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 MKM
Recent news which mentions Roth MKM
Fubo Gets 'Fairy Tale Outcome': Analyst Says Disney Deal Lowers Risks, Overhang On Stock
January 07, 2025
Tickers
DIS
ESPN
FOX
FOXA
Tags
Tim Nollen
streaming
Analyst Ratings
From
Benzinga
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
October 30, 2024
Tickers
AI
AMD
NVDA
TECH
Tags
artificial intelligence
Analyst Ratings
Oppenheimer
From
Benzinga
Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results
October 30, 2024
Tickers
AI
GOOG
GOOGL
TECH
Tags
Andrew Boone
Google
Needham
From
Benzinga
Google's Chances Of Getting Fined In Search, AdTech Lawsuits 'Relatively Low': Analyst
August 29, 2024
Tickers
AAPL
GOOG
GOOGL
TECH
Tags
Stories That Matter
Tech
GOOGL
From
Benzinga
Meta Platforms 'In Rarified Air' With Scale, Growth, Profitability: 12 Analysts Size Up Q2 Results, How 'Zuck Won AI Bingo Before The Game Started'
August 01, 2024
Tickers
AI
JMP
META
TECH
Tags
Laura Martin
Tech
JPMorgan
From
Benzinga
AMD's Q2 Earnings: 9 Analysts Remain Positive On Long-Term Prospects, AI Optimism Tempered By Cost Concerns
July 31, 2024
Tickers
AI
AMD
INTC
NVDA
Tags
Toshiya Hari
Benzinga
semiconductor
From
Benzinga
Analysts See Upside Ahead For Amazon Stock As Prime Day Approaches
July 09, 2024
Tickers
AMZN
NEWS
Tags
Benzinga
Laura Martin
Analyst Ratings
From
Benzinga
Cinemark Analyst Turns Bullish On Box Office Strength, Potential Dividend Comeback: 'Should Prosper Over The Next 2.5 Years'
June 24, 2024
Tickers
CNK
Tags
Jurassic World
CNK
Upgrades
From
Benzinga
Costco 'Firing On All Cylinders': 6 Analysts Size Up Q3, Catalysts Of 'Membership Fee Hike And Stock Split'
May 31, 2024
Tickers
BMO
COST
Tags
Top Stories
Scot Ciccarelli
Price Target
From
Benzinga
8 Analysts Size Up Amazon's Q1 Results, AWS Opportunity: 'Likely The Biggest Winner In AI'
May 01, 2024
Tickers
AI
AMZN
AWS
Tags
Goldman Sachs
Bank of America
AWS
From
Benzinga
AMD Falls On Q1 Earnings, Q2 Guidance: Why '1,000% Growth' From AI Stock Is Not Enough For Investors
May 01, 2024
Tickers
AI
AMD
NVDA
TECH
Tags
Equities
Toshiya Hari
Benzinga
From
Benzinga
Meta's Q1 Earnings: Analysts Say Support Its AI Strategy, 'Use Meta As A Source Of Funds,' Question Long-Term Value
April 25, 2024
Tickers
AAPL
AI
AMZN
GOOG
Tags
Rohit Kulkarni
Benchmark
Expert Ideas
From
Benzinga
8 Tesla Analysts Size Up Next-Gen Vehicles, FSD, AI And More: 'Potential To Be A Transformational Technology Company, Deliver Outsized Returns'
April 24, 2024
Tickers
AI
FSD
TSLA
Tags
FSD
Analyst Color
Piper Sandler
From
Benzinga
Curaleaf Price Target Spikes, Fueled By German Cannabis Legalization Changes — ROTH MKM Explains
February 28, 2024
Tickers
CURLF
NEWS
Tags
Exclusives
Market News
News
From
Benzinga
Walmart-Vizio Deal: A Potential Boon Or Bane For Roku? Analysts Sound Off Before Q4 Earnings
February 14, 2024
Tickers
ROKU
VZIO
WMT
Tags
Analyst Color
Piper Sandler
Cory Carpenter
From
Benzinga
Meta Platforms Analysts Raise Expectations After Q4 Earnings Beat: 'Growth, Profits, Buyback & Dividends All In One'
February 02, 2024
Tickers
AI
META
SNAP
Tags
Roth MKM
Expert Ideas
Guggenheim
From
Benzinga
Black Friday Preview: 'Consumers Will Likely Show Up' — 14 Retail, Technology Stock Picks From Analysts
November 20, 2023
Tickers
AVNW
CALX
CLFD
CMBM
Tags
JWN
LULU
IDCC
From
Benzinga
Why This AMD Analyst Thinks The Chipmaker Can Better Compete With Frontrunner Nvidia In AI Infrastructure Market; Stock 'A Strong Investment Opportunity'
November 14, 2023
Tickers
AMD
INTC
NVDA
SOXX
Tags
Analyst Ratings
SOXX
Benzinga
From
Benzinga
Tesla Sized Up By 9 Analysts After Q3 Earnings: 'Mini Disaster' Conference Call, First Bad Miss In Some Time, A Win For The Bears
October 19, 2023
Tickers
EVS
F
GM
TECH
Tags
Wedbush
Earnings
Electric Vehicle Stocks
From
Benzinga
5 Analysts On DraftKings Q2 Results: 'Operational Excellence,' 'Widening Its Competitive Gap,' Momentum To Continue
August 04, 2023
Tickers
DKNG
Tags
Bernie McTernan
Edward Engel
Sports Stocks
From
Benzinga
DraftKings Q2 Earnings Preview: Earnings Estimates, What Analysts Are Saying Ahead Of Report
August 03, 2023
Tickers
DKNG
MGM
Tags
Edward Engel
Trading Ideas
Jason Robins
From
Benzinga
Why This Uber Analyst Expects EBITDA To Likely Reach $1B Per Quarter By Q4 2023
July 18, 2023
Tickers
UBER
Tags
Briefs
Markets
Benzinga
From
Benzinga
Why This Analyst Raised Maxeon Solar Technologies Forecast By Almost 100%
June 14, 2023
Tickers
INTU
MAXN
SSNLF
Tags
SSNLF
Trading Ideas
Movers
From
Benzinga
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.