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
...
26
27
28
29
30
31
32
33
Next >
House Republicans scramble to save Mayorkas impeachment vote as 'no' votes emerge
February 06, 2024
Tags
Voting
Breaking News: Politics
Policy
From
CNBC.com News
Gen Z, millennials want to invest — but many aren't, CNBC/Generation Lab survey finds. Here are the issues
February 06, 2024
Tags
Consumer Confidence
Personal saving
Retirement planning
From
CNBC.com News
Op-ed: Embrace community over consumerism. It may be the secret to a more satisfying life
February 05, 2024
Tags
Savings
Personal saving
Personal spending
From
CNBC.com News
The unemployment rate of Black men rose in January, underscoring continued inequality in labor market
February 02, 2024
Tickers
JOBS
Tags
Personnel
U/S/ Economy
Labor economy
From
CNBC.com News
Men benefit more from their looks at work than women do, new research shows
February 02, 2024
Tags
Personnel
Social issues
Make It
From
CNBC.com News
Rental markets are softening, but half of U.S. tenants spend more than they can afford, Harvard report finds
February 02, 2024
Tickers
LIFE
Tags
Housing rental
Housing policy
Social issues
From
CNBC.com News
House passes child tax credit bill that could give families a nearly $700 tax break as early as this year
February 01, 2024
Tags
Social issues
Make It
Personal finance
From
CNBC.com News
Ad giant Publicis paying $350 million to settle U.S. opioid crisis claims
February 01, 2024
Tags
Democrats
Breaking News: Politics
Political Leaders
From
CNBC.com News
Rental markets are cooling, but it 'doesn't mean they're falling,' Harvard researcher says. Here's what that means for renters
February 01, 2024
Tags
Interest Rates
Consumer Confidence
Housing
From
CNBC.com News
Biogen drops controversial Alzheimer's drug Aduhelm to focus on Leqembi, experimental treatments
January 31, 2024
Tags
Biogen Inc
Health & Science
US: News
From
CNBC.com News
Meta chief Mark Zuckerberg 'needs to do the right thing' in child sex targeting fight: New Mexico AG
January 31, 2024
Tickers
LAW
LAWS
Tags
Social issues
Crime
Breaking News: Politics
From
CNBC.com News
Lawmakers to grill CEOs of Meta, TikTok, X and other social media firms at hearing on child safety
January 31, 2024
Tags
US: News
Social media
Snap Inc
From
CNBC.com News
'Positive’ labor market data can still feel awful for workers, job seekers. Here's why
January 30, 2024
Tickers
JOBS
Tags
Economic events
Personnel
Labor Unions
From
CNBC.com News
Tax season is here—how to file your 2023 tax return for free
January 30, 2024
Tags
Labor economy
Personal finance
Social issues
From
CNBC.com News
Tax filing season is here. What you need to know about itemizing, refunds and paying your bill
January 29, 2024
Tags
Smart Tax Planning
Government taxation and revenue
Taxes
From
CNBC.com News
Nikki Haley slams Trump for trying to torpedo congressional border deal
January 28, 2024
Tags
Congress
White House
Foreign policy
From
CNBC.com News
Workers are paying to get part of their paychecks early. It's 'payday lending on steroids,' one expert says
January 28, 2024
Tickers
LAWS
Tags
Inflation
Social issues
Finance
From
CNBC.com News
Florida is the No. 1 state to retire in 2024—No. 2 is nearly 2,000 miles away
January 27, 2024
Tags
Retirement planning
Make It / Money
Make It / Life
From
CNBC.com News
The U.S. has no federal bereavement leave. What to know about options at work when someone you love dies
January 26, 2024
Tags
Labor economy
Johnson & Johnson
Personnel
From
CNBC.com News
Fake rich? Affluent millennials are more likely to exaggerate to appear wealthy. Here's what experts say they should do instead
January 25, 2024
Tags
Personal finance
Income disparity
Personal Income
From
CNBC.com News
Layoffs from major companies to start the year have impacted thousands of workers. What to know if you're offered a buyout
January 25, 2024
Tickers
JOBS
Tags
Labor economy
Technology
Breaking News: Technology
From
CNBC.com News
WWE boss Vince McMahon accused of sexual assault and trafficking in new lawsuit
January 25, 2024
Tickers
LAW
LAWS
Tags
Business
Politics
Laws
From
CNBC.com News
Humana stock plunges on dismal 2024 forecast, as insurers face soaring medical costs
January 25, 2024
Tags
Elevance Health Inc
Biotech and Pharmaceuticals
Humana Inc
From
CNBC.com News
There’s a shortage of accountants in the U.S. Here's what to do if you can’t find one for tax season
January 25, 2024
Tags
Personal Finance
Social issues
Tax planning
From
CNBC.com News
China youth unemployment will stay elevated in 2024, but EIU warns economic impact will linger
January 25, 2024
Tickers
JOBS
Tags
Asia Politics
Social issues
Asia Markets
From
CNBC.com News
Mom in Texas abortion case to be Biden guest at State of the Union
January 24, 2024
Tags
Supreme courts
Congress
White House
From
CNBC.com News
Gen Z, millennials are less worried about fraud than older generations. But they have a unique risk
January 24, 2024
Tags
Banks
Government and politics
Social media
From
CNBC.com News
Former high-ranking FDIC attorney Mark Black pleads guilty in child sex exploitation case
January 23, 2024
Tickers
LAW
LAWS
Tags
Law
Collusion
Politics
From
CNBC.com News
'Housing affordability is reshaping migration trends,' economist says. Here's where people are moving
January 23, 2024
Tags
Social issues
Personal Finance
Real Estate Services
From
CNBC.com News
Trump sex assault defamation trial postposed after juror sick
January 22, 2024
Tickers
LAW
LAWS
Tags
US: News
Government and politics
Law
From
CNBC.com News
< Previous
1
2
...
26
27
28
29
30
31
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.