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 Retirement
Recent news which mentions Retirement
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
What the Senate Republican tax and spending bill means for your money
July 01, 2025
Tags
Retirement planning
Politics
Tax Planning
From
CNBC.com News
Average 401(k) savings rates are at record-high levels. How figures compare to popular benchmarks
June 24, 2025
Tags
FA Playbook
Personal Finance
401(k) plans
From
CNBC.com News
Social Security retirement trust fund may be depleted in less than a decade, new trustees report finds
June 18, 2025
Tags
Social Security
Medicare
Breaking News: Investing
From
CNBC.com News
Senate version of 'big beautiful' bill calls for $6,000 senior 'bonus'
June 18, 2025
Tags
Retirement
Legislation
Breaking News: Politics
From
CNBC.com News
90% of women investors say they're 'on track' to achieve money goals — but most share a common regret, survey finds
June 17, 2025
Tags
Investment strategy
Retirement
Personal finance
From
CNBC.com News
Social Security cost-of-living adjustment may be 2.5% in 2026, new estimates find
June 11, 2025
Tags
Retiree finances
Personal finance
Social Security
From
CNBC.com News
Supreme Court just gave DOGE access to Social Security data. Here's what personal information is at stake
June 09, 2025
Tags
Identity theft
Personal finance
Social Security
From
CNBC.com News
'Forgotten' 401(k) account fees can cost workers thousands in lost retirement savings, report finds
June 07, 2025
Tickers
JOBS
Tags
Investing
Retirement
IRA
From
CNBC.com News
When it comes to saving, Gen Z asks: 'What’s the point?' That's dangerous, expert says
June 07, 2025
Tags
Generation Z
Financial consulting
Finance
From
CNBC.com News
The average 401(k) savings rate hit a new record high. See if you're on track
June 04, 2025
Tags
Fidelity National Financial Inc
Retirement
Investing
From
CNBC.com News
Average 401(k) balances drop 3% due to market volatility, Fidelity says
June 04, 2025
Tickers
LIFE
Tags
Retirement
IRA
Financial consulting
From
CNBC.com News
91% of Social Security Fairness Act benefit increases, lump sum payments have been processed, agency says
June 04, 2025
Tags
Retirement
Pensions
Personal Finance
From
CNBC.com News
Social Security benefits get reprieve from student loan collections, but paychecks are still at risk
June 03, 2025
Tags
Personal Finance
Retirement planning
Politics
From
CNBC.com News
See where seniors face the longest travel times to get to their local Social Security offices
June 02, 2025
Tags
Retirement
Consumer banking
Social issues
From
CNBC.com News
Social Security checks may be smaller starting in June for some, as student loan garnishments begin
June 01, 2025
Tags
Personal finance
Retirement
Social Security
From
CNBC.com News
As Denmark raises its retirement age to 70, experts weigh in on whether the U.S. may follow its lead
May 31, 2025
Tags
Personal spending
Retirement
Personal finance
From
CNBC.com News
Trump administration axes Biden-era barrier for crypto in 401(k) plans
May 28, 2025
Tags
Personal Finance
Crypto
Investing
From
CNBC.com News
How Caregiving Is Reshaping Retirement And Spending Habits
May 25, 2025
Tags
retirement
Stories That Matter
seniors
From
Benzinga
Mutual funds can trigger hefty yearly capital gains taxes. Some lawmakers want to change that
May 23, 2025
Tags
Tax Planning
Politics
Taxes
From
CNBC.com News
Long-term care costs can be a 'huge problem,' experts say. Here's why
May 17, 2025
Tags
Finance
Personal finance
Retiree finances
From
CNBC.com News
How House GOP bill’s $4,000 senior 'bonus' compares to eliminating tax on Social Security benefits
May 16, 2025
Tags
Legislation
Retirement
Government budgets
From
CNBC.com News
Social Security benefits are at risk for student loan borrowers in default. What to know
May 14, 2025
Tags
Social Security
Retirement
Personal finance
From
CNBC.com News
Medicaid work requirements would 'kick a lot of people off' of health care coverage, Sen. Warnock says
May 14, 2025
Tags
Retirement
Medicaid
Access to health care
From
CNBC.com News
Dave Ramsey Calls Listener's Math The 'Most Ridiculous Thing I've Ever Heard', Proves Consistent $100 Investments Can Still Make Millionaires
May 13, 2025
Tags
retirement
Personal Finance
Benzinga
From
Benzinga
Fidelity login glitch kept some investors out of their accounts as market rallied
May 12, 2025
Tags
Personal finance
Breaking News: Investing
Investment strategy
From
CNBC.com News
'We’re living in two separate economies' — why young Americans feel stuck, financially
May 12, 2025
Tickers
LIFE
Tags
Education budgets
Personal finance
Retirement planning
From
CNBC.com News
As new Social Security leadership takes the helm, here are the changes beneficiaries need to watch
May 11, 2025
Tags
Disability benefits
Retirement
Personal debt
From
CNBC.com News
Trump tariffs sparked 'noticeable uptick' in I bond interest, advisor says. How they fit into your strategy
May 07, 2025
Tags
Retirement planning
401(k) plans
Personal Finance
From
CNBC.com News
Senate confirms Trump pick Bisignano to lead Social Security Administration. What that may mean for benefits
May 06, 2025
Tags
Personal finance
Retiree finances
Social Security
From
CNBC.com News
Your Social Security card will soon be available digitally. What to know
May 05, 2025
Tags
Retirement
Phishing
Social issues
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.