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 Planning
Recent news which mentions Retirement Planning
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
As tariff sell-off deepens, here's what to know before trying to 'buy the dip,' experts say
April 04, 2025
Tags
Investing
Retirement
Personal Finance
From
CNBC.com News
Here's how to file for a free tax extension in minutes if you can't make the April 15 deadline
April 03, 2025
Tags
Investing
Retirement
Government taxation and revenue
From
CNBC.com News
The 60/40 portfolio 'may no longer fully represent true diversification,' BlackRock CEO Larry Fink says
April 02, 2025
Tags
Personal investing
Personal finance
Private Equity
From
CNBC.com News
Changes at Social Security Administration may impact customer service, benefit payments, experts say
April 01, 2025
Tags
Disability benefits
Breaking News: Politics
Government budgets
From
CNBC.com News
How military spouses can manage entrepreneurship while building retirement security
April 01, 2025
Tags
Retirement planning
Social issues
Personal Finance
From
CNBC.com News
Military families are 'making a mistake' if they skip this tax-free retirement account, advisor says
March 31, 2025
Tags
Investing
Retirement
National taxes
From
CNBC.com News
These big inherited IRA mistakes can shrink your windfall — here's how to avoid them
March 29, 2025
Tags
Investing
Retirement
IRA
From
CNBC.com News
Trump pick to lead Social Security Administration faces questions on DOGE involvement
March 25, 2025
Tags
Retiree finances
Personal finance
Disability benefits
From
CNBC.com News
How the 'bucketing strategy' protects retiree portfolios during a market downturn, experts say
March 25, 2025
Tags
Investing
Retirement
Personal Finance
From
CNBC.com News
This inherited IRA rule change for 2025 could trigger a 25% tax penalty
March 24, 2025
Tags
Estate planning
Tax planning
Personal Finance
From
CNBC.com News
April 1 is the last chance for some retirees to avoid a 25% tax penalty
March 20, 2025
Tags
Taxes
Tax Planning
Retirement planning
From
CNBC.com News
There's a 'danger zone' for retirees when the stock market dips. How to shield your portfolio
March 20, 2025
Tags
Personal Finance
Tax planning
Retirement planning
From
CNBC.com News
There can be a 'survivor's penalty' after a spouse dies — here’s how to avoid it
March 18, 2025
Tags
Investing
Retirement
Tax Planning
From
CNBC.com News
People often say these 4 phrases on their deathbed—what they teach us about living happy, meaningful lives: Hospice nurse
March 18, 2025
Tags
Make It / Life
Estate planning
Retirement planning
From
CNBC.com News
With Social Security Administration under temporary leadership, some experts worry what that means for benefits
March 17, 2025
Tags
Personal finance
Social Security
Disability benefits
From
CNBC.com News
BlackRock CEO Larry Fink: Blending public and private markets is a 'great investment' for retirement
March 17, 2025
Tags
Labor economy
Retirement
Private Equity
From
CNBC.com News
This retirement account is an ‘IOU to the IRS’ — but here’s when it makes sense, expert says
March 14, 2025
Tags
Retirement
Investing
Personal taxes
From
CNBC.com News
Military families have special tax breaks — but the rules can be tricky, experts say
March 14, 2025
Tags
Retirement planning
Tax Planning
Taxes
From
CNBC.com News
As Social Security faces an uncertain future, some question whether the program should be privatized
March 13, 2025
Tags
Accounting, tax preparation and payroll services
Personal Finance
Personal income
From
CNBC.com News
The state and local tax deduction could change amid Trump's tax cuts debate. Here's what to know
March 12, 2025
Tags
State taxes
Investing
Congress
From
CNBC.com News
'Volatility is part of the game': What financial advisors are telling investors about market turmoil
March 11, 2025
Tags
Personal saving
Investment strategy
Stock indices and averages
From
CNBC.com News
Private equity wants a larger piece of the $12.5 trillion workplace retirement plan market
March 11, 2025
Tags
Investing
Private Equity
Labor economy
From
CNBC.com News
'Wealthy tax dodgers' could benefit from IRS layoffs, Democrats warn
March 11, 2025
Tags
Retirement
Investing
Personal finance
From
CNBC.com News
Rules for repaying Social Security benefits are about to get stricter. Here's what to know
March 10, 2025
Tags
Personal income
Government pensions and social security
Retirement planning
From
CNBC.com News
These accounts can be the 'worst possible asset’ for retirement, expert says. Here's why
March 08, 2025
Tags
Retirement
Investing
Tax Deductions
From
CNBC.com News
Million-dollar wage earners have already stopped paying into Social Security for 2025
March 07, 2025
Tags
Government taxation and revenue
Personal Finance
Taxes
From
CNBC.com News
Social Security has never missed a payment. DOGE actions threaten 'interruption of benefits,' ex-agency head says
March 01, 2025
Tags
Disability benefits
Retirement
Government budgets
From
CNBC.com News
Federal job cuts disrupt a stable retirement picture for many workers, including Black Americans
February 27, 2025
Tags
Policy
Retirement planning
Retirement
From
CNBC.com News
Agency speeds up Social Security Fairness Act timeline, with lump sums, benefit increases for millions of people
February 26, 2025
Tags
Disability benefits
Retirement
Personal spending
From
CNBC.com News
Retirees can shop for new health plans during Medicare Advantage open enrollment. Here are some key factors to consider
February 24, 2025
Tags
Personal health insurance
Medicare Part D
Medicare
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.