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 Roth IRA
Recent news which mentions Roth IRA
< Previous
1
2
3
4
5
6
Next >
Roth IRA vs. Roth 401(k) contributions: ‘It’s power versus freedom,’ advisor says
August 25, 2025
Tags
Roth IRA
IRA
Retirement
From
CNBC.com News
'Trump accounts' come with a $1,000 baby bonus. Then the rules get complicated, tax experts say
July 18, 2025
Tags
Retirement
IRA
Roth 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
Retirement planning
Savings
Personal saving
From
CNBC.com News
This lesser-known 401(k) feature can kickstart your tax-free retirement savings
May 01, 2025
Tags
Investing
Personal saving
Taxes
From
CNBC.com News
Roth conversions are popular when the stock market dips. Here's how to know if one is right for you
April 30, 2025
Tags
Retirement
IRA
Roth IRA
From
CNBC.com News
The 'magic number' to retire comfortably fell to $1.26 million — but people are less confident they can reach it
April 21, 2025
Tags
401(k)
Personal Finance
Personal saving
From
CNBC.com News
How military spouses can manage entrepreneurship while building retirement security
April 01, 2025
Tags
IRA
Retirement
Savings
From
CNBC.com News
These big inherited IRA mistakes can shrink your windfall — here's how to avoid them
March 29, 2025
Tags
Investment strategy
Tax Planning
Personal finance
From
CNBC.com News
This inherited IRA rule change for 2025 could trigger a 25% tax penalty
March 24, 2025
Tags
Roth IRAs
Government taxation and revenue
Tax Planning
From
CNBC.com News
This retirement strategy is a 'game changer' for single-income, married couples, advisor says
March 07, 2025
Tags
Roth IRA
Retirement
IRA
From
CNBC.com News
A Roth IRA offers a 'longer runway for tax-free investing,' advisor says. Here's how to use it
February 10, 2025
Tags
Government taxation and revenue
Roth IRAs
Personal finance
From
CNBC.com News
How much money you should save for a comfortable retirement
January 09, 2025
Tags
Retirement
IRA
Individual retirement accounts
From
CNBC.com News
More than 90% of 401(k) plans now offer Roth contributions – but only 21% of workers take advantage
December 26, 2024
Tags
Roth IRA
Retirement
Individual retirement accounts
From
CNBC.com News
This is the best tax bracket for a Roth IRA conversion, advisors say
December 13, 2024
Tags
Tax Planning
Investment strategy
Personal Finance
From
CNBC.com News
Biden-era retirement rule may be in jeopardy after Trump takes office
December 05, 2024
Tickers
LAWS
Tags
Retiree finances
Retirement planning
Roth 401(k) plans
From
CNBC.com News
Demand for Roth IRA conversions may increase — even without tax hikes from President-elect Donald Trump
November 08, 2024
Tags
Financial consulting
Retirement
Roth IRA
From
CNBC.com News
IRS unveils Roth IRA income limits for 2025
November 01, 2024
Tags
Personal Finance
401(k)
Breaking News: Politics
From
CNBC.com News
IRS announces 401(k) catch-up contributions for 2025
November 01, 2024
Tags
Personal Finance
401(k)
Breaking News: Politics
From
CNBC.com News
IRS unveils IRA contribution limits for 2025
November 01, 2024
Tags
Investing
Personal saving
Retirement planning
From
CNBC.com News
IRS announces 401(k) contribution limits for 2025
November 01, 2024
Tags
Individual retirement accounts
IRA
Retirement
From
CNBC.com News
Year-end Roth IRA conversions are popular — but don't wait too long, financial experts say
October 29, 2024
Tags
Government taxation and revenue
Roth IRAs
Personal finance
From
CNBC.com News
A key change to 529 plans this year is already triggering parents to save more for college
October 25, 2024
Tags
Retirement
Roth IRA
College
From
CNBC.com News
Inherited IRA rules are changing in 2025 — here's what beneficiaries need to know
October 17, 2024
Tags
Personal Finance
Financial planning
Financial planners
From
CNBC.com News
Why your Roth IRA conversions could have 'unintended' tax consequences
October 02, 2024
Tags
Roth IRA
Wealth
Retirement
From
CNBC.com News
This is the 'billion-dollar blind spot' of 401(k)-to-IRA rollovers, Vanguard finds
September 16, 2024
Tags
Savings
Retirement planning
Personal saving
From
CNBC.com News
How high earners can funnel money to a Roth IRA, the 'gold standard' of retirement accounts
September 05, 2024
Tags
Taxes
Retirement planning
Tax planning
From
CNBC.com News
Taxes may be a blind spot in your investment portfolio
August 29, 2024
Tags
Personal finance
Government taxation and revenue
Stock markets
From
CNBC.com News
The gift of education: Getting friends and family to contribute to your kid’s 529 account is 'pretty darn cool'
August 28, 2024
Tags
Investment strategy
Higher education
College Planning
From
CNBC.com News
Parents boost college savings to shield kids from 'crushing burden' of student loan debt
August 20, 2024
Tags
Investment strategy
Higher education
College Planning
From
CNBC.com News
401(k) rollover advice rule is at risk. Here's what retirement savers need to know
August 12, 2024
Tickers
LAWS
Tags
Roth IRAs
Laws
Personal finance
From
CNBC.com News
< Previous
1
2
3
4
5
6
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.