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 >
This Social Security quiz can help test how much you know about benefits before you claim
November 01, 2022
Tags
Financial planning for marriage
Wages and salaries
Careers
From
CNBC.com News
Treasury announces new Series I bond rate of 6.89% for the next six months
November 01, 2022
Tags
Breaking News: Investing
Bonds
Personal finance
From
CNBC.com News
Here's How Much Money You'll Need Now To Retire Comfortably
November 01, 2022
Tickers
NRDS
SPY
Tags
NRDS
Top Stories
General
From
Benzinga
Here's what the inverted yield curve means for your portfolio
October 31, 2022
Tags
Investing
Wealth
Retirement
From
CNBC.com News
3 Technology Stocks With 3%+ Yields to Buy Today
October 31, 2022
Tickers
CSCO
SWKS
TXN
Tags
SWKS
NASDAQ:CSCO,NASDAQ:SWKS,NASDAQ:TXN
Market News
From
InvestorPlace
54% of adults say they have stopped or reduced their retirement savings contributions due to inflation, study shows
October 28, 2022
Tags
Retirement
IRA
Investing
From
CNBC.com News
Demand for Series I bonds crashes TreasuryDirect site ahead of key deadline as investors try to secure 9.62% rate
October 28, 2022
Tags
Personal investing
Personal finance
Financial planning
From
CNBC.com News
‘Ugly times’ are pushing record annuity sales. Here's what you need to know before you buy
October 26, 2022
Tags
Retirement planning
Personal Finance
Annuities
From
CNBC.com News
Your last chance to secure 9.62% annual interest for Series I bonds is Oct. 28
October 25, 2022
Tags
Personal saving
Investment strategy
Savings
From
CNBC.com News
Americans now say they will need $1.25 million to retire comfortably, survey finds
October 25, 2022
Tags
Wages and salaries
Health care costs
U/S/ Economy
From
CNBC.com News
'There is no clear answer.' How to decide between Roth and pre-tax retirement savings accounts
October 25, 2022
Tags
Tax Planning
Taxes
Retirement planning
From
CNBC.com News
Op-ed: Investing isn't a game. Take risks and make wild predictions in fantasy football, not with your money
October 25, 2022
Tags
Wealth
Retirement
Investing
From
CNBC.com News
There's still time for big savers to use 'after-tax contributions' to funnel more into 401(k) plans for 2022
October 24, 2022
Tags
Retirement
Wealth
Investing
From
CNBC.com News
55% of working Americans feel they are behind on retirement savings. Here's how to catch up
October 24, 2022
Tags
401(k) plans
Inflation
Family finances
From
CNBC.com News
JPMorgan Chase uses Advancing Black Wealth Tour to boost financial literacy, address racial wealth gap
October 24, 2022
Tags
Personal Finance
Retirement planning
JPMorgan Chase & Co
From
CNBC.com News
63% of Americans are living paycheck to paycheck — including nearly half of six-figure earners
October 24, 2022
Tags
Debt
Prices
US: News
From
CNBC.com News
Gen Zers are socking away 14% of their income for retirement, a higher share than older adults
October 21, 2022
Tags
Retirement
Generation X
IRA
From
CNBC.com News
What a record 8.7% Social Security cost-of-living adjustment could mean for taxes on benefits
October 20, 2022
Tags
Year/end Planning
Retirement
Personal debt
From
CNBC.com News
IRS: Here are the new income tax brackets for 2023
October 19, 2022
Tags
Wealth
Tax Credits
Retirement
From
CNBC.com News
Here's what you need to know about 2023 Medicare prescription drug plans during open enrollment
October 18, 2022
Tags
Health insurance
Health Insurance
Health care costs
From
CNBC.com News
How to get the 'best of both worlds' for Series I bond interest rates before November
October 18, 2022
Tags
Personal saving
Investment strategy
Savings
From
CNBC.com News
Can you afford a 'second act' after retirement? Here are some questions to ask yourself
October 15, 2022
Tickers
JOBS
Tags
Personnel
Retirement planning
Social issues
From
CNBC.com News
Series I bond interest expected to fall to roughly 6.48% in November. But that's still a 'really good rate,' experts say
October 14, 2022
Tags
Retirement planning
Fixed Income
Inflation
From
CNBC.com News
3 Financial Stocks With Safe Yields Over 3%
October 14, 2022
Tickers
MS
ORI
OZK
Tags
MS
NASDAQ:OZK,NYSE:MS,NYSE:ORI
ORI
From
InvestorPlace
Social Security cost-of-living adjustment will be 8.7% in 2023, highest increase in 40 years
October 13, 2022
Tags
Retiree finances
Personal finance
Breaking News: Investing
From
CNBC.com News
A quarter of Americans are expecting to delay their retirement due to rising consumer costs, according to a new study
October 13, 2022
Tags
COVID/19
Social issues
Personal debt
From
CNBC.com News
Young, wealthy investors are flocking to alternative investments, study shows. What to know before adding to your portfolio
October 12, 2022
Tags
Investment strategy
Financial planners
Savings
From
CNBC.com News
How to make inflation-protected bonds work in your portfolio as interest rates rise
October 12, 2022
Tags
Investment strategy
Financial planners
Personal finance
From
CNBC.com News
4 Dividend Stocks Yielding 4%+
October 11, 2022
Tickers
ABBV
KMB
NEE
NEP
Tags
NEE
NEP
Retirement
From
InvestorPlace
These are common (and costly) Roth IRA conversion mistakes. Here's how to avoid them
October 11, 2022
Tags
Wealth
IRA
Retirement
From
CNBC.com News
< 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.