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 Retiree finances
Recent news which mentions Retiree finances
< Previous
1
2
...
10
11
12
13
14
15
16
17
Next >
Here’s how retirees can give to charity and create a stream of income at the same time
June 09, 2022
Tags
Baby Boomers
Nonprofit business and finance
Income Tax
From
CNBC.com News
Sanders, Warren propose bill to extend Social Security's solvency for 75 years, increase benefits by $2,400 per year
June 09, 2022
Tags
Social Security
Personal Finance
Personal spending
From
CNBC.com News
Here are the changes Americans are willing to make to fix Social Security, survey finds
June 08, 2022
Tags
Personal budgeting
Social Security
Personal Finance
From
CNBC.com News
Another record-high Social Security cost-of-living adjustment in 2023 could put more money in retirees' wallets and impact the program's funds
June 06, 2022
Tags
U/S/ Economy
Social Security
US Economy
From
CNBC.com News
42% of Americans say money has a negative impact on their mental health
June 06, 2022
Tags
Target Corp
Consumer Staples
Food shopping
From
CNBC.com News
This 52-year-old early retiree left the U.S. for Portugal with his family—and spends $2,450 a month: ‘We cut our expenses by 50%’
June 06, 2022
Tags
Lifestyle
Hobbies
Personal care
From
CNBC.com News
Social Security’s funds have a new, later-projected depletion date of 2035. How Congress may shore up the program
June 02, 2022
Tags
Social issues
Personal debt
Congress
From
CNBC.com News
25% of Americans are delaying retirement due to inflation, survey finds
May 31, 2022
Tags
Retiree finances
Social issues
Personal debt
From
CNBC.com News
Feeling behind on retirement savings? These tips can help you make up for lost time
May 31, 2022
Tags
Employee benefits
Personal Finance
Personal spending
From
CNBC.com News
Your Social Security check might be taxed. Here's how that could change
May 29, 2022
Tags
Retiree finances
Personal Income
Social issues
From
CNBC.com News
Changing from a marketplace medical plan to Medicare? Here's what you need to know
May 26, 2022
Tags
Medicare Part C
Retirement planning
Retirement
From
CNBC.com News
Only 18% of Americans plan to increase their stock market investments this year, survey finds
May 23, 2022
Tags
stocks
Investing In
Personal spending
From
CNBC.com News
It's best to stay the course with your 401(k) amid choppy markets. But there are moves you can make to get ahead
May 19, 2022
Tags
Principal Financial Group Inc
401(k)
Inflation
From
CNBC.com News
Why it's a good time for young investors to put money in the market
May 19, 2022
Tags
stocks
Invest in You: Ready Set Grow
Financial crisis
From
CNBC.com News
You can't put money in a health savings account once you're on Medicare. A House bill to change that comes with tradeoffs
May 19, 2022
Tags
Medicare Part C
Health insurance
Retirement planning
From
CNBC.com News
Rising inflation has made people feel anxious and overwhelmed. Here are some ways to cope
May 18, 2022
Tags
Personal budgeting
Food shopping
U/S/ Economy
From
CNBC.com News
Congress seeks ways to reduce Social Security customer service delays
May 18, 2022
Tags
Family finances
Disability benefits
Personal saving
From
CNBC.com News
Does inflation have you worried about retirement? Here's what experts say to do
May 17, 2022
Tags
Invest in You: Ready Set Grow
Individual retirement accounts
Roth IRAs
From
CNBC.com News
House passes bill aimed at curbing the $2.9 billion seniors lose each year to financial scams
May 12, 2022
Tickers
LAW
LAWS
Tags
Social Security
Robocall
Fraud and false statements
From
CNBC.com News
Retiring soon with a pension? Here’s how rising interest rates can affect your lump sum benefits
May 12, 2022
Tags
Financial planning
Savings
Retirement
From
CNBC.com News
High inflation continues to point to bigger Social Security cost-of-living adjustment in 2023
May 11, 2022
Tags
Prices
Wages and salaries
U/S/ Economy
From
CNBC.com News
Here's one way Social Security could better address life expectancy for couples
May 10, 2022
Tags
Financial planning for marriage
Poverty
Social Security
From
CNBC.com News
43% of investors say they're too nervous to get into markets right now. Here's why they should invest anyway
May 10, 2022
Tags
Family finances
Savings
401(k) plans
From
CNBC.com News
This strategy may help ensure you won't run out of money in retirement
May 09, 2022
Tags
Investment strategy
Retiree finances
401(k) plans
From
CNBC.com News
Don't follow this 'popular belief' when planning for early retirement, says former JPMorgan portfolio manager
May 06, 2022
Tags
Travel
Health
Personal saving
From
CNBC.com News
Stocks are tumbling. Here's what to keep in mind
May 05, 2022
Tags
Nasdaq Inc
Personal finance
Investing
From
CNBC.com News
Secure 2.0 legislation would make retirement catch-up limits more generous for some. Here's who would really benefit
May 04, 2022
Tags
Personal Finance
Individual retirement accounts
IRA
From
CNBC.com News
Nearly risk-free I bonds to deliver a record 9.62% interest for the next six months
May 02, 2022
Tags
Personal Finance
Investing
Personal finance
From
CNBC.com News
A reduction in Medicare Part B premiums remains in play. Here's where things stand
May 01, 2022
Tags
Government Programs
Medicare Part C
Health insurance
From
CNBC.com News
Wages up to $147,000 are currently taxed for Social Security. How that could change
April 30, 2022
Tags
Medicare
Baby Boomers
Social Security
From
CNBC.com News
< Previous
1
2
...
10
11
12
13
14
15
16
17
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.