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 Small Caps
Recent news which mentions Small Caps
$3.9M Q1 2025 Revenue Following $39M in Cybersecurity Contracts for Education and Transportation Sectors: Cycurion, Inc
June 06, 2025
Tickers
CYCU
Tags
Press Release
Stock Market
Stocks
From
PRLog
Small Caps Surge, Dollar General Stock Eyes Best Day, Crude Hits 2-Week Highs: What's Driving Markets Tuesday?
June 03, 2025
Tickers
CCJ
CEG
DG
DIA
Tags
Trading Ideas
Commodities
META
From
Benzinga
Russell 2000 Holds At 24-Year Low Vs. S&P 500: Why Trump's Deregulation Could Spark A Turnaround
May 16, 2025
Tickers
ECON
IWM
SPY
Tags
Analyst Ratings
SPY
Economics
From
Benzinga
Cycurion Wins $33M Cybersecurity Contract for State Colleges, Also $6M from Transportation Agency: Cycurion, Inc. (Stock Symbol: CYCU) is Undervalued
May 15, 2025
Tags
Small Caps
McLean
Nasdaq
From
PRLog
Cybersecurity is Protecting Your Personal Information and Your Portfolio
May 07, 2025
Tags
Artificial Intelligence
McLean
Small Caps
From
PRLog
Small-Caps Explode Higher As Tariff Fears Ease: Humacyte, Forward Air, FormFactor Top Russell 2000
April 09, 2025
Tickers
FORM
FTAI
FWRD
HUMA
Tags
IWM
Stories That Matter
WWW
From
Benzinga
Major US Stock Futures Slide, Small-Caps Buck Trend: Market Strategist Flags This As The 'Stronger Times Of The Year For Stocks'
November 27, 2024
Tickers
CRWD
DELL
GOLD
HPQ
Tags
SPY
Stock Futures
what to expect?
From
Benzinga
EXCLUSIVE: Small Caps Hit Records As Expert Says Russell 2000 'Still Very Discounted' Compared To S&P 500
November 25, 2024
Tickers
ECON
IWM
KRE
Tags
Stories That Matter
IWM
Sector ETFs
From
Benzinga
Trump Ignites Investor Optimism For Growth, Small Caps, US Dollar: Bank Of America Survey
November 13, 2024
Tickers
ECON
IWM
Tags
Expert Ideas
Inflation
Bonds
From
Benzinga
Why Trump's Win Has 2 Market Experts Betting On Small Caps, Financials
November 11, 2024
Tickers
IAT
IWM
SPY
XLF
Tags
Cyclicals
XLI
Stories That Matter
From
Benzinga
Small-Cap Vs. Mid-Cap: Amplify's New ETF Aims To Ride The Market's Sweet Spot
October 23, 2024
Tickers
IJH
IJR
NEWS
SMAP
Tags
News
Market News
Mid Cap
From
Benzinga
Interest Rates In Free-Fall: What It Means For Mortgages, Credit Cards And Your Wallet As The Federal Reserve Springs Into Action For First Time In 4 Years
September 18, 2024
Tickers
FOMC
IWM
SPY
Tags
SPY
small caps
Benzinga
From
Benzinga
VOO Vs. VTI: Which US Stock Market ETF Could Benefit More From Interest Rate Cuts?
