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 >
As 62% of workers cut back on savings amid concerns about the economy, employers emphasize financial wellness
September 21, 2022
Tags
Personal investing
College savings plans
Retirement planning
From
CNBC.com News
Public servants like teachers and police often get reduced Social Security. Congress is weighing a bill that could change that
September 21, 2022
Tags
Family finances
Policy
Personal Finance
From
CNBC.com News
Here’s how persistent high inflation may affect your tax bracket next year
September 19, 2022
Tags
Financial planning
Personal finance
Personal saving
From
CNBC.com News
The U.S. retirement system gets a ‘C+’ grade, experts say — even though it’s worth $39 trillion. Here's why
September 19, 2022
Tags
Legislation
Mercer International Inc
Savings
From
CNBC.com News
California lawmakers call on Congress to pass bill to shore up Social Security
September 17, 2022
Tags
Retirement planning
Politics
Personal income
From
CNBC.com News
As Social Security disability application wait times hit record high, experts say it's a sign the agency needs more funding
September 16, 2022
Tags
Federal Budget (U/S/)
Government budgets
Social issues
From
CNBC.com News
Social Security Is About To Give You A Big Raise. Here's Why — And It's Not All Good
September 16, 2022
Tags
News
Social Security Administration
Market News
From
Benzinga
How the top financial habits of 'super savers' can help you 'build the most wealth'
September 15, 2022
Tags
Retirement planning
Debt
Investing
From
CNBC.com News
6 money tips from pro athletes Isaiah Thomas and Dexter Fowler — and their financial advisor
September 15, 2022
Tags
Retirement planning
Personal Finance
Financial planning
From
CNBC.com News
Inflation is still rising, but it’s less likely to hurt some retirees — here’s why
September 13, 2022
Tags
Personal Finance
Inflation
Gasoline retail
From
CNBC.com News
There could be a record-high Social Security cost-of-living adjustment in 2023, but it's not set in stone: 3 things to watch
September 13, 2022
Tags
Retirement planning
Government pensions and social security
Personal income
From
CNBC.com News
1 in 4 adults in the U.S. lives with a disability. Having a financial plan to address care is critical
September 12, 2022
Tags
Family issues
Social issues
Health Care Services
From
CNBC.com News
Single workers, families, retirees: How much cash you need in an emergency fund at every career stage, according to advisors
September 05, 2022
Tags
Personal saving
Investment strategy
Financial planners
From
CNBC.com News
Divorced, widowed women are most at risk of retiring earlier than expected: How 'unplanned singlehood' can affect finances
September 02, 2022
Tags
Personal Finance
Marriage
Life insurance
From
CNBC.com News
Social Security could be a 'front-burner issue' in November's election. How the results may influence the program
August 31, 2022
Tags
Fiscal policy
Social issues
Disability benefits
From
CNBC.com News
Inflation drives long-term care costs even higher. Here’s how planning ahead can help families afford it
August 30, 2022
Tags
Long/Term Care
Health insurance
Elder care insurance
From
CNBC.com News
Fewer Americans say they are living paycheck to paycheck as inflation begins to ease
August 29, 2022
Tags
Employment
Personal finance
Personal saving
From
CNBC.com News
Alternate Sources of Income for Retirees Amid Rising Inflation
August 26, 2022
Tickers
VYM
Tags
fixed income channel
Vanguard
VYM
From
ETF Trends
5 Best Stocks To Buy for Early Retirement
August 26, 2022
Tickers
PG
Tags
PepsiCo
retirement stocks
United Parcel Service
From
Best Stocks
How Much Money For Retirement Do I Really Need?
August 25, 2022
Tags
Retirement
From
College Investor
Here's how you can save $1 million for retirement on an annual salary of $70,000
August 24, 2022
Tags
Millennials
Personal finance
Business
From
CNBC.com News
Additional Social Security Could Provide Reprieve From Inflation
August 23, 2022
Tags
Retirement
social security
Health Care
From
ETF Trends
Enrolling in Medicare? Here are three key things you need to know — not understanding one can lead to a lifelong penalty
August 21, 2022
Tags
Health care costs
Investing
Investor Toolkit
From
CNBC.com News
Gen Xers are cutting discretionary spending amid high inflation, while continuing to save for retirement, study shows
August 19, 2022
Tags
Inflation
Personal Finance
Retirement planning
From
CNBC.com News
Gen Z investors are flocking to IRAs. Here's why a Roth is 'a slam dunk' for most, expert says
August 19, 2022
Tags
Retirement planning
Personal Finance
Personal investing
From
CNBC.com News
Workers have more than $500 million socked away in state-run retirement plans — and Delaware is the latest to add one
August 18, 2022
Tags
Retirement
IRA
Investor Toolkit
From
CNBC.com News
Lawmakers call for safety upgrades as people face long lines ‘outside in the heat for hours’ at Social Security offices
August 17, 2022
Tags
Personal taxes
Retirement planning
Government Agencies
From
CNBC.com News
Worried you're mismanaging your money? Give yourself a financial checkup in 7 simple steps
August 17, 2022
Tags
Interest Rates
Lifestyle
Retirement
From
CNBC.com News
3 tips to pay down your credit card balances as interest rates jump, according to a debt counselor
August 16, 2022
Tags
Credit card debt
Interest Rates
Retirement
From
CNBC.com News
House Democrats call for action on Social Security reform. What that could mean for your benefits
August 15, 2022
Tags
Legislation
Disability benefits
Financial planning for marriage
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.