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 >
Wall Street's Most Accurate Analysts Weigh In On 3 Financial Stocks With Over 15% Dividend Yields
June 17, 2025
Tickers
EARN
MFA
NEWS
TWO
Tags
Benzinga
Analyst Ratings
TWO
From
Benzinga
Top 2 Real Estate Stocks Which Could Rescue Your Portfolio This Quarter
June 17, 2025
Tickers
ALBT
MKZR
NEWS
RSI
Tags
Pro Project
Oversold Stocks
Real Estate
From
Benzinga
Golden Cross Alert: Nvidia-Backed AI Stock Just Broke Out - Is This The Next Big Winner?
June 16, 2025
Tickers
AI
NBIS
NVDA
TECH
Tags
Technicals
NVDA
Long Ideas
From
Benzinga
Robinhood Is Trending Again: Is The Meme‑Stock Favorite Gearing Up For A Breakout?
June 16, 2025
Tickers
HOOD
TECH
Tags
Pro Project
Cryptocurrency
HOOD
From
Benzinga
Broadcom, Marvell Ride The $30B ASIC Wave – But Only One Looks Ready For Takeoff
June 16, 2025
Tickers
AMD
AMZN
AVGO
GOOG
Tags
NVDA
AMD
AMZN
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Energy Stocks Delivering High-Dividend Yields
June 16, 2025
Tickers
DKL
MNR
NEWS
VTS
Tags
Wall Street's Most Accurate Analysts
Dividends
MNR
From
Benzinga
Top 3 Materials Stocks That Could Blast Off This Month
June 16, 2025
Tickers
CPAC
GPK
NEWS
RSI
Tags
Benzinga
oversold stcoks
SHW
From
Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
June 14, 2025
Tickers
APP
CRS
CWST
INTU
Tags
garbage
Pro Project
Short Sellers
From
Benzinga
Palantir's Skyrocketing 500% Gains Meet Israel–Iran Sparks
June 13, 2025
Tickers
AI
PLTR
TECH
Tags
Tech
artificial intelligence
AI
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Risk Off Stocks Delivering High-Dividend Yields
June 13, 2025
Tickers
CAG
ENR
MO
NEWS
Tags
CAG
Price Target
Earnings
From
Benzinga
Top 3 Tech Stocks That Are Preparing To Pump This Quarter
June 13, 2025
Tickers
CLRO
CSAI
DGLY
NEWS
Tags
Markets
Long Ideas
Pre/Market Outlook
From
Benzinga
Boeing Stock Drops After Dreamliner Crash, Just Weeks Following 15-Month High
June 12, 2025
Tickers
BA
Tags
aircraft
Aerospace & Defense Stocks
Movers
From
Benzinga
Trump's Nuclear Play Fuels Oklo's 566% Stock Boom — And The Ride May Be Far From Over
June 12, 2025
Tickers
OKLO
Tags
Stories That Matter
KeyProj
Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields
June 12, 2025
Tickers
DBI
MOV
NEWS
WHR
Tags
Dividends
Benzinga
Analyst Ratings
From
Benzinga
Top 3 Industrials Stocks That Could Lead To Your Biggest Gains This Month
June 12, 2025
Tickers
AAON
CPRT
KRT
NEWS
Tags
Oversold Stocks
Pro Project
AAON
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Tech And Telecom Stocks Delivering High-Dividend Yields
June 11, 2025
Tickers
CMCSA
DIS
NEWS
OMC
Tags
Markets
Long Ideas
DIS
From
Benzinga
Top 3 Health Care Stocks That May Rocket Higher This Quarter
June 11, 2025
Tickers
IVF
MNKD
NEWS
RSI
Tags
Market News
Trading Ideas
Pre/Market Outlook
From
Benzinga
Uber Soars 37% YTD On Robotaxi Deal, M&A Buzz: Strategist Eyes Buy-The-Dip Opportunity
June 10, 2025
Tickers
PANW
TECH
UBER
Tags
Tech
Ride Sharing
Long Ideas
From
Benzinga
This 'Direct Beneficiary' Of Trump-Musk Feud Rockets 500%+ In 1 Year - More Fuel Left?
June 10, 2025
Tickers
RKLB
TECH
Tags
Stories That Matter
KeyProj
Benzinga
From
Benzinga
Nebius Vs. CoreWeave: Nvidia-Backed AI Cloud Stocks Battle For Supremacy
June 10, 2025
Tickers
AI
CRWV
MSFT
NBIS
Tags
NBIS
Pro Project
Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Utilities Stocks Delivering High-Dividend Yields
June 10, 2025
Tickers
AES
AVA
BKH
NEWS
Tags
Utilities
Expert Ideas
AES
From
Benzinga
Top 3 Financial Stocks That Could Lead To Your Biggest Gains This Month
June 10, 2025
Tickers
AJG
CODI
CURR
NEWS
Tags
Benzinga
AJG
Pro Project
From
Benzinga
GameStop Q1 Earnings Preview: Bitcoin On The Balance Sheet, But Don't Expect Much Detail
June 09, 2025
Tickers
BITCOMP
GME
NTDOY
USD-BITSTAMP
Tags
$BTC
trading cards
Pro Project
From
Benzinga
Tesla Among S&P's Big Losers: Q1 EPS Miss Puts TSLA In Bottom 10
June 09, 2025
Tickers
EVS
FSLR
NCLH
TECH
Tags
Stories That Matter
FSLR
KeyProj
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Health Care Stocks Delivering High-Dividend Yields
June 09, 2025
Tickers
ARVN
GSK
MRK
NEWS
Tags
News
Expert Ideas
Trading Ideas
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 15% Dividend Yields
June 06, 2025
Tickers
HRZN
NEWS
TWO
WHF
Tags
Wall Street's Most Accurate Analysts
TWO
WHF
From
Benzinga
Top 3 Risk Off Stocks That Could Blast Off This Month
June 06, 2025
Tickers
COKE
DEO
NEWS
RSI
Tags
RSI
Expert Ideas
News
From
Benzinga
Silver Hits 12-Year High: Peter Schiff Says Rally's Just Starting
June 05, 2025
Tickers
AG
PAAS
SIL
SILVER
Tags
Xi Jinping
WPM
Pro Project
From
Benzinga
Wall Street's Most Accurate Analysts Spotlight On 3 Energy Stocks With Over 7% Dividend Yields
June 05, 2025
Tickers
ET
HESM
MPLX
NEWS
Tags
Expert Ideas
News
energy stocks
From
Benzinga
Top 3 Consumer Stocks You'll Regret Missing This Quarter
June 05, 2025
Tickers
BWMX
CVCO
NEWS
RSI
Tags
Benzinga
Oversold Stocks
BWMX
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.