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 Shark Tank
Recent news which mentions Shark Tank
< Previous
1
2
3
4
5
6
7
8
Next >
Shark Tank's Kevin O'Leary Suggests Taylor Swift Missed FTX Deal Due To Exchange Going Bankrupt, But Is He Correct?
April 28, 2023
Tickers
COIN
Tags
$BTC
Shark Tank
COIN
From
Benzinga
Barbara Corcoran says she was fired before the first season of ‘Shark Tank’—she got her job back with a simple email
April 23, 2023
Tags
Make It
Make It / Power Players
Make It / Success
From
CNBC.com News
Self-made millionaire Bethenny Frankel shares the No. 1 negotiation tip that made her rich: 'It changed my entire life'
April 12, 2023
Tags
Entrepreneurs
Shark Tank
Make It / Success
From
CNBC.com News
Mark Cuban rejected this 'Shark Tank' company—and said he'd take its ideas to one of its competitors
April 10, 2023
Tags
Make It / Success
Make It
Make It / Start/ups
From
CNBC.com News
Mark Cuban says highly successful people aren't afraid to go broke: 'When you've got nothing to lose, you go for it'
April 06, 2023
Tags
Make It / Success
Make It
Make It / Power Players
From
CNBC.com News
Shark Tank's Kevin O'Leary Slams Crypto Exchanges For Suing Regulators: 'Stupid Idea'
April 05, 2023
Tickers
COIN
Tags
Benzinga
Securities and Exchange Commission (SEC)
News
From
Benzinga
Mark Cuban called this CEO a 'great example' for any 'Shark Tank' contestant—he landed 3 offers and a $200,000 deal
April 03, 2023
Tags
Entrepreneurship
Make It
Entrepreneurs
From
CNBC.com News
Barbara Corcoran says every successful person she knows has imposter syndrome: 'That's what drives them'
April 03, 2023
Tags
Make It / Success
Make It / Power Players
Shark Tank
From
CNBC.com News
Startups Are Ditching Venture Capital: From Shark Tank to Equity Crowdfunding, Startups Are Raising Billions Outside of the Close-Knit Network
March 28, 2023
Tags
Market News
crowdfunding
startup
From
Benzinga
'Shark Tank' star Barbara Corcoran’s No. 1 piece of investing advice: Don't diversify, ‘money is meant to be spent’
March 24, 2023
Tags
Make It / Money
Make It / Save and Invest
Shark Tank
From
CNBC.com News
Mark Cuban Doesn't Understand Product, But Invests $400K In Company Because His Daughters Do
March 24, 2023
Tickers
ULTA
Tags
Kevin O'Leary
Market News
News
From
Benzinga
Barbara Corcoran shares exactly what got her rich: 'I try harder than the next guy and I work twice as hard'
March 23, 2023
Tags
Make It / Closing The Gap
Entrepreneurs
Make It
From
CNBC.com News
Shark Tank Investor Kevin O'Leary Gets Roasted By Dogecoin Co-Founder After Slamming Bitboy Crypto
March 23, 2023
Tags
$BTC
Shibetoshi Nakamoto
Shark Tank
From
Benzinga
25-year-old 'Shark Tank' contestant sold ice cream from a roadside tent—now he has a $200,000 deal with Barbara Corcoran
March 20, 2023
Tags
Make It / Success
Make It
Entrepreneurship
From
CNBC.com News
Barbara Corcoran's Million-Dollar Day: A Lesson In Risk And Reward
March 15, 2023
Tags
Benzinga Inspire
Markets
Shark Tank
From
Benzinga
Dogecoin Co-Founder Takes A Dig At 'Shark Tank' Star: 'O'Leary Still Thinks FTX Is A Good Investment'
March 15, 2023
Tags
Sam Bankman/Fried
Changpeng Zhao
Silicon Valley Bank
From
Benzinga
Mark Cuban Has A New Role In Life To Prepare For After Investing, Shark Tank And NBA Success
March 14, 2023
Tags
movies
Entertainment
Mark Cuban
From
Benzinga
38-year-old mom launched a frozen yogurt startup from her kitchen—now she's a 'Shark Tank' CEO with a $1.5 million company
March 13, 2023
Tags
Make It / Start/ups
Shark Tank
Entrepreneurs
From
CNBC.com News
Mark Cuban Has One 'Big Question' After US Government Saves SVB, Signature Bank Depositors
March 13, 2023
Tickers
SBNY
SIVB
Tags
Federal Deposit Insurance Corporation
Mark Cuban
$BTC
From
Benzinga
Barbara Corcoran's worst mistake taught her the secret to negotiating: It's about 'ego and timing,' not 'price'
March 09, 2023
Tags
Make It
Entrepreneurship
Entrepreneurs
From
CNBC.com News
Mark Cuban offered $400,000 to a 'Shark Tank' startup he initially rejected—all because of his 2 daughters and wife
March 06, 2023
Tags
Make It / Start/ups
Shark Tank
Make It / Success
From
CNBC.com News
Mark Cuban Praises Coffee Company Pitch On Shark Tank, Argues Against Kevin O'Leary, But Did He Get A Deal?
March 04, 2023
Tags
Lori Greiner
Shark Tank
Kim Kardashian
From
Benzinga
Barbara Corcoran says meeting Mark Cuban was her 'most embarrassing moment' on 'Shark Tank' — here's why
March 04, 2023
Tags
Make It / Success
Make It / Power Players
Shark Tank
From
CNBC.com News
Shark Tank's Kevin Harrington Will Provide Strategic Guidance To Major Psychedelics Company
February 28, 2023
Tickers
HUGE
Tags
Markets
Psychedelics
Shark Tank
From
Benzinga
Mark Cuban Celebrates Closing $5.7B Deal With Middle Seat Flight To Vegas: 'This Is Just Perfect'
February 28, 2023
Tags
Mark Cuban
Shark Tank
Benzinga
From
Benzinga
Billionaire Mark Cuban Sounds Alarm On 'Shark Tank' Scams, Begs FTC To Crack Down On Imposters
February 27, 2023
Tags
scam
Shark Tank
Mark Cuban
From
Benzinga
Barbara Corcoran says she made $1 million in a day selling apartments nobody wanted: I 'created a buying frenzy’
February 26, 2023
Tags
Shark Tank
Make It / Success
Make It / Power Players
From
CNBC.com News
Shark Tank Host Kevin O'Leary Warns Crypto Exchanges Will Keep 'Going To Zero' Unless This Happens
February 24, 2023
Tags
Shark Tank
Markets
Kevin O'Leary
From
Benzinga
Mark Cuban says 'Shark Tank' CEO’s coffee business is a ‘brilliant idea’: ‘You’re worth more’ than $7 million
February 21, 2023
Tickers
COFFEE
Tags
Make It / Success
Shark Tank
Make It / Start/ups
From
CNBC.com News
Why Kevin O'Leary Of 'Shark Tank' Says Crypto Investments Are Floundering
February 20, 2023
Tags
Markets
Shark Tank
Market News
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
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.