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 Savings
Recent news which mentions Savings
< Previous
1
2
...
26
27
28
29
30
31
32
33
Next >
How to shift your bond portfolio as the Fed pauses interest rate hikes
June 14, 2023
Tags
Personal Finance
Inflation
FA Playbook
From
CNBC.com News
Here's how the Federal Reserve's pause in interest rate hikes affects your money
June 14, 2023
Tags
US: News
Prices
Savings
From
CNBC.com News
IRS: Meet this June 15 deadline to 'avoid a surprise at tax time'
June 13, 2023
Tags
Personal saving
Savings
Financial planners
From
CNBC.com News
The rich often misjudge the potency of their retirement savings, says report
June 12, 2023
Tags
Savings
Social Security
401(k)
From
CNBC.com News
Millionaires support raising Federal Deposit Insurance Corp. limits. They may be overlooking ways to access more coverage on deposits now
June 12, 2023
Tags
Consumer banking
Personal debt
Interest Rates
From
CNBC.com News
Worker emergency savings initiative reaches more than $2 billion in net new savings
June 09, 2023
Tags
Employee Benefits
Personal Finance
Personal income
From
CNBC.com News
The Federal Reserve may pause its interest rate hiking campaign. What that means for you
June 09, 2023
Tags
US: News
Prices
Savings
From
CNBC.com News
This one-time strategy can waive IRS tax penalties. 'It’s like a get out of jail free card,' expert says
June 09, 2023
Tags
Personal saving
Savings
Personal taxes
From
CNBC.com News
IRS still has a sizable backlog of returns despite improvements, taxpayer advocate says
June 08, 2023
Tags
National taxes
Taxes
Tax Planning
From
CNBC.com News
Millionaires see market volatility, inflation among biggest threats to wealth, CNBC survey finds
June 07, 2023
Tags
Tax Credits
Wealth
Financial consulting
From
CNBC.com News
Here are tax-savvy ways to donate money, according to a charitable giving expert
June 07, 2023
Tags
Personal Finance
Government taxation and revenue
Tax planning
From
CNBC.com News
These lesser-known tax tips may help college-bound families
June 06, 2023
Tags
Financial planning
Higher education
Personal finance
From
CNBC.com News
How to manage a big retirement risk amid health-care inflation
June 02, 2023
Tags
Health insurance
Financial consulting
Social issues
From
CNBC.com News
Here's how to buy Treasury bills as yields top 5%
June 01, 2023
Tags
Treasurys
U/S/ Treasury bonds
Retirement planning
From
CNBC.com News
Who does inflation hit hardest? Experts weigh in on how higher prices impact households
June 01, 2023
Tags
Investment strategy
Personal Income
Savings
From
CNBC.com News
Proposed debt ceiling deal would cut part of $80 billion IRS funding
May 30, 2023
Tags
Personal saving
Debt Ceiling
Savings
From
CNBC.com News
As emergency savings drop and credit card balances rise, experts say taking 3 steps can help
May 30, 2023
Tags
Family finances
Personal Finance
Inflation
From
CNBC.com News
The biggest money mistakes that could change your future — and how to get ahead of them right now
May 28, 2023
Tags
Personal investing
Personal finance
Personal debt
From
CNBC.com News
3 investing tips as the federal debt ceiling 'X-date' approaches
May 27, 2023
Tags
Stock markets
Inflation
Personal Finance
From
CNBC.com News
Are lower-income Americans paying for wealthy consumers' credit card rewards? Some economists say they are
May 27, 2023
Tags
Exchange/traded funds
Credit Cards
Student financial aid
From
CNBC.com News
Best 5% Interest Savings Accounts [Or More]
May 26, 2023
Tags
Savings
From
College Investor
Many companies are adding, expanding tuition assistance so workers can go back to college
May 26, 2023
Tickers
JOBS
Tags
Waste Management Inc
College
Student loans
From
CNBC.com News
Thanks to 'vesting' schedules, it can take up to 6 years for workers to own their 401(k) match
May 26, 2023
Tags
Retirement
Labor economy
Finance
From
CNBC.com News
When couples say they broke up over money, it's not the real reason, therapist says. Here's what is
May 25, 2023
Tags
Personal loans
Investing
Debt
From
CNBC.com News
Young adults are taking longer to reach 'key life milestones' impacting finances later, analysis shows
May 24, 2023
Tags
Wealth
College
Real Estate
From
CNBC.com News
Share of six-figure earners living paycheck to paycheck jumps, report finds. Advisor offers ways to break the cycle
May 24, 2023
Tags
US Economy
Personal loans
Generation Z
From
CNBC.com News
More taxpayers will receive tax forms from apps like Venmo, PayPal for 2023. Here's how to avoid tax issues
May 23, 2023
Tags
Tax Planning
Taxes
National taxes
From
CNBC.com News
Guaranteed lifetime income gains appeal amid worries a recession is coming
May 23, 2023
Tags
401(k)
Government Programs
Personal saving
From
CNBC.com News
What parents need to know about P2P payment apps as Venmo adds teen account
May 23, 2023
Tags
Personal saving
Consumer Finance
Savings
From
CNBC.com News
How to capture higher savings yields with a CD ladder
May 22, 2023
Tags
Personal saving
Savings
Investment strategy
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.