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 >
5 ways to reset your retirement savings and save more in 2022
January 03, 2022
Tags
Bonds
Personal finance
401(k)
From
CNBC.com News
Didn't max out your IRA this year? There's still time in 2022
December 30, 2021
Tags
Retiree finances
Personal finance
Roth IRAs
From
CNBC.com News
Retirement Plans Overwhelmingly Offering Roth 401(k) Options
December 29, 2021
Tags
Roth IRA
Nationwide
retirement income channel
From
ETF Trends
More employers put 401(k) savings on autopilot
December 28, 2021
Tags
Retirement planning
Personnel
Employee Benefits
From
CNBC.com News
There’s still time to slash your 2021 tax bill with these last-minute moves
December 28, 2021
Tags
Personal Finance
Government taxation and revenue
Tax planning
From
CNBC.com News
Employers adding Roth 401(k) option at fast clip
December 27, 2021
Tags
Retirement
Finance
Social issues
From
CNBC.com News
Roth IRA Deadlines Loom, but You Still Have Time
December 23, 2021
Tags
Roth IRA
retirement income channel
From
ETF Trends
Here's how much investing an extra $1,000 per month will equal for retirement, broken down by age
December 23, 2021
Tags
Retirement planning
Exchange/traded funds
Taxes
From
CNBC.com News
The best ways to avoid missteps with required withdrawals from retirement accounts
December 21, 2021
Tags
401(k)
Individual retirement accounts
Roth IRA
From
CNBC.com News
Proposed changes to the U.S. retirement system are still on the table in Congress. Here’s where things stand
December 20, 2021
Tags
Social issues
Investing
Annuities
From
CNBC.com News
Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now
December 20, 2021
Tags
Roth IRA
Tax Deductions
401(k)
From
CNBC.com News
Your financial wrap-up: 4 savvy money moves to make before year-end
December 15, 2021
Tags
Roth 401(k) plans
Crypto
Retirement
From
CNBC.com News
Smart moves to make with your retirement portfolio before the end of the year
December 09, 2021
Tags
Personal finance
Retiree finances
Roth IRAs
From
CNBC.com News
How much you'll need to invest to earn $35,000, $40,000 or $50,000 per year in interest for retirement
December 03, 2021
Tags
Retirement
Investing
Social issues
From
CNBC.com News
Half of Americans with retirement accounts have taken an early withdrawal
November 22, 2021
Tags
Retirement
IRA
Baby Boomers
From
CNBC.com News
Restrictive retirement rules for the rich edge closer as House passes $1.75 trillion Biden plan
November 19, 2021
Tags
Personal finance
Savings
Investment strategy
From
CNBC.com News
52% of workers feel they're behind on retirement savings. These tips can help them catch up
November 18, 2021
Tags
Personal debt
Financial planning for marriage
Savings
From
CNBC.com News
How much you need to invest per month to retire with $500,000, $750,000 or $1 million, broken down by age
November 16, 2021
Tags
Investment strategy
Savings
Personal saving
From
CNBC.com News
Experts say the 4% rule, a popular retirement income strategy, is outdated
November 11, 2021
Tags
IRA
Wealth
Finance
From
CNBC.com News
IRS increases limits for 401(k) plans to $20,500 for 2022, leaves individual retirement accounts unchanged
November 05, 2021
Tags
Social issues
Investing
IRA
From
CNBC.com News
Billionaires like Peter Thiel may be spared big IRA tax bill in latest Build Back Better plan
November 05, 2021
Tags
Legislation
Retirement
IRA
From
CNBC.com News
Democrats put 401(k) and IRA restrictions for the rich back into their Build Back Better plan
November 04, 2021
Tags
Personal Finance
Government taxation and revenue
Policy
From
CNBC.com News
Backdoor Roth, a tax strategy favored by the rich, survives in Democrats’ latest plan
November 01, 2021
Tags
Roth 401(k) plans
Social issues
Retirement
From
CNBC.com News
Here’s why Democrats’ proposed elimination of Roth conversions for the wealthy doesn’t start until 2032
October 19, 2021
Tags
Taxes
Politics
Retirement planning
From
CNBC.com News
Does a backdoor Roth individual retirement account make sense? How to decide
October 07, 2021
Tags
Congress
Retirement
IRA
From
CNBC.com News
What to do if Democrats ax the backdoor Roth individual retirement account strategy
September 29, 2021
Tags
401(k)
Personal saving
Roth IRA
From
CNBC.com News
These year-end tax moves may help you save, regardless of what happens in Congress
September 23, 2021
Tags
Personal finance
401(k)
Personal saving
From
CNBC.com News
Op-ed: Gen Z and millennials may not be able to count on Social Security
September 23, 2021
Tags
Social issues
Investing
Annuities
From
CNBC.com News
Backdoor Roth IRA Contributions Under Political Scrutiny
September 21, 2021
Tags
Roth IRA
retirement income channel
From
ETF Trends
3 key differences between a Roth 401(k) and a Roth IRA
September 21, 2021
Tags
Savings
Investment strategy
Roth IRA
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.