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 S&P 500
Recent news which mentions S&P 500
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Cramer's Lightning Round: Leidos is a buy
May 28, 2025
Tags
stocks
D/Wave Quantum Inc
Business
From
CNBC.com News
S&P 500's Expensive Valuation Combined With All-Time High Household Holdings: A Look At Where US Stock Market Stands
May 28, 2025
Tickers
NEWS
QQQ
SPY
Tags
CAPE ratio
SPY
News
From
Benzinga
Cramer's Lightning Round: IONQ is 'too speculative for me'
May 27, 2025
Tickers
OKLO
Tags
Market Outlook
Investment strategy
Investing
From
CNBC.com News
NVIDIA Q1 Earnings Preview: Analyst Cautions On Macro Uncertainty, China Restrictions - 'Stay Long The Stock'
May 27, 2025
Tickers
DIA
NVDA
QQQ
SPY
Tags
semiconductors
KeyProj
Jay Woods
From
Benzinga
Trump Tariff Talks Progressing Well, Says EU Trade Commissioner — S&P 500, Nasdaq Futures Rise After Memorial Day
May 26, 2025
Tickers
AZO
BOX
CRM
NVDA
Tags
BOX
NVDA
Donald Trump
From
Benzinga
Palantir: The Only Cathie Wood Pick Among S&P 500's Top Performers
May 26, 2025
Tickers
CVS
GE
GEV
HWM
Tags
S&P 500 Index
Pro Project
S&P 500
From
Benzinga
Cramer's Lightning Round: Eli Lilly is a buy
May 23, 2025
Tags
Business News
Navitas Semiconductor Corp
Investment Strategy
From
CNBC.com News
UBS Hikes S&P 500 Target, Sees More Room to Run in 2026
May 22, 2025
Tickers
NEWS
Tags
Stocks
News
S&P 500
From
Wall Street Pit
Cramer's Lightning Round: 'I like Vertiv'
May 22, 2025
Tags
Investment strategy
Market Outlook
Investing
From
CNBC.com News
Larry Summers Asks Trump To 'Retreat' On Taxes Just Like He Did On Tariffs: 'Few More Days Like This And Recession Will Be Likely'
May 21, 2025
Tickers
DJI
INX
Tags
Donald Trump
DJI
Market News
From
Benzinga
Cramer's Lightning Round: Marvell Technology is a buy
May 21, 2025
Tags
Pan American Silver Corp
U/S/ Markets
Markets
From
CNBC.com News
From Bars To Blocks: Bitcoin Now Outshines Gold In American Wallets
May 21, 2025
Tickers
BITCOMP
GLD
GOLD
USD-BITSTAMP
Tags
$BTC
Cryptocurrency
Gold
From
Benzinga
Jim Cramer's Lightning Round: 'I don't want you in' ZIM
May 20, 2025
Tags
Zoetis Inc
stocks
Business
From
CNBC.com News
Warren Buffett's Net Worth Hits $161B — Equal To PayPal, GM, Ford Combined
May 20, 2025
Tickers
BRK
F
GM
PYPL
Tags
billionaires
BRK
Bloomberg Billionaires Index
From
Benzinga
Apple, Nvidia, GM: CEOs Are Talking About Being American-Made Again
May 20, 2025
Tickers
AAPL
BUD
GM
JNJ
Tags
LLY
TSM
BUD
From
Benzinga
US Stocks Likely To Open Lower After S&P 500's Six-Day Streak: 'Quick Recoveries Tend To See Stocks Rally More Over The Next 3-12 Months,' Says Expert
May 20, 2025
Tickers
ASPI
EGHT
EKSO
FAAS
Tags
Futures
TOL
FAAS
From
Benzinga
Cramer's Lightning Round: 'I would actually ring the register on some Sezzle'
May 16, 2025
Tags
Universal Technical Institute Inc
Investing
Investment strategy
From
CNBC.com News
Russell 2000 Holds At 24-Year Low Vs. S&P 500: Why Trump's Deregulation Could Spark A Turnaround
May 16, 2025
Tickers
ECON
IWM
SPY
Tags
IWM
small caps
SPY
From
Benzinga
Cramer's Lightning Round: Buy Lam Research over ASML
May 15, 2025
Tags
Onto Innovation Inc
U/S/ Markets
Markets
From
CNBC.com News
Rout To Rally: S&P 500 Stages Fastest Flip In Market History With 22% Comeback
May 15, 2025
Tickers
IVV
SPY
VOO
Tags
S&P 500 Index
IVV
Analyst Color
From
Benzinga
Palantir Soars 500% In A Year While UnitedHealth Tanks 40% — Tech Leaves Healthcare In The Dust
May 15, 2025
Tickers
PLTR
SPY
TECH
UNH
Tags
Stories That Matter
Top Stories
General
From
Benzinga
Cathie Wood Says Palantir, Tesla, Coinbase And This Amazon Rival Are 'Tip Of The Spear' As Innovation Disrupts Old World In Equity Benchmarks
May 15, 2025
Tickers
ARKW
COIN
DFS
HOOD
Tags
SHOP
Cryptocurrency
HOOD
From
Benzinga
Cramer's Lightning Round: Astera Labs is a buy
May 14, 2025
Tags
Stock Picks
Mad Money
S&P 500
From
CNBC.com News
Musk, Bezos Gain Billions After US-China Trade Deal, But The Wealthiest 10 Are Still Down $67B In 2025
May 14, 2025
Tickers
NEWS
SPY
TSLA
Tags
Warren Buffett
tariffs
Management
From
Benzinga
Coinbase Explodes 47% Ahead Of S&P 500 Debut - Charts Flash Bullish Breakout
May 14, 2025
Tickers
COIN
TECH
Tags
sp500
Technicals
Trading Ideas
From
Benzinga
Jim Cramer's Lightning Round: Don't buy GE Healthcare
May 13, 2025
Tags
Stock markets
GE HealthCare Technologies Inc
Business News
From
CNBC.com News
S&P 500 Turns Positive On The Year, Flashes 'Quite Rare And Rather Bullish' Signal
May 13, 2025
Tickers
FSLR
NEWS
NVDA
PLTR
Tags
Markets
Broad U/S/ Equity ETFs
Market News
From
Benzinga
Cathie Wood Says 'Index-Sensitive Managers Will Be Compelled to Consider' Coinbase As Crypto Exchange Platform Joins S&P 500 Index
May 13, 2025
Tickers
BTC
COIN
Tags
Market News
Brian Armstrong
Cathie Wood
From
Benzinga
Coinbase Stock Jumps Nearly 11% After-Hours Monday: Here's Why
May 12, 2025
Tickers
AAPL
COIN
DFS
MSFT
Tags
Cryptocurrency
Coinbase
Cryptocurrency Exchange
From
Benzinga
Cramer's Lightning Round: Energy Transfer is a buy
May 12, 2025
Tags
Pfizer Inc
Business
stocks
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.