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
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
3
4
5
6
7
8
9
...
16
17
Next >
Why overspending is one of the biggest financial mistakes you can make, advisors say
April 01, 2024
Tags
Personal finance
Personal spending
Personal Finance
From
CNBC.com News
Social Security Administration to remove food assistance as barrier to accessing certain benefits
March 28, 2024
Tags
Personal Income
Fiscal policy
Elderly welfare
From
CNBC.com News
BlackRock CEO Larry Fink says 65 retirement age is too low. Here's what experts say
March 28, 2024
Tags
Personal finance
Elder care
Retirement
From
CNBC.com News
'Gray divorce' has doubled since the '90s — and the financial risk is high for women
March 23, 2024
Tickers
LAWS
Tags
Retirement planning
Personal Finance
Personal saving
From
CNBC.com News
As Republicans propose to raise the Social Security retirement age, here's how benefits may change
March 22, 2024
Tags
Retiree finances
Government pensions and social security
Government budget deficits
From
CNBC.com News
Economic forecast for 2024 calls for a 'deferred landing.' Here's what that means for your investments
March 20, 2024
Tags
U/S/ Economy
Inflation
Personal debt
From
CNBC.com News
Here's why Social Security cost-of-living adjustments may be smaller in 2025 and beyond
March 15, 2024
Tags
Retirement
Personal income
Personal finance
From
CNBC.com News
Trump vs. Biden: Where 2024 presidential candidates stand on Social Security, Medicare
March 11, 2024
Tags
Personal spending
Social Security
Personal Finance
From
CNBC.com News
Biden vows to protect Social Security, Medicare and 'make the wealthy pay their fair share,' in State of the Union
March 08, 2024
Tags
Personal finance
Personal taxes
Disability benefits
From
CNBC.com News
Op-ed: Financial fraud targets older adults, especially women. How to recognize and prevent it
March 08, 2024
Tags
Personal Finance
Hacking
Securities fraud
From
CNBC.com News
Biden called for protecting Social Security, Medicare in last year’s State of the Union. Now advocates hope for action
March 07, 2024
Tags
Personal taxes
Personal Finance
Politics
From
CNBC.com News
Why millionaires may have already hit their Social Security payroll tax limit for 2024
March 02, 2024
Tags
Government pensions and social security
Wage gap
Retiree finances
From
CNBC.com News
Many workers believe pensions are key to achieving the American Dream. But getting those plans back isn't easy
March 01, 2024
Tags
Personal saving
Fiscal policy
Retirement planning
From
CNBC.com News
Social Security beneficiaries may owe more taxes on their benefits for 2023. How Congress could change that
February 25, 2024
Tags
Personal saving
Smart Tax Planning
Retirement planning
From
CNBC.com News
78% of near-retirees failed or barely passed a basic Social Security quiz. Test your knowledge before you claim
February 21, 2024
Tags
Retirement planning
Personal Finance
Social Security
From
CNBC.com News
Here's how to reduce your health-care costs during Medicare Advantage open enrollment
February 16, 2024
Tags
Retirement
Medication
Prescription drugs
From
CNBC.com News
As more Americans reach 65 than ever, here's what to know about your Social Security retirement age
February 14, 2024
Tags
Retirement planning
Social Security
Personal Finance
From
CNBC.com News
Saving for retirement in your 50s can be 'really stress-inducing,' expert says. These tips can help
February 07, 2024
Tags
Personal finance
Retiree finances
Personal income
From
CNBC.com News
If you want to age in place in retirement, experts say these are the things you should consider
February 03, 2024
Tags
Nursing homes
Health care costs
Retiree finances
From
CNBC.com News
5 caregiving terms to help you access essential services and reduce expenses for an aging parent
January 30, 2024
Tags
Health care costs
Nursing homes
Medicaid
From
CNBC.com News
Despite high older voter turnout in Iowa caucus, Social Security topic still remains on back burner
January 22, 2024
Tags
Personal finance
Retiree finances
Personal income
From
CNBC.com News
How much money you need to retire in every U.S. state—it's at least $1 million in 16 places
January 15, 2024
Tags
Social issues
Personal saving
Make It
From
CNBC.com News
A city famous for its beaches is helping residents age in place. What to know if you want to stay in your home
January 14, 2024
Tags
Retiree finances
Housing
Mortgages
From
CNBC.com News
The 5 levels of financial freedom, according to married money coaches, who say they've reached level 3
January 13, 2024
Tags
Retirement planning
Personnel
Personal investing
From
CNBC.com News
Your loved ones may be eligible for a one-time Social Security payment when you die. Here’s what to know
January 05, 2024
Tags
Personal investing
Family finances
Death and dying
From
CNBC.com News
High earners have a little-known option to boost 401(k) plan savings: It's 'the best place' to save more, expert says
January 04, 2024
Tags
Personal finance
Personal income
Retirement
From
CNBC.com News
These beneficiaries are first to receive a new cost-of-living adjustment for 2024. Here's what to watch for
January 03, 2024
Tags
Personal finance
Retirement
Personal income
From
CNBC.com News
These key factors affect how much Social Security income retirees will receive in 2024
January 02, 2024
Tags
Individual retirement accounts
Personal investing
Medicare health plans
From
CNBC.com News
In your 40s, you still need a long-term approach for retirement savings, expert says. Here's why
December 23, 2023
Tags
Retirement planning
401(k) plans
Personal saving
From
CNBC.com News
Social Security rule for beneficiaries who keep working is ‘poorly understood,’ report finds
December 20, 2023
Tags
Personal finance
Retirement
Labor economy
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.