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 >
Paying rent usually won't boost your credit score. Here's what renters need to know to make it count
January 20, 2024
Tags
Credit Cards
Real estate
Personal Finance
From
CNBC.com News
Bipartisan tax bill clears key congressional hurdle, teeing up potential House vote
January 19, 2024
Tags
Economy
Congress
Government and politics
From
CNBC.com News
Here are two child credits parents can take advantage of this tax season
January 19, 2024
Tickers
JOBS
Tags
State taxes
Child care costs
Social issues
From
CNBC.com News
Unredacted complaint alleges Meta estimated up to 100,000 children per day sexually harassed on company platforms
January 18, 2024
Tags
Social issues
Breaking News: Politics
Technology
From
CNBC.com News
3 mistakes to avoid in a divorce, from a money expert who ended a marriage in her 20s
January 18, 2024
Tags
Make It / Save and Invest
Social issues
Lifestyle
From
CNBC.com News
How to figure out your timeline to student loan forgiveness, as more borrowers become eligible
January 17, 2024
Tags
Student Loans
Personal Finance
Politics
From
CNBC.com News
I'm a 30-year-old teacher who left the U.S. for Denmark—4 things I definitely don't miss about living in America
January 17, 2024
Tags
Personal finance
Parenting
Make It
From
CNBC.com News
How much money you need to retire in every U.S. state—it's at least $1 million in 16 places
January 15, 2024
Tags
Social issues
Retirement planning
Make It / Save and Invest
From
CNBC.com News
Nikki Haley campaign site lacks policy platform, simple way to evaluate positions
January 14, 2024
Tags
Politics
U/S/ Economy
Social issues
From
CNBC.com News
A city famous for its beaches is helping residents age in place. What to know if you want to stay in your home
January 14, 2024
Tags
Retirement
Elder care
Housing vacancies and homeownership
From
CNBC.com News
Here's who qualifies for Biden's early student loan forgiveness
January 12, 2024
Tags
Social issues
Personal finance
Politics
From
CNBC.com News
GOP presidential candidates agree: Student loan borrowers shouldn't get forgiveness
January 11, 2024
Tags
Civil rights violations
Personal finance
US: News
From
CNBC.com News
New York and California make retail theft a 2024 priority: 'We mean business'
January 11, 2024
Tags
Business
Social issues
Retail industry
From
CNBC.com News
Paying down student debt could soon boost your 401(k) balance. Here's how
January 11, 2024
Tags
Personal finance
Personal Finance
Education
From
CNBC.com News
Why can’t today’s young adults leave the nest? Blame high housing costs
January 11, 2024
Tags
Real Estate
Retirement
Investing
From
CNBC.com News
Haley, DeSantis clash over Disney and government's role in business
January 11, 2024
Tags
White House
Civil rights violations
Walt Disney Co
From
CNBC.com News
Delayed statements, incorrect bills: What student loan borrowers need to know about servicing problems
January 09, 2024
Tags
Personal finance
Student Loans
Personal Finance
From
CNBC.com News
White House backs Defense Sec. Austin after secret ICU stay
January 08, 2024
Tags
Defense
Politics
Social issues
From
CNBC.com News
I couldn't find the cost of a medical procedure before I had it, so I asked a doctor the steps to take next time
January 08, 2024
Tags
Make It / Money
Social issues
Make It
From
CNBC.com News
Trump had meals at Jeffrey Epstein home — no massages -- housekeeper testified
January 05, 2024
Tickers
LAW
LAWS
Tags
Political Leaders
Laws
US: News
From
CNBC.com News
Florida wins first FDA approval to import cheaper drugs from Canada
January 05, 2024
Tags
Health care industry
Biotech and Pharmaceuticals
Business News
From
CNBC.com News
Federal agency: Student loan company errors could 'pose serious risks' to borrowers, the economy
January 05, 2024
Tags
Breaking News: Markets
Consumer Confidence
Labor economy
From
CNBC.com News
Jeffrey Epstein court files: 'There's lots more to come,' victim's lawyer says
January 04, 2024
Tickers
LAW
LAWS
Tags
Crime
Politics
Social issues
From
CNBC.com News
Dry January may help improve your finances. This woman saved $48,000 by giving up alcohol
January 03, 2024
Tags
Personal Finance
National security
Social issues
From
CNBC.com News
Names in Jeffrey Epstein court documents to be unsealed in New York on Wednesday
January 03, 2024
Tickers
LAW
LAWS
Tags
Laws
Collusion
US: News
From
CNBC.com News
5 policy shifts that can change the way you save for retirement in 2024
December 31, 2023
Tags
Social issues
Personnel
Make It / Save and Invest
From
CNBC.com News
Women are at greater risk in retirement. Here are ways to overcome a savings shortfall
December 29, 2023
Tags
Savings
Investment strategy
Personal saving
From
CNBC.com News
Here's why employers can force out small 401(k) accounts once a worker leaves a job
December 29, 2023
Tags
Personal finance
401(k)
Personal saving
From
CNBC.com News
There’s still time to reduce your 2023 tax bill with these last-minute moves
December 28, 2023
Tags
National taxes
Tax Planning
Taxes
From
CNBC.com News
Why the $7,500 electric vehicle tax credit may be easier — and harder — to get in 2024
December 28, 2023
Tags
Taxes
Environment and nature
Social issues
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.