September 18, 2024
Tickers
FOMC
SPY
VOO
VTI
Tags
Top Stories
Benzinga
small caps
From
Benzinga
Russell 2000 Outpaces S&P 500 As Small Caps Anticipate Fed's Interest Rate Move
September 18, 2024
Tickers
APLT
IGMS
IWM
LUNR
Tags
APLT
IGMS
SPY
From
Benzinga
Small-Cap Sectors Brace For Fed Rate Cut: Financials, Real Estate ETFs Offer Compelling Plays For Investors
September 18, 2024
Tickers
IWM
IYR
NEWS
PSCD
Tags
PSCD
VNQ
News
From
Benzinga
International Small-Cap ETF Reaches 52-Week High, Leaving Investors Wondering What's Next
August 22, 2024
Tickers
ADDHY
DITHF
MAKSF
NEWS
Tags
Global
SCZ
Specialty ETFs
From
Benzinga
Small Caps Soar: 3 Russell 2000 Stocks Doubling Investor Wealth In 2024
August 19, 2024
Tickers
DAVE
INOD
NEWS
SOUN
Tags
SOUN
Benzinga
Top Stories
From
Benzinga
8 Best-Performing Small Caps In July: Find Out Which Stock Jumped 803%
August 01, 2024
Tickers
AIU
COMM
EBS
HE
Tags
Trading Ideas
AIU
Russell 1000
From
Benzinga
Small Caps Eye Strongest Month Against Tech Stocks In 22 Years: Why Presidential Elections Could Push Russell 2000 To Record Highs
July 30, 2024
Tickers
ECON
IWM
QQQ
TECH
Tags
Analyst Color
Macro Economic Events
Large Cap
From
Benzinga
Russell 2000 Notches Third Week Of Gains, Strongest Streak Since August 2022: Small Caps Serve 'As Economic Barometer,' Analyst Says
July 26, 2024
Tickers
ECON
IWM
TECH
Tags
Macro Economic Events
PCE
Market News
From
Benzinga
EXCLUSIVE: Market Strategist Jay Woods Says 'Rotation In Small Caps Is Just Starting': Russell 2000 Within 8% Of All Times, 'Easy Upside Target'
July 18, 2024
Tickers
AVGO
DIA
IWM
NVDA
Tags
Russell 2000
Trading Ideas
AVGO
From
Benzinga
GeneDx Leads Russell 2000 This Year As It Shifts To More Comprehensive Genetic Testing
July 18, 2024
Tickers
CADL
CRBP
DAVE
ELEV
Tags
SMR
Stories That Matter
DAVE
From
Benzinga
Expert Trader Suggests Interest Rates Aren't Sole Cause For Small Cap Struggles, Recommends Alternative Investment Ideas
July 08, 2024
Tickers
AAPL
IWM
MSFT
Tags
Small Cap
PreMarket Prep
Market News
From
Benzinga
Stocks Hold Steady, Small Caps Rise, French Equities Slip After Surprise Win By Left-Wing Bloc: What's Driving Markets Monday?
July 08, 2024
Tickers
DIA
EWQ
GLW
HLVX
Tags
UAA
Commodities
midday update
From
Benzinga
Russell 2000 Vs. S&P 500: Turning Tide For Small Caps? 'Risk-Reward Trade-Off Is Very Skewed'
March 27, 2024
Tickers
AMD
AVGO
IWM
NEWS
Tags
News
Tech
General
From
Benzinga
Small Caps Poised To Outperform S&P 500 In 2024: Analysts Forecast 15% Upside During Presidential Election Year
January 10, 2024
Tickers
IWM
Tags
2024
Russell 2000
Trading Ideas
From
Benzinga
Russell 2000 Rallies To 16-Month Highs: Best Performing Small-Cap Stocks Popping Over 80% In December
December 19, 2023
Tickers
ALT
AUR
CVNA
DIA
Tags
CVNA
Economics
Benzinga
From
Benzinga
Is It Time to Bet on Small Caps? Analysts Share Insights On The Valuation Gap Versus Large Caps
October 21, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
MSCI
Specialty ETFs
small caps
From
Benzinga
Oil Climbs, iPhone Faces China Ban, UAW Strike Looms: The Week In The Markets
September 08, 2023
Tickers
AAPL
ABNB
ADBE
CPRT
Tags
Inflation
STLA
QCOM
From
Benzinga
Charge Reports $138.2 Million In Infrastructure Project Backlog As Demand For EV Charging Installations Soars
August 25, 2023
Tickers
CRGE
Tags
Benzinga
Charge Enterprises
News
From
Benzinga
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.