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 Raymond James Financial Inc
Recent news which mentions Raymond James Financial Inc
Markets raise chances for a Fed rate hike following hot inflation report
May 12, 2026
Tags
Interest Rates
Prices
Raymond James Financial Inc
From
CNBC.com News
Retailers are on a hiring spree. But consumers are sending warning signs
May 10, 2026
Tags
Uber Technologies Inc
Breaking News: Economy
Breaking News: Investing
From
CNBC.com News
Airlines expected to cut 2025 outlooks as travel demand falters
April 07, 2025
Tickers
LIFE
Tags
US: News
Breaking News: Economy
Industrials
From
CNBC.com News
Cramer's Lighting Round: Arm is a buy
March 22, 2024
Tags
Teva Pharmaceutical Industries Ltd
General Electric Co
Stock markets
From
CNBC.com News
AMD stock jumps more than 8% on strong 2024 AI chip projections
November 01, 2023
Tags
AI / Artificial Intelligence
Semiconductor Equipment
Breaking News: Technology
From
CNBC.com News
Stocks making the biggest moves midday: General Motors, Stellantis, Planet Fitness, Adobe and more
September 15, 2023
Tags
stocks
DoorDash Inc
Dexcom Inc
From
CNBC.com News
Stocks making the biggest moves midday: Best Buy, Big Lots, Coinbase, Nio and more
August 29, 2023
Tags
AT&T Inc
3M Co
Alphabet Inc
From
CNBC.com News
Many Americans fear a recession as severe as 2008 could be coming. Here’s what experts say
July 07, 2023
Tickers
JOBS
Tags
Family finances
Financial planning
Personal investing
From
CNBC.com News
Stocks making the biggest moves midday: Shake Shack, Charles Schwab, Activision Blizzard and more
May 15, 2023
Tags
Shake Shack Inc
Intuit Inc
Charles Schwab Corp
From
CNBC.com News
Stocks making the biggest moves midday: Costco, Bed Bath & Beyond, AMC, FedEx and more
April 06, 2023
Tags
New Relic Inc
Lumentum Holdings Inc
Bed Bath & Beyond Inc
From
CNBC.com News
These are the countries that will be 'most hit' if oil prices reach $100
April 06, 2023
Tickers
OIL
Tags
Raymond James Financial Inc
Environment
Oil and Gas
From
CNBC.com News
Stocks making the biggest moves midday: Micron, Paramount, McCormick and more
March 28, 2023
Tags
Wells Fargo & Co
Walgreens Boots Alliance Inc
Raymond James Financial Inc
From
CNBC.com News
41% of adults are preparing for a recession. It's time to stress-test your income, advisors say
March 17, 2023
Tickers
JOBS
Tags
Personal finance
Jobs
Layoffs
From
CNBC.com News
Stocks making the biggest moves before the bell: Salesforce, Best Buy, Macy's and more
March 02, 2023
Tags
JPMorgan Chase & Co
Raymond James Financial Inc
Macy's Inc
From
CNBC.com News
Here's the breakdown of the inflation report for January — in one chart
February 14, 2023
Tags
Personal debt
Raymond James Financial Inc
Family finances
From
CNBC.com News
3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end
November 25, 2022
Tags
Taxes
Government taxation and revenue
Investing
From
CNBC.com News
Stocks making the biggest moves midday: Wynn Resorts, TuSimple, Newell Brands, First Solar and more
October 31, 2022
Tags
Newell Brands Inc
TuSimple Holdings Inc
Align Technology Inc
From
CNBC.com News
Stocks making the biggest moves midday: Wynn Resorts, Planet Fitness, AMC, Lyft and more
September 26, 2022
Tags
Core Laboratories NV
PG&E Corp
Planet Fitness Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Planet Fitness, PG&E, Las Vegas Sands and more
September 26, 2022
Tags
Las Vegas Sands Corp
Investment strategy
Investing
From
CNBC.com News
Stocks making the biggest moves premarket: GameStop, American Eagle Outfitters, Asana and more
September 08, 2022
Tags
Frontier Group Holdings Inc
Dave & Buster's Entertainment Inc
Breaking News: Markets
From
CNBC.com News
5-year and 30-year Treasury yields invert for the first time since 2006, fueling recession fears
March 28, 2022
Tags
Bonds
Raymond James Financial Inc
Economic events
From
CNBC.com News
Markets are expected to remain on edge as the Fed meets in the week ahead
January 21, 2022
Tags
Comcast Corp
ServiceNow Inc
Caterpillar Inc
From
CNBC.com News
Fourth stimulus checks not expected as federal government grapples with omicron surge
January 05, 2022
Tickers
JOBS
Tags
Labor economy
Social issues
Child care costs
From
CNBC.com News
Stock futures dip after Dow notches three straight losing weeks for first time in 2021
September 19, 2021
Tags
Wall Street
Stock markets
Breaking News: Markets
From
CNBC.com News
NFL names Verizon 5G partner in 10-year deal, promising enhanced fan experiences at stadiums
September 09, 2021
Tags
Verizon Communications Inc
Mastercard Inc
Telecommunications
From
CNBC.com News
Don’t miss this quarterly tax payment deadline
September 08, 2021
Tags
Tax Planning
Personal Finance
Government Programs
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.