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 Primary and secondary education
Recent news which mentions Primary and secondary education
School lunch prices are up — whether you pack it or buy it, reports find
August 14, 2025
Tickers
LIFE
Tags
Parenting
Life
Personal saving
From
CNBC.com News
Oxford, Cambridge fall in global college rankings — experts say it's a red flag for UK innovation
June 26, 2025
Tags
Colleges & Universities
Innovation
AI / Artificial Intelligence
From
CNBC.com News
U.S. public schools brace for ‘fiscal cliff’ after surge in hiring meets budget shortfalls
April 22, 2025
Tickers
LIFE
Tags
U/S/ Economy
Lifestyle
Politics
From
CNBC.com News
What Trump's Department of Education dismantle means for the future of AI in schools
March 13, 2025
Tags
Government Agencies
Primary and secondary education
Technology
From
CNBC.com News
22-year-old makes $49,000 a year as a teacher while preparing to go into business: My job ‘is super rewarding’
January 12, 2025
Tags
Make It / Work
Make It
Career change
From
CNBC.com News
Middle school students in Utah are being taught to pitch like Shark Tank entrepreneurs
December 16, 2024
Tags
Entrepreneurship
Cities of Success
Small business
From
CNBC.com News
These are the top 10 MBA programs in the world in 2024, according to LinkedIn
September 04, 2024
Tickers
JOBS
Tags
Make It / Careers
Careers
Make It / Earn
From
CNBC.com News
Why free school lunches for all may become a campaign issue
August 19, 2024
Tags
Legislation
Personal Finance
White House
From
CNBC.com News
AI is getting very popular among students and teachers, very quickly
June 11, 2024
Tags
Technology: Trends
Education Services
AI / Artificial Intelligence
From
CNBC.com News
Microsoft launches free AI assistant for all educators in U.S. in deal with Khan Academy
May 21, 2024
Tags
Technology: Trends
Technology: Companies
Education Services
From
CNBC.com News
China’s international students under pressure as economic uncertainty looms
May 14, 2024
Tags
COVID/19
China Economy
Education costs
From
CNBC.com News
Hackers see wealth of information to steal in children's school records
December 27, 2023
Tags
Science
Crime
Education
From
CNBC.com News
Why ‘how was school?’ isn’t a good question to ask kids. Here's what to say instead
November 17, 2023
Tickers
LIFE
Tags
Parenting
Life
Make It / Success
From
CNBC.com News
Nobel Prize winner Katalin Karikó raised a two-time Olympic gold medalist: Here's her No. 1 piece of parenting advice
October 08, 2023
Tags
Children
Olympic games
Make It / Life
From
CNBC.com News
This is the No. 1 way to raise a resilient kid, new study says
September 03, 2023
Tags
Children
Education
Primary and secondary education
From
CNBC.com News
Don't count out more rate hikes due to strong jobs market, former Fed governor Kroszner suggests
August 16, 2023
Tickers
JOBS
Tags
Consumer prices
Breaking News: Investing
Inflation
From
CNBC.com News
School closures during Covid could wipe out half a trillion dollars from Asian economies
July 27, 2023
Tags
Education Services
Asia Economy
Asia News
From
CNBC.com News
Biden administration forgives $39 billion in student debt for more than 800,000 borrowers
July 14, 2023
Tags
Education
Personal finance
Government and politics
From
CNBC.com News
It's only a matter of time before A.I. chatbots are teaching in primary schools
June 25, 2023
Tags
Technology: Trends
Literacy
Primary and secondary education
From
CNBC.com News
The movement to teach AAPI history in public schools is growing—here's the impact, from educators to students
May 11, 2023
Tags
Primary and secondary education
Diversity & Equality
Education
From
CNBC.com News
Use these 6 steps to teach your kids how to say 'I'm sorry': 'A good apology takes ownership'
March 31, 2023
Tags
Family issues
Children
Relationships
From
CNBC.com News
Worried about your kids and A.I.? Experts share advice — and highlight the risks to look out for
March 27, 2023
Tags
Artificial intelligence
Make It / Life with A/I/
Technology: Trends
From
CNBC.com News
Schools want to close the Covid learning gap before federal funds run out — here’s how it’s going
March 06, 2023
Tags
US: News
COVID/19
Personal Finance
From
CNBC.com News
Being a digital nomad isn't just for singles. Here's how families make it work
February 28, 2023
Tickers
LIFE
Tags
Hotels Restaurants and Leisure
Hotels and resorts
Vacation costs
From
CNBC.com News
'I wouldn’t change my past if you gave me a trillion dollars,' will.i.am says on his humble beginnings
January 20, 2023
Tags
Davos WEF
Celebrity
Primary and secondary education
From
CNBC.com News
Michigan officially becomes 14th state to mandate personal finance education before high school graduation
June 16, 2022
Tags
Social issues
Personal saving
High schools
From
CNBC.com News
Michigan is poised to become 14th state to mandate personal finance education
June 08, 2022
Tags
Personal finance education
Middle schools
Personal loans
From
CNBC.com News
Op-ed: Financial literacy should be a family affair to help empower future generations
June 02, 2022
Tags
Debt
Empowered Investor
Personal loans
From
CNBC.com News
Education is important, ‘but the money does not seem to add up,’ says UNESCO
May 12, 2022
Tags
Economy
Middle schools
World economy
From
CNBC.com News
How to teach your kids to have a healthy relationship with money – even if you didn't
May 03, 2022
Tags
Consumer Finance
Family finances
Personal debt
From
CNBC.com News
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.