
7
8
9
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.