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 Social Issues
Recent news which mentions Social Issues
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Student loan forgiveness may soon be taxed again — here's how much borrowers could owe
July 25, 2025
Tags
Personal finance
Higher education
Taxes
From
CNBC.com News
Jeffrey Epstein accomplice Ghislaine Maxwell expected to meet with DOJ on Thursday
July 24, 2025
Tickers
LAW
LAWS
Tags
Politics
Breaking News: Politics
Law
From
CNBC.com News
UnitedHealth says it is facing DOJ investigation over Medicare billing practices
July 24, 2025
Tags
Biotechnology
Companies
Breaking News: Business
From
CNBC.com News
Trump administration ramps up its campaign against colleges
July 23, 2025
Tags
Foreign policy
US: News
White House
From
CNBC.com News
Healthy Returns: Researchers move closer to a universal cancer vaccine
July 23, 2025
Tags
Health care industry
Biotech and Pharmaceuticals
Moderna Inc
From
CNBC.com News
The 10 best U.S. states to retire—it's about more than 'just the number of sunny days and taxes'
July 23, 2025
Tags
Make It
Social issues
Make It / Save and Invest
From
CNBC.com News
Meta updates safety features for teens. More than 600,000 accounts linked to predatory behavior
July 23, 2025
Tags
Social Media
Meta Platforms Inc
Technology
From
CNBC.com News
China's affluent are as pessimistic about the economy as they were during the Covid-19 pandemic
July 22, 2025
Tags
Social issues
China Economy
Asia Economy
From
CNBC.com News
FDA taps biotech industry veteran as RFK Jr.'s top drug regulator
July 21, 2025
Tags
Social issues
Biogen Inc
Business News
From
CNBC.com News
Retirees are fleeing these 10 U.S. cities—most are in states where you need over $1 million to retire
July 20, 2025
Tags
Make It / Save and Invest
Make It / Money
Make It
From
CNBC.com News
Trump would not recommend Jeffrey Epstein case special prosecutor, White House says
July 17, 2025
Tickers
LAW
LAWS
Tags
Congress
Collusion
Laws
From
CNBC.com News
DOJ demands names, release dates of non-citizens in CA jails as Trump deportation efforts ramp up
July 17, 2025
Tickers
LAW
LAWS
Tags
Law
Republicans
Politics
From
CNBC.com News
New York City braces for wealth flight with Mamdani's political rise
July 17, 2025
Tags
Business
Real Estate
Social issues
From
CNBC.com News
Healthy Returns: Chinese obesity drug emerges as a potential rival to Eli Lilly’s Zepbound
July 16, 2025
Tags
Novo Nordisk A/S
Social issues
Healthy Returns
From
CNBC.com News
France flirts with cutting two public holidays to save money
July 16, 2025
Tags
Europe Politics
International: Top News And Analysis
Economic events
From
CNBC.com News
'Lost their identity': Why Target is struggling to win over shoppers and investors
July 15, 2025
Tags
Discounters
Costco Wholesale Corp
TJX Companies Inc
From
CNBC.com News
Trump's tax bill spells big changes for charitable deductions, college endowments
July 15, 2025
Tags
Corporate Finance
Economic events
Government taxation and revenue
From
CNBC.com News
These 10 states are America’s best for quality of life in 2025
July 14, 2025
Tags
US: News
Corporate management
Child care
From
CNBC.com News
These states are America’s worst for quality of life in 2025
July 14, 2025
Tags
Social issues
U/S/ Economy
Personnel
From
CNBC.com News
Trump's spending bill brings changes to student loans, taxes and Medicaid—here's when they go into effect
July 11, 2025
Tags
Make It
Social issues
Make It / Money
From
CNBC.com News
FDA to consider drug affordability when granting new vouchers to speed up approvals, Makary says
July 11, 2025
Tags
Social issues
Biotechnology
Companies
From
CNBC.com News
Trump administration launches probe of DEI policy at George Mason University
July 10, 2025
Tags
Colleges & Universities
US: News
White House
From
CNBC.com News
Trump's 'big beautiful' bill locks in key tax breaks for homeowners—here's what to know
July 10, 2025
Tags
Make It / Money
Make It / Save and Invest
Social issues
From
CNBC.com News
Trump's 'big beautiful' bill expands access to this 'powerful, yet underutilized' financial tool
July 10, 2025
Tags
Make It / Save and Invest
Make It / Money
Social issues
From
CNBC.com News
Bishop of major Catholic diocese exempts parishioners from Mass over fears of ICE raids
July 09, 2025
Tags
US: News
White House
Immigration
From
CNBC.com News
Trump's 'big beautiful' bill boosts the maximum child tax credit to $2,200—here's who qualifies
July 09, 2025
Tags
Social issues
Make It
Make It / Earn
From
CNBC.com News
Trump's 'big beautiful' bill promises no tax on tips and overtime, but there's a limit—here's who qualifies
July 09, 2025
Tags
Make It / Money
Make It / Earn
Personnel
From
CNBC.com News
'Free money' from Trump accounts is a 'no-brainer,' says expert—but other options may be better
July 08, 2025
Tags
Make It
Social issues
Make It / Save and Invest
From
CNBC.com News
Black Americans who moved abroad say they're happier outside the U.S.: 'It is truly a more fulfilling, richer life'
July 08, 2025
Tags
Make It / Earn
Millennial Money
Make It / Money
From
CNBC.com News
Healthy Returns: Medicaid cuts in Trump’s megabill may affect some drugmakers more than others
July 08, 2025
Tags
Health & Science
Vertex Pharmaceuticals Inc
Pfizer Inc
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
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.