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 IRAs
Recent news which mentions Roth IRAs
< Previous
1
2
3
4
Next >
IRS waives mandatory withdrawals from certain inherited individual retirement accounts — again
April 19, 2024
Tags
Retirement
IRA
Financial planners
From
CNBC.com News
Some retirement savers can still get a ‘special tax credit,’ IRS says – but most don’t claim it
April 02, 2024
Tags
National taxes
Retirement planning
Tax Planning
From
CNBC.com News
New change to 529 college savings plans has ‘so many caveats,’ advisor says. Here's what to know
January 03, 2024
Tags
Investing
529 Plans
Wealth
From
CNBC.com News
A 'significant objection' to 529 college savings plans will go away on Jan. 1. 'This is a big deal,' expert says
December 28, 2023
Tags
Personal finance
Colleges & Universities
College Planning
From
CNBC.com News
401(k), IRA balances fell for older millennials, young Gen Xers during the pandemic. Here's why
December 14, 2023
Tags
401(k) rollovers
Retirement planning
401(k) plans
From
CNBC.com News
IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs
November 01, 2023
Tags
Personal Finance
401(k) plans
Retirement planning
From
CNBC.com News
Biden administration to crack down on ‘junk fees’ in retirement plans
October 31, 2023
Tags
Roth IRAs
Roth IRA
Individual retirement accounts
From
CNBC.com News
Withdraw funds from inherited accounts now to avoid getting 'buried in taxes' later, IRA expert says
October 27, 2023
Tags
Retirement planning
Personal Finance
Breaking News: Investing
From
CNBC.com News
Retirement withdrawal rules are 'crazy' this year, IRA expert says. Here's what you need to know
October 25, 2023
Tags
Investing
Retirement
Year/end Planning
From
CNBC.com News
Investors roll more than $600 billion a year to IRAs. New Labor Department rules would likely raise their protections
October 06, 2023
Tickers
LAW
LAWS
Tags
Personal Finance
Government Agencies
401(k) rollovers
From
CNBC.com News
These are the 3 biggest retirement plan rollover mistakes, expert says. Here's how to avoid penalties
September 29, 2023
Tags
Retirement
IRA
Financial planners
From
CNBC.com News
Here are 3 things to consider before making a Roth conversion to save on future taxes
September 15, 2023
Tags
Financial planners
Your Money
Savings
From
CNBC.com News
New trading tech doesn't alter long-standing investment fundamentals, best-selling financial author William Bernstein suggests
August 12, 2023
Tags
Investment strategy
Individual retirement accounts
Roth IRAs
From
CNBC.com News
Teens with a summer job can capitalize on the ‘greatest money-making asset,’ says expert. Here’s how
July 11, 2023
Tickers
JOBS
Tags
Minimum wage
Parenting
Employment
From
CNBC.com News
A retirement savings gap may cost the economy $3.1 trillion by 2040. How state-run programs can fix it
May 12, 2023
Tags
Personnel
Retirement planning
Personal Finance
From
CNBC.com News
The No. 1 mistake this self-made millionaire sees first-time investors make: Your money is in 'financial purgatory’
April 25, 2023
Tags
Retirement planning
Generation Z
Make It / Save and Invest
From
CNBC.com News
Why it's 'just no question' new investors should start by opening a Roth IRA, expert says
April 21, 2023
Tags
401(k) plans
Family finances
Government taxation and revenue
From
CNBC.com News
Trying to fund an individual retirement account ahead of the Tax Day deadline? Here's what you need to know
April 18, 2023
Tags
National taxes
Retirement planning
Personal income
From
CNBC.com News
3 tips can help you save if you're living paycheck to paycheck, personal finance expert Suze Orman says
April 12, 2023
Tags
401(k) plans
Family finances
Personal Finance
From
CNBC.com News
A Roth IRA can be smart for young adults who 'can't envision' retirement, advisor says. Here’s why
March 17, 2023
Tags
Investing
Retirement
IRA
From
CNBC.com News
Here's how after-tax 401(k) contributions can help with those big retirement savings goals for 2023
February 28, 2023
Tags
Investing
Retirement
Wealth
From
CNBC.com News
Debt due to another person's fraud can't be discharged in bankruptcy. Neither can these bills
February 28, 2023
Tags
401(k) plans
Personal Finance
Economic events
From
CNBC.com News
You can avoid paying surprise taxes by picking the best investment accounts. Here's how
February 20, 2023
Tags
Investing
Municipal Bonds
Mutual Funds
From
CNBC.com News
Roth IRA 'five-year rule' can trigger an unexpected tax bill: Here's what you need to know
February 06, 2023
Tags
Personal Finance
Government taxation and revenue
Tax planning
From
CNBC.com News
Roth IRA conversion taxes may be trickier than you expect. Here's what to know before filing — or converting funds in 2023
January 22, 2023
Tags
Roth IRAs
Personal saving
Roth IRA
From
CNBC.com News
75% of retirees fall short of a key retirement income goal. These steps can help
January 21, 2023
Tags
Personal debt
Retirement
Roth 401(k) plans
From
CNBC.com News
Higher Social Security cost-of-living adjustments may affect your taxes. Here's how to plan
January 20, 2023
Tags
Retiree finances
Personal finance
Individual retirement accounts
From
CNBC.com News
Life expectancy can have a greater impact than even record high inflation on how long your retirement savings will last
January 16, 2023
Tags
Personal Finance
401(k) plans
Retirement planning
From
CNBC.com News
As state-run retirement programs become more popular, participants are expected to have $1 billion in savings this year
January 15, 2023
Tags
Investing
Retirement
Legislation
From
CNBC.com News
'You can control your tax-reporting destiny'. 4 key year-end tax moves
December 05, 2022
Tags
401(k) plans
Tax planning
Personal Finance
From
CNBC.com News
< Previous
1
2
3
4
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.