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
Recent news which mentions S
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
27
28
Next >
3 Cheap Software Stocks to Buy Now: May 2024
May 16, 2024
Tickers
PAYO
RPD
S
Tags
PAYO
Stocks to Buy
Market News
From
InvestorPlace
Technical Analysis: Spear Alpha ETF Consolidation Signals Next Break Ahead Of Top Holdings' Quarterly Earnings
May 14, 2024
Tickers
AMD
NVDA
S
SHOP
Tags
SPRX
Spear Alpha
Sector ETFs
From
Benzinga
3 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire
May 11, 2024
Tickers
AI
CRWD
IT
NVDA
Tags
Market News
CRWD
PLTR
From
Motley Fool
Peering Into SentinelOne's Recent Short Interest
May 09, 2024
Tickers
S
Tags
Trading Ideas
S
Short Ideas
From
Benzinga
3 Sinking Stocks to Quickly Abandon Now
May 07, 2024
Tickers
AAPL
CRWD
S
TSLA
Tags
TSLA
AAPL
Market News
From
InvestorPlace
Forget Nvidia: Buy These 2 Hypergrowth Artificial Intelligence (AI) Stocks Instead
May 07, 2024
Tickers
AI
META
NVDA
S
Tags
S
META
NVDA
From
Motley Fool
Cybersecurity Firm Fortinet Q1 Earnings: Product Revenue Falls, Billings Fall, Robust Outlook
May 02, 2024
Tickers
CRWD
FTNT
NEWS
S
Tags
ZS
Top Stories
News
From
Benzinga
Stock Market Crash Alert 3 Must-Buy AI Stocks When Prices Plunge
May 02, 2024
Tickers
AMD
CRWD
INTC
NVDA
Tags
INTC
SMCI
CRWD
From
InvestorPlace
Artificial Intelligence, Real Riches: 3 AI Stocks Wired to Create Millionaires
April 30, 2024
Tickers
EFX
S
SOUN
TRU
Tags
UPST
EFX
TRU
From
InvestorPlace
The Top 3 Cybersecurity Stocks to Buy in April 2024
April 27, 2024
Tickers
CRWD
MGM
PANW
S
Tags
PANW
MGM
UNH
From
InvestorPlace
4 Dominant Growth Stocks You'll Regret Not Buying in the New Nasdaq Bull Market
April 27, 2024
Tickers
BMRN
INTC
PYPL
S
Tags
INTC
BMRN
Recent Press Releases
From
Motley Fool
3 Under-the-Radar Artificial Intelligence (AI) Stocks to Buy Now
April 27, 2024
Tickers
AI
IBM
IT
MSFT
Tags
NVDA
IT
S
From
Motley Fool
3 Growth Stock Landmines to Avoid Amid Rising Interest Rate Fears
April 25, 2024
Tickers
FSLR
NIO
S
Tags
FSLR
Market News
Stocks to Sell
From
InvestorPlace
Earnings Minefield: The 3 Stock Landmines to Avoid This Quarter
April 22, 2024
Tickers
ARCH
S
TSLA
Tags
NASDAQ:TSLA,NYSE:S,NYSE:ARCH
TSLA
ARCH
From
InvestorPlace
I Update My SentinelOne Stock Recommendation
April 18, 2024
Tickers
S
Tags
Market News
Recent Press Releases
S
From
Motley Fool
Peering Into SentinelOne's Recent Short Interest
April 17, 2024
Tickers
S
Tags
Market News
BZI/SHORTHIST
Benzinga
From
Benzinga
CPI Ruins the Party: 3 High-Flying Stocks to Cash Out Of
April 16, 2024
Tickers
NET
RGTI
S
Tags
Market News
Stocks to Buy
RGTI
From
InvestorPlace
3 Machine Learning Stocks to Turn $100,000 into $1 Million: April 2024
April 15, 2024
Tickers
CRWD
IBM
PLTR
S
Tags
IBM
ZS
S
From
InvestorPlace
7 Stocks Analysts Are Loving Right Now (And You Should Too): April 2024
April 15, 2024
Tickers
BAC
DG
MDGL
MU
Tags
Market News
Stocks to Buy
BAC
From
InvestorPlace
3 Artificial Intelligence (AI) Stocks That Could Go Parabolic
April 14, 2024
Tickers
AI
BIDU
IQ
IT
Tags
Recent Press Releases
IQ
MSFT
From
Motley Fool
If You Can Only Buy One Cybersecurity Stock in April, It Better Be One of These 3 Names
April 10, 2024
Tickers
CHKP
FTNT
GEN
HACK
Tags
NYSE:S,NASDAQ:PANW,NYSEARCA:HACK,NASDAQ:FTNT,NASDAQ:CHKP,NASDAQ:GEN
Stocks to Buy
CHKP
From
InvestorPlace
Over $10M Bet On This Industrial Stock? Check Out These 3 Stocks Insiders Are Buying
April 08, 2024
Tickers
BSET
EGLE
NEWS
S
Tags
Trading Ideas
Markets
Long Ideas
From
Benzinga
2 No-Brainer Stocks to Buy With $65 in April
April 03, 2024
Tickers
DOCN
S
Tags
DOCN
S
Market News
From
Motley Fool
3 Artificial Intelligence (AI) Stocks to Buy This Month: April 2024
April 02, 2024
Tickers
AI
CRM
META
S
Tags
S
META
Recent Press Releases
From
Motley Fool
Critical Insights From SentinelOne Analyst Ratings: What You Need To Know
April 01, 2024
Tickers
S
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
The 3 Best Cybersecurity Stocks to Buy in Q2 2024
April 01, 2024
Tickers
CRWD
PANW
S
Tags
PANW
NASDAQ:CRWD,NASDAQ:PANW,NYSE:S
Stocks to Buy
From
InvestorPlace
3 No-Brainer Stocks to Buy With $500 Right Now
March 27, 2024
Tickers
NEE
PYPL
S
Tags
Recent Press Releases
Market News
S
From
Motley Fool
3 Sorry Cybersecurity Stocks to Sell in March While You Still Can
March 26, 2024
Tickers
RPD
S
TENB
Tags
Market News
RPD
Stocks to Sell
From
InvestorPlace
4 Magnificent Growth Stocks You'll Regret Not Buying in the New Nasdaq Bull Market
March 23, 2024
Tickers
EXEL
META
PINS
S
Tags
PINS
Recent Press Releases
EXEL
From
Motley Fool
3 Cybersecurity Stocks That Could Make You a Bundle by 2030
March 22, 2024
Tickers
CYBR
FTNT
S
Tags
S
FTNT
CYBR
From
InvestorPlace
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
27
28
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.