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 Pro Project
Recent news which mentions Pro Project
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Congress Is Buying Into UnitedHealth's 46% Crash — What Do They Know That Wall Street Doesn't?
July 02, 2025
Tickers
UNH
Tags
Health Care
Market News
Trading Ideas
From
Benzinga
Nvidia, Taiwan Semiconductor, Broadcom Drive Chip Stocks To A Golden Cross — Will History Repeat With 145% Rally?
July 02, 2025
Tickers
AVGO
NVDA
SMH
TECH
Tags
AVGO
Top Stories
Benzinga
From
Benzinga
Jensen Sold At The Top - Nvidia Stock Could Sink After Ominous Development
July 02, 2025
Tickers
AI
NEWS
NVDA
TECH
Tags
Technicals
News
NVDA
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks Delivering High-Dividend Yields
July 02, 2025
Tickers
ABR
CIM
NEWS
WU
Tags
financial
Expert Ideas
News
From
Benzinga
Top 3 Materials Stocks That May Rocket Higher In Q3
July 02, 2025
Tickers
NAMM
NEWS
RETO
UAMY
Tags
Pre/Market Outlook
Long Ideas
Markets
From
Benzinga
EXCLUSIVE: June's 20 Most-Searched Tickers On Benzinga Pro — Where Do CoreWeave, Nvidia, Apple Stock Rank?
July 01, 2025
Tickers
AAPL
AI
AMD
APLD
Tags
SPY
electric vehicles
bitcoin stocks
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 8% Dividend Yields
July 01, 2025
Tickers
PAA
VTS
WES
Tags
Benzinga
Analyst Ratings
Dividends
From
Benzinga
Top 3 Tech Stocks That Could Lead To Your Biggest Gains In July
July 01, 2025
Tickers
CLRO
FOXO
IMOS
NEWS
Tags
FOXO
Expert Ideas
RSI
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Defensive Stocks Delivering High-Dividend Yields
June 30, 2025
Tickers
KLG
MO
NEWS
PEP
Tags
Pro Project
defensive
Price Target
From
Benzinga
Top 3 Industrials Stocks That Could Blast Off This Month
June 30, 2025
Tickers
CPRT
NEWS
RSI
SOAR
Tags
Pre/Market Outlook
Long Ideas
Markets
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks With Over 8% Dividend Yields
June 26, 2025
Tickers
DBI
JACK
MNRO
NEWS
Tags
News
consumer
MNRO
From
Benzinga
Top 3 Health Care Stocks You'll Regret Missing This Quarter
June 26, 2025
Tickers
CPRX
MBRX
NEWS
RCEL
Tags
Markets
Long Ideas
Pre/Market Outlook
From
Benzinga
Netflix, Meta, Microsoft Power QQQ's Golden Cross – Is The Rally Just Beginning?
June 25, 2025
Tickers
AAPL
GOOG
GOOGL
META
Tags
Benzinga
QQQ
Stories That Matter
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Tech And Telecom Stocks With Over 3% Dividend Yields
June 25, 2025
Tickers
CMCSA
NEWS
OMC
T
Tags
T
dividend yield
Market News
From
Benzinga
Top 3 Financial Stocks That May Explode This Month
June 25, 2025
Tickers
AFBI
LARK
LPLA
NEWS
Tags
News
LPLA
Expert Ideas
From
Benzinga
HIMS Crashes On Novo GLP-1 Fallout: Buy The Dip Or Bail?
June 24, 2025
Tickers
HIMS
NVO
TECH
Tags
Technicals
NVO
Tech
From
Benzinga
Why This Fidelity Fund Manager Is Buying China Tech Over The Magnificent Seven
June 24, 2025
Tickers
AAPL
AMZN
BABA
BABAF
Tags
BYDDF
Benzinga
Stories That Matter
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks With Over 5% Dividend Yields
June 24, 2025
Tickers
AES
AVA
NEWS
POR
Tags
Wall Street's Most Accurate Analysts
Benzinga
Analyst Ratings
From
Benzinga
Top 2 Energy Stocks Which Could Rescue Your Portfolio This Quarter
June 24, 2025
Tickers
BSM
CETY
NEWS
RSI
Tags
Trading Ideas
Market News
Pre/Market Outlook
From
Benzinga
Golden Cross Alert: Honeywell Nears A Bullish Breakout As Strategic Shakeup Gains Traction
June 23, 2025
Tickers
HON
NXPI
Tags
Top Stories
Benzinga
Trading Ideas
From
Benzinga
This TSMC, Samsung Supplier Just Made A Golden Cross
June 23, 2025
Tickers
INTC
LRCX
MU
SSNLF
Tags
Benzinga
Top Stories
Stories That Matter
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Tech Stocks Delivering High-Dividend Yields
June 23, 2025
Tickers
HPQ
JKS
NEWS
OPRA
Tags
Expert Ideas
OPRA
News
From
Benzinga
Top 3 Risk Off Stocks That Could Blast Off This Month
June 23, 2025
Tickers
CPB
NEWS
WEST
XXII
Tags
Pre/Market Outlook
Long Ideas
Markets
From
Benzinga
Did Warren Buffett Whiff On Occidental Petroleum? Maybe Not As OXY Flashes Signs Of Technical Strength
June 20, 2025
Tickers
OXY
Tags
Stories That Matter
Warren Buffett
Top Stories
From
Benzinga
Golden Cross Alert: Uranium Giant Cameco Ignites Nuclear Rally With Bullish Breakout
June 20, 2025
Tickers
CCJ
Tags
Signals
Pro Project
Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Industrials Stocks Delivering High-Dividend Yields
June 20, 2025
Tickers
CPA
NEWS
RHI
UPS
Tags
industrials
Price Target
Pro Project
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Health Care Stocks Delivering High-Dividend Yields
June 18, 2025
Tickers
ARVN
MRK
NEWS
PFE
Tags
Dividends
XRAY
Benzinga
From
Benzinga
Top 3 Tech And Telecom Stocks That May Rocket Higher This Month
June 18, 2025
Tickers
NEWS
RSI
TMUS
VMEO
Tags
WPP
Pro Project
Oversold Stocks
From
Benzinga
Vertiv Holdings Stock, 25% Off Highs, Is Now Riding Nvidia's AI Wave
June 17, 2025
Tickers
AI
NVDA
TECH
VRT
Tags
Dave Cote
Pro Project
Benzinga
From
Benzinga
Rocket Lab's Next Launch In 4 Days — Is RKLB Ready For Liftoff?
June 17, 2025
Tickers
RKLB
TECH
Tags
Pro Project
RKLB
KeyProj
From
Benzinga
< 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.