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 >
Share of six-figure earners living paycheck to paycheck jumps, report finds. Advisor offers ways to break the cycle
May 24, 2023
Tags
Investing
Millennials
Personal loans
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
FA Playbook
Wealth
Personal finance
From
CNBC.com News
Guaranteed lifetime income gains appeal amid worries a recession is coming
May 23, 2023
Tags
Government Programs
Retirement
Investment strategy
From
CNBC.com News
What parents need to know about P2P payment apps as Venmo adds teen account
May 23, 2023
Tags
Wealth
Personal finance
Savings
From
CNBC.com News
How to capture higher savings yields with a CD ladder
May 22, 2023
Tags
Personal Finance
Inflation
Certificates of deposit
From
CNBC.com News
Op-ed: Why cash is king for emergency funds and queen for short-term savings
May 22, 2023
Tags
Certificate of Deposit
Personal Finance
Ask an Advisor
From
CNBC.com News
Here's how much wedding guests are spending as inflation, interest rates are 'taking a toll,' expert says
May 20, 2023
Tickers
LIFE
Tags
Lifestyle
Life
Personal finance
From
CNBC.com News
IRS reveals 2024 health savings account limits. What to know about the 'significant increase,' says advisor
May 19, 2023
Tags
FA Playbook
Personal finance
Wealth
From
CNBC.com News
Should college graduates be financially independent? Parents and young adults disagree
May 19, 2023
Tags
Higher education
Personal finance
Education
From
CNBC.com News
Op-ed: Your child got accepted to college — now protect their 529 plan savings
May 19, 2023
Tags
Savings
College Planning
Personal saving
From
CNBC.com News
The free online tax-filing system IRS is testing doesn't include automated returns — but pre-populated ones may be possible, research shows
May 18, 2023
Tags
Tax Deductions
Personal finance
Wealth
From
CNBC.com News
Young investors are selling stocks and using retirement savings for emergencies
May 18, 2023
Tags
Economic events
Your Money
Breaking News: Investing
From
CNBC.com News
IRS to offer free online direct filing system for some taxpayers in 2024
May 17, 2023
Tags
Personal finance
Wealth
Tax Deductions
From
CNBC.com News
U.S. households are hitting their own debt ceiling. Here's how you can avoid default
May 17, 2023
Tags
Personal finance
Credit Cards
Interest Rates
From
CNBC.com News
Black taxpayers more likely to face audits, IRS confirms
May 16, 2023
Tags
Government taxation and revenue
Wealth
Personal finance
From
CNBC.com News
Stashing cash: 71% of Americans are setting more money aside amid recession fears, new report finds
May 16, 2023
Tags
Debt
Savings
Personal saving
From
CNBC.com News
Amid economic uncertainty, here's how to get started with investing and budgeting
May 16, 2023
Tags
Your Money
Economic events
Credit Cards
From
CNBC.com News
Here's how much emergency savings you need amid economic uncertainty, according to financial advisors
May 15, 2023
Tags
Personal saving
Savings
Financial planners
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
State budgets
Retirement
Investment strategy
From
CNBC.com News
As the Supreme Court weighs Biden's student loan forgiveness, education debt swells
May 12, 2023
Tags
Higher education
Education
Family finances
From
CNBC.com News
Changing your portfolio to beat the ‘looming recession boogeyman’ is a mistake, advisor says
May 12, 2023
Tags
Personal finance
Wealth
FA Playbook
From
CNBC.com News
Here's the best time to redeem Series I bonds to maximize your interest
May 10, 2023
Tags
Prices
FA Playbook
Personal finance
From
CNBC.com News
Parents paying for college 'is the norm,' expert says. Here's how students can contribute
May 10, 2023
Tags
529 Plans
College admissions
Personnel
From
CNBC.com News
What the debt ceiling standoff means for money market funds
May 10, 2023
Tags
Personal finance
Wealth
FA Playbook
From
CNBC.com News
Here's what the looming debt ceiling crisis means for your portfolio
May 09, 2023
Tags
Investment strategy
Savings
Personal saving
From
CNBC.com News
'Couples Therapy' psychoanalyst Orna Guralnik wants us to get more honest about our finances
May 08, 2023
Tags
Personal finance
Breaking News: Politics
Lifestyle
From
CNBC.com News
If Supreme Court affirms Biden student loan forgiveness plan, some college 'stopouts' may reenroll
May 08, 2023
Tags
US: News
Personnel
College
From
CNBC.com News
4 of the best places for cash as the Federal Reserve weighs a pause in interest rate hikes
May 06, 2023
Tags
Treasury bills
Wealth
Interest Rates
From
CNBC.com News
TurboTax payments for $141 million settlement to begin next week. Here's who qualifies
May 05, 2023
Tags
Consumer protection and advocacy
Intuit Inc
Government taxation and revenue
From
CNBC.com News
Making these 5 moves can help you save big on the massive cost of college
May 04, 2023
Tags
Personal Finance
Student Loans
Student loans
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.