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 >
Kevin O’Leary reveals his best ‘Shark Tank’ investments ever: ‘75% of my returns have come from companies run by women’
September 07, 2022
Tags
Entrepreneurs
Make It / Power Players
Make It
From
CNBC.com News
Kevin O'Leary on his worst 'Shark Tank' investment ever: ‘I lost half a million dollars'
August 31, 2022
Tags
Make It / Power Players
Entrepreneurs
Entrepreneurship
From
CNBC.com News
Kevin O'Leary Says Bitcoin Won't Break Above $25,000 Until This Happens
August 27, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
regulation
Benzinga
bitcoin
From
Benzinga
What It's Like To Have Mark Cuban As A Dad: 'You Don't Just Get A Credit Card'
August 21, 2022
Tags
Benzinga
Mark Cuban
Shark Tank
From
Benzinga
Mark Cuban Shares Worst Shark Tank Investment And One That Had A Surprising Return Thanks To A Buyout
July 27, 2022
Tickers
AAPL
ABC
CVNA
DIS
Tags
Shark Tank
iTunes
Market News
From
Benzinga
Mark Cuban on his $20 million ‘Shark Tank’ strategy: 'I don't always invest because I think I'll make money'
July 26, 2022
Tags
Make It
Entertainment
Entrepreneurship
From
CNBC.com News
Mark Cuban says this was his worst 'Shark Tank' investment ever: 'Next thing you know, all of the money’s gone'
July 22, 2022
Tags
Entrepreneurs
Make It / Power Players
Make It
From
CNBC.com News
Brandon Andrews Discusses Shark Tank Casting on Bloomberg Black Business Beat
July 13, 2022
Tags
Television
Black Business
Pitch Competition
From
PRLog
Kevin O’Leary reveals 1 important lesson that every young trader needs to learn
June 22, 2022
Tags
Make It / Young Success
Markets
Make It / Save and Invest
From
CNBC.com News
This 'Shark Tank' CEO got a $600,000 offer from Mark Cuban and Kevin Hart—for a product that helped him lose 300 pounds
May 23, 2022
Tags
Make It / Success
Shark Tank
Make It / Start/ups
From
CNBC.com News
Why Shark Tank's Kevin O'Leary Remains Bullish On Bitcoin, But Expects More Volatility
May 21, 2022
Tickers
BITCOMP
USD-BITSTAMP
Tags
Volatility
Markets
Shiba Inu
From
Benzinga
Why Robert Herjavec preaches against taking money for granted: 'I remember the days when I worked my a-- off for $10'
May 18, 2022
Tags
Make It / Success
Shark Tank
Entrepreneurship
From
CNBC.com News
Kevin O'Leary on being dyslexic, where he got his financial chops and why he isn't really that mean
May 15, 2022
Tags
Make It
Shark Tank
Make It / Behind the Desk
From
CNBC.com News
You've Heard Of Elf On The Shelf, Get Ready For Snoop On A Stoop
May 11, 2022
Tickers
NFLX
Tags
Snoop Dogg
News
General
From
Benzinga
How this 'Shark Tank' CEO went from one food truck to a $1 million investment offer from Mark Cuban
May 06, 2022
Tags
Entrepreneurs
Make It
Make It / Start/ups
From
CNBC.com News
Transcript: Jason Raznick's Conversation with Mr. Wonderful Kevin O'Leary At The Benzinga Psychedelics Conference
May 02, 2022
Tickers
CMPS
MNMD
Tags
Psychedelics
Kevin O'Leary
Success Stories
From
Benzinga
Shark Tank Investor Kevin O'Leary Says He Has Dozens Of Cryptos, But Only Needs Two To Succeed
April 24, 2022
Tickers
BTC
Tags
Hedera
dogecoin
$HBAR
From
Benzinga
3 Times The Shark Tank 'Sharks' Got it Wrong And These Startups Were Better Off Because Of It
April 22, 2022
Tickers
ACI
AMZN
KR
RING
Tags
Shark Tank
Market News
Groupo Bimbo
From
Benzinga
EXCLUSIVE: Breaking Down Public Vs. Private Psychedelic Investments
April 19, 2022
Tickers
ATAI
CMPS
MNMD
PCC
Tags
Market News
Small Cap
Shark Tank
From
Benzinga
EXCLUSIVE: Kevin O'Leary On Why Cannabis Industry Attracts 'Zero' Institutional Dollars
April 19, 2022
Tickers
CCC
PCC
Tags
PCC
News
PCC22
From
Benzinga
EXCLUSIVE: Why Kevin O'Leary Of 'Shark Tank' Says Public Psychedelics Companies Will Need To Merge
April 19, 2022
Tickers
ATAI
CMPS
MNMD
PCC
Tags
Exclusives
Events
Benzinga
From
Benzinga
This ‘Shark Tank’ company made $130,000 in 6 days – and Mark Cuban wants the Dallas Mavericks to use its products
April 18, 2022
Tags
Make It / Start/ups
Entrepreneurship
Shark Tank
From
CNBC.com News
11 years ago, he failed on 'Shark Tank' – now, he has a $300,000 investment offer from Daymond John
April 13, 2022
Tags
Make It / Start/ups
Entrepreneurship
Shark Tank
From
CNBC.com News
Why Mark Cuban called this 'Shark Tank' CEO who brought in millions 'a great case for what not to do'
April 07, 2022
Tags
Make It
Entrepreneurs
Shark Tank
From
CNBC.com News
Why Mark Cuban rejected a 'Shark Tank' company that brings in millions: 'Anybody else can ... try to do the same thing'
March 22, 2022
Tags
Make It / Success
Shark Tank
Entrepreneurship
From
CNBC.com News
'Psychedelics Companies Are Onto Something Extraordinary,' Says Kevin O'Leary: Meet Our Keynote Speakers
March 18, 2022
Tickers
ATAI
CMPS
FB
MAT
Tags
Business Insider
MNMD
Markets
From
Benzinga
Barbara Corcoran to 'Shark Tank' start-up: This common mental mistake is 'the biggest danger' to your success
March 14, 2022
Tags
Make It
Entrepreneurs
Entrepreneurship
From
CNBC.com News
Iconic NEXTEL Telecommunications Brand Is Back- Seeking Investment
March 09, 2022
Tags
SPACS
Pompano Beach
Florida
From
PRLog
How To Invest Like Daymond John Of 'Shark Tank'
March 07, 2022
Tags
Shark Tank
General
Market News
From
Benzinga
This 'Shark Tank' side hustle had almost zero revenue — here's why Mark Cuban invested anyway
March 01, 2022
Tags
Make It
Entrepreneurs
Make It / Success
From
CNBC.com News
< 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.