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 Self/dealing
Recent news which mentions Self/dealing
I'm a psychologist who studies couples: People in the happiest relationships do 5 things during weekdays—that most neglect
July 13, 2025
Tags
Self/improvement
Marriage
Make It / Psychology and Relationships
From
CNBC.com News
I'm a psychology expert in Iceland, one of the world's happiest countries—our No. 1 secret is this 'ancient mindset'
May 23, 2025
Tags
Longevity rates
Self/dealing
Mental health
From
CNBC.com News
I've studied over 200 kids. The 5 signs you've raised a 'highly spoiled' child—and how parents can undo it
March 02, 2025
Tags
Self/dealing
Mental health
Children
From
CNBC.com News
People with 'excellent' speech etiquette never use these 7 passive aggressive phrases: Public speaking expert
February 07, 2025
Tags
Psychology
Make It
Make It / Success
From
CNBC.com News
I’ve studied over 200 kids—the most successful ones had parents who did 9 things early on
February 02, 2025
Tags
Psychology
Parenting
Make It / Life
From
CNBC.com News
Psychologist: This 2,000-year-old Korean approach to relationships can help you live a happier life
September 29, 2023
Tags
Self/improvement
Psychology
Make It / Life
From
CNBC.com News
A psychology expert shares 5 signs of 'highly selfish and entitled' people—and how to deal with them
August 24, 2023
Tags
Make It / Psychology and Relationships
Career advice
Health
From
CNBC.com News
Psychotherapist shares 7 signs you care too much about what other people think—how to 'stop obsessing'
August 16, 2023
Tags
Lifestyle
Relationships
Self/dealing
From
CNBC.com News
Psychologist: This 2,000-year-old Chinese mindset can help you achieve more—it 'takes almost no effort'
July 12, 2023
Tags
Make It
Make It / Life
Psychology
From
CNBC.com News
Harvard psychologist: If someone uses any of these 9 phrases, 'they may be gaslighting you'—how to respond
July 03, 2023
Tags
Make It
Trauma
Dating
From
CNBC.com News
A 71-year-old dad shares the 22 'most useful' life lessons—'how much to tip' and handling 'rude people'
June 15, 2023
Tags
Lifestyle
Relationships
Personal finance
From
CNBC.com News
Harvard-trained psychologist: If you use any of these 9 phrases every day, ‘you're more emotionally secure than most'
May 29, 2023
Tags
Relationships
Lifestyle
Science
From
CNBC.com News
3 tips for rejecting someone with kindness, from a Harvard-trained psychologist—avoidance 'might hurt them worse'
February 19, 2023
Tags
Self/improvement
Make It / Psychology and Relationships
Psychology
From
CNBC.com News
Here's why rejection is actually good for your brain, according to a psychologist
February 17, 2023
Tags
Mental health
Self/dealing
Relationships
From
CNBC.com News
Use these 5 steps to withstand repeated rejection while dating
February 14, 2023
Tags
Self/improvement
Marriage
Make It / Psychology and Relationships
From
CNBC.com News
How to use the 5 stages of change to break your bad habits, from the author of 'The Perfectionist's Guide to Losing Control'
February 11, 2023
Tags
Self/dealing
Mental health
Make It
From
CNBC.com News
This positive psychology theory will help you learn from your mistakes: 'Punishment doesn't work'
February 08, 2023
Tags
Self/dealing
Mental health
Leadership
From
CNBC.com News
Here’s the No. 1 phrase that makes relationships successful, say psychologists who studied 40,000 couples
January 20, 2023
Tags
Psychology
Make It
Make It / Life
From
CNBC.com News
I asked 300,000 people to share the tiny habits that changed their lives—here are the 4 most popular answers
January 18, 2023
Tags
Make It
Exercise
Self/improvement
From
CNBC.com News
'Perfectionism is a superpower,' says former on-site Google therapist—here are the 5 types. Which one are you?
January 17, 2023
Tags
Mental health
Career coaching
Early career
From
CNBC.com News
I raised 2 successful CEOs and a doctor—here's the No. 1 skill parents aren't teaching their kids today
December 03, 2022
Tags
Personal saving
Make It / Success
Make It
From
CNBC.com News
A neuroscientist shares the 3 exercises she does to stop stress and anxiety—in 'just a few minutes'
December 01, 2022
Tags
Neuroscience
Job stress management
Self/dealing
From
CNBC.com News
There are 2 types of jealousy. Here's the one that makes us 'nasty'—and how successful people handle it
November 16, 2022
Tags
Self/help books
Make It / Success
Make It
From
CNBC.com News
A psychotherapist shares 3 'surprising' signs that anxiety is holding you back at work
November 15, 2022
Tags
Health
Make It / Life
Psychology
From
CNBC.com News
The 6 common signs of a sociopath: 'They can be harder to spot than a psychopath,' says psychiatrist
October 16, 2022
Tags
Self/dealing
Science
Mental health
From
CNBC.com News
This is the No. 1 trait that keeps you 'younger and more attractive,' say psychologists and meditation teacher
September 22, 2022
Tags
Relationships
Lifestyle
Health Tips and Wellness Advice
From
CNBC.com News
The most successful people have 5 mental muscles, says psychologist: 'Many of us aren't there yet'
August 17, 2022
Tags
Self/dealing
Self/improvement
Psychotherapy
From
CNBC.com News
A psychologist shares the No. 1 skill that sets mentally strong kids from 'those who give up'—and how parents can teach it
July 04, 2022
Tags
Children
Relationships
Mental health
From
CNBC.com News
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.