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
...
5
6
7
8
9
10
11
12
13
...
16
17
Next >
After an 8.7% Social Security cost-of-living adjustment for 2023, next year's increase may not be as large
March 20, 2023
Tags
Personal income
U/S/ Economy
Retirement planning
From
CNBC.com News
The 10 most expensive U.S. states to retire in — California didn't make the list
March 19, 2023
Tags
Make It / Money
Make It / Spend
Retiree finances
From
CNBC.com News
Medicare beneficiaries could pay less for 27 drugs covered under Part B starting next month
March 15, 2023
Tags
Government/funded health insurance
Prescription drug benefits
Retirement
From
CNBC.com News
How to factor your health into your financial planning, according to a doctor-turned-advisor
March 14, 2023
Tags
Investing
Health care costs
Health
From
CNBC.com News
Biden budget calls for 'protecting and strengthening' Social Security
March 09, 2023
Tags
Federal Budget (U/S/)
National budgets
Government budget deficits
From
CNBC.com News
Retirement security is up for single women, down for their married counterparts, study shows
March 08, 2023
Tags
Investing
Personal debt
Recessions and depressions
From
CNBC.com News
Investing is 'a must' for women to achieve a secure retirement, advisor says. These 3 steps can help
March 08, 2023
Tags
Ask an Advisor
Divorce and separations
Divorce rates
From
CNBC.com News
Here's how much you need to save every month to earn $70,000 per year in interest for retirement
March 07, 2023
Tags
Personal finance
Retiree finances
Millennials
From
CNBC.com News
Senators call for two changes to help encourage Social Security beneficiaries to claim retirement benefits later
March 06, 2023
Tags
Retirement
Legislation
Personal spending
From
CNBC.com News
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
March 04, 2023
Tags
Financial planning for marriage
Fiscal policy
Retirement
From
CNBC.com News
Most Medicare Advantage users are happy with their plan. What to do if you're not
March 02, 2023
Tags
Personal Finance
Retirement planning
Medicare Part D
From
CNBC.com News
Medicare expenses in retirement could top $383,000 for a couple with high drug costs, study finds
February 16, 2023
Tags
Retirement planning
Personal Finance
Medicare Part C
From
CNBC.com News
Elder financial fraud is a $3 billion-a-year problem. This bill in Congress aims to help prevent
February 15, 2023
Tickers
LIFE
Tags
The New Road to Retirement
Retiree finances
Personal finance
From
CNBC.com News
As Social Security's full retirement age moves to 67, some experts say it should not go higher
February 12, 2023
Tags
Poverty
Fiscal policy
Careers
From
CNBC.com News
This 52-year-old early retiree left the U.S. for Portugal—here's a look at his typical weekend: 'I spend less than $40'
February 11, 2023
Tags
Retirement planning
Food shopping
Tourism
From
CNBC.com News
Rollovers from a 401(k) plan to an IRA: Weigh these 7 factors first
February 09, 2023
Tags
Roth 401(k) plans
The New Road to Retirement
Finance
From
CNBC.com News
State of the Union brings brief unanimity on Social Security, Medicare. Why experts say there's still reason to worry
February 08, 2023
Tags
National debt
Fiscal policy
Retirement
From
CNBC.com News
Seniors urge Congress to protect Social Security, Medicare ahead of State of the Union
February 07, 2023
Tags
Government spending
Personal Finance
National budgets
From
CNBC.com News
Before you enroll in Medicare, what to know about new rules that eliminate coverage gaps
February 03, 2023
Tags
Retirement
Government/funded health insurance
Health insurance
From
CNBC.com News
Wait until 70 to claim Social Security: 'The return on being patient is huge,' says economist
February 01, 2023
Tags
Inflation
Personal Finance
Retirement planning
From
CNBC.com News
As some retirees worry about surprises this tax season, these resources may help
February 01, 2023
Tags
Personal taxes
Accounting, tax preparation and payroll services
Personal Finance
From
CNBC.com News
Medicare users still have time to change, drop 2023 Advantage Plan coverage. What to know
January 30, 2023
Tags
Personal Finance
Medicare health plans
Retirement planning
From
CNBC.com News
House GOP study group is proposing changes to Medicare. Here's what you need to know
January 26, 2023
Tags
Medicare Part C
Retiree finances
Personal finance
From
CNBC.com News
This Social Security change would be ‘easiest and quickest,’ Manchin says. What debt ceiling negotiations may mean for benefits
January 23, 2023
Tags
Personal spending
Debt Ceiling
Disability benefits
From
CNBC.com News
75% of retirees fall short of a key retirement income goal. These steps can help
January 21, 2023
Tags
Retirement
Personal debt
Careers
From
CNBC.com News
Higher Social Security cost-of-living adjustments may affect your taxes. Here's how to plan
January 20, 2023
Tags
Taxes
401(k) plans
Personal Finance
From
CNBC.com News
As debt ceiling deadline looms, here's what it could mean for Social Security and Medicare
January 19, 2023
Tags
Personal spending
Personal debt
Disability benefits
From
CNBC.com News
Social Security cost-of-living adjustments have fallen short of inflation by $1,054 since the start of pandemic
January 12, 2023
Tags
Personal spending
Personal debt
Interest Rates
From
CNBC.com News
When Social Security beneficiaries can expect first checks of 2023 to include 8.7% cost-of-living adjustment
January 11, 2023
Tags
Personal spending
Personal debt
Health care costs
From
CNBC.com News
Approaching age 62? What you need to know about Social Security's 8.7% cost-of-living adjustment and claiming benefits
January 10, 2023
Tags
Consumer spending
Personal income
Retirement planning
From
CNBC.com News
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
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.