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 Sec
Recent news which mentions Sec
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
32
33
Next >
Nvidia, Tech Stocks Propel Nasdaq 100 To Record High; Solar Sector Shines, Meme Stock Bubble Bursts: This Week In The Market
May 24, 2024
Tickers
AMC
GME
NKLA
NVDA
Tags
Sector ETFs
Broad U/S/ Equity ETFs
NVDA
From
Benzinga
Ethereum ETFs: A New Dawn For Digital Assets
May 24, 2024
Tickers
ETF
SEC
Tags
Market News
Cryptocurrency
SEC
From
Benzinga
Ethereum ETFs Will Trade 'Well Ahead Of November,' Says JPMorgan: 'Debate Around Staking Seems To Persist'
May 24, 2024
Tickers
AETH
BETE
BETH
BTF
Tags
Analyst Color
Stories That Matter
ETFs
From
Benzinga
EXCLUSIVE: All You Need To Know About The FIT21 'Crypto Bill'
May 24, 2024
Tickers
NEWS
SEC
Tags
Benzinga
crypto regulation
Stories That Matter
From
Benzinga
Unlike Bitcoin, SEC Chief Gary Gensler Didn't Vote On Spot Ethereum ETF Approvals
May 24, 2024
Tickers
BITCOMP
NEWS
SEC
USD-BITSTAMP
Tags
Benzinga
Ethereum ETF
bitcoin
From
Benzinga
SEC Approves Spot Ethereum ETFs, Opening Door For Mainstream Investors
May 23, 2024
Tickers
NEWS
SEC
Tags
SEC
Cryptocurrency
$ETH
From
Benzinga
Was Cathie Wood Right About Crypto As An Issue In 2024 White House Race? 'You Can't Be On The Wrong Side Of Young People And Win An Election'
May 23, 2024
Tickers
SEC
Tags
$DOGE
$BTC
Stoires that Matter
From
Benzinga
What Potential Approval of Spot Ethereum ETFs Really Means
May 22, 2024
Tickers
SEC
Tags
crypto channel
Ethereum
Spot Ethereum
From
ETF Trends
White House Won't Veto Crypto Bill, But Seeks Stronger Consumer Protections
May 22, 2024
Tickers
NEWS
SEC
Tags
News
Top Stories
SEC
From
Benzinga
SEC Could Approve Spot Ethereum ETF 'This Week:' Report
May 21, 2024
Tickers
NEWS
SEC
Tags
Market News
SEC
Cryptocurrency
From
Benzinga
EXCLUSIVE: Ethereum ETFs Could Drive 'Mass Adoption' — What Investors Need To Know Now
May 21, 2024
Tickers
NEWS
SEC
Tags
Top Stories
News
$BTC
From
Benzinga
Top House Democrats Will Not Rally Party Against Crypto Bill Despite Opposition
May 21, 2024
Tickers
COIN
NEWS
SEC
Tags
News
Top Stories
COIN
From
Benzinga
SEC Seeks Changes To Ether ETF Filings, Raising Approval Hopes
May 21, 2024
Tickers
NEWS
SEC
Tags
Market News
Top Stories
News
From
Benzinga
Fidelity Files Amended S-1 for Spot Ether ETF With SEC
May 21, 2024
Tickers
NEWS
SEC
Tags
Benzinga
Ethereum ETF
crypto regulation
From
Benzinga
Crypto Market Rallies As SEC Reportedly Moves Forward With Ether ETF Process
May 20, 2024
Tickers
SEC
Tags
Regulations
AI Generated
Top Stories
From
Benzinga
'I Will Be Going Full Tilt Vs The White House:' Experts Urge Bipartisan Support For Sound Policies Because 'Pro-Crypto Is Pro-American Values'
May 17, 2024
Tickers
NEWS
SEC
Tags
Cryptocurrency
cryptocurrency regulation
SEC
From
Benzinga
Tilray Launches $250M At-The-Market Program To Boost Acquisitions, Eyes Expansion With U.S. Cannabis Rescheduling
May 17, 2024
Tickers
NEWS
SEC
TLRY
TLRY
Tags
SEC
Jefferies
Cannabis
From
Benzinga
Reddit Co-Founder Alexis Ohanian Highlights Democrats, Including Chuck Schumer, Who Crossed Party Line To Support Pro-Crypto Law
May 16, 2024
Tickers
BTC
NEWS
RDDT
SEC
Tags
Reddit
Markets
BTC
From
Benzinga
EXCLUSIVE: First He Bet Against GameStop, Now Andrew Left Is 'Long Bitcoin... Short Ether'
May 16, 2024
Tickers
BITCOMP
COIN
SEC
USD-BITSTAMP
Tags
Andrew Left
Shitcoins
Benzinga
From
Benzinga
Deadline Approaches for SEC’s Spot Ethereum Decision
May 16, 2024
Tickers
SEC
Tags
crypto channel
SEC
Spot Ethereum
From
ETF Trends
Senate Votes To Overturn Controversial SEC Crypto Rule, But Will Biden Veto It?
May 16, 2024
Tickers
NEWS
SEC
Tags
Stories That Matter
Benzinga
U/S/ Senate
From
Benzinga
Ethereum Spot ETF Approval Odds Decrease For Later This Month As Analyst Points Out SEC 'Considering the Security Question for the Asset'
May 14, 2024
Tickers
NEWS
SEC
Tags
$ETH
SEC
Cryptocurrency
From
Benzinga
Mark Cuban Says SEC Didn't Learn A Thing After Mt. Gox, Applauds Japan's Response: 'They Are Still So Stupid'
May 14, 2024
Tickers
NEWS
SEC
Tags
Market News
SEC
Cryptocurrency
From
Benzinga
Mark Cuban Schools Crypto Critic, Blames SEC For FTX-Like Events: 'This Is An Institutional Failure'
May 12, 2024
Tickers
NEWS
SEC
Tags
Benzinga
Markets
Gary Gensler
From
Benzinga
SEC Accusations Misworded? Kraken Fights Back In Crypto Regulation Clash
May 10, 2024
Tickers
COIN
NEWS
SEC
Tags
Market News
$BNB
News
From
Benzinga
Joseph Lubin Accuses SEC Of Stifling Crypto Growth Amid Legal Showdown
May 09, 2024
Tickers
COIN
NEWS
SEC
Tags
COIN
Top Stories
News
From
Benzinga
JPMorgan Analysts Optimistic About Future Approval Of Spot Ether ETFs Despite Regulatory Hurdles
May 09, 2024
Tickers
HOOD
NEWS
SEC
Tags
Ethereum ETF
HOOD
Benzinga
From
Benzinga
Gary Gensler-Led SEC A Source Of Frustration For Robinhood, CEO Vlad Tenev Says They've Held 16 Meetings Over Wells Notice
May 09, 2024
Tickers
HOOD
NEWS
SEC
Tags
HOOD
Benzinga
Vlad Tenev
From
Benzinga
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.