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
...
26
27
28
29
30
31
32
33
Next >
Two of the 'best' ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors
December 23, 2022
Tags
Personal saving
Taxes
Charity fundraising
From
CNBC.com News
'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
Tax refunds
Retirement
Roth IRA
From
CNBC.com News
Here are 10 ways to avoid the early withdrawal penalty for individual retirement accounts
December 22, 2022
Tags
Retirement
Roth IRA
Taxes
From
CNBC.com News
3 Grocery Stocks With Reliable Dividends
December 22, 2022
Tickers
ACI
KR
SPTN
TGT
Tags
TGT
Retirement
KR
From
InvestorPlace
Emergency savings provisions in Secure 2.0 may help shore up short- and long-term financial security, experts say
December 22, 2022
Tags
Individual retirement accounts
Retiree finances
401(k) plans
From
CNBC.com News
The 'Secure 2.0' retirement legislation leaves a 'huge problem untouched,' labor economist warns. How these changes could help
December 21, 2022
Tags
Income disparity
Social Security
Retirement
From
CNBC.com News
As the cost of living skyrockets, nearly 1 in 3 adults rely on their parents for financial support
December 21, 2022
Tags
Personal Finance
Investing
Personal finance
From
CNBC.com News
3 Electric Utility Stocks With Safe Dividends Even in Severe Recessions
December 20, 2022
Tickers
ED
EVRG
SO
Tags
Retirement
ED
EVRG
From
InvestorPlace
'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
Retirement planning
401(k)
Legislation
From
CNBC.com News
This 'wild card' strategy can help retirees with unpaid quarterly taxes before year-end
December 20, 2022
Tags
Investment strategy
National taxes
Social issues
From
CNBC.com News
Average Social Security retirement benefit fell short by 46% in 2022. Here are the costs the went up the most
December 20, 2022
Tags
Health care costs
Retirement planning
Personal debt
From
CNBC.com News
There’s still time to reduce your 2022 tax bill with these last-minute moves
December 20, 2022
Tags
Personal finance
Personal taxes
Financial planning
From
CNBC.com News
21% of investors don’t think they pay investing-related fees. Here’s why they’re wrong — and how it costs them
December 19, 2022
Tags
Personal Finance
Personal finance
Mutual funds
From
CNBC.com News
Op-ed: Here are 5 questions to ask your financial advisor before the end of the year
December 19, 2022
Tags
Personal investing
Wealth
Retirement
From
CNBC.com News
Creating a Roadmap for Your Retirement Goals
December 19, 2022
Tickers
RF
Tags
Retirement
Sustainable Finance & Socially Responsible Investment
Regions Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
88% of employers offer a Roth 401(k) — almost twice as many as a decade ago. Here’s who stands to benefit
December 16, 2022
Tags
Savings
Government taxation and revenue
Finance
From
CNBC.com News
Share of Americans living paycheck to paycheck rises to 63% — here's how to get your finances back on track
December 15, 2022
Tags
Social issues
US: News
Employment
From
CNBC.com News
Retiring In 2022: New Research Finds The Ideal Withdrawal Rate, And It's Not 4%
December 14, 2022
Tags
Personal Finance
retirement
General
From
Benzinga
As a record 8.7% Social Security cost-of-living increase starts in 2023, here's what beneficiaries should look for in annual statements
December 11, 2022
Tags
Social issues
Financial planning
Income Tax
From
CNBC.com News
You may get a 1099-K for Venmo and PayPal payments. Here's how to prepare — and shrink your tax bill
December 10, 2022
Tags
Tax planning
Social issues
National taxes
From
CNBC.com News
Here are some things to think about before deciding to retire in another state
December 09, 2022
Tags
Long distance relationships
Retirement planning
Real estate
From
CNBC.com News
Market Volatility Shouldn’t Derail Retirement Goals
December 08, 2022
Tags
Retirement
retirement income channel
Nationwide
From
ETF Trends
401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation
December 08, 2022
Tags
Personal spending
401(k) plans
Retirement planning
From
CNBC.com News
Amid inflation and market volatility, just 12% of adults — and 29% of millionaires — feel 'wealthy'
December 08, 2022
Tags
Savings
Debt
Retirement planning
From
CNBC.com News
Taking required minimum distributions? How to reduce the sting of selling in a down market
December 07, 2022
Tags
Retirement planning
Personal saving
Savings
From
CNBC.com News
50% of women say they are behind on retirement savings. Here's why they face challenges
December 07, 2022
Tags
Wage gap
Retirement planning
Parenting
From
CNBC.com News
It's never to soon to save for retirement. Here are 3 ways Gen Z workers can start now
December 07, 2022
Tags
Personal finance
IRA
Lifestyle
From
CNBC.com News
'It's possible the market can rally': Financial advisors say a recession isn't inevitable
December 06, 2022
Tags
Personal Finance
Politics
Investing
From
CNBC.com News
Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO
December 06, 2022
Tags
Government taxation and revenue
Savings
Interest Rates
From
CNBC.com News
Robinhood Pivots From Day Trading With New Offering As Millennials, Gen Z Age Out
December 06, 2022
Tickers
HOOD
Tags
Trading Ideas
Personal Finance
IRA
From
Benzinga
< Previous
1
2
...
26
27
28
29
30
31
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.