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 Regulatory
Recent news which mentions Regulatory
Assent's New EU Deforestation Regulation Solution Helps Manufacturers Ensure Readiness for Urgent Deadline
August 14, 2025
Tags
Supply Chain
International Trade
Manufacturing
From
PRLog
Assent Launches Carbon Border Adjustment Mechanism Solution to Help Manufacturers Meet Regulatory Requirements
May 21, 2025
Tags
United States
AI/enhanced technology
CBAM Solution
From
PRLog
Cathie Wood Bucks Consensus, Predicts Economic Boom And Broad Bull Market: 'The Opportunity Is Now'
May 06, 2025
Tickers
GDP
NEWS
QQQ
SPY
Tags
News
Economy
Tariff
From
Benzinga
Pennsylvania Isn't Giving Up On Recreational Cannabis: Optimism Rises As Lawmakers Reintroduce Governor-Backed Bill
September 17, 2024
Tickers
BILL
NEWS
Tags
State Senator Mike Regan (R)
Emily Kinkead
Market News
From
Benzinga
Expert Economist Slashes Hemp Acreage Forecast By 82% For 2030, Here's Why
September 04, 2024
Tickers
NEWS
Tags
Economics
Government
Markets
From
Benzinga
EXCLUSIVE: Investor Ross Gerber On How Cannabis Rescheduling Could Slash Costs For Companies
September 03, 2024
Tickers
CCC
Tags
regulatory
Market News
Stories That Matter
From
Benzinga
Lost Opportunity: Senate Committee Blocks D.C. Recreational Cannabis Sales Again
August 06, 2024
Tickers
NEWS
Tags
DC Cannabis
Politics
Markets
From
Benzinga
Minnesota Cannabis Update As Industry Prepares To Launch Retail Sales
August 04, 2024
Tickers
NEWS
Tags
Office of Cannabis Management
News
Cannabis
From
Benzinga
Massachusetts Lawmakers Consider 'Nuclear Option' To Fix Cannabis Control Commission Crisis
July 10, 2024
Tickers
TCNNF
Tags
Massachusetts CCC
Debbie Hilton/Creek
Massachusetts Cannabis
From
Benzinga
New Hampshire's Path To Cannabis Legalization Hits A Roadblock
June 14, 2024
Tickers
NEWS
Tags
Market News
Regulations
regulatory
From
Benzinga
Actuated Medical Selected to Accelerate Neurological Technology Breakthroughs through NIH Blueprint MedTech Contract
January 09, 2024
Tags
Development
Investment
Research
From
PRLog
This Country Dominates In Capital Crypto Inflows But Interest Wanes Among Investors
November 30, 2023
Tags
Cryptocurrency
Markets
Crypto
From
Benzinga
Binance Enters New Era As CEO Richard Teng Prioritizes Transparency, Compliance
November 27, 2023
Tickers
CEO
TENG
Tags
CZ
regulatory
Market News
From
Benzinga
Binance Faces Leadership Exodus: UK CEO Exits Amid Regulatory Challenges
October 24, 2023
Tags
Market News
$BUSD
bifinity
From
Benzinga
MMJ Bill In Nigeria, Farmers Ripped Off In Malawi, Barbados Industry In Bloom And More
March 23, 2023
Tags
News
cannabis in Barbados
General
From
Benzinga
Shippert Tech, LLC Intraosseous Safety Sheath Receives FDA 510(k) Clearance
February 14, 2023
Tags
Investment
Development
Research
From
PRLog
Marijuana Shops Shut Down As BC Strike Continues, South Dakotans Say No To Legal Cannabis & Kansas Says Yes
August 27, 2022
Tags
Government
Markets
marijuana legalization
From
Benzinga
Cannabis Reg. Update: Supreme Court Judge Bans Smokable Hemp In TX, Kansas Officials Sued Over $120K Worth Product Seizure & More
June 30, 2022
Tickers
BILL
Tags
Regulations
regulatory
Market News
From
Benzinga
Cannabis Reg. Update: White House Drug Czar Touts Benefits Of Medical Cannabis, House Committee Approves Protections For State Marijuana Programs & More
June 28, 2022
Tags
Government
Dave Joyce
Markets
From
Benzinga
Stratum Nutrition® Extends Its Patent Portfolio to Europe and Canada
May 24, 2022
Tickers
NEM
Tags
Environment
Nem
Missouri
From
PRLog
Metrc Announces New Track-And-Trace Contract With Mississippi
April 05, 2022
Tags
Government
Metrc
Markets
From
Benzinga
LMS50.com Announces 2022 Online Course Pricing
January 03, 2022
Tags
Compliance
United States
DOL Training
From
PRLog
QETaRS.com Launch Date Announced
December 27, 2021
Tags
Transportation
North Carolina
Davidson
From
PRLog
QETaRS.com Launches in January
December 13, 2021
Tickers
SAAS
Tags
Davidson
North Carolina
Qualification
From
PRLog
SARACA Solutions adds technical publication services for medical and diagnostic device industry
November 16, 2021
Tags
Massachusetts
Regulatory
United States
From
PRLog
The National Association of Black Compliance & Risk Management Professionals, Inc. Announces Inaugural Virtual Summit
August 20, 2021
Tickers
LAW
Tags
Regulatory
Inclusion
Diversity
From
PRLog
China Securities Watchdog Seeks Communication With U.S. On IPOs
August 01, 2021
Tickers
IPO
IPOS
SEC
Tags
Commission
IPO
CSRC
From
Benzinga
Didi shares dive after Chinese government plans regulatory crackdown
July 23, 2021
Tickers
DIDI
IPO
Tags
alibaba
crackdown
Recent Press Releases
From
Market Buzz
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.