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 Policy
Recent news which mentions Policy
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Social Security Fairness Act brings retirement changes for nearly 3 million public pensioners. Here's what that means for retirees
January 06, 2025
Tags
Legislation
Disability benefits
Retirement
From
CNBC.com News
Biden signs bill to increase Social Security benefits for millions of public workers
January 05, 2025
Tags
Retirement planning
Government pensions and social security
Personal income
From
CNBC.com News
Experts say high food prices are here to stay. Here's why
January 04, 2025
Tags
Gasoline markets
Costco Wholesale Corp
Poverty
From
CNBC.com News
US launches new probe into legacy Chinese chips as tech pressure on Beijing escalates
December 23, 2024
Tags
White House
Policy
Semiconductor device manufacturing
From
CNBC.com News
‘It feels like Elon Musk is our prime minister’: The fallout from the funding debacle
December 22, 2024
Tags
Congress
Tesla Inc
White House
From
CNBC.com News
As Congress works to avoid a shutdown, here's what's next for a bill to increase Social Security benefits for public pensioners
December 20, 2024
Tags
Government budget deficits
Government budgets
Retirement
From
CNBC.com News
Senate expected to hold final vote on bill to change Social Security rules. Here's what leaders have said
December 19, 2024
Tags
Financial planning
Retiree finances
Personal finance
From
CNBC.com News
How Trump could spare Biden's renewable energy credits and still cripple his landmark climate bill
December 19, 2024
Tags
Environment
Breaking News: Politics
Energy
From
CNBC.com News
Senate may soon vote on a bill to change certain Social Security rules. Here's what to know
December 18, 2024
Tags
Retirement
Disability benefits
Personal Finance
From
CNBC.com News
China wants to dominate in AI — and some of its models are already beating their U.S. rivals
December 16, 2024
Tags
China Economy
Semiconductor device manufacturing
Technology
From
CNBC.com News
More employers add 401(k) plan match for those paying student loans
December 04, 2024
Tickers
LAW
LAWS
Tags
401(k)
Personal finance
401(k) plans
From
CNBC.com News
Some Dems back Trump-pick Rubio for Secretary of State but remain critical of Hegseth, Gabbard and Gorka
November 24, 2024
Tags
US: News
White House
Elections
From
CNBC.com News
Act now for $7,500 EV tax credit: There's 'real risk' Trump will axe funding in 2025, lawyer says
November 20, 2024
Tickers
LAW
LAWS
Tags
Laws
Personal finance
Tesla Inc
From
CNBC.com News
How Trump's win could change your health care
November 18, 2024
Tags
Health Insurance
Breaking News: Politics
Social issues
From
CNBC.com News
Young adults are holding off on moving out of their parents' house — here's what's behind the trend
November 17, 2024
Tickers
LIFE
Tags
Real estate
Life
Politics
From
CNBC.com News
U.S. companies could be caught in the crosshairs if China retaliates to fight Trump
November 15, 2024
Tags
China Markets
Business
White House
From
CNBC.com News
Trump may cede global climate leadership to China
November 14, 2024
Tags
Elections
Foreign policy
US: News
From
CNBC.com News
Republicans projected to win House majority, securing GOP trifecta
November 13, 2024
Tags
Breaking News: Politics
Congress
Democrats
From
CNBC.com News
Israel not in violation of U.S. law, but Gaza aid situation will be monitored: State Dept.
November 12, 2024
Tags
World Politics
Policy
Democrats
From
CNBC.com News
Trump ‘most likely’ needs 60 votes in Senate to enact tariff plan, Sen. Rick Scott suggests
November 10, 2024
Tags
Breaking News: Economy
Economy
Congress
From
CNBC.com News
Fed's Kashkari says Trump tariffs could reheat inflation if they provoke global trade 'tit for tat'
November 10, 2024
Tags
Elections
US: News
Prices
From
CNBC.com News
The president's influence on the U.S. economy may be greatly exaggerated, according to experts
November 07, 2024
Tags
Fiscal policy
Student loans
Monetary policy
From
CNBC.com News
Here's what President-elect Trump's tariff plan may mean for your wallet
November 06, 2024
Tags
Personal Finance
Policy
Inflation
From
CNBC.com News
Trump's tariffs could trigger 'dramatic' price spikes on clothes, furniture, warns retail group
November 04, 2024
Tags
Breaking News: Politics
United States Election 2024
Retail
From
CNBC.com News
Harris defends CHIPS Act after House Speaker Johnson suggests GOP would try to repeal law
November 02, 2024
Tags
Congress
Democrats
Semiconductors and Semiconductor Equipment
From
CNBC.com News
The next U.S. president could inherit a booming economy. That's a daunting challenge.
November 02, 2024
Tags
Social issues
Breaking News: Politics
U/S/ Economy
From
CNBC.com News
Trump and Harris vie for the Latino vote on eve of election
November 01, 2024
Tags
Social issues
Breaking News: Politics
United States Election 2024
From
CNBC.com News
Bank of Japan likely to stay course with a rate hike in December or January, analysts say
November 01, 2024
Tags
Inflation
Bank of Japan
Policy
From
CNBC.com News
How OpenAI CEO Sam Altman's lobbying power tamed Washington
October 30, 2024
Tags
Business
Breaking News: Technology
Lobbying
From
CNBC.com News
Elon Musk, Trump allies say his tariff plans could cause short-term pain for consumers
October 29, 2024
Tags
Government and politics
Policy
Trade
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.