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 >
There's still time to claim your share of $1.5 billion in unclaimed tax refunds from 2019, IRS says
May 01, 2023
Tags
Government taxation and revenue
Personal saving
Tax Planning
From
CNBC.com News
As part of the ‘cocktail culture,' consumers are still splurging on dinner and drinks
April 29, 2023
Tickers
LIFE
Tags
Personal Finance
Investing
Personal finance
From
CNBC.com News
Series I bond rates fall to 4.3% amid cooling inflation
April 28, 2023
Tags
Bonds
Inflation
Personal saving
From
CNBC.com News
Want to trade options? Before jumping on the bandwagon, here’s what you need to know
April 28, 2023
Tags
Personal Finance
Personal finance
Investing
From
CNBC.com News
Here's how much you need to save every month to earn $60,000, $70,000 and $80,000 per year in interest for retirement
April 28, 2023
Tags
Roth IRA
Millennials
Nerdwallet Inc
From
CNBC.com News
73% of millennials are living paycheck to paycheck, new report finds
April 28, 2023
Tags
LendingClub Corp
Savings
Personal saving
From
CNBC.com News
3 smart ways to prepare for next year’s taxes now
April 27, 2023
Tags
Personal Finance
Tax refunds
Personal finance
From
CNBC.com News
Americans are saving far less than normal in 2023. Here's why
April 27, 2023
Tags
Personal debt
Consumer Confidence
Economic policy
From
CNBC.com News
The cost of investing has been falling. Here's what investors should know
April 26, 2023
Tags
Personal Finance
Investment strategy
Personal finance
From
CNBC.com News
This organization built an app to boost financial literacy among older LGBTQ+ Americans
April 26, 2023
Tickers
LGBT
Tags
Investing
Personal finance
Personal Finance
From
CNBC.com News
Supreme Court decision on Biden's student loan forgiveness plan is key for those who never finish college
April 26, 2023
Tags
Savings
Student financial aid
Student Loans
From
CNBC.com News
Rent or buy? Here's how to make that decision in the current real estate market
April 26, 2023
Tags
Student finances
Business Owner
Capital One Financial Corp
From
CNBC.com News
This 'tried and true' savings strategy captures yield amid changing interest rates
April 25, 2023
Tags
The Fed
Personal Finance
Certificate of Deposit
From
CNBC.com News
3 ways to rethink old age and retirement, MIT expert says
April 25, 2023
Tags
Personal saving
Retirement
Retirement planning
From
CNBC.com News
As Disney, Meta announce layoffs, here are the first money moves to make if you lose your job
April 24, 2023
Tickers
JOBS
Tags
Coinbase Global Inc
Jobs
Social issues
From
CNBC.com News
Brits warned they are not saving enough for retirement and face a 'risky' future
April 24, 2023
Tags
Savings
Europe Markets
Personal saving
From
CNBC.com News
Here are the top 3 reasons to fire a financial advisor, say experts
April 21, 2023
Tags
Investing
Personal finance
Apple Inc
From
CNBC.com News
Here's the best way to 'protect your money and your legacy,' advisor says
April 21, 2023
Tags
Financial planners
Social issues
Savings
From
CNBC.com News
This free online paycheck withholdings tool may help you avoid a tax bill for 2023, IRS says
April 20, 2023
Tags
Wealth
Tax refunds
Personal taxes
From
CNBC.com News
More retirement plans will soon have annuity options amid what one money manager calls 'the silent crisis of financial insecurity'
April 20, 2023
Tags
Investing
Personal finance
Personal Finance
From
CNBC.com News
Savings account interest rates just hit a 15-year high, but fewer Americans are benefitting
April 20, 2023
Tags
Personal Finance
Credit Cards
Personal finance
From
CNBC.com News
Lawmakers scrutinize free IRS filing options. “The whole process needs to be improved,” commissioner says
April 20, 2023
Tags
Wealth
Smart Tax Planning
Taxes
From
CNBC.com News
If you need more time for your tax return, do this today or 'miss the opportunity,' pro warns
April 18, 2023
Tags
Financial planners
National taxes
Financial planning
From
CNBC.com News
There's another April 18 tax deadline that many forget about, pro says. Here's how to avoid a penalty
April 17, 2023
Tags
Personal Finance
Tax refunds
Personal taxes
From
CNBC.com News
Apple wants to be 'top of wallet' with new savings account, expert says. Here's how its 4.15% offer compares to top rates
April 17, 2023
Tags
Apple Inc
Personal finance
Personal Finance
From
CNBC.com News
This free tax tool may find 'overlooked' credits or refunds for those who don't need to file, IRS says
April 14, 2023
Tags
Wealth
Tax planning
Income Tax
From
CNBC.com News
You still have time to claim $1.5 billion in tax refunds from 2019, IRS says
April 13, 2023
Tags
Tax planning
Wealth
Tax refunds
From
CNBC.com News
Series I bond rate expected to fall to below 4% in May, experts say
April 12, 2023
Tags
Wealth
Prices
Personal Finance
From
CNBC.com News
Financial experts share their greatest money regrets — all have one thing in common
April 12, 2023
Tickers
LIFE
Tags
Ask an Advisor
Wealth
Financial consulting
From
CNBC.com News
3 tips can help you save if you're living paycheck to paycheck, personal finance expert Suze Orman says
April 12, 2023
Tags
Roth 401(k) plans
Personal income
Personal debt
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